| NEXT Financial Group, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $1.00K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Strategic Blueprint, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Enterprise Financial Services Corp | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $2.00K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 3 | $2.00K | 0.00% | +3 | New |
| Pacifica Partners Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7 | $4.00K | 0.00% | +2+40.0% | Added |
| Stuart Chaussee & Associates, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $5.00K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 11 | $6.00K | 0.00% | +6+120.0% | Added |
| FinTrust Capital Advisors, LLC | 14 | $7.00K | 0.00% | −2−12.5% | Reduced |
| Lindbrook Capital, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 16 | $8.00K | 0.01% | +16 | New |
| Lake Point Wealth Management | 15 | $8.00K | 0.00% | +15 | New |
| Earnest Partners LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $12.0K | 0.00% | +18+300.0% | Added |
| Gemmer Asset Management LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 25 | $13.0K | 0.00% | +2+8.7% | Added |
| Global Retirement Partners, LLC | 25 | $13.0K | 0.00% | +19+316.7% | Added |
| Benjamin Edwards Inc | 27 | $14.0K | 0.01% | +27 | New |
| Creative Financial Designs Inc | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 29 | $15.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $15.0K | 0.01% | +29 | New |
| Fuller & Thaler Asset Management, Inc. | 32 | $16.0K | 0.00% | −35−52.2% | Reduced |
| Jacobi Capital Management LLC | 38 | $19.0K | 0.00% | +9+31.0% | Added |
| Berman Capital Advisors, LLC | 38 | $19.0K | 0.00% | +32+533.3% | Added |
| Steward Partners Investment Advisory, LLC | 40 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 47 | $24.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $25.0K | 0.00% | +50 | New |
| City Holding Co | 53 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 55 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 69 | $35.0K | 0.01% | −13−15.9% | Reduced |
| BBVA USA | 70 | $35.0K | 0.00% | +70 | New |
| Capital Analysts, LLC | 74 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 76 | $38.0K | 0.01% | −21−21.6% | Reduced |
| Ellevest, Inc. | 75 | $38.0K | 0.00% | −4−5.1% | Reduced |
| Column Capital Advisors, LLC | 76 | $38.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $38.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 93 | $46.0K | 0.00% | +10+12.0% | Added |
| Archer Investment Corp | 99 | $49.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 106 | $53.0K | 0.00% | +106 | New |
| Fieldpoint Private Securities, LLC | 126 | $58.0K | 0.01% | −11−8.0% | Reduced |
| Rockefeller Capital Management L.P. | 117 | $58.0K | 0.00% | +2+1.7% | Added |
| Sageworth Trust Co | 120 | $60.0K | 0.00% | +120 | New |
| First Horizon Advisors, Inc. | 123 | $61.0K | 0.00% | −4−3.1% | Reduced |
| Parallel Advisors, LLC | 124 | $62.0K | 0.00% | +6+5.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 125 | $63.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 126 | $63.0K | 0.00% | +9+7.7% | Added |
| Pinebridge Investments, L.P. | 131 | $66.0K | 0.00% | +92+235.9% | Added |
| Sittner & Nelson, LLC | 150 | $75.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 150 | $75.0K | 0.00% | +8+5.6% | Added |
| Salem Investment Counselors Inc | 153 | $77.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 176 | $88.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 221 | $111.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 226 | $114.0K | 0.00% | +4+1.8% | Added |
| Hantz Financial Services, Inc. | 230 | $116.0K | 0.00% | +130+130.0% | Added |
| Rowland & Co Investment Counsel | 250 | $125.7K | 0.03% | 00.0% | Unchanged |
| First Mercantile Trust Co | 270 | $136.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 299 | $150.0K | 0.09% | +299 | New |
| Dougherty Wealth Advisers LLC | 324 | $163.0K | 0.24% | 00.0% | Unchanged |
| American Portfolios Advisors | 333 | $167.4K | 0.01% | +36+12.1% | Added |
| Ellis Investment Partners, LLC | 348 | $174.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 345 | $175.0K | 0.01% | −179−34.2% | Reduced |
| Quantbot Technologies LP | 364 | $182.0K | 0.01% | +301+477.8% | Added |
| Signaturefd, LLC | 369 | $185.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 377 | $190.0K | 0.08% | +377 | New |
| Harbor Investment Advisory, LLC | 380 | $191.0K | 0.03% | +10+2.7% | Added |
| Connecticut Wealth Management, LLC | 397 | $200.0K | 0.02% | +397 | New |
| Kestra Advisory Services, LLC | 406 | $204.0K | 0.00% | +406 | New |
| Affinity Wealth Management LLC | 388 | $210.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 418 | $210.0K | 0.04% | +124+42.2% | Added |
| Apollon Wealth Management, LLC | 431 | $217.0K | 0.04% | −40−8.5% | Reduced |
| Comerica Securities,inc. | 431 | $217.0K | 0.02% | −35−7.5% | Reduced |
| Change Path, LLC | 430 | $217.0K | 0.01% | +430 | New |
| Virtu Financial LLC | 436 | $219.0K | 0.02% | +436 | New |
| Redpoint Investment Management Pty Ltd | 444 | $223.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 474 | $238.0K | 0.09% | −10−2.1% | Reduced |
| CAPROCK Group, Inc. | 476 | $239.0K | 0.02% | +1+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 477 | $240.0K | 0.00% | +254+113.9% | Added |
| Hallmark Capital Management Inc | 478 | $240.0K | 0.02% | +478 | New |
| O'Shaughnessy Asset Management, LLC | 484 | $243.0K | 0.00% | +230+90.6% | Added |
| Great Lakes Advisors, LLC | 486 | $244.0K | 0.00% | −10−2.0% | Reduced |