| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −6,595−99.8% | Reduced |
| Country Trust Bank | 1 | $0 | 0.00% | −95−99.0% | Reduced |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BBVA USA | 2 | $0 | 0.00% | +2 | New |
| Albion Financial Group | 7 | $0 | 0.00% | +7 | New |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | +4 | New |
| HWG Holdings LP | 10 | $0 | 0.00% | +10 | New |
| Ford Financial Group, LLC | 25 | $0 | 0.00% | +25 | New |
| Alaethes Wealth LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $77 | 0.00% | – | New |
| Kelly Financial Services LLC | 9,478 | $243 | 0.01% | +9,235+3,800.4% | Added |
| Financial Perspectives, Inc | 12 | $467 | 0.00% | −363−96.8% | Reduced |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | −86−81.9% | Reduced |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | −17−47.2% | Reduced |
| First Manhattan Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 28 | $1.00K | 0.00% | +20+250.0% | Added |
| Focused Wealth Management, Inc | 16 | $1.00K | 0.00% | +8+100.0% | Added |
| Clear Investment Research, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Column Capital Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Horan Securities, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Selective Wealth Management, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Cowen Prime Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Zions Bancorporation, N.A. | 63 | $2.00K | 0.00% | −174−73.4% | Reduced |
| Pflug Koory, LLC | 41 | $2.00K | 0.00% | −41−50.0% | Reduced |
| Bartlett & Co. LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $2.00K | 0.00% | −17−21.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $2.00K | 0.00% | +37+205.6% | Added |
| Rockbridge Investment Management, LCC | 51 | $2.00K | 0.00% | +18+54.5% | Added |
| CoreFirst Bank & Trust | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 40 | $2.00K | 0.00% | +40 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $2.00K | 0.00% | +58 | New |
| Lee Financial Co | 46 | $2.00K | 0.00% | +46 | New |
| JTC Employer Solutions Trusteee Ltd | 42 | $2.00K | 0.00% | +42 | New |
| Bartlett & Co. Wealth Management LLC | 62 | $2.41K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Strategic Blueprint, LLC | 87 | $3.00K | 0.00% | +87 | New |
| Concord Wealth Partners | 68 | $3.00K | 0.00% | +68 | New |
| Caldwell Trust Co | 79 | $3.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 85 | $3.31K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 95 | $3.70K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |