| Allworth Financial LP | 1 | $0 | 0.00% | −43−97.7% | Reduced |
| First Horizon Advisors, Inc. | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $359 | 0.00% | +2 | New |
| Schubert & Co | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| HM Payson & Co | 8 | $1.00K | 0.00% | +8 | New |
| Pittenger & Anderson Inc | 5 | $1.00K | 0.00% | +5 | New |
| Pinnacle Bancorp, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| American Portfolios Advisors | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.44K | 0.00% | +3+60.0% | Added |
| Earnest Partners LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $2.87K | 0.00% | +16 | New |
| Tradition Wealth Management, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $3.00K | 0.00% | +2+15.4% | Added |
| CIBC Private Wealth Group, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Bartlett & Co. LLC | 16 | $3.00K | 0.00% | +16 | New |
| Cordant, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 25 | $4.00K | 0.00% | +22+733.3% | Added |
| WR Wealth Planners, LLC | 25 | $4.49K | 0.00% | +25 | New |
| Sageworth Trust Co of South Dakota | 26 | $5.00K | 0.01% | −123−82.6% | Reduced |
| Huntington National Bank | 30 | $5.00K | 0.00% | +1+3.4% | Added |
| Cambridge Trust Co | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $5.00K | 0.00% | +11+73.3% | Added |
| Aua Capital Management, LLC | 34 | $6.00K | 0.00% | −6−15.0% | Reduced |
| Tradewinds Capital Management, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34 | $6.00K | 0.00% | +8+30.8% | Added |
| Ellevest, Inc. | 38 | $7.00K | 0.00% | −24−38.7% | Reduced |
| FourThought Financial, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $8.00K | 0.00% | +1+2.4% | Added |
| Prospera Financial Services Inc | 42 | $8.00K | 0.00% | +42 | New |
| Global Retirement Partners, LLC | 37 | $8.00K | 0.00% | +37 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 48 | $9.00K | 0.00% | −56,151−99.9% | Reduced |
| TCI Wealth Advisors, Inc. | 48 | $9.00K | 0.00% | −112−70.0% | Reduced |
| Trustcore Financial Services, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $10.0K | 0.00% | −412−88.2% | Reduced |
| BerganKDV Wealth Management, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 84 | $15.0K | 0.00% | +84 | New |
| Tilia Fiduciary Partners, Inc. | 90 | $16.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $17.9K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 102 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $18.0K | 0.00% | +100 | New |
| Gemmer Asset Management LLC | 109 | $19.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 105 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 106 | $19.0K | 0.00% | +79+292.6% | Added |
| FinTrust Capital Advisors, LLC | 115 | $20.0K | 0.00% | −100−46.5% | Reduced |
| Glassman Wealth Services | 128 | $23.0K | 0.00% | +6+4.9% | Added |
| American Research & Management Co. | 135 | $24.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 131 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 141 | $25.0K | 0.00% | +41+41.0% | Added |
| Northwestern Mutual Wealth Management Co | 143 | $26.0K | 0.00% | −2−1.4% | Reduced |
| Quadrant Capital Group LLC | 149 | $27.0K | 0.00% | −14−8.6% | Reduced |
| Proequities, Inc. | 151 | $27.0K | 0.00% | +1+0.7% | Added |
| Bedel Financial Consulting, Inc. | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 155 | $27.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 155 | $28.0K | 0.00% | +155 | New |
| Concord Wealth Partners | 181 | $32.0K | 0.01% | −106−36.9% | Reduced |
| Fieldpoint Private Securities, LLC | 190 | $34.0K | 0.01% | −15−7.3% | Reduced |
| MCF Advisors LLC | 188 | $34.0K | 0.00% | +188 | New |
| Ci Investments Inc. | 224 | $40.0K | 0.00% | −13−5.5% | Reduced |
| Altshuler Shaham Ltd | 221 | $40.0K | 0.00% | +221 | New |
| Federation des caisses Desjardins du Quebec | 230 | $41.3K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 250 | $45.0K | 0.03% | −229−47.8% | Reduced |
| Nomura Asset Management Co Ltd | 260 | $46.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 264 | $47.0K | 0.00% | +10+3.9% | Added |
| NuWave Investment Management, LLC | 293 | $53.0K | 0.07% | +293 | New |
| Clean Yield Group | 300 | $54.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 300 | $54.0K | 0.04% | +300 | New |
| Sandy Cove Advisors, LLC | 325 | $58.0K | 0.05% | +325 | New |
| Signaturefd, LLC | 358 | $64.0K | 0.00% | −67−15.8% | Reduced |
| Central Trust Co | 367 | $66.0K | 0.00% | +367 | New |
| Walleye Trading LLC | 367 | $66.0K | 0.00% | +367 | New |
| Zions Bancorporation, N.A. | 368 | $66.0K | 0.01% | +368 | New |
| Evermay Wealth Management LLC | 373 | $67.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 378 | $68.0K | 0.00% | +378 | New |
| JJJ Advisors Inc. | 396 | $71.0K | 0.02% | −52−11.6% | Reduced |
| Itau Unibanco Holding S.A. | 396 | $71.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 399 | $72.0K | 0.00% | +220+122.9% | Added |
| Banque Cantonale Vaudoise | 428 | $77.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 449 | $79.0K | 0.00% | −180−28.6% | Reduced |
| IFP Advisors, Inc | 516 | $81.0K | 0.00% | +478+1,257.9% | Added |
| Vigilant Capital Management, LLC | 639 | $115.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 681 | $122.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 700 | $126.0K | 0.00% | +700 | New |
| KBC Group NV | 831 | $149.0K | 0.00% | −3,158−79.2% | Reduced |
| Harbor Capital Advisors, Inc. | 842 | $151.0K | 0.07% | +842 | New |
| Covestor Ltd | 877 | $157.0K | 0.11% | +572+187.5% | Added |
| New Century Advisors, LLC | 1,007 | $180.0K | 0.15% | +196+24.2% | Added |
