| California State Teachers Retirement System | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 29,588 | $0 | 0.00% | +29,588 | New |
| E. Ohman J:or Asset Management AB | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $534 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 20 | $1.00K | 0.00% | −1,070−98.2% | Reduced |
| Larson Financial Group LLC | 19 | $1.00K | 0.00% | −25−56.8% | Reduced |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | −27−71.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 14 | $1.00K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $2.72K | 0.00% | +41 | New |
| Norway Savings Bank | 50 | $3.00K | 0.00% | −100−66.7% | Reduced |
| Burleson & Company, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Brewin Dolphin Wealth Management Ltd | 42 | $3.00K | 0.00% | +42 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $4.00K | 0.00% | −95−63.3% | Reduced |
| Duncker Streett & Co Inc | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 61 | $4.00K | 0.00% | +60+6,000.0% | Added |
| State of Wyoming | 75 | $5.00K | 0.00% | −428−85.1% | Reduced |
| Winch Advisory Services, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 82 | $5.00K | 0.01% | +82 | New |
| Heritage Wealth Management, LLC | 81 | $5.00K | 0.00% | +81 | New |
| Kelly Financial Services LLC | 87 | $5.75K | 0.00% | +1+1.2% | Added |
| Lenox Wealth Advisors, LLC | 80 | $6.00K | 0.00% | −97−54.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 93 | $6.00K | 0.00% | +93 | New |
| DeDora Capital, Inc. | 90 | $6.00K | 0.00% | +90 | New |
| Glen Eagle Advisors, LLC | 98 | $6.50K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 121 | $8.00K | 0.01% | +24+24.7% | Added |
| CenterStar Asset Management, LLC | – | $8.00K | 0.01% | – | New |
| Siena Capital LLC | 116 | $8.00K | 0.00% | +116 | New |
| Thomas J. Herzfeld Advisors, Inc. | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 140 | $9.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 140 | $9.29K | 0.01% | +140 | New |
| Country Trust Bank | 147 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 155 | $10.0K | 0.01% | +155 | New |
| Capital Advisory Group Advisory Services, LLC | 157 | $10.0K | 0.00% | +157 | New |
| Global Wealth Management Investment Advisory, Inc. | 162 | $11.0K | 0.00% | −33,392−99.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 165 | $11.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 198 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 207 | $14.0K | 0.00% | +152+276.4% | Added |
| Archer Investment Corp | 200 | $14.1K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 224 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 234 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 224 | $15.0K | 0.01% | +224 | New |
| SOA Wealth Advisors, LLC. | 247 | $16.0K | 0.00% | +3+1.2% | Added |
| Webster Bank, N. A. | 254 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 261 | $17.0K | 0.00% | +4+1.6% | Added |
| Gables Capital Management Inc. | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 258 | $17.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 250 | $17.0K | 0.00% | +250 | New |
| Jones Financial Companies LLLP | 269 | $18.0K | 0.00% | −3,405−92.7% | Reduced |
| Prestige Wealth Management Group LLC | 270 | $18.0K | 0.00% | −4−1.5% | Reduced |
| West Oak Capital, LLC | 265 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $18.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 257 | $18.3K | 0.01% | +257 | New |
| Accel Wealth Management | 290 | $19.0K | 0.01% | −57−16.4% | Reduced |
| Column Capital Advisors, LLC | 308 | $20.0K | 0.00% | −30−8.9% | Reduced |
| McClarren Financial Advisors, Inc. | 311 | $20.0K | 0.01% | +4+1.3% | Added |
| TCTC Holdings, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $20.0K | 0.01% | +100+50.0% | Added |
| Baldwin Brothers Inc | 300 | $20.0K | 0.00% | +300 | New |
| Tompkins Financial Corp | 324 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 326 | $22.0K | 0.01% | −240−42.4% | Reduced |
| Surevest, LLC | 335 | $22.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 329 | $22.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 350 | $23.0K | 0.00% | −796−69.5% | Reduced |
| Harbor Investment Advisory, LLC | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 346 | $23.0K | 0.00% | +5+1.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 346 | $23.0K | 0.01% | 00.0% | Unchanged |