| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 16,292 | $1 | 0.00% | +16,292 | New |
| Wolff Wiese Magana LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $331 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $654 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $828 | 0.00% | +1+50.0% | Added |
| Tompkins Financial Corp | 3 | $991 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2 | $1.00K | 0.00% | +1+100.0% | Added |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 330 | $1.04K | 0.00% | +330 | New |
| Baystate Wealth Management LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.65K | 0.00% | −1−16.7% | Reduced |
| Gradient Investments LLC | 6 | $1.98K | 0.00% | −1−14.3% | Reduced |
| Larson Financial Group LLC | 9 | $2.97K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 9 | $3.03K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $3.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $3.63K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $3.96K | 0.00% | −7−36.8% | Reduced |
| MCF Advisors LLC | 12 | $3.96K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 14 | $4.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $4.72K | 0.00% | −1−6.7% | Reduced |
| Copeland Capital Management, LLC | 15 | $4.95K | 0.00% | +15 | New |
| Bollard Group LLC | 15 | $5.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 16 | $5.28K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 16 | $5.28K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16 | $5.28K | 0.00% | +10+166.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $5.62K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $5.95K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $6.28K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $6.61K | 0.00% | +8+66.7% | Added |
| JFS Wealth Advisors, LLC | 21 | $6.94K | 0.00% | −1−4.5% | Reduced |
| Front Row Advisors LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22 | $7.27K | 0.00% | −7,966−99.7% | Reduced |
| Montag A & Associates Inc | 22 | $7.27K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $7.27K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $7.27K | 0.00% | +22 | New |
| Bokf, NA | 23 | $7.60K | 0.00% | −10−30.3% | Reduced |
| Laurel Wealth Advisors LLC | 23 | $7.60K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 24 | $7.93K | 0.00% | +24 | New |
| Cherry Tree Wealth Management, LLC | 24 | $7.93K | 0.00% | +24 | New |
| Tyler-Stone Wealth Management | 25 | $8.00K | 0.00% | +25 | New |
| CNB Bank | 25 | $8.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $8.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $8.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $8.26K | 0.00% | +25 | New |
| Magellan Asset Management Ltd | 26 | $8.59K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $9.25K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 28 | $9.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $9.58K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $10.0K | 0.00% | +29+2,900.0% | Added |
| Clear Street Markets LLC | 30 | $10.0K | 0.00% | +30 | New |
| Grove Bank & Trust | 32 | $10.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 32 | $10.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $10.9K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 33 | $10.9K | 0.00% | +33 | New |
| MV Capital Management, Inc. | 36 | $11.9K | 0.00% | +1+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $12.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 40 | $13.2K | 0.01% | +40 | New |
| Raleigh Capital Management Inc. | 42 | $13.9K | 0.01% | +3+7.7% | Added |
| Close Asset Management Ltd | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $14.0K | 0.00% | +4+10.3% | Added |
| Harbour Investments, Inc. | 45 | $14.9K | 0.00% | −78−63.4% | Reduced |
| WR Wealth Planners, LLC | 47 | $15.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 48 | $15.9K | 0.00% | −3−5.9% | Reduced |
| Versant Capital Management, Inc | 52 | $17.2K | 0.01% | +8+18.2% | Added |
| Riverview Trust Co | 53 | $17.5K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $17.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $18.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 57 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $19.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $21.1K | 0.00% | +28+77.8% | Added |
| ORG Partners LLC | 68 | $21.9K | 0.00% | +68 | New |
| Zions Bancorporation, N.A. | 67 | $22.1K | 0.00% | −4−5.6% | Reduced |
| CVA Family Office, LLC | 67 | $22.1K | 0.00% | +21+45.7% | Added |
| Ancora Advisors, LLC | 69 | $22.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 71 | $23.4K | 0.00% | +71 | New |
| Key Financial Inc | 79 | $26.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 87 | $28.7K | 0.00% | −20−18.7% | Reduced |
| Altshuler Shaham Ltd | 89 | $29.4K | 0.00% | +89 | New |
| West Tower Group, LLC | 95 | $31.4K | 0.02% | +95 | New |
| China Universal Asset Management Co., Ltd. | 98 | $32.4K | 0.01% | +72+276.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 100 | $33.0K | 0.02% | −55−35.5% | Reduced |
| Cambridge Trust Co | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 104 | $34.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 104 | $34.3K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 105 | $35.0K | 0.01% | +94+854.5% | Added |
| Whittier Trust Co of Nevada Inc | 113 | $37.3K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 114 | $38.0K | 0.04% | 00.0% | Unchanged |