| Alaska Permanent Fund Corp | 1 | $0 | 0.00% | −30,589−100.0% | Reduced |
| State of Wyoming | 1 | $0 | 0.00% | −74−98.7% | Reduced |
| 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 |
| Global Financial Private Client, LLC | 8 | $528 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 13 | $859 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $1.00K | 0.00% | +10 | New |
| Earnest Partners LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $2.00K | 0.00% | +7+36.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 29 | $2.00K | 0.00% | +15+107.1% | Added |
| Tucker Asset Management LLC | 41 | $2.71K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 63 | $4.00K | 0.00% | −99−61.1% | Reduced |
| Duncker Streett & Co Inc | 65 | $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% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $4.00K | 0.00% | +44+400.0% | Added |
| Winch Advisory Services, LLC | 76 | $5.00K | 0.00% | −1−1.3% | Reduced |
| Coastal Capital Group, Inc. | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 74 | $5.00K | 0.00% | +74 | New |
| Heritage Wealth Management, LLC | 81 | $5.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 83 | $5.48K | 0.00% | −15−15.3% | Reduced |
| Kelly Financial Services LLC | 87 | $5.73K | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 94 | $6.00K | 0.00% | +94 | New |
| Clear Street Markets LLC | 100 | $7.00K | 0.00% | −3,747−97.4% | Reduced |
| Siena Capital LLC | 112 | $7.00K | 0.00% | −4−3.4% | Reduced |
| 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 |
| Enterprise Trust & Investment Co | 100 | $7.00K | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $7.00K | 0.01% | +100 | New |
| Carmichael Hill & Associates, Inc. | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 121 | $8.00K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 125 | $8.00K | 0.00% | +125 | 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 | $9.25K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 147 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 146 | $10.0K | 0.00% | +146 | New |
| Castleview Partners, LLC | 3,600 | $11.0K | 0.01% | +3,026+527.2% | Added |
| Stuart Chaussee & Associates, Inc. | 165 | $11.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 161 | $11.0K | 0.01% | +6+3.9% | Added |
| Syverson Strege & Co | 159 | $11.0K | 0.00% | +77+93.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 173 | $11.0K | 0.01% | +118+214.5% | Added |
| Schubert & Co | 167 | $11.0K | 0.01% | +167 | New |
| West Oak Capital, LLC | 175 | $12.0K | 0.01% | −90−34.0% | Reduced |
| Heritage Financial Services, LLC | 196 | $12.0K | 0.01% | +196 | New |
| Cambridge Trust Co | 200 | $13.0K | 0.00% | −307−60.6% | Reduced |
| Aquatic Capital Management LLC | 200 | $13.0K | 0.00% | −300−60.0% | Reduced |
| Corsicana & Co. | 200 | $13.0K | 0.01% | −300−60.0% | Reduced |
| Tompkins Financial Corp | 191 | $13.0K | 0.00% | −133−41.0% | Reduced |
| Antonetti Capital Management LLC | 200 | $13.0K | 0.01% | −100−33.3% | Reduced |
| 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 |
| Maryland Capital Advisors Inc. | 200 | $13.0K | 0.01% | +200 | New |
| Archer Investment Corp | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 219 | $14.0K | 0.00% | −28−11.3% | Reduced |
| Tfo-TDC, LLC | 208 | $14.0K | 0.00% | +208 | New |
| Hazlett, Burt & Watson, Inc. | 224 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 228 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 234 | $15.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $17.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 254 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 261 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 300 | $20.0K | 0.00% | −640−68.1% | Reduced |
| Stonebridge Capital Advisors LLC | 306 | $20.0K | 0.00% | −135−30.6% | Reduced |
| Old Second National Bank of Aurora | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 308 | $20.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 290 | $20.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 300 | $20.0K | 0.00% | +300 | New |