| Harbor Investment Advisory, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $964 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −37,000−100.0% | Reduced |
| Choate Investment Advisors | 14 | $1.00K | 0.00% | −37−72.5% | Reduced |
| Trust Co of Vermont | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | −9−42.9% | Reduced |
| Evoke Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.00K | 0.00% | +2+8.7% | Added |
| Carolinas Wealth Consulting LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $2.00K | 0.00% | −621−94.4% | Reduced |
| Optimum Investment Advisors | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 43 | $2.00K | 0.00% | +43 | New |
| Aua Capital Management, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Rockefeller Capital Management L.P. | 81 | $3.00K | 0.00% | −374−82.2% | Reduced |
| Hantz Financial Services, Inc. | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 98 | $3.00K | 0.00% | +93+1,860.0% | Added |
| Sutton Wealth Advisors Inc. | 66 | $3.18K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 54 | $4.00K | 0.00% | +54 | New |
| American Portfolios Advisors | 101 | $4.87K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 122 | $5.00K | 0.00% | +122 | New |
| Lindbrook Capital, LLC | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 132 | $6.00K | 0.00% | +132 | New |
| Freedman Financial Associates, Inc. | 152 | $7.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 177 | $9.00K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 206 | $9.00K | 0.00% | +36+21.2% | Added |
| Farmers & Merchants Investments Inc | 183 | $9.00K | 0.00% | +41+28.9% | Added |
| Clear Perspectives Financial Planning, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 244 | $11.0K | 0.00% | +4+1.7% | Added |
| Carroll Financial Associates, Inc. | 267 | $12.0K | 0.00% | +5+1.9% | Added |
| Parallel Advisors, LLC | 243 | $12.0K | 0.00% | +75+44.6% | Added |
| Cubist Systematic Strategies, LLC | 276 | $13.0K | 0.00% | −7,158−96.3% | Reduced |
| Cranbrook Wealth Management, LLC | 265 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 271 | $13.0K | 0.00% | +16+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 265 | $13.0K | 0.00% | +100+60.6% | Added |
| Danda Trouve Investment Management, Inc. | 261 | $13.0K | 0.02% | +261 | New |
| CWM, LLC | 314 | $15.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 315 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 307 | $15.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 339 | $16.0K | 0.00% | +5+1.5% | Added |
| Meeder Asset Management Inc | 437 | $21.0K | 0.00% | +437 | New |
| Heritage Wealth Advisors | 436 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 631 | $23.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 507 | $24.0K | 0.00% | −702−58.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 498 | $24.0K | 0.00% | +498 | New |
| Whittier Trust Co | 532 | $26.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 622 | $27.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 577 | $28.0K | 0.00% | +114+24.6% | Added |
| Private Ocean, LLC | 696 | $34.0K | 0.00% | +436+167.7% | Added |
| Dougherty Wealth Advisers LLC | 735 | $35.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 725 | $35.0K | 0.00% | +725 | New |
| Tobam | 841 | $41.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 975 | $47.0K | 0.00% | −12−1.2% | Reduced |
| James Investment Research Inc | 986 | $48.0K | 0.00% | +986 | New |
| SRS Capital Advisors, Inc. | 1,060 | $51.0K | 0.01% | +1,060 | New |
| Signaturefd, LLC | 1,275 | $61.0K | 0.00% | +10+0.8% | Added |
| Franklin Resources Inc | 1,413 | $68.0K | 0.00% | −827−36.9% | Reduced |
| Fifth Third Bancorp | 1,479 | $71.0K | 0.00% | −53−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 1,539 | $74.0K | 0.00% | −11,942−88.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,546 | $74.4K | 0.00% | +728+89.0% | Added |
| Proequities, Inc. | 1,608 | $78.0K | 0.00% | +1,608 | New |
| Twin Tree Management, LP | 1,755 | $85.0K | 0.00% | +1,755 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,800 | $87.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,863 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,969 | $95.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 1,998 | $96.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,406 | $116.0K | 0.00% | +6+0.3% | Added |
| American International Group, Inc. | 2,477 | $119.0K | 0.00% | +105+4.4% | Added |
| Vontobel Holding Ltd. | 2,738 | $134.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,935 | $141.0K | 0.00% | +2,935 | New |
| Brown Brothers Harriman & Co | 3,129 | $151.0K | 0.00% | +128+4.3% | Added |
| Vestcor Inc | 3,244 | $156.0K | 0.01% | +3,244 | New |
| Banque Cantonale Vaudoise | 3,300 | $160.0K | 0.01% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 3,369 | $162.0K | 0.12% | 00.0% | Unchanged |