| Brown, Lisle/Cummings, Inc. | 2 | $163 | 0.00% | −1−33.3% | Reduced |
| Stone House Investment Management, LLC | 2 | $163 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $246 | 0.00% | −8−72.7% | Reduced |
| Armstrong Advisory Group, Inc | 3 | $246 | 0.00% | −1−25.0% | Reduced |
| Bullock Wealth Management Group | 3 | $255 | 0.00% | −1−25.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 6 | $490 | 0.00% | −1−14.3% | Reduced |
| Buck Wealth Strategies, LLC | 6 | $490 | 0.00% | +6 | New |
| Hilton Head Capital Partners, LLC | 9 | $735 | 0.00% | −1−10.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $735 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $898 | 0.00% | −6−35.3% | Reduced |
| Anchor Investment Management, LLC | 11 | $898 | 0.00% | −1−8.3% | Reduced |
| Quarry LP | 11 | $898 | 0.00% | +11 | New |
| North Star Investment Management Corp. | 12 | $980 | 0.00% | −33−73.3% | Reduced |
| Financial Consulate, Inc | 12 | $981 | 0.00% | +8+200.0% | Added |
| Godfrey Financial Associates, Inc. | 13 | $1.06K | 0.00% | −3−18.8% | Reduced |
| Ameriflex Group, Inc. | 14 | $1.14K | 0.00% | −1−6.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $1.14K | 0.00% | +14 | New |
| Albion Financial Group | 16 | $1.31K | 0.00% | −1−5.9% | Reduced |
| Bogart Wealth, LLC | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $1.63K | 0.00% | −26−56.5% | Reduced |
| Action Point Financial Planning, LLC | 23 | $1.63K | 0.00% | +23 | New |
| Walleye Capital LLC | 21 | $1.72K | 0.00% | −957−97.9% | Reduced |
| Capital Analysts, LLC | 20 | $2.00K | 0.00% | −12−37.5% | Reduced |
| Penserra Capital Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| Global Retirement Partners, LLC | 27 | $2.21K | 0.00% | +27 | New |
| Phillip James Consulting Co. | 29 | $2.37K | 0.00% | +29 | New |
| Transamerica Financial Advisors, Inc. | 30 | $2.46K | 0.00% | +2+7.1% | Added |
| TD Private Client Wealth LLC | 32 | $2.61K | 0.00% | +23+255.6% | Added |
| CX Institutional | 35 | $3.00K | 0.00% | −1−2.8% | Reduced |
| CoreCap Advisors, LLC | 37 | $3.02K | 0.00% | −71−65.7% | Reduced |
| Bell Investment Advisors, Inc | 38 | $3.10K | 0.00% | +5+15.2% | Added |
| TD Capital Management LLC | 44 | $3.59K | 0.00% | −1−2.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 47 | $3.84K | 0.00% | −1−2.1% | Reduced |
| Cornerstone Financial Management LLC | 50 | $4.08K | 0.00% | +6+13.6% | Added |
| Princeton Global Asset Management LLC | 59 | $4.82K | 0.00% | −1−1.7% | Reduced |
| Roxbury Financial LLC | 61 | $5.00K | 0.00% | −1−1.6% | Reduced |
| True Wealth Design, LLC | 63 | $5.15K | 0.00% | −123−66.1% | Reduced |
| LRI Investments, LLC | 67 | $5.47K | 0.00% | +67 | New |
| Harbour Investments, Inc. | 67 | $5.49K | 0.00% | −4−5.6% | Reduced |
| Old Point Trust & Financial Services N A | 71 | $5.80K | 0.00% | +71 | New |
| Ronald Blue Trust, Inc. | 74 | $6.04K | 0.00% | −37−33.3% | Reduced |
| Institute for Wealth Management, LLC. | 76 | $6.21K | 0.00% | +76 | New |
| Zions Bancorporation, National Association | 84 | $6.86K | 0.00% | −9−9.7% | Reduced |
| Crewe Advisors LLC | 87 | $7.11K | 0.00% | −142−62.0% | Reduced |
| City Holding Co | 88 | $7.19K | 0.00% | −2−2.2% | Reduced |
| Ares Financial Consulting, LLC | 96 | $7.84K | 0.01% | +70+269.2% | Added |
| Boreal Capital Management LLC | 100 | $8.16K | 0.01% | −2−2.0% | Reduced |
| Silver Grove Financial Group, Inc. | 102 | $8.33K | 0.00% | +102 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 137 | $11.2K | 0.00% | −3−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 140 | $11.4K | 0.00% | +68+94.4% | Added |
| Measured Wealth Private Client Group, LLC | 143 | $11.7K | 0.00% | −3−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 144 | $11.8K | 0.00% | −108−42.9% | Reduced |
| Rothschild Investment LLC | 145 | $11.8K | 0.00% | −3−2.0% | Reduced |
| Caldwell Trust Co | 147 | $12.0K | 0.00% | +147 | New |
| Plato Investment Management Ltd | 166 | $13.5K | 0.00% | −1,844−91.7% | Reduced |
| Catalyst Capital Advisors LLC | 166 | $13.6K | 0.00% | +39+30.7% | Added |
| Assetmark, Inc | 166 | $13.6K | 0.00% | −82−33.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 171 | $14.0K | 0.00% | −298−63.5% | Reduced |
| Asset Dedication, LLC | 179 | $14.6K | 0.00% | −4−2.2% | Reduced |
| Brown Shipley& Co Ltd | 189 | $15.4K | 0.01% | −3−1.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 191 | $15.6K | 0.00% | +191 | New |
| Montag A & Associates Inc | 200 | $16.3K | 0.00% | −75−27.3% | Reduced |
| Trust Co of Vermont | 213 | $17.4K | 0.00% | +213 | New |
| Bare Financial Services, Inc | 214 | $17.5K | 0.00% | +95+79.8% | Added |
| Cassaday & Co Wealth Management LLC | 221 | $18.0K | 0.00% | −3−1.3% | Reduced |
| Ankerstar Wealth, LLC | 237 | $19.4K | 0.02% | −8−3.3% | Reduced |
| TSFG, LLC | 248 | $20.0K | 0.00% | −4−1.6% | Reduced |
| Fifth Third Bancorp | 252 | $20.6K | 0.00% | −571−69.4% | Reduced |
| Wellington-Altus USA Inc. | 235 | $22.2K | 0.02% | −25−9.6% | Reduced |
| Gold Investment Management Ltd. | 301 | $24.6K | 0.01% | −5−1.6% | Reduced |
| CGC Financial Services, LLC | 310 | $25.3K | 0.01% | −5−1.6% | Reduced |
| Westside Investment Management, Inc. | 332 | $27.1K | 0.00% | −6−1.8% | Reduced |
| Massmutual Trust Co FSB | 350 | $28.6K | 0.00% | +48+15.9% | Added |
| Nisa Investment Advisors, LLC | 351 | $28.7K | 0.00% | +20+6.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 373 | $30.5K | 0.00% | −3−0.8% | Reduced |
| Trust Co of Toledo NA | 375 | $30.6K | 0.00% | −6−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 388 | $31.7K | 0.00% | +98+33.8% | Added |
| Financial Perspectives, Inc | 393 | $32.1K | 0.01% | −7−1.8% | Reduced |
| Cromwell Holdings LLC | 543 | $44.3K | 0.02% | −288−34.7% | Reduced |
| Continuum Advisory, LLC | 557 | $45.5K | 0.00% | +557 | New |
| Huntington National Bank | 590 | $48.2K | 0.00% | −227−27.8% | Reduced |
| JNBA Financial Advisors | 592 | $48.3K | 0.00% | −10−1.7% | Reduced |
| Brown Brothers Harriman & Co | 601 | $49.1K | 0.00% | −103−14.6% | Reduced |
| Vanguard National Trust Co | 623 | $50.9K | 0.00% | −10−1.6% | Reduced |
| Colonial Trust Co | 673 | $55.6K | 0.01% | −13−1.9% | Reduced |
| Private Trust Co NA | 732 | $59.8K | 0.00% | −12−1.6% | Reduced |
| SBI Securities Co., Ltd. | 786 | $64.2K | 0.00% | +315+66.9% | Added |
| Hanson & Doremus Investment Management | 808 | $66.0K | 0.01% | −725−47.3% | Reduced |
| High Note Wealth, LLC | 852 | $69.6K | 0.01% | +852 | New |
| Clearstead Advisors, LLC | 879 | $71.8K | 0.00% | +879 | New |
| JPL Wealth Management, LLC | 882 | $72.0K | 0.01% | −1,009−53.4% | Reduced |
| IFG Advisory, LLC | 904 | $73.8K | 0.00% | +904 | New |
| GHP Investment Advisors, Inc. | 916 | $74.8K | 0.00% | −17−1.8% | Reduced |
| Allworth Financial LP | 923 | $75.4K | 0.00% | +923 | New |
| Manchester Capital Management LLC | 942 | $76.9K | 0.01% | −12−1.3% | Reduced |
| GAMMA Investing LLC | 954 | $77.9K | 0.00% | −443−31.7% | Reduced |
| Hillsdale Investment Management Inc. | 991 | $80.9K | 0.00% | +84+9.3% | Added |
| Oslo Pensjonsforsikring AS | 1,083 | $88.4K | 0.01% | −17−1.5% | Reduced |
| UMA Financial Services, Inc. | 1,090 | $89.0K | 0.01% | −19−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,185 | $96.8K | 0.00% | −133−10.1% | Reduced |
