| Parkside Financial Bank & Trust | 373 | $46.0K | 0.01% | +1+0.3% | Added |
| FourThought Financial, LLC | 375 | $46.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 377 | $46.0K | 0.01% | +16+4.4% | Added |
| MBM Wealth Consultants, LLC | 362 | $44.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 339 | $42.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 339 | $42.0K | 0.00% | −1−0.3% | Reduced |
| Key Financial Inc | 340 | $42.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 329 | $40.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 315 | $39.0K | 0.00% | +2+0.6% | Added |
| HC Financial Advisors Inc | 300 | $37.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 290 | $36.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 257 | $32.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 260 | $32.0K | 0.01% | +260 | New |
| Johnson Midwest Financial, LLC | 254 | $31.0K | 0.02% | +1+0.4% | Added |
| Smithfield Trust Co | 250 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 245 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 243 | $30.0K | 0.00% | +243 | New |
| Tyler-Stone Wealth Management | 241 | $30.0K | 0.02% | +241 | New |
| Avion Wealth | 236 | $29.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 236 | $28.0K | 0.00% | −212−47.3% | Reduced |
| O'Dell Group, LLC | 231 | $28.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 216 | $27.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 221 | $27.0K | 0.01% | +221 | New |
| Cribstone Capital Management, LLC | 207 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 206 | $25.0K | 0.00% | +37+21.9% | Added |
| Ogorek Anthony Joseph | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 201 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 186 | $23.0K | 0.04% | +186 | New |
| Lumature Wealth Partners, LLC | 176 | $22.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 175 | $22.0K | 0.02% | +175 | New |
| Harbor Investment Advisory, LLC | 166 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 160 | $20.0K | 0.01% | +160 | New |
| Massmutual Trust Co FSB | 156 | $19.0K | 0.00% | +65+71.4% | Added |
| American Research & Management Co. | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 144 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 139 | $17.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 132 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 117 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 117 | $14.0K | 0.00% | +10+9.3% | Added |
| Retirement Planning Co of New England, Inc. | 120 | $14.0K | 0.01% | +120 | New |
| Front Row Advisors LLC | 100 | $12.0K | 0.00% | −17−14.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 94 | $12.0K | 0.00% | +52+123.8% | Added |
| FSB Premier Wealth Management, Inc. | 100 | $12.0K | 0.01% | +100 | New |
| Earnest Partners LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 89 | $11.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $10.0K | 0.00% | – | – |
| Baystate Wealth Management LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 75 | $9.00K | 0.00% | +25+50.0% | Added |
| John W. Brooker & Co., CPAs | 67 | $8.00K | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 64 | $8.00K | 0.00% | +64 | New |
| Sageworth Trust Co | 57 | $7.00K | 0.00% | −192−77.1% | Reduced |
| Bell Investment Advisors, Inc | 46 | $6.00K | 0.00% | −38−45.2% | Reduced |
| Clearstead Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 45 | $6.00K | 0.00% | +45 | New |
| Adirondack Trust Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| Rocky Mountain Advisers, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 29 | $4.00K | 0.00% | +29 | New |
| Blue Bell Private Wealth Management, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 24 | $2.95K | 0.00% | +24 | New |
| Bedel Financial Consulting, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Concord Wealth Partners | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Patriot Financial Group Insurance Agency, LLC | 4 | $0 | 0.00% | +4 | New |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −188,221−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| MIK Capital, LP | 0 | $0 | 0.00% | −78,099−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −76,434−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −64,387−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −45,037−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −34,818−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −32,223−100.0% | Sold out |
| Akaris Global Partners, LP | 0 | $0 | 0.00% | −27,598−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −27,058−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −15,369−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,623−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,222−100.0% | Sold out |