| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Penserra Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $39 | 0.00% | 0 | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $99 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $99 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $198 | 0.00% | −28−93.3% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $198 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 3 | $297 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $350 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $395 | 0.00% | +1+33.3% | Added |
| Highline Wealth Partners LLC | 4 | $396 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $396 | 0.00% | +1+33.3% | Added |
| GPS Wealth Strategies Group, LLC | 4 | $396 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $495 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $495 | 0.00% | +5 | New |
| Massmutual Trust Co FSB | 6 | $594 | 0.00% | −72−92.3% | Reduced |
| South State Corp. | 7 | $693 | 0.00% | −3−30.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $891 | 0.00% | −4−30.8% | Reduced |
| Creative Financial Designs Inc | 9 | $891 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $891 | 0.00% | +4+80.0% | Added |
| Clearstead Advisors, LLC | 9 | $891 | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 9 | $891 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $990 | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $1.06K | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.49K | 0.00% | −4−21.1% | Reduced |
| Ameritas Advisory Services, LLC | 15 | $1.49K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 18 | $1.78K | 0.00% | −43−70.5% | Reduced |
| MAI Capital Management | 18 | $1.82K | 0.00% | +2+12.5% | Added |
| Fortitude Family Office, LLC | 23 | $2.28K | 0.00% | +23 | New |
| Smartleaf Asset Management LLC | 27 | $2.60K | 0.00% | +27 | New |
| Colonial Trust Co | 30 | $3.00K | 0.00% | +30 | New |
| Traub Capital Management LLC | 32 | $3.15K | 0.00% | +32 | New |
| CVA Family Office, LLC | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34 | $3.37K | 0.00% | +5+17.2% | Added |
| True Wealth Design, LLC | 36 | $3.56K | 0.00% | +28+350.0% | Added |
| Sawyer & Company, Inc | 25 | $3.81K | 0.00% | +10+66.7% | Added |
| Ronald Blue Trust, Inc. | 40 | $3.96K | 0.00% | −56−58.3% | Reduced |
| Bessemer Group Inc | 38 | $4.00K | 0.00% | +38 | New |
| SRS Capital Advisors, Inc. | 48 | $4.75K | 0.00% | +48 | New |
| Bell Investment Advisors, Inc | 58 | $5.74K | 0.00% | +4+7.4% | Added |
| TD Waterhouse Canada Inc. | 63 | $6.25K | 0.00% | +4+6.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 75 | $7.42K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $7.42K | 0.00% | +75 | New |
| Hemington Wealth Management | 86 | $8.00K | 0.00% | −11−11.3% | Reduced |
| Skopos Labs, Inc. | 93 | $9.13K | 0.00% | −71−43.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 93 | $9.21K | 0.00% | +93 | New |
| National Bank of Canada | 111 | $11.0K | 0.00% | +14+14.4% | Added |
| Bank of Jackson Hole Trust | 114 | $11.3K | 0.01% | +114 | New |
| Hurley Capital, LLC | 120 | $11.9K | 0.01% | +120 | New |
| SBI Securities Co., Ltd. | 122 | $12.1K | 0.00% | +43+54.4% | Added |
| Tower Research Capital LLC (TRC) | 138 | $13.7K | 0.00% | −4,973−97.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 154 | $15.2K | 0.00% | +154 | New |
| Jones Financial Companies LLLP | 164 | $15.8K | 0.00% | +14+9.3% | Added |
| Fifth Third Bancorp | 160 | $15.8K | 0.00% | +49+44.1% | Added |
| Atlantic Trust, LLC | 195 | $19.3K | 0.00% | −10−4.9% | Reduced |
| Larson Financial Group LLC | 196 | $19.4K | 0.00% | +196 | New |
| Farther Finance Advisors, LLC | 198 | $19.6K | 0.00% | +30+17.9% | Added |
| IFP Advisors, Inc | 0 | $22.0K | 0.00% | −1,303−100.0% | Reduced |
| Ci Investments Inc. | 232 | $23.0K | 0.00% | −30,310−99.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 238 | $23.6K | 0.00% | +238 | New |
| Huntington National Bank | 238 | $23.6K | 0.00% | −20−7.8% | Reduced |
| Painted Porch Advisors LLC | 239 | $23.7K | 0.01% | +154+181.2% | Added |
| Principal Securities, Inc. | 260 | $25.7K | 0.00% | +177+213.3% | Added |
| Tidemark, LLC | 279 | $27.6K | 0.01% | +219+365.0% | Added |
| Versant Capital Management, Inc | 328 | $32.5K | 0.00% | +206+168.9% | Added |
| GAMMA Investing LLC | 355 | $35.1K | 0.00% | +1+0.3% | Added |
| US Bancorp | 396 | $39.2K | 0.00% | −388−49.5% | Reduced |
| New York State Teachers Retirement System | 434 | $43.0K | 0.00% | +434 | New |
| EverSource Wealth Advisors, LLC | 695 | $68.8K | 0.00% | +663+2,071.9% | Added |
| CWM, LLC | 787 | $78.0K | 0.00% | +683+656.7% | Added |
| Kessler Investment Group, LLC | 841 | $83.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 861 | $85.2K | 0.00% | +22+2.6% | Added |
| Steward Partners Investment Advisory, LLC | 896 | $88.7K | 0.00% | −36−3.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,177 | $116.0K | 0.01% | −93−7.3% | Reduced |
| Signaturefd, LLC | 1,203 | $119.1K | 0.00% | +856+246.7% | Added |
| Essential Partners LLC | 1,301 | $128.8K | 0.05% | +1,301 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,344 | $133.0K | 0.00% | −59,204−97.8% | Reduced |
| Covestor Ltd | 1,497 | $148.0K | 0.09% | +239+19.0% | Added |
| Safe Harbor Fiduciary, LLC | 1,500 | $148.5K | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 1,719 | $170.2K | 0.00% | −40−2.3% | Reduced |
| Allworth Financial LP | 1,840 | $182.1K | 0.00% | +1,531+495.5% | Added |
| Harbour Investments, Inc. | 1,908 | $188.9K | 0.00% | +1,495+362.0% | Added |
| Twin Tree Management, LP | 1,988 | $196.8K | 0.00% | −2,832−58.8% | Reduced |
| Prudential Financial Inc | 2,070 | $204.9K | 0.00% | +2,070 | New |
| Thompson Davis & Co., Inc. | 2,075 | $205.4K | 0.14% | +2,075 | New |
| Creative Planning | 2,171 | $214.8K | 0.00% | +2,171 | New |
| Two Sigma Advisers, LP | 2,200 | $217.8K | 0.00% | +2,200 | New |
| Knightsbridge Asset Management, LLC | 2,294 | $227.1K | 0.05% | −103,117−97.8% | Reduced |
| Forum Financial Management, LP | 2,307 | $228.4K | 0.00% | −565−19.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,154 | $231.0K | 0.00% | +2,154 | New |
| Kestra Advisory Services, LLC | 2,376 | $235.2K | 0.00% | +2,376 | New |
| Headlands Technologies LLC | 2,394 | $237.0K | 0.03% | −13,493−84.9% | Reduced |
| Moody Aldrich Partners LLC | 2,432 | $240.7K | 0.05% | −41−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,460 | $243.5K | 0.00% | +2,460 | New |
| Synovus Financial Corp | 2,471 | $244.6K | 0.00% | +2,471 | New |
| SummitTX Capital, L.P. | 2,498 | $247.3K | 0.01% | +2,498 | New |
| F/M Investments LLC | 2,519 | $249.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,526 | $250.0K | 0.00% | −1,659−39.6% | Reduced |
| Pinnacle Financial Partners Inc | 2,569 | $254.3K | 0.01% | 00.0% | Unchanged |
