| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | −1,240−99.2% | Reduced |
| M&R Capital Management Inc | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6 | $0 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 13 | $0 | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 11 | $403 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $696 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 45 | $1.00K | 0.00% | −11−19.6% | Reduced |
| SOA Wealth Advisors, LLC. | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | +23 | New |
| Hoey Investments, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 54 | $2.00K | 0.00% | −16−22.9% | Reduced |
| Tarbox Family Office, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $2.93K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 109 | $3.99K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 119 | $4.00K | 0.00% | +4+3.5% | Added |
| Washington Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 122 | $4.00K | 0.00% | +7+6.1% | Added |
| BerganKDV Wealth Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 106 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $4.00K | 0.00% | +51+83.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 117 | $4.00K | 0.00% | +117 | New |
| Cahill Financial Advisors Inc | 100 | $4.00K | 0.00% | +100 | New |
| Mascoma Wealth Management LLC | 120 | $4.00K | 0.00% | +120 | New |
| Horrell Capital Management, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $5.00K | 0.00% | +40+38.1% | Added |
| 1832 Asset Management L.P. | 133 | $5.00K | 0.00% | +133 | New |
| Schroder Investment Management Group | 132 | $5.00K | 0.00% | +132 | New |
| Glen Eagle Advisors, LLC | 150 | $5.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $6.00K | 0.00% | −649−79.6% | Reduced |
| Proequities, Inc. | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 177 | $6.00K | 0.00% | +177 | New |
| Smithfield Trust Co | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 192 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 178 | $7.00K | 0.00% | +178 | New |
| Gradient Investments LLC | 232 | $8.00K | 0.00% | −99−29.9% | Reduced |
| Larson Financial Group LLC | 209 | $8.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 205 | $8.00K | 0.00% | +73+55.3% | Added |
| Ci Investments Inc. | 252 | $9.00K | 0.00% | −17,429−98.6% | Reduced |
| Capital Analysts, LLC | 243 | $9.00K | 0.00% | +1+0.4% | Added |
| Roble, Belko & Company, Inc | 240 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 250 | $9.00K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 256 | $9.00K | 0.00% | +256 | New |
| Sound Income Strategies, LLC | 280 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 268 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 310 | $11.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,009 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 304 | $11.0K | 0.00% | +304 | New |
| North Star Investment Management Corp. | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 351 | $13.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 415 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 408 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 444 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 433 | $16.0K | 0.00% | +209+93.3% | Added |
| TCI Wealth Advisors, Inc. | 459 | $17.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 498 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 498 | $18.0K | 0.00% | 00.0% | Unchanged |