| Bollard Group LLC | 1 | $0 | 0.00% | −15−93.8% | Reduced |
| Infini Capital Management Ltd | 4,000 | $0 | 0.00% | +4,000 | New |
| Motco | 1 | $148 | 0.00% | −2−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $296 | 0.00% | −36−94.7% | Reduced |
| True Wealth Design, LLC | 2 | $296 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $296 | 0.00% | +2 | New |
| MCF Advisors LLC | 4 | $592 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $656 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 5 | $729 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $739 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +14 | New |
| Geneos Wealth Management Inc. | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.18K | 0.00% | +2+33.3% | Added |
| TFC Financial Management | 8 | $1.18K | 0.00% | +5+166.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $1.48K | 0.00% | +5+100.0% | Added |
| Authentikos Wealth Advisory, LLC | 10 | $1.51K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $1.63K | 0.00% | +1+10.0% | Added |
| Harbour Investments, Inc. | 12 | $1.77K | 0.00% | +6+100.0% | Added |
| Colonial Trust Advisors | 12 | $1.78K | 0.00% | +11+1,100.0% | Added |
| Raffa Wealth Management, LLC | 14 | $2.07K | 0.00% | −9−39.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 16 | $2.37K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $2.51K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $2.55K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $2.66K | 0.00% | +16+800.0% | Added |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | −2−10.5% | Reduced |
| Valley National Advisers Inc | 22 | $3.00K | 0.00% | +22 | New |
| Caldwell Trust Co | 22 | $3.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $3.25K | 0.00% | −259−92.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $3.40K | 0.00% | −4−14.8% | Reduced |
| Ulland Investment Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $4.58K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $4.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $5.32K | 0.00% | −6−14.3% | Reduced |
| Pacifica Partners Inc. | 40 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $5.92K | 0.00% | −3−7.0% | Reduced |
| Group One Trading, L.P. | 41 | $6.06K | 0.00% | +41 | New |
| Core Alternative Capital | 44 | $6.52K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 51 | $7.00K | 0.00% | −5,085−99.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 44 | $7.00K | 0.00% | +2+4.8% | Added |
| Grove Bank & Trust | 49 | $7.25K | 0.00% | +33+206.3% | Added |
| Abound Wealth Management | 49 | $7.25K | 0.00% | +29+145.0% | Added |
| LGT Financial Advisors LLC | 50 | $7.39K | 0.01% | +50 | New |
| Key Financial Inc | 55 | $8.13K | 0.00% | −16−22.5% | Reduced |
| Halpern Financial, Inc. | 57 | $8.43K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 57 | $8.43K | 0.00% | +36+171.4% | Added |
| Earnest Partners LLC | 61 | $9.02K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 68 | $10.1K | 0.00% | −5,105−98.7% | Reduced |
| PFS Partners, LLC | 69 | $10.2K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 73 | $10.8K | 0.01% | −885−92.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $10.8K | 0.01% | +73 | New |
| Newbridge Financial Services Group, Inc. | 73 | $10.9K | 0.01% | −23−24.0% | Reduced |
| Duncker Streett & Co Inc | 80 | $11.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 86 | $12.7K | 0.00% | −343−80.0% | Reduced |
| Beacon Capital Management, LLC | 60 | $13.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 93 | $13.8K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 96 | $14.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $14.8K | 0.00% | +52+108.3% | Added |
| Whittier Trust Co of Nevada Inc | 103 | $15.2K | 0.00% | +1+1.0% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,836 | $16.0K | 0.47% | 00.0% | Unchanged |
| Spire Wealth Management | 113 | $16.7K | 0.00% | −11,607−99.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 116 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 120 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $20.9K | 0.00% | +13+10.2% | Added |
| First Horizon Advisors, Inc. | 145 | $21.4K | 0.00% | −82−36.1% | Reduced |
| Creative Financial Designs Inc | 149 | $22.0K | 0.00% | +18+13.7% | Added |
| MV Capital Management, Inc. | 154 | $22.8K | 0.00% | +81+111.0% | Added |
| Cary Street Partner Investment Advisory LLC | 157 | $23.2K | 0.00% | +127+423.3% | Added |
| Exchange Traded Concepts, LLC | 169 | $25.0K | 0.00% | −11,758−98.6% | Reduced |
| Raleigh Capital Management Inc. | 172 | $25.5K | 0.01% | +28+19.4% | Added |
| EverSource Wealth Advisors, LLC | 185 | $27.4K | 0.00% | +128+224.6% | Added |
| Coston, McIsaac & Partners | 196 | $28.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 190 | $28.1K | 0.00% | +42+28.4% | Added |
| HM Payson & Co | 200 | $29.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 200 | $29.6K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $29.6K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 200 | $29.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 137 | $30.0K | 0.00% | +18+15.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 203 | $30.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 207 | $31.0K | 0.00% | +42+25.5% | Added |
| Riverview Trust Co | 210 | $31.1K | 0.03% | +151+255.9% | Added |
| Live Oak Investment Partners | – | $31.3K | 0.03% | – | – |
| AdvisorNet Financial, Inc | 213 | $31.5K | 0.00% | −20−8.6% | Reduced |
| Operose Advisors LLC | 215 | $31.8K | 0.01% | +215 | New |
| Proequities, Inc. | 218 | $32.2K | 0.00% | −17−7.2% | Reduced |
| Westside Investment Management, Inc. | 219 | $32.5K | 0.01% | 00.0% | Unchanged |
| American National Bank | 223 | $33.0K | 0.01% | −4,165−94.9% | Reduced |
| Pinnacle Bancorp, Inc. | 225 | $33.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 244 | $36.1K | 0.00% | +29+13.5% | Added |