| Northwestern Mutual Wealth Management Co | 8 | $0 | 0.00% | −493−98.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 54 | $0 | 0.00% | −335−86.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 64 | $0 | 0.00% | −66−50.8% | Reduced |
| Meeder Asset Management Inc | 74 | $0 | 0.00% | −46−38.3% | Reduced |
| Zions Bancorporation, N.A. | 27 | $0 | 0.00% | −16−37.2% | Reduced |
| Institutional & Family Asset Management, LLC | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $0 | 0.00% | −17−26.2% | Reduced |
| Earnest Partners LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 59 | $0 | 0.00% | +29+96.7% | Added |
| Tradewinds Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 24 | $0 | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 30 | $0 | 0.00% | +30 | New |
| Gradient Investments LLC | 35 | $0 | 0.00% | +35 | New |
| Column Capital Advisors, LLC | 27 | $0 | 0.00% | +27 | New |
| Glassman Wealth Services | 68 | $0 | 0.00% | +68 | New |
| Crewe Advisors LLC | 19 | $0 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 55 | $0 | 0.00% | +55 | New |
| Cedar Mountain Advisors, LLC | 63 | $0 | 0.00% | +63 | New |
| Standard Family Office LLC | 16 | $0 | 0.00% | +16 | New |
| Concord Wealth Partners | 15 | $0 | 0.00% | +15 | New |
| Urban Wealth Management, LLC | 50 | $0 | 0.00% | +50 | New |
| SOA Wealth Advisors, LLC. | 40 | $0 | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 59 | $0 | 0.00% | +59 | New |
| TD Private Client Wealth LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $66 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $96 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 235 | $1.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 237 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 202 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 126 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 172 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $1.00K | 0.00% | +151 | New |
| CoreCap Advisors, LLC | 146 | $1.00K | 0.00% | +146 | New |
| Worth Asset Management, LLC | 97 | $1.00K | 0.00% | +97 | New |
| Coston, McIsaac & Partners | 186 | $1.00K | 0.00% | +186 | New |
| Huntington National Bank | 538 | $2.00K | 0.00% | −157−22.6% | Reduced |
| Hantz Financial Services, Inc. | 332 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 317 | $2.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 277 | $2.00K | 0.00% | −1−0.4% | Reduced |
| Private Trust Co NA | 272 | $2.00K | 0.00% | +272 | New |
| First Horizon Advisors, Inc. | 476 | $2.00K | 0.00% | +476 | New |
| Quadrant Capital Group LLC | 562 | $3.00K | 0.00% | −399−41.5% | Reduced |
| Covestor Ltd | 423 | $3.00K | 0.00% | −40−8.6% | Reduced |
| Private Ocean, LLC | 620 | $3.00K | 0.00% | +620 | New |
| Lindbrook Capital, LLC | 506 | $3.00K | 0.00% | +506 | New |
| Tilia Fiduciary Partners, Inc. | 480 | $3.00K | 0.00% | +480 | New |
| Quent Capital, LLC | 556 | $3.00K | 0.00% | +556 | New |
| Proequities, Inc. | 645 | $4.00K | 0.00% | −58−8.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 589 | $4.00K | 0.00% | +90+18.0% | Added |
| TCI Wealth Advisors, Inc. | 633 | $4.00K | 0.00% | +464+274.6% | Added |
| Bessemer Group Inc | 675 | $4.00K | 0.00% | +675 | New |
| Tortoise Investment Management, LLC | 681 | $4.00K | 0.00% | +681 | New |
| Ellevest, Inc. | 699 | $4.00K | 0.00% | +699 | New |
| Caldwell Trust Co | 771 | $4.64K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 813 | $5.00K | 0.00% | −80−9.0% | Reduced |
| Riverview Trust Co | 819 | $5.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 905 | $5.00K | 0.00% | +905 | New |
| Venture Visionary Partners LLC | 923 | $5.56K | 0.00% | +923 | New |
| Benjamin F. Edwards & Company, Inc. | 1,035 | $6.00K | 0.00% | −487−32.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,149 | $7.00K | 0.00% | −505−30.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,096 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,141 | $7.00K | 0.00% | +349+44.1% | Added |
| Endurance Wealth Management, Inc. | 1,217 | $7.00K | 0.00% | +1,217 | New |
| Hexagon Capital Partners LLC | 1,217 | $7.00K | 0.00% | +1,217 | New |
| Canada Pension Plan Investment Board | 1,310 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,363 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,393 | $8.00K | 0.00% | +18+1.3% | Added |
| CWM, LLC | 1,283 | $8.00K | 0.00% | +1,283 | New |
| American Portfolios Advisors | 1,406 | $8.46K | 0.00% | +360+34.4% | Added |
| Fifth Third Bancorp | 1,631 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,628 | $10.0K | 0.00% | +1,628 | New |
| Peconic Partners LLC | 1,786 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,260 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,281 | $14.0K | 0.00% | +90+4.1% | Added |
| Truvestments Capital LLC | 2,514 | $15.0K | 0.01% | +2,514 | New |
| Advisors Asset Management, Inc. | 3,197 | $19.0K | 0.00% | +3,197 | New |
| Tower Research Capital LLC (TRC) | 4,003 | $24.0K | 0.00% | −14,779−78.7% | Reduced |
| Whittier Trust Co | 4,356 | $26.0K | 0.00% | −90−2.0% | Reduced |
| Group One Trading, L.P. | 4,267 | $26.0K | 0.00% | +4,267 | New |
| The PNC Financial Services Group, Inc. | 5,743 | $35.0K | 0.00% | −225−3.8% | Reduced |
| Amundi | 6,916 | $39.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6,259 | $39.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 7,259 | $43.7K | 0.00% | −1,901−20.8% | Reduced |
| Cutler Group LP | 8,010 | $48.0K | 0.01% | −504−5.9% | Reduced |
| Oberndorf William E | 8,278 | $50.0K | 0.11% | −1,007,371−99.2% | Reduced |
| SRS Capital Advisors, Inc. | 8,644 | $52.0K | 0.01% | +1,068+14.1% | Added |
| Metropolitan Life Insurance Co | 8,929 | $53.8K | 0.00% | +8,929 | New |
| Advisor Group Holdings, Inc. | 9,642 | $58.0K | 0.00% | +1,457+17.8% | Added |
| Captrust Financial Advisors | 10,190 | $61.0K | 0.00% | +2,443+31.5% | Added |
| Shell Asset Management Co | 10,280 | $62.0K | 0.00% | +17+0.2% | Added |