| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | −18−81.8% | Reduced |
| Investors Research Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8 | $2.00K | 0.00% | −4−33.3% | Reduced |
| Creative Financial Designs Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Glassman Wealth Services | 6 | $2.00K | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Trustcore Financial Services, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10 | $3.00K | 0.00% | −41,428−100.0% | Reduced |
| Clearstead Advisors, LLC | 12 | $3.00K | 0.00% | −11−47.8% | Reduced |
| Howe & Rusling Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Alaethes Wealth LLC | 12 | $3.00K | 0.00% | +12 | New |
| Plante Moran Financial Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17 | $4.00K | 0.00% | +17 | New |
| Sonora Investment Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $5.00K | 0.00% | +6+46.2% | Added |
| Pinnacle Bancorp, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $7.00K | 0.00% | −4−12.5% | Reduced |
| Fieldpoint Private Securities, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 42 | $11.0K | 0.00% | −354−89.4% | Reduced |
| First Horizon Advisors, Inc. | 42 | $11.0K | 0.00% | −29−40.8% | Reduced |
| Front Row Advisors LLC | 42 | $11.0K | 0.00% | −6−12.5% | Reduced |
| Zions Bancorporation, N.A. | 49 | $12.0K | 0.00% | −1−2.0% | Reduced |
| First Horizon Corp | 55 | $13.0K | 0.00% | −3−5.2% | Reduced |
| Central Trust Co | 50 | $13.0K | 0.00% | −8−13.8% | Reduced |
| Piscataqua Savings Bank | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $13.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 67 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $18.0K | 0.01% | +35+100.0% | Added |
| CX Institutional | 78 | $20.0K | 0.00% | +8+11.4% | Added |
| Larson Financial Group LLC | 88 | $22.0K | 0.01% | +1+1.1% | Added |
| Signaturefd, LLC | 89 | $22.0K | 0.00% | +17+23.6% | Added |
| Gemmer Asset Management LLC | 90 | $23.0K | 0.00% | +14+18.4% | Added |
| Wolverine Asset Management LLC | 92 | $23.0K | 0.00% | +92 | New |
| KB Financial Partners, LLC | 102 | $26.0K | 0.01% | −13−11.3% | Reduced |
| Caldwell Trust Co | 145 | $36.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 145 | $37.0K | 0.00% | +21+16.9% | Added |
| GPS Wealth Strategies Group, LLC | 152 | $38.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 178 | $45.0K | 0.00% | −38−17.6% | Reduced |
| Exchange Traded Concepts, LLC | 179 | $45.0K | 0.00% | +179 | New |
| American Portfolios Advisors | 180 | $45.2K | 0.00% | +10+5.9% | Added |
| Pinebridge Investments, L.P. | 188 | $47.0K | 0.00% | −11,729−98.4% | Reduced |
| Mach-1 Financial Group, Inc. | 193 | $48.0K | 0.04% | +51+35.9% | Added |
| Quadrant Capital Group LLC | 195 | $49.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 200 | $50.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 202 | $51.0K | 0.02% | +2+1.0% | Added |
| Addison Advisors LLC | 212 | $53.0K | 0.04% | +212 | New |
| Key Financial Inc | 237 | $60.0K | 0.03% | +237 | New |
| Versant Capital Management, Inc | 241 | $61.0K | 0.02% | −83−25.6% | Reduced |
| State of Wyoming | 243 | $61.0K | 0.04% | +243 | New |
| Asset Dedication, LLC | 250 | $63.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 255 | $64.0K | 0.00% | +21+9.0% | Added |
| IFP Advisors, Inc | 248 | $64.0K | 0.00% | +6+2.5% | Added |
| Rockefeller Capital Management L.P. | 262 | $66.0K | 0.00% | +200+322.6% | Added |
| Advisory Services Network, LLC | 280 | $70.0K | 0.00% | +280 | New |
| Private Ocean, LLC | 282 | $71.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 312 | $79.0K | 0.01% | −110−26.1% | Reduced |
| Simplex Trading, LLC | 321 | $80.0K | 0.00% | −1,568−83.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 337 | $86.0K | 0.00% | +248+278.7% | Added |
| TD Ameritrade Investment Management, LLC | 398 | $100.0K | 0.00% | −19−4.6% | Reduced |
| Canada Pension Plan Investment Board | 435 | $110.0K | 0.00% | −43,513−99.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 450 | $113.0K | 0.00% | −1−0.2% | Reduced |
| Banque Cantonale Vaudoise | 485 | $122.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $126.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 501 | $127.0K | 0.02% | −277−35.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 513 | $129.3K | 0.00% | +513 | New |
| Ameritas Investment Partners, Inc. | 548 | $138.0K | 0.00% | −76−12.2% | Reduced |
| Bessemer Group Inc | 585 | $147.0K | 0.00% | +9+1.6% | Added |
| Smithfield Trust Co | 629 | $158.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 649 | $164.0K | 0.01% | +649 | New |
| Thomas White International Ltd | 690 | $174.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 775 | $195.0K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 798 | $201.0K | 0.01% | −161−16.8% | Reduced |
| Vantage Consulting Group Inc | 809 | $204.0K | 0.04% | +809 | New |
| Peapack Gladstone Financial Corp | 814 | $205.0K | 0.00% | −29−3.4% | Reduced |
| Cypress Capital Group | 820 | $207.0K | 0.03% | −34−4.0% | Reduced |
| Essex Investment Management Co LLC | 833 | $210.0K | 0.02% | −261−23.9% | Reduced |
| Tower Research Capital LLC (TRC) | 837 | $211.0K | 0.01% | −5,971−87.7% | Reduced |
| Avantax Advisory Services, Inc. | 841 | $212.0K | 0.00% | +1+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 847 | $213.0K | 0.01% | −406−32.4% | Reduced |
| Klingenstein Fields & Co LP | 850 | $214.0K | 0.01% | 00.0% | Unchanged |