| Clearstead Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $261 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $479 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Pacific Center for Financial Services | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Penserra Capital Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 5 | $1.00K | 0.00% | +5 | New |
| Sage Private Wealth Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Carroll Financial Associates, Inc. | 23 | $2.00K | 0.00% | −1,205−98.1% | Reduced |
| Massmutual Trust Co FSB | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Red Tortoise LLC | 15 | $2.00K | 0.00% | +15 | New |
| Front Row Advisors LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $3.00K | 0.00% | +1+5.0% | Added |
| Atwood & Palmer Inc | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Delos Wealth Advisors, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Gemmer Asset Management LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $5.00K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 40 | $5.00K | 0.00% | +40 | New |
| BDO Wealth Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 48 | $6.00K | 0.00% | +40+500.0% | Added |
| Cahill Financial Advisors Inc | 47 | $6.00K | 0.00% | +47 | New |
| D'Orazio & Associates, Inc. | 46 | $6.00K | 0.00% | +46 | New |
| Dark Forest Capital Management LP | 54 | $6.00K | 0.00% | +54 | New |
| Archer Investment Corp | 52 | $6.23K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 54 | $6.47K | 0.00% | +54 | New |
| Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 64 | $7.00K | 0.00% | +24+60.0% | Added |
| Corbenic Partners LLC | 60 | $7.00K | 0.00% | +59+5,900.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 60 | $7.00K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 77 | $9.00K | 0.00% | +14+22.2% | Added |
| Macroview Investment Management LLC | 77 | $9.00K | 0.01% | +27+54.0% | Added |
| Vigilant Capital Management, LLC | 73 | $9.00K | 0.00% | +73 | New |
| Lindbrook Capital, LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 100 | $11.0K | 0.00% | +100 | New |
| Asset Management One Co.,Ltd. | 105 | $12.0K | 0.00% | −1,943−94.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 103 | $12.0K | 0.00% | +4+4.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $12.0K | 0.00% | +100 | New |
| Heritage Wealth Management, LLC | 108 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 109 | $13.0K | 0.00% | +109 | New |
| Financial Management Professionals, Inc. | 162 | $19.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 159 | $19.0K | 0.00% | +48+43.2% | Added |
| TCI Wealth Advisors, Inc. | 163 | $20.0K | 0.00% | +29+21.6% | Added |
| Optimum Investment Advisors | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 207 | $25.0K | 0.00% | +44+27.0% | Added |
| Loomis Sayles & Co L P | 207 | $25.0K | 0.00% | +207 | New |
| Spire Wealth Management | 217 | $26.0K | 0.00% | +217 | New |
| Systematic Financial Management LP | 223 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 250 | $30.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 257 | $30.8K | 0.01% | +257 | New |
| Parallel Advisors, LLC | 258 | $31.0K | 0.00% | +24+10.3% | Added |
| First Mercantile Trust Co | 255 | $31.0K | 0.00% | +46+22.0% | Added |
| Koshinski Asset Management, Inc. | 296 | $35.5K | 0.00% | +296 | New |
| Harbor Investment Advisory, LLC | 300 | $36.0K | 0.00% | −284−48.6% | Reduced |
| Montag A & Associates Inc | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 310 | $37.0K | 0.01% | −411−57.0% | Reduced |
| JJJ Advisors Inc. | 325 | $39.0K | 0.01% | +48+17.3% | Added |
| First Horizon Advisors, Inc. | 363 | $42.0K | 0.00% | −154−29.8% | Reduced |
| Banque Cantonale Vaudoise | 359 | $43.0K | 0.00% | +359 | New |
| Federation des caisses Desjardins du Quebec | 360 | $43.1K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 364 | $44.0K | 0.00% | +364 | New |
| Signaturefd, LLC | 393 | $47.0K | 0.00% | −13−3.2% | Reduced |
| AdvisorNet Financial, Inc | 430 | $52.0K | 0.00% | +30+7.5% | Added |
| Sageworth Trust Co | 500 | $60.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 506 | $61.0K | 0.01% | +2+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 533 | $64.0K | 0.00% | +42+8.6% | Added |
| North Star Investment Management Corp. | 550 | $66.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 556 | $67.0K | 0.01% | −373−40.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 600 | $72.0K | 0.00% | +600 | New |
| Jacobi Capital Management LLC | 660 | $79.0K | 0.01% | +560+560.0% | Added |
| Central Trust Co | 700 | $84.0K | 0.00% | −400−36.4% | Reduced |
| Cutler Group LP | 745 | $89.0K | 0.01% | +150+25.2% | Added |
| Canada Pension Plan Investment Board | 744 | $89.0K | 0.00% | +744 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 870 | $104.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 895 | $107.0K | 0.19% | +895 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 968 | $116.0K | 0.00% | −136,032−99.3% | Reduced |
| Bessemer Group Inc | 1,000 | $120.0K | 0.00% | +1,000 | New |
| Fieldpoint Private Securities, LLC | 1,041 | $125.0K | 0.03% | −694−40.0% | Reduced |
| Smithfield Trust Co | 1,081 | $129.0K | 0.01% | +31+3.0% | Added |
| CSS LLC | 1,100 | $132.0K | 0.01% | −10,609−90.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,099 | $132.0K | 0.02% | −476−30.2% | Reduced |
| Private Capital Group, LLC | 1,300 | $156.0K | 0.04% | +67+5.4% | Added |
| Altshuler Shaham Ltd | 1,330 | $160.0K | 0.00% | +725+119.8% | Added |
| Harbour Investments, Inc. | 1,427 | $171.0K | 0.01% | −372−20.7% | Reduced |
| State of Wyoming | 1,464 | $175.0K | 0.11% | −623−29.9% | Reduced |