| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | −177−99.4% | Reduced |
| Assetmark, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $1.31K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.87K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 3 | $1.87K | 0.00% | +3 | New |
| Arkadios Wealth Advisors | 4 | $2.00K | 0.00% | −5−55.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $2.00K | 0.00% | +4 | New |
| Fieldpoint Private Securities, LLC | 5 | $3.00K | 0.00% | −106−95.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 7 | $3.00K | 0.00% | −7−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $3.00K | 0.00% | +5 | New |
| Cedar Wealth Management, LLC | 7 | $4.00K | 0.00% | −21−75.0% | Reduced |
| Eagle Bay Advisors LLC | 6 | $4.00K | 0.00% | −20−76.9% | Reduced |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | −2−22.2% | Reduced |
| Versant Capital Management, Inc | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| Jacobi Capital Management LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 9 | $5.62K | 0.00% | +9 | New |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $6.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $6.87K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $7.00K | 0.00% | +11 | New |
| Red Tortoise LLC | 14 | $7.00K | 0.01% | +14 | New |
| Resolute Partners Group | 13 | $8.00K | 0.00% | +3+30.0% | Added |
| Total Clarity Wealth Management, Inc. | 15 | $9.00K | 0.00% | +15 | New |
| Private Capital Group, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $10.0K | 0.00% | +7+77.8% | Added |
| Global Trust Asset Management, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $12.0K | 0.00% | +1+5.3% | Added |
| Meridian Wealth Partners, LLC | 20 | $12.0K | 0.00% | +20 | New |
| Earnest Partners LLC | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 24 | $15.0K | 0.01% | +24 | New |
| Washington Trust Co | 26 | $16.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 26 | $16.0K | 0.00% | +13+100.0% | Added |
| Pittenger & Anderson Inc | 25 | $16.0K | 0.00% | +20+400.0% | Added |
| Smithfield Trust Co | 32 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 34 | $21.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 34 | $21.0K | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 37 | $23.0K | 0.00% | +6+19.4% | Added |
| Farmers & Merchants Investments Inc | 37 | $23.0K | 0.00% | +9+32.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $25.0K | 0.03% | +40 | New |
| Evoke Wealth, LLC | 40 | $25.0K | 0.00% | −3−7.0% | Reduced |
| BDO Wealth Advisors, LLC | 42 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 42 | $26.0K | 0.00% | +38+950.0% | Added |
| Ellis Investment Partners, LLC | 47 | $29.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 50 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $32.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $32.0K | 0.01% | +4+8.3% | Added |
| Carroll Financial Associates, Inc. | 54 | $33.0K | 0.00% | −1−1.8% | Reduced |
| Exchange Traded Concepts, LLC | 54 | $34.0K | 0.00% | +41+315.4% | Added |
| TCTC Holdings, LLC | 60 | $37.0K | 0.00% | +60 | New |
| Barrett Asset Management, LLC | 62 | $39.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 73 | $45.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 73 | $46.0K | 0.00% | −1−1.4% | Reduced |
| CenterStar Asset Management, LLC | – | $48.0K | 0.04% | – | – |
| Ellevest, Inc. | 81 | $51.0K | 0.00% | +7+9.5% | Added |
| Federation des caisses Desjardins du Quebec | 82 | $51.2K | 0.00% | +25+43.9% | Added |
| Cullen/Frost Bankers, Inc. | 86 | $54.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 88 | $55.0K | 0.02% | +2+2.3% | Added |
| State of Wyoming | 97 | $61.0K | 0.04% | +97 | New |
| Lenox Wealth Advisors, LLC | 100 | $62.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 102 | $64.0K | 0.00% | +102 | New |
| Capital Directions Investment Advisors, LLC | 107 | $67.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 117 | $73.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 117 | $73.0K | 0.00% | +11+10.4% | Added |
| Steward Partners Investment Advisory, LLC | 119 | $74.0K | 0.00% | +21+21.4% | Added |
| Arlington Partners LLC | 123 | $77.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 130 | $81.4K | 0.00% | +4+3.2% | Added |
| Whittier Trust Co | 131 | $82.0K | 0.00% | −12−8.4% | Reduced |
| Allworth Financial LP | 139 | $87.0K | 0.00% | +139 | New |
| Pinnacle Bancorp, Inc. | 143 | $89.0K | 0.04% | 00.0% | Unchanged |
| BBVA USA | 145 | $91.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 151 | $94.0K | 0.01% | +6+4.1% | Added |
| American Portfolios Advisors | 159 | $99.0K | 0.00% | +2+1.3% | Added |
| Berman Capital Advisors, LLC | 191 | $118.0K | 0.02% | −31−14.0% | Reduced |
| Point72 Hong Kong Ltd | 207 | $129.0K | 0.01% | +111+115.6% | Added |
| Spire Wealth Management | 236 | $147.0K | 0.00% | +12+5.4% | Added |