| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 36 | $0 | 0.00% | +36 | New |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −6,392−99.9% | Reduced |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | −22−81.5% | Reduced |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $1.00K | 0.00% | +3 | New |
| WR Wealth Planners, LLC | 8 | $1.65K | 0.00% | +8 | New |
| Loomis Sayles & Co L P | 11 | $2.00K | 0.00% | −178−94.2% | Reduced |
| Zullo Investment Group, Inc. | 11 | $2.00K | 0.00% | −98−89.9% | Reduced |
| Wolff Wiese Magana LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +8+400.0% | Added |
| CIBC Private Wealth Group, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Fieldpoint Private Securities, LLC | 15 | $3.00K | 0.00% | −5−25.0% | Reduced |
| Tarbox Family Office, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Exane Derivatives | 17 | $3.50K | 0.00% | −865−98.1% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $4.00K | 0.00% | −63−76.8% | Reduced |
| Investors Research Corp | 19 | $4.00K | 0.00% | +19 | New |
| BDO Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $5.00K | 0.00% | +2+8.7% | Added |
| Altshuler Shaham Ltd | 28 | $6.00K | 0.00% | −8−22.2% | Reduced |
| TCI Wealth Advisors, Inc. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 29 | $6.00K | 0.00% | +2+7.4% | Added |
| HHM Wealth Advisors, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 30 | $6.17K | 0.00% | +4+15.4% | Added |
| American National Bank | 33 | $7.00K | 0.00% | +33 | New |
| Global Retirement Partners, LLC | 40 | $7.00K | 0.00% | +40 | New |
| Hexagon Capital Partners LLC | 35 | $7.00K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 37 | $8.00K | 0.00% | −1−2.6% | Reduced |
| TCWP LLC | 41 | $8.00K | 0.00% | +41 | New |
| Vigilant Capital Management, LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $9.00K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 48 | $9.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $10.0K | 0.00% | −2−4.1% | Reduced |
| Evolution Advisers, Inc. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 54 | $11.0K | 0.00% | +50+1,250.0% | Added |
| Clear Street Markets LLC | 55 | $11.0K | 0.00% | +55 | New |
| Earnest Partners LLC | 59 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 63 | $13.0K | 0.00% | −9−12.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 64 | $13.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 61 | $13.0K | 0.00% | +8+15.1% | Added |
| Cranbrook Wealth Management, LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 70 | $14.0K | 0.00% | +70 | New |
| Evoke Wealth, LLC | 75 | $15.0K | 0.00% | +14+23.0% | Added |
| Glassman Wealth Services | 71 | $15.0K | 0.00% | +19+36.5% | Added |
| Parkside Financial Bank & Trust | 78 | $16.0K | 0.00% | +26+50.0% | Added |
| CVA Family Office, LLC | 90 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 97 | $20.0K | 0.00% | −52−34.9% | Reduced |
| Whittier Trust Co | 95 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 104 | $21.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 105 | $22.0K | 0.01% | −34−24.5% | Reduced |
| Hantz Financial Services, Inc. | 106 | $22.0K | 0.00% | +106 | New |
| State of Wyoming | 114 | $23.0K | 0.01% | −34−23.0% | Reduced |
| Zions Bancorporation, N.A. | 112 | $23.0K | 0.00% | +42+60.0% | Added |
| American Portfolios Advisors | 113 | $23.2K | 0.00% | +2+1.8% | Added |
| Prestige Wealth Management Group LLC | 124 | $25.0K | 0.01% | −1−0.8% | Reduced |
| FinTrust Capital Advisors, LLC | 125 | $26.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 132 | $27.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 132 | $27.0K | 0.00% | +8+6.5% | Added |
| Salem Investment Counselors Inc | 146 | $30.0K | 0.00% | −47−24.4% | Reduced |
| Capital Analysts, LLC | 148 | $30.0K | 0.00% | +1+0.7% | Added |
| Riverview Trust Co | 154 | $32.0K | 0.02% | +154 | New |
| Gemmer Asset Management LLC | 176 | $36.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 178 | $37.0K | 0.00% | −25−12.3% | Reduced |
| Neo Ivy Capital Management | 184 | $38.0K | 0.03% | +184 | New |
| Koshinski Asset Management, Inc. | 200 | $41.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $43.0K | 0.00% | +45+27.3% | Added |
| Sutton Wealth Advisors Inc. | 226 | $46.5K | 0.02% | +4+1.8% | Added |
| Smithfield Trust Co | 231 | $47.0K | 0.00% | +14+6.5% | Added |
| Money Concepts Capital Corp | 245 | $50.0K | 0.00% | +245 | New |
| HM Payson & Co | 254 | $52.0K | 0.00% | +50+24.5% | Added |
| Newbridge Financial Services Group, Inc. | 266 | $55.0K | 0.03% | +23+9.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 266 | $55.0K | 0.00% | +266 | New |
| Leonteq Securities AG | 272 | $55.9K | 0.00% | +272 | New |
| MUFG Americas Holdings Corp | 298 | $61.0K | 0.00% | +25+9.2% | Added |
| Brown Brothers Harriman & Co | 322 | $66.0K | 0.00% | +315+4,500.0% | Added |
| Cullen/Frost Bankers, Inc. | 329 | $68.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 345 | $70.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 358 | $74.0K | 0.01% | +306+588.5% | Added |
| TD Private Client Wealth LLC | 379 | $77.9K | 0.00% | +73+23.9% | Added |
| Geneos Wealth Management Inc. | 384 | $78.0K | 0.00% | +100+35.2% | Added |
| Lindbrook Capital, LLC | 397 | $82.0K | 0.01% | +12+3.1% | Added |
| National Bank of Canada | 465 | $96.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 550 | $113.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 570 | $117.0K | 0.16% | +570 | New |
