| Allworth Financial LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $236 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3 | $707 | 0.00% | −5−62.5% | Reduced |
| Pittenger & Anderson Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 5 | $1.65K | 0.00% | −150−96.8% | Reduced |
| American Portfolios Advisors | 8 | $1.89K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $2.00K | 0.00% | +8+400.0% | Added |
| Lee Financial Co | 7 | $2.00K | 0.00% | +7 | New |
| Covington Capital Management | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | +2+18.2% | Added |
| Bartlett & Co. Wealth Management LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 15 | $4.00K | 0.00% | −166−91.7% | Reduced |
| Bartlett & Co. LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 20 | $5.00K | 0.00% | +20 | New |
| WR Wealth Planners, LLC | 25 | $5.89K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 26 | $6.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $6.00K | 0.00% | +10+66.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 28 | $7.00K | 0.00% | −6−17.6% | Reduced |
| Aspire Private Capital, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 28 | $7.00K | 0.00% | −2−6.7% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $7.00K | 0.01% | +23+287.5% | Added |
| GHP Investment Advisors, Inc. | 31 | $7.00K | 0.00% | +31 | New |
| Crewe Advisors LLC | 31 | $7.00K | 0.00% | +31 | New |
| Central Trust Co | 32 | $8.00K | 0.00% | −335−91.3% | Reduced |
| Tradewinds Capital Management, LLC | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 35 | $8.00K | 0.00% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 36 | $8.00K | 0.00% | +36 | New |
| Ellevest, Inc. | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $10.0K | 0.00% | +1+2.3% | Added |
| TCI Wealth Advisors, Inc. | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 50 | $11.0K | 0.01% | +25+100.0% | Added |
| Total Clarity Wealth Management, Inc. | 47 | $11.0K | 0.01% | +47 | New |
| Chilton Capital Management LLC | 49 | $12.0K | 0.00% | +49 | New |
| Hillsdale Investment Management Inc. | 50 | $12.0K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 55 | $13.0K | 0.00% | −135−71.1% | Reduced |
| Smithfield Trust Co | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 56 | $13.0K | 0.00% | +56 | New |
| BerganKDV Wealth Management, LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $14.0K | 0.00% | +34+130.8% | Added |
| ClariVest Asset Management LLC | 62 | $15.0K | 0.00% | −5,761−98.9% | Reduced |
| Ci Investments Inc. | 67 | $16.0K | 0.00% | −157−70.1% | Reduced |
| Global Retirement Partners, LLC | 67 | $16.0K | 0.00% | +30+81.1% | Added |
| Carolinas Wealth Consulting LLC | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| International Biotechnology Trust PLC | 4,713 | $20.0K | 0.40% | −15,287−76.4% | Reduced |
| James Investment Research Inc | 89 | $21.0K | 0.00% | +89 | New |
| Tilia Fiduciary Partners, Inc. | 90 | $22.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 100 | $23.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 107 | $24.0K | 0.01% | −8−7.0% | Reduced |
| MUFG Americas Holdings Corp | 102 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $24.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $24.0K | 0.01% | +103 | New |
| Private Capital Group, LLC | 106 | $25.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 111 | $26.0K | 0.00% | +111 | New |
| Earnest Partners LLC | 113 | $27.0K | 0.00% | +100+769.2% | Added |
| Ronald Blue Trust, Inc. | 154 | $28.0K | 0.00% | +154 | New |
| Glassman Wealth Services | 128 | $30.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 135 | $32.0K | 0.00% | −6−4.3% | Reduced |
| American Research & Management Co. | 135 | $32.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 138 | $33.0K | 0.00% | +138 | New |
| Proequities, Inc. | 144 | $34.0K | 0.00% | −7−4.6% | Reduced |
| Anchor Investment Management, LLC | 155 | $36.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 156 | $37.0K | 0.00% | +13+9.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 159 | $37.0K | 0.00% | +75+89.3% | Added |
| National Bank of Canada | 160 | $38.0K | 0.00% | −5,982−97.4% | Reduced |
| Daiwa Securities Group Inc. | 169 | $40.0K | 0.00% | +38+29.0% | Added |
| MCF Advisors LLC | 188 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Group AG | 193 | $45.0K | 0.00% | +193 | New |
| Neo Ivy Capital Management | 205 | $48.0K | 0.13% | +205 | New |
| Quadrant Capital Group LLC | 225 | $53.0K | 0.01% | +76+51.0% | Added |
| Federation des caisses Desjardins du Quebec | 230 | $54.2K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 237 | $56.0K | 0.00% | −14,443−98.4% | Reduced |
| C M Bidwell & Associates Ltd | 250 | $59.0K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 260 | $61.3K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 290 | $68.0K | 0.00% | −138−32.2% | Reduced |
| Altshuler Shaham Ltd | 298 | $70.0K | 0.00% | +77+34.8% | Added |
| Clean Yield Group | 300 | $71.0K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 300 | $71.0K | 0.05% | 00.0% | Unchanged |
| Gladius Capital Management LP | 301 | $71.0K | 0.02% | +301 | New |
| Meeder Asset Management Inc | 319 | $75.0K | 0.00% | −59−15.6% | Reduced |
| IFP Advisors, Inc | 475 | $76.0K | 0.00% | −41−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 329 | $76.0K | 0.00% | +65+24.6% | Added |
| Zions Bancorporation, N.A. | 331 | $78.0K | 0.01% | −37−10.1% | Reduced |
| Signaturefd, LLC | 367 | $86.0K | 0.00% | +9+2.5% | Added |
| Quantbot Technologies LP | 371 | $87.0K | 0.01% | +371 | New |
| JJJ Advisors Inc. | 382 | $88.0K | 0.03% | −14−3.5% | Reduced |
| Evermay Wealth Management LLC | 373 | $88.0K | 0.02% | 00.0% | Unchanged |