| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $119 | 0.00% | −90−98.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $119 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $237 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $237 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $356 | 0.00% | −5−62.5% | Reduced |
| Ankerstar Wealth, LLC | 4 | $474 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $475 | 0.00% | −2−33.3% | Reduced |
| NBC Securities, Inc. | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $593 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $711 | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 7 | $830 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 8 | $948 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $949 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $951 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.07K | 0.00% | +4+80.0% | Added |
| Strengthening Families & Communities, LLC | 10 | $1.19K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.66K | 0.00% | −3−17.6% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.90K | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 16 | $1.90K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.13K | 0.00% | +8+80.0% | Added |
| Marquette Asset Management, LLC | 21 | $2.49K | 0.00% | −14−40.0% | Reduced |
| Sunrise Financial Services, LLC | 22 | $2.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $2.73K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 23 | $2.73K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 28 | $3.32K | 0.00% | +28 | New |
| Kilter Group LLC | 31 | $3.67K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 36 | $3.91K | 0.00% | +36 | New |
| First United Bank Trust | 35 | $4.15K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $4.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $4.98K | 0.00% | −11−20.8% | Reduced |
| Anchor Investment Management, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 54 | $6.40K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 55 | $6.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 57 | $6.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 68 | $7.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $7.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 64 | $7.59K | 0.00% | −25−28.1% | Reduced |
| Covestor Ltd | 79 | $9.00K | 0.01% | +77+3,850.0% | Added |
| Rothschild Investment LLC | 76 | $9.01K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $9.13K | 0.00% | −3−3.8% | Reduced |
| Sterling Capital Management LLC | 98 | $11.6K | 0.00% | −81−45.3% | Reduced |
| Bogart Wealth, LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 101 | $12.0K | 0.00% | +1+1.0% | Added |
| Evolution Advisers, Inc. | 105 | $12.0K | 0.00% | +2+1.9% | Added |
| Key Financial Inc | 107 | $12.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 110 | $13.0K | 0.00% | −84−43.3% | Reduced |
| Solstein Capital, LLC | 114 | $13.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 127 | $15.0K | 0.00% | +14+12.4% | Added |
| Bell Investment Advisors, Inc | 130 | $15.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $15.5K | 0.00% | −9−6.4% | Reduced |
| Clearstead Advisors, LLC | 139 | $16.5K | 0.00% | +1+0.7% | Added |
| Massmutual Trust Co FSB | 141 | $16.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 144 | $17.1K | 0.00% | +75+108.7% | Added |
| Brown Brothers Harriman & Co | 159 | $18.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 164 | $19.4K | 0.00% | −4−2.4% | Reduced |
| Los Angeles Capital Management LLC | 166 | $19.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 171 | $20.3K | 0.00% | −12−6.6% | Reduced |
| Optiver Holding B.V. | 178 | $21.1K | 0.00% | +172+2,866.7% | Added |
| EverSource Wealth Advisors, LLC | 185 | $21.9K | 0.00% | −350−65.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 201 | $23.8K | 0.00% | −10−4.7% | Reduced |
| Farther Finance Advisors, LLC | 210 | $24.8K | 0.00% | −16−7.1% | Reduced |
| Owl Creek Wealth Partners LLC | 210 | $24.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 238 | $28.2K | 0.00% | −194−44.9% | Reduced |
| SBI Securities Co., Ltd. | 243 | $28.8K | 0.00% | +194+395.9% | Added |
| Signaturefd, LLC | 246 | $29.2K | 0.00% | −85−25.7% | Reduced |
| Basecamp Wealth Advisors LLC | 246 | $29.2K | 0.01% | −19−7.2% | Reduced |
| Millstone Evans Group, LLC | 281 | $33.3K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 288 | $34.0K | 0.00% | −22−7.1% | Reduced |
| Costello Asset Management, INC | 300 | $35.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 303 | $35.9K | 0.00% | +11+3.8% | Added |
| Global Retirement Partners, LLC | 305 | $36.2K | 0.00% | +305 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334 | $39.6K | 0.00% | −161−32.5% | Reduced |
| Wall Street Access Asset Management, LLC | 354 | $42.0K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 378 | $44.8K | 0.00% | +378 | New |
| Public Employees Retirement System of Ohio | 439 | $52.0K | 0.00% | +12+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 500 | $59.3K | 0.01% | −7−1.4% | Reduced |
| Allworth Financial LP | 549 | $65.1K | 0.00% | −122−18.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 625 | $74.1K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 643 | $76.2K | 0.00% | −6,452−90.9% | Reduced |
| Versant Capital Management, Inc | 788 | $93.4K | 0.01% | +92+13.2% | Added |
| Kemnay Advisory Services Inc. | 801 | $94.9K | 0.01% | +600+298.5% | Added |
| Hantz Financial Services, Inc. | 876 | $104.0K | 0.00% | −141−13.9% | Reduced |
| Nisa Investment Advisors, LLC | 886 | $105.0K | 0.00% | +247+38.7% | Added |
| IFP Advisors, Inc | 1,041 | $123.4K | 0.00% | −12−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,144 | $135.6K | 0.00% | +1,137+16,242.9% | Added |
| KBC Group NV | 1,209 | $143.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,331 | $152.5K | 0.00% | −9−0.7% | Reduced |
| Nykredit A/S | 1,382 | $163.8K | 0.00% | +1,382 | New |
| HM Payson & Co | 1,413 | $167.5K | 0.00% | −25−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,420 | $168.3K | 0.00% | +19+1.4% | Added |
| Quantbot Technologies LP | 1,448 | $171.6K | 0.01% | +1,448 | New |
| Advisor Group Holdings, Inc. | 1,610 | $190.8K | 0.00% | +665+70.4% | Added |
