| WestEnd Advisors, LLC | – | $204 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.04K | 0.00% | +1+11.1% | Added |
| Cullen/Frost Bankers, Inc. | 14 | $3.00K | 0.00% | −1,384−99.0% | Reduced |
| Security National Trust Co | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $3.00K | 0.00% | +16 | New |
| Jacobi Capital Management LLC | 14 | $3.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 18 | $3.68K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $5.00K | 0.00% | −4,253−99.4% | Reduced |
| Albion Financial Group | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $5.81K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $6.00K | 0.00% | +15+107.1% | Added |
| Eagle Bay Advisors LLC | 38 | $7.00K | 0.00% | −91−70.5% | Reduced |
| Front Row Advisors LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $7.00K | 0.00% | +34 | New |
| Evolution Wealth Advisors, LLC | 38 | $8.00K | 0.00% | −58−60.4% | Reduced |
| TCI Wealth Advisors, Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 36 | $8.00K | 0.00% | +18+100.0% | Added |
| Halpern Financial, Inc. | 41 | $8.38K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 69 | $12.0K | 0.00% | +11+19.0% | Added |
| Vigilant Capital Management, LLC | 57 | $12.0K | 0.00% | +57 | New |
| Crewe Advisors LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $15.0K | 0.00% | – | – |
| Earnest Partners LLC | 78 | $16.0K | 0.00% | −34−30.4% | Reduced |
| Lee Financial Co | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 77 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $16.0K | 0.00% | +5+6.6% | Added |
| McIlrath & Eck, LLC | 83 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 83 | $17.0K | 0.01% | −1−1.2% | Reduced |
| Dark Forest Capital Management LP | 85 | $17.0K | 0.01% | +85 | New |
| Capital Directions Investment Advisors, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 90 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| MD Financial Management Inc. | 105 | $21.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 104 | $21.0K | 0.00% | +9+9.5% | Added |
| Clearview Wealth Advisors LLC | 106 | $22.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 111 | $22.0K | 0.00% | +111 | New |
| Delta Asset Management LLC | 125 | $26.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 128 | $26.0K | 0.00% | +57+80.3% | Added |
| HighMark Wealth Management LLC | 132 | $27.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 140 | $29.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 147 | $30.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $31.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 151 | $31.0K | 0.00% | +140+1,272.7% | Added |
| Private Capital Group, LLC | 166 | $34.0K | 0.01% | −193−53.8% | Reduced |
| FourThought Financial, LLC | 172 | $35.0K | 0.00% | −23−11.8% | Reduced |
| South Dakota Investment Council | 178 | $36.0K | 0.00% | −3,108−94.6% | Reduced |
| State of Wyoming | 194 | $40.0K | 0.03% | +38+24.4% | Added |
| Kings Point Capital Management | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 201 | $41.0K | 0.00% | +87+76.3% | Added |
| Jackson Wealth Management, LLC | 14,282 | $43.0K | 0.52% | +420+3.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 215 | $43.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 220 | $45.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 230 | $47.0K | 0.00% | −4,281−94.9% | Reduced |
| Farmers & Merchants Investments Inc | 248 | $51.0K | 0.00% | +2+0.8% | Added |
| CX Institutional | 260 | $53.0K | 0.00% | −11−4.1% | Reduced |
| Simon Quick Advisors, LLC | 273 | $55.0K | 0.01% | −48−15.0% | Reduced |
| Spire Wealth Management | 272 | $56.0K | 0.00% | +3+1.1% | Added |
| Optiver Holding B.V. | 286 | $58.0K | 0.00% | +286 | New |
| Ellevest, Inc. | 307 | $63.0K | 0.01% | +110+55.8% | Added |
| Parallax Volatility Advisers, L.P. | 322 | $66.0K | 0.00% | +322 | New |
| Global Retirement Partners, LLC | 355 | $73.0K | 0.01% | +65+22.4% | Added |
| Harbour Investments, Inc. | 372 | $76.0K | 0.00% | −80−17.7% | Reduced |
| Quadrant Capital Group LLC | 382 | $78.0K | 0.01% | +25+7.0% | Added |
| Canada Pension Plan Investment Board | 400 | $82.0K | 0.00% | −231−36.6% | Reduced |
| Capstone Investment Advisors, LLC | 408 | $83.0K | 0.00% | +408 | New |
| SRS Capital Advisors, Inc. | 451 | $92.0K | 0.01% | +1+0.2% | Added |
| Lumature Wealth Partners, LLC | 461 | $94.0K | 0.04% | +29+6.7% | Added |
| Cribstone Capital Management, LLC | 474 | $97.0K | 0.06% | +474 | New |
| Sage Private Wealth Group, LLC | 485 | $99.0K | 0.14% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 507 | $103.6K | 0.00% | +7+1.4% | Added |