| Moisand Fitzgerald Tamayo, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Private Ocean, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Assetmark, Inc | 3 | $2.00K | 0.00% | −3−50.0% | Reduced |
| Versant Capital Management, Inc | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Evoke Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $5.00K | 0.01% | +6+600.0% | Added |
| Ford Financial Group, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Parallel Advisors, LLC | 9 | $6.00K | 0.00% | +9 | New |
| Global Trust Asset Management, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $13.0K | 0.00% | +19 | New |
| Smith Asset Management Group LP | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 21 | $14.0K | 0.00% | +5+31.3% | Added |
| Ellevest, Inc. | 22 | $15.0K | 0.00% | +16+266.7% | Added |
| Meeder Asset Management Inc | 24 | $16.0K | 0.00% | +2+9.1% | Added |
| North Star Investment Management Corp. | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 25 | $17.0K | 0.01% | +25 | New |
| Carolinas Wealth Consulting LLC | 25 | $17.0K | 0.00% | +25 | New |
| Washington Trust Co | 26 | $18.0K | 0.00% | +26 | New |
| RPG Investment Advisory, LLC | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 33 | $22.0K | 0.00% | +33 | New |
| Sandy Spring Bank | 35 | $24.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $27.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $28.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $29.0K | 0.01% | +43 | New |
| Semmax Financial Advisors Inc. | 46 | $31.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $35.0K | 0.01% | +1+2.0% | Added |
| Fifth Third Bancorp | 52 | $35.0K | 0.00% | +8+18.2% | Added |
| Global Retirement Partners, LLC | 52 | $35.0K | 0.00% | +8+18.2% | Added |
| TCI Wealth Advisors, Inc. | 64 | $43.0K | 0.01% | +4+6.7% | Added |
| First Horizon Advisors, Inc. | 71 | $47.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 71 | $48.0K | 0.01% | +71 | New |
| Spire Wealth Management | 81 | $55.0K | 0.00% | +7+9.5% | Added |
| FourThought Financial, LLC | 83 | $56.0K | 0.01% | −3−3.5% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 85 | $58.0K | 0.03% | −512−85.8% | Reduced |
| Acadian Asset Management LLC | 89 | $60.0K | 0.00% | −392−81.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 88 | $60.0K | 0.04% | +75+576.9% | Added |
| Berman Capital Advisors, LLC | 92 | $62.0K | 0.01% | +14+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 95 | $65.0K | 0.00% | +95 | New |
| Cullen/Frost Bankers, Inc. | 100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $68.0K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 109 | $74.0K | 0.03% | +109 | New |
| Sumitomo Mitsui Financial Group, Inc. | 120 | $83.0K | 0.00% | −285−70.4% | Reduced |
| Harbour Investments, Inc. | 129 | $88.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 148 | $100.0K | 0.00% | +48+48.0% | Added |
| Cribstone Capital Management, LLC | 150 | $102.0K | 0.06% | 00.0% | Unchanged |
| Sageworth Trust Co | 160 | $109.0K | 0.01% | +160 | New |
| Belpointe Asset Management LLC | 185 | $126.0K | 0.01% | +185 | New |
| Sugarloaf Wealth Management, LLC | 188 | $128.0K | 0.03% | +6+3.3% | Added |
| Stonebridge Capital Advisors LLC | 200 | $136.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 214 | $145.0K | 0.09% | +121+130.1% | Added |
| James Investment Research Inc | 216 | $147.0K | 0.01% | +144+200.0% | Added |
| Signaturefd, LLC | 228 | $155.0K | 0.01% | +66+40.7% | Added |
| KBC Group NV | 245 | $166.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 266 | $181.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 283 | $192.0K | 0.01% | +6+2.2% | Added |
| Fieldpoint Private Securities, LLC | 268 | $193.0K | 0.04% | −2−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 285 | $196.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 295 | $200.0K | 0.02% | 00.0% | Unchanged |
| McRae Capital Management Inc | 300 | $204.0K | 0.05% | +300 | New |
| Freestone Capital Holdings, LLC | 300 | $204.0K | 0.01% | +300 | New |
| Nomura Holdings Inc | 311 | $211.0K | 0.00% | −4,090−92.9% | Reduced |
| Lebenthal Global Advisors, LLC | 311 | $211.0K | 0.11% | +311 | New |
| Benedetti & Gucer, Inc. | 315 | $214.0K | 0.19% | +315 | New |
| Ieq Capital, LLC | 319 | $217.0K | 0.01% | +319 | New |
| Burney Co | 321 | $218.0K | 0.01% | +321 | New |
| WBH Advisory Inc | 321 | $218.0K | 0.03% | +321 | New |
| Western Wealth Management, LLC | 320 | $218.0K | 0.02% | +320 | New |
| HBK Sorce Advisory LLC | 324 | $220.0K | 0.01% | +324 | New |
| Alpha Paradigm Partners, LLC | 327 | $222.0K | 0.08% | −1,639−83.4% | Reduced |
| Private Advisor Group, LLC | 331 | $225.0K | 0.00% | −14−4.1% | Reduced |
| Macquarie Group Ltd | 336 | $228.0K | 0.00% | −163−32.7% | Reduced |
| International Assets Investment Management, LLC | 336 | $228.0K | 0.04% | +47+16.3% | Added |
| Americana Partners, LLC | 336 | $228.0K | 0.12% | +336 | New |
| Pinnacle Financial Partners Inc | 342 | $232.0K | 0.01% | +342 | New |
| Pinnacle Wealth Advisors | 342 | $232.0K | 0.01% | +342 | New |
| Janney Montgomery Scott LLC | 346 | $235.0K | 0.00% | +346 | New |
| Zacks Investment Management | 347 | $236.0K | 0.00% | +347 | New |
| Man Group plc | 349 | $237.0K | 0.00% | −7,251−95.4% | Reduced |
| Birinyi Associates Inc | 350 | $238.0K | 0.08% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 350 | $238.0K | 0.13% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 369 | $251.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 370 | $251.0K | 0.07% | +370 | New |
| Cetera Investment Advisers | 372 | $253.0K | 0.00% | +372 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 375 | $255.0K | 0.00% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 380 | $258.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 397 | $270.0K | 0.00% | +397 | New |
| Pallas Capital Advisors LLC | 400 | $270.0K | 0.04% | +400 | New |
| Kovack Advisors, Inc. | 405 | $275.0K | 0.03% | +24+6.3% | Added |
| Evergreen Capital Management LLC | 417 | $283.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 439 | $298.0K | 0.04% | +439 | New |
| M&T Bank Corp | 451 | $306.0K | 0.00% | +451 | New |