| Harbour Investments, Inc. | 5 | $0 | 0.00% | −1,204−99.6% | Reduced |
| Fifth Third Bancorp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $0 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Key Financial Inc | 1 | $0 | 0.00% | +1 | New |
| FourThought Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Snowden Capital Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Zullo Investment Group, Inc. | 8 | $0 | 0.00% | +8 | New |
| Stephens Consulting, LLC | 12 | $712 | 0.00% | +12 | New |
| Optimum Investment Advisors | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $1.00K | 0.00% | +13+144.4% | Added |
| AdvisorNet Financial, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 11 | $1.00K | 0.00% | +11 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Glassman Wealth Services | 13 | $1.00K | 0.00% | +13 | New |
| Lloyd Advisory Services, LLC. | 13 | $1.00K | 0.00% | +13 | New |
| Shore Point Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Confluence Wealth Services, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 33 | $1.96K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $3.00K | 0.00% | +16+40.0% | Added |
| CVA Family Office, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Covestor Ltd | 46 | $3.00K | 0.00% | +46 | New |
| Franklin Resources Inc | 59 | $4.00K | 0.00% | −4−6.3% | Reduced |
| Northwest Investment Counselors, LLC | 65 | $4.00K | 0.00% | +65 | New |
| ExodusPoint Capital Management, LP | 79 | $5.00K | 0.00% | −42−34.7% | Reduced |
| Blair William & Co | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 89 | $5.00K | 0.00% | +89 | New |
| IFP Advisors, Inc | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 115 | $7.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 124 | $7.36K | 0.00% | +2+1.6% | Added |
| Clear Perspectives Financial Planning, LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 134 | $8.00K | 0.00% | +85+173.5% | Added |
| M&R Capital Management Inc | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 152 | $9.00K | 0.00% | +83+120.3% | Added |
| CWM, LLC | 157 | $9.00K | 0.00% | +157 | New |
| Tower Research Capital LLC (TRC) | 181 | $11.0K | 0.00% | −1,319−87.9% | Reduced |
| Washington Trust Advisors, Inc. | 196 | $12.0K | 0.00% | +196 | New |
| Markston International LLC | 237 | $14.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 258 | $15.0K | 0.00% | −20−7.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 246 | $15.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 267 | $15.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 277 | $16.0K | 0.00% | +141+103.7% | Added |
| Allworth Financial LP | 291 | $17.0K | 0.00% | +144+98.0% | Added |
| Rosenberg Matthew Hamilton | 330 | $20.0K | 0.01% | −252−43.3% | Reduced |
| Western Pacific Wealth Management, LP | 350 | $20.0K | 0.01% | +350 | New |
| American Portfolios Advisors | 345 | $20.5K | 0.00% | +34+10.9% | Added |
| Simplex Trading, LLC | 357 | $21.0K | 0.00% | +57+19.0% | Added |
| Dougherty Wealth Advisers LLC | 367 | $22.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 369 | $22.0K | 0.00% | +41+12.5% | Added |
| Metropolitan Life Insurance Co | 478 | $28.4K | 0.00% | −18−3.6% | Reduced |
| Edge Wealth Management LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 510 | $30.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 580 | $34.0K | 0.02% | −509−46.7% | Reduced |
| Barclays PLC | 598 | $35.0K | 0.00% | −44,531−98.7% | Reduced |
| Parallel Advisors, LLC | 630 | $37.0K | 0.00% | +155+32.6% | Added |
| Glenmede Trust Co NA | 678 | $39.0K | 0.00% | +17+2.6% | Added |
| Rockefeller Capital Management L.P. | 716 | $42.0K | 0.00% | +16+2.3% | Added |
| Quadrant Capital Group LLC | 724 | $43.0K | 0.01% | +172+31.2% | Added |
| Private Management Group Inc | 784 | $47.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 821 | $49.0K | 0.00% | +15+1.9% | Added |
| Bank of Montreal | 979 | $58.0K | 0.00% | +183+23.0% | Added |
| US Bancorp | 997 | $60.0K | 0.00% | +265+36.2% | Added |
| Simon Quick Advisors, LLC | 1,297 | $77.0K | 0.02% | −125−8.8% | Reduced |
| Brown Brothers Harriman & Co | 1,333 | $79.0K | 0.00% | +178+15.4% | Added |
| Russell Investments Group, Ltd. | 1,644 | $97.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 1,697 | $101.0K | 0.00% | +499+41.7% | Added |
| The PNC Financial Services Group, Inc. | 1,723 | $102.0K | 0.00% | +27+1.6% | Added |
| Stelac Advisory Services LLC | 1,859 | $110.0K | 0.03% | −782−29.6% | Reduced |
| Signaturefd, LLC | 2,203 | $131.0K | 0.00% | +187+9.3% | Added |
| Umb Bank N A | 3,134 | $186.0K | 0.00% | +3,134 | New |
| Voya Investment Management LLC | 3,436 | $204.0K | 0.00% | +3,436 | New |
| Pinnacle Associates Ltd | 3,864 | $229.0K | 0.00% | +3,864 | New |
| Citigroup Inc | 3,861 | $230.0K | 0.00% | −607−13.6% | Reduced |
| State of Wyoming | 3,900 | $232.0K | 0.11% | +545+16.2% | Added |