| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $94 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 8 | $757 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 35 | $1.00K | 0.00% | −7,609−99.5% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.00K | 0.00% | −113−88.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $1.00K | 0.00% | +10 | New |
| Gemmer Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Bartlett & Co. Wealth Management LLC | 17 | $1.61K | 0.00% | −3−15.0% | Reduced |
| MV Capital Management, Inc. | 26 | $2.00K | 0.00% | −10−27.8% | Reduced |
| Bartlett & Co. LLC | 17 | $2.00K | 0.00% | −3−15.0% | Reduced |
| JNBA Financial Advisors | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 26 | $2.00K | 0.00% | +26 | New |
| MCF Advisors LLC | 19 | $2.00K | 0.00% | +19 | New |
| Exane Derivatives | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 35 | $3.00K | 0.00% | +8+29.6% | Added |
| Column Capital Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 41 | $4.00K | 0.00% | −20−32.8% | Reduced |
| Gradient Investments LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 49 | $5.00K | 0.00% | +2+4.3% | Added |
| Carolinas Wealth Consulting LLC | 48 | $5.00K | 0.00% | +5+11.6% | Added |
| Global Retirement Partners, LLC | 50 | $5.00K | 0.00% | +47+1,566.7% | Added |
| Meridian Wealth Partners, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Alpha Paradigm Partners, LLC | 68 | $6.00K | 0.00% | −2,479−97.3% | Reduced |
| Reilly Financial Advisors, LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $6.00K | 0.00% | +3+5.3% | Added |
| Consolidated Planning Corp | 60 | $6.00K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $7.00K | 0.01% | +61 | New |
| Ancora Advisors, LLC | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 80 | $8.00K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 80 | $8.00K | 0.00% | +80 | New |
| Federation des caisses Desjardins du Quebec | 90 | $8.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $9.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 100 | $9.00K | 0.01% | +100 | New |
| Kowal Investment Group, LLC | 111 | $10.0K | 0.00% | +111 | New |
| Jacobi Capital Management LLC | 120 | $11.0K | 0.00% | +10+9.1% | Added |
| Stonebridge Capital Advisors LLC | 111 | $11.0K | 0.00% | +36+48.0% | Added |
| Ranger Investment Management, L.P. | 126 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 139 | $13.0K | 0.00% | −2−1.4% | Reduced |
| Albion Financial Group | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 146 | $14.0K | 0.00% | +93+175.5% | Added |
| Tradition Wealth Management, LLC | 157 | $15.0K | 0.00% | +1+0.6% | Added |
| Sutton Wealth Advisors Inc. | 162 | $15.3K | 0.01% | +2+1.3% | Added |
| Evoke Wealth, LLC | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 150 | $16.0K | 0.02% | +150 | New |
| Institutional & Family Asset Management, LLC | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 206 | $20.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 234 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 250 | $24.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 258 | $24.0K | 0.01% | +258 | New |
| Pin Oak Investment Advisors Inc | 266 | $25.0K | 0.03% | +66+33.0% | Added |
| Fieldpoint Private Securities, LLC | 278 | $26.0K | 0.01% | −232−45.5% | Reduced |
| Dark Forest Capital Management LP | 278 | $26.0K | 0.01% | +278 | New |
| Lee Financial Co | 291 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 321 | $30.0K | 0.00% | +110+52.1% | Added |
| Hexagon Capital Partners LLC | 337 | $32.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 333 | $32.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 350 | $33.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 361 | $34.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 373 | $35.0K | 0.01% | −16−4.1% | Reduced |
| Valley National Advisers Inc | 378 | $36.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 383 | $36.0K | 0.00% | +60+18.6% | Added |
| Smith Group Asset Management, LLC | 384 | $36.0K | 0.00% | +384 | New |
| Kings Point Capital Management | 406 | $38.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 412 | $39.0K | 0.00% | +97+30.8% | Added |
| Parkside Financial Bank & Trust | 488 | $46.0K | 0.01% | +6+1.2% | Added |
| Whittier Trust Co | 485 | $46.0K | 0.00% | +234+93.2% | Added |
| Carroll Financial Associates, Inc. | 510 | $48.0K | 0.00% | −249−32.8% | Reduced |
| Acadian Asset Management LLC | 534 | $50.0K | 0.00% | −11,161−95.4% | Reduced |
| First Horizon Advisors, Inc. | 589 | $55.0K | 0.00% | +574+3,826.7% | Added |
| Eagle Bay Advisors LLC | 616 | $57.0K | 0.03% | −117−16.0% | Reduced |
| Manchester Capital Management LLC | 625 | $59.0K | 0.01% | −14−2.2% | Reduced |
| Private Capital Group, LLC | 644 | $61.0K | 0.01% | −10−1.5% | Reduced |
| Johnson Financial Group, Inc. | 689 | $65.0K | 0.00% | −675−49.5% | Reduced |
| Arlington Partners LLC | 689 | $65.0K | 0.02% | +689 | New |
| Brewin Dolphin Ltd | 717 | $67.9K | 0.00% | +360+100.8% | Added |
| Plante Moran Financial Advisors, LLC | 761 | $72.0K | 0.02% | −107−12.3% | Reduced |