| Crewe Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $0 | 0.00% | +13 | New |
| Schubert & Co | 11 | $0 | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $0 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 2 | $53 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 6 | $161 | 0.00% | +6 | New |
| Exane Derivatives | 29 | $780 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| ClariVest Asset Management LLC | 49 | $1.00K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +19 | New |
| BerganKDV Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Amplius Wealth Advisors, LLC | 58 | $1.00K | 0.00% | +58 | New |
| Brown Brothers Harriman & Co | 83 | $2.00K | 0.00% | +9+12.2% | Added |
| Prestige Wealth Management Group LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $2.00K | 0.00% | +6+11.3% | Added |
| SOA Wealth Advisors, LLC. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Fortitude Advisory Group L.L.C. | 60 | $2.00K | 0.00% | +60 | New |
| Tortoise Investment Management, LLC | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 98 | $3.00K | 0.00% | −50−33.8% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 118 | $3.00K | 0.00% | +118 | New |
| BDO Wealth Advisors, LLC | 108 | $3.00K | 0.00% | +108 | New |
| Core Alternative Capital | 105 | $3.00K | 0.00% | +105 | New |
| Concord Wealth Partners | 115 | $3.00K | 0.00% | +115 | New |
| MV Capital Management, Inc. | 150 | $4.00K | 0.00% | +6+4.2% | Added |
| Fieldpoint Private Securities, LLC | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 151 | $4.00K | 0.00% | +151 | New |
| Charter Oak Capital Management, LLC | 231 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $5.00K | 0.01% | +200 | New |
| Westside Investment Management, Inc. | 200 | $5.00K | 0.00% | +200 | New |
| Halpern Financial, Inc. | 200 | $5.38K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 228 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 231 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $7.00K | 0.00% | −521−67.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 266 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 289 | $8.00K | 0.00% | +109+60.6% | Added |
| Plante Moran Financial Advisors, LLC | 285 | $8.00K | 0.00% | +155+119.2% | Added |
| KB Financial Partners, LLC | 290 | $8.00K | 0.00% | +290 | New |
| Ancora Advisors, LLC | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 327 | $9.00K | 0.00% | +227+227.0% | Added |
| Valley National Advisers Inc | 363 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 353 | $10.0K | 0.00% | −16−4.3% | Reduced |
| PrairieView Partners, LLC | 375 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 400 | $10.0K | 0.00% | +400 | New |
| EverSource Wealth Advisors, LLC | 342 | $10.0K | 0.00% | +342 | New |
| Covestor Ltd | 371 | $10.0K | 0.01% | +371 | New |
| Federation des caisses Desjardins du Quebec | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 414 | $11.0K | 0.02% | −3,362−89.0% | Reduced |
| Pin Oak Investment Advisors Inc | 425 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 438 | $12.0K | 0.00% | +30+7.4% | Added |
| Evoke Wealth, LLC | 449 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 441 | $12.0K | 0.00% | +146+49.5% | Added |
| JNBA Financial Advisors | 481 | $13.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 490 | $13.0K | 0.00% | +490 | New |
| Allworth Financial LP | 530 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 502 | $14.0K | 0.00% | +445+780.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 522 | $14.0K | 0.00% | +522 | New |
| Earnest Partners LLC | 561 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 600 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 590 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 605 | $16.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 630 | $17.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 685 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 757 | $20.0K | 0.00% | −153,850−99.5% | Reduced |
| Massmutual Trust Co FSB | 775 | $21.0K | 0.00% | −399−34.0% | Reduced |
| Pacifica Partners Inc. | 700 | $21.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 963 | $26.0K | 0.00% | −35−3.5% | Reduced |
| Credit Agricole S A | 950 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,003 | $27.0K | 0.01% | +6+0.6% | Added |
| Lazard Asset Management LLC | 1,012 | $27.0K | 0.00% | +21+2.1% | Added |
| Truehand, Inc | 1,090 | $29.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,080 | $29.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,105 | $30.0K | 0.01% | +1,105 | New |
| TD Private Client Wealth LLC | 1,117 | $30.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,150 | $31.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,235 | $33.0K | 0.01% | −1,214−49.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,267 | $33.0K | 0.00% | −127−9.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,257 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,304 | $35.0K | 0.02% | +1,304 | New |
| American Portfolios Advisors | 1,310 | $35.2K | 0.00% | −103−7.3% | Reduced |
| NEXT Financial Group, Inc | 1,389 | $37.0K | 0.00% | −569−29.1% | Reduced |
| Motco | 1,385 | $37.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,420 | $38.0K | 0.00% | −19−1.3% | Reduced |
| Highlander Capital Management, LLC | 1,500 | $40.0K | 0.02% | −600−28.6% | Reduced |
| Zions Bancorporation, N.A. | 1,553 | $42.0K | 0.00% | +192+14.1% | Added |