| Versant Capital Management, Inc | 1 | $1.00K | 0.00% | −2−66.7% | Reduced |
| Financial Management Professionals, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $1.00K | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Glassman Wealth Services | 1 | $1.00K | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | +2 | New |
| FourThought Financial, LLC | 3 | $2.00K | 0.00% | −80−96.4% | Reduced |
| Assetmark, Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $2.00K | 0.00% | +3 | New |
| Carroll Financial Associates, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Evoke Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Patriot Financial Group Insurance Agency, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $5.00K | 0.00% | +7 | New |
| Eaton Vance Management | 822 | $6.00K | 0.00% | −169−17.1% | Reduced |
| Global Trust Asset Management, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $7.00K | 0.00% | +11 | New |
| Signaturefd, LLC | 13 | $9.00K | 0.00% | −215−94.3% | Reduced |
| Activest Wealth Management | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $9.00K | 0.01% | +7+100.0% | Added |
| Kozak & Associates, Inc. | 15 | $10.0K | 0.01% | +15 | New |
| Perkins Coie Trust Co | 16 | $11.0K | 0.00% | −9−36.0% | Reduced |
| Parallel Advisors, LLC | 17 | $11.0K | 0.00% | +8+88.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 20 | $13.0K | 0.00% | +20 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24 | $16.0K | 0.00% | +24 | New |
| North Star Investment Management Corp. | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 28 | $18.0K | 0.01% | +28 | New |
| Optiver Holding B.V. | 27 | $18.0K | 0.00% | +27 | New |
| Meeder Asset Management Inc | 29 | $19.0K | 0.00% | +5+20.8% | Added |
| Ellevest, Inc. | 28 | $19.0K | 0.00% | +6+27.3% | Added |
| RPG Investment Advisory, LLC | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 30 | $20.0K | 0.02% | +30 | New |
| Sandy Spring Bank | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $27.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $27.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 45 | $30.0K | 0.00% | +19+73.1% | Added |
| Meridian Wealth Partners, LLC | 45 | $30.0K | 0.01% | +45 | New |
| Semmax Financial Advisors Inc. | 46 | $31.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $33.0K | 0.02% | +50 | New |
| Quadrant Capital Group LLC | 51 | $34.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $35.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 55 | $37.0K | 0.04% | +55 | New |
| TCI Wealth Advisors, Inc. | 64 | $43.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 71 | $47.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 70 | $47.0K | 0.02% | +70 | New |
| Fifth Third Bancorp | 75 | $50.0K | 0.00% | +23+44.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 79 | $53.0K | 0.00% | −80,000−99.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 80 | $53.0K | 0.02% | +80 | New |
| Arkadios Wealth Advisors | 84 | $56.0K | 0.01% | +84 | New |
| Spire Wealth Management | 85 | $57.0K | 0.00% | +4+4.9% | Added |
| Newbridge Financial Services Group, Inc. | 90 | $60.0K | 0.04% | +2+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $67.0K | 0.00% | +1+1.0% | Added |
| Ancora Advisors, LLC | 100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $67.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $67.0K | 0.01% | +100 | New |
| Berman Capital Advisors, LLC | 115 | $76.0K | 0.01% | +23+25.0% | Added |
| Ibex Wealth Advisors | 126 | $84.0K | 0.02% | +126 | New |
| Harbour Investments, Inc. | 129 | $86.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 144 | $96.0K | 0.01% | +73+102.8% | Added |
| Huntington National Bank | 148 | $99.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $100.0K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 150 | $100.0K | 0.03% | +150 | New |
| State of Wyoming | 157 | $104.0K | 0.07% | −57−26.6% | Reduced |
| Sageworth Trust Co | 160 | $107.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 164 | $109.0K | 0.00% | +164 | New |
| KBC Group NV | 189 | $126.0K | 0.00% | −56−22.9% | Reduced |
| Belpointe Asset Management LLC | 188 | $126.0K | 0.01% | +3+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 193 | $129.0K | 0.03% | +5+2.7% | Added |
| Stonebridge Capital Advisors LLC | 200 | $133.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 227 | $151.4K | 0.01% | +227 | New |
| Harvest Fund Management Co., Ltd | 236 | $157.0K | 0.04% | −49−17.2% | Reduced |
| James Investment Research Inc | 244 | $163.0K | 0.02% | +28+13.0% | Added |
| Smithfield Trust Co | 266 | $178.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 268 | $179.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 295 | $197.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 297 | $198.0K | 0.01% | +14+4.9% | Added |
| Quantamental Technologies LLC | 300 | $200.0K | 0.13% | −1,121−78.9% | Reduced |
| McRae Capital Management Inc | 300 | $200.0K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 300 | $200.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 300 | $200.0K | 0.02% | +300 | New |
| Personal Capital Advisors Corp | 300 | $200.0K | 0.00% | +300 | New |
| Versor Investments LP | 304 | $203.0K | 0.01% | −325−51.7% | Reduced |
| AlphaStar Capital Management, LLC | 303 | $204.0K | 0.01% | +303 | New |
| Ethic Inc. | 308 | $205.0K | 0.02% | +308 | New |
| Boothbay Fund Management, LLC | 314 | $209.0K | 0.01% | −1,514−82.8% | Reduced |
| United Capital Financial Advisers, LLC | 316 | $211.0K | 0.00% | +316 | New |
| Toroso Investments, LLC | 317 | $211.0K | 0.01% | +317 | New |
| B. Riley Wealth Management, Inc. | 318 | $212.0K | 0.02% | +318 | New |
| Burney Co | 321 | $214.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 321 | $214.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 323 | $215.0K | 0.00% | +228+240.0% | Added |
| HBK Sorce Advisory LLC | 324 | $216.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 327 | $218.0K | 0.09% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 330 | $220.0K | 0.17% | +15+4.8% | Added |
| Symmetry Partners, LLC | 349 | $222.0K | 0.01% | +349 | New |