| Huntington National Bank | 786 | $164.0K | 0.00% | −50−6.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 781 | $163.0K | 0.01% | +19+2.5% | Added |
| WFA Asset Management Corp | 653 | $136.0K | 0.09% | +653 | New |
| Belpointe Asset Management LLC | 640 | $133.0K | 0.01% | +640 | New |
| Benjamin Edwards Inc | 636 | $132.0K | 0.04% | +93+17.1% | Added |
| Capital Analysts, LLC | 565 | $118.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 525 | $109.0K | 0.08% | +525 | New |
| TCI Wealth Advisors, Inc. | 454 | $95.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 450 | $93.0K | 0.00% | +450 | New |
| Quadrant Capital Group LLC | 385 | $80.0K | 0.01% | +82+27.1% | Added |
| Nomura Asset Management Co Ltd | 350 | $72.9K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 333 | $69.0K | 0.07% | +333 | New |
| Signaturefd, LLC | 316 | $66.0K | 0.00% | +41+14.9% | Added |
| Leonteq Securities AG | 315 | $65.6K | 0.00% | +79+33.5% | Added |
| Rockbridge Investment Management, LCC | 314 | $65.0K | 0.01% | −48−13.3% | Reduced |
| Dark Forest Capital Management LP | 306 | $64.0K | 0.02% | +285+1,357.1% | Added |
| Castleview Partners, LLC | 11,663 | $56.0K | 0.00% | +11,663 | New |
| Gradient Investments LLC | 237 | $49.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 220 | $46.0K | 0.06% | +220 | New |
| Quent Capital, LLC | 208 | $43.0K | 0.01% | +208 | New |
| Bogart Wealth, LLC | 200 | $42.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 197 | $41.0K | 0.02% | +197 | New |
| FourThought Financial, LLC | 192 | $40.0K | 0.01% | −30−13.5% | Reduced |
| American Portfolios Advisors | 178 | $37.1K | 0.00% | −22−11.0% | Reduced |
| Logan Capital Management Inc | 179 | $37.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 178 | $37.0K | 0.00% | +8+4.7% | Added |
| Ancora Advisors, LLC | 175 | $36.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 172 | $36.0K | 0.00% | +172 | New |
| Crescent Capital Consulting, LLC | 169 | $35.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 167 | $35.0K | 0.01% | +106+173.8% | Added |
| Proequities, Inc. | 160 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 140 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 137 | $28.0K | 0.00% | +137 | New |
| IFP Advisors, Inc | 130 | $27.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 129 | $27.0K | 0.00% | +18+16.2% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $26.0K | 0.01% | +125 | New |
| Larson Financial Group LLC | 124 | $26.0K | 0.00% | +1+0.8% | Added |
| Signet Financial Management, LLC | 126 | $26.0K | 0.00% | +126 | New |
| Parallel Advisors, LLC | 122 | $25.0K | 0.00% | +4+3.4% | Added |
| TD Waterhouse Canada Inc. | 111 | $23.2K | 0.00% | +111 | New |
| PFS Partners, LLC | 102 | $21.3K | 0.02% | +102 | New |
| Kings Point Capital Management | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 94 | $20.0K | 0.01% | −36−27.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 | $20.0K | 0.00% | +1+1.0% | Added |
| Carolinas Wealth Consulting LLC | 94 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 87 | $18.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 85 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $17.0K | 0.00% | +82 | New |
| Cranbrook Wealth Management, LLC | 70 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 60 | $12.0K | 0.00% | +60 | New |
| Versant Capital Management, Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 44 | $9.00K | 0.00% | +44 | New |
| Ellis Investment Partners, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 27 | $6.00K | 0.00% | +3+12.5% | Added |
| Washington Trust Advisors, Inc. | 31 | $6.00K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 24 | $5.00K | 0.00% | +24 | New |
| Manchester Capital Management LLC | 20 | $4.00K | 0.00% | +6+42.9% | Added |
| Wolff Wiese Magana LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| CVA Family Office, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Albion Financial Group | 10 | $2.00K | 0.00% | +10 | New |
| Bedel Financial Consulting, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Schubert & Co | 10 | $2.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $1.04K | 0.00% | +5 | New |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $1.00K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Sargent Bickham Lagudis LLC | 3 | $1.00K | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| TSFG, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5 | $0 | 0.00% | +5 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,242−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −21,504−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,712−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,779−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −13,503−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |