| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2 | $211 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $211 | 0.00% | +2 | New |
| Atticus Wealth Management, LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $697 | 0.00% | −282−97.6% | Reduced |
| Brown Brothers Harriman & Co | 7 | $739 | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 8 | $844 | 0.00% | +8 | New |
| Sanctuary Wealth Management, L.L.C. | 9 | $950 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 18 | $1.90K | 0.00% | +18 | New |
| Coston, McIsaac & Partners | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $2.11K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 20 | $2.11K | 0.00% | +20 | New |
| Optiver Holding B.V. | 21 | $2.22K | 0.00% | −11−34.4% | Reduced |
| Chesapeake Asset Management LLC | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 26 | $2.74K | 0.00% | −16−38.1% | Reduced |
| Washington Trust Co | 27 | $2.85K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $3.69K | 0.00% | +35 | New |
| TD Waterhouse Canada Inc. | 30 | $4.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $4.33K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $4.81K | 0.00% | +1+2.1% | Added |
| NBC Securities, Inc. | 48 | $5.00K | 0.00% | +33+220.0% | Added |
| Assetmark, Inc | 48 | $5.07K | 0.00% | −1,976−97.6% | Reduced |
| Whittier Trust Co | 52 | $5.49K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 53 | $5.59K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 57 | $5.97K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 57 | $6.02K | 0.00% | +8+16.3% | Added |
| FinTrust Capital Advisors, LLC | 65 | $6.86K | 0.00% | +65 | New |
| Harbour Investments, Inc. | 66 | $6.97K | 0.00% | −134−67.0% | Reduced |
| Sandy Spring Bank | 74 | $7.81K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 100 | $10.6K | 0.00% | +100 | New |
| GAMMA Investing LLC | 124 | $11.8K | 0.00% | +124 | New |
| Eagle Bay Advisors LLC | 112 | $11.8K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 120 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $13.0K | 0.00% | +54+84.4% | Added |
| Pin Oak Investment Advisors Inc | 125 | $13.0K | 0.01% | +125 | New |
| Principal Securities, Inc. | 125 | $13.2K | 0.00% | +125 | New |
| Proequities, Inc. | 131 | $13.8K | 0.00% | +131 | New |
| Hexagon Capital Partners LLC | 157 | $16.6K | 0.00% | +5+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 190 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 172 | $18.2K | 0.00% | −8−4.4% | Reduced |
| TSFG, LLC | 178 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 191 | $20.2K | 0.00% | +8+4.4% | Added |
| Amalgamated Bank | 203 | $21.0K | 0.00% | −9−4.2% | Reduced |
| Pinnacle Bancorp, Inc. | 202 | $21.3K | 0.01% | +202 | New |
| AlphaMark Advisors, LLC | 220 | $23.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 231 | $24.4K | 0.00% | +231 | New |
| EverSource Wealth Advisors, LLC | 237 | $25.0K | 0.00% | −618−72.3% | Reduced |
| CWM, LLC | 250 | $26.0K | 0.00% | +217+657.6% | Added |
| Steward Partners Investment Advisory, LLC | 275 | $29.0K | 0.00% | −550−66.7% | Reduced |
| Covestor Ltd | 282 | $30.0K | 0.02% | −10−3.4% | Reduced |
| Frazier Financial Advisors, LLC | 286 | $30.2K | 0.03% | +286 | New |
| Clearstead Advisors, LLC | 295 | $31.1K | 0.00% | +110+59.5% | Added |
| EntryPoint Capital, LLC | 320 | $33.8K | 0.03% | +320 | New |
| First Horizon Advisors, Inc. | 356 | $37.6K | 0.00% | +356 | New |
| Quintet Private Bank (Europe) S.A. | 385 | $40.4K | 0.00% | −440−53.3% | Reduced |
| Daiwa Securities Group Inc. | 393 | $41.0K | 0.00% | +56+16.6% | Added |
| Federation des caisses Desjardins du Quebec | 436 | $46.0K | 0.00% | +5+1.2% | Added |
| DT Investment Partners, LLC | 500 | $47.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 478 | $50.4K | 0.00% | +478 | New |
| Advisory Services Network, LLC | 499 | $52.7K | 0.00% | +499 | New |
| Tortoise Investment Management, LLC | 500 | $52.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $52.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 531 | $56.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 581 | $59.0K | 0.00% | +8+1.4% | Added |
| National Bank of Canada | 550 | $61.8K | 0.00% | +10+1.9% | Added |
| First Manhattan Co | 649 | $68.5K | 0.00% | +149+29.8% | Added |
| Russell Investments Group, Ltd. | 699 | $73.8K | 0.00% | −409−36.9% | Reduced |
| Ramirez Asset Management, Inc. | 700 | $73.9K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 705 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 810 | $85.5K | 0.01% | +810 | New |
| Newbridge Financial Services Group, Inc. | 854 | $90.1K | 0.04% | −266−23.8% | Reduced |
| Ci Investments Inc. | 974 | $103.0K | 0.00% | −62−6.0% | Reduced |
| TD Private Client Wealth LLC | 991 | $104.6K | 0.00% | +991 | New |
| Estabrook Capital Management | 1,100 | $116.1K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,131 | $119.4K | 0.00% | −23−2.0% | Reduced |
| Natixis | 1,215 | $128.2K | 0.00% | +202+19.9% | Added |
| Exchange Traded Concepts, LLC | 1,240 | $130.9K | 0.00% | +314+33.9% | Added |
| Rakuten Securities, Inc. | 1,271 | $134.1K | 0.11% | +1,271 | New |
| Northwestern Mutual Wealth Management Co | 1,497 | $158.0K | 0.00% | +17+1.1% | Added |
| Great West Life Assurance Co | 1,908 | $200.0K | 0.00% | −860−31.1% | Reduced |
| Schechter Investment Advisors, LLC | 1,923 | $203.0K | 0.02% | +1,923 | New |
| Harbor Advisors LLC | 2,000 | $211.1K | 0.04% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 2,000 | $211.1K | 0.19% | +2,000 | New |
| Perfromance Wealth Partners, LLC | 2,000 | $211.1K | 0.01% | +2,000 | New |
| Herold Advisors, Inc. | 2,050 | $216.4K | 0.06% | +50+2.5% | Added |
| Lake Hills Wealth Management, LLC | 2,099 | $221.5K | 0.22% | +2,099 | New |
| JustInvest LLC | 2,113 | $223.0K | 0.01% | −1,985−48.4% | Reduced |
| Credit Agricole S A | 2,146 | $226.5K | 0.00% | +37+1.8% | Added |
| Two Sigma Investments, LP | 2,200 | $232.2K | 0.00% | −6,100−73.5% | Reduced |