| Cypress Capital Management LLC (WY) | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TD Private Client Wealth LLC | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Global Wealth Management Investment Advisory, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Meeder Asset Management Inc | 18 | $3.00K | 0.00% | −1−5.3% | Reduced |
| Prentice Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $3.82K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $4.00K | 0.00% | −10−33.3% | Reduced |
| Tarbox Family Office, Inc. | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 26 | $5.00K | 0.00% | +26 | New |
| Heritage Wealth Advisors | 28 | $5.41K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 30 | $6.00K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 36 | $6.88K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $7.00K | 0.00% | +5+16.7% | Added |
| SRS Capital Advisors, Inc. | 35 | $7.00K | 0.00% | +35 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 44 | $8.00K | 0.00% | −30,000−99.9% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 44 | $8.00K | 0.00% | +44 | New |
| Global Retirement Partners, LLC | 49 | $9.00K | 0.00% | −19−27.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 51 | $10.0K | 0.00% | +1+2.0% | Added |
| Carolinas Wealth Consulting LLC | 50 | $10.0K | 0.00% | +50 | New |
| Clearview Wealth Advisors LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 58 | $11.0K | 0.00% | +58 | New |
| Sugarloaf Wealth Management, LLC | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 64 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 68 | $13.0K | 0.00% | +6+9.7% | Added |
| Loomis Sayles & Co L P | 69 | $13.0K | 0.00% | +47+213.6% | Added |
| BBVA USA | 69 | $13.0K | 0.00% | +69 | New |
| Berman Capital Advisors, LLC | 77 | $14.0K | 0.00% | +38+97.4% | Added |
| GPS Wealth Strategies Group, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 76 | $15.0K | 0.00% | +31+68.9% | Added |
| Stonebridge Capital Advisors LLC | 82 | $16.0K | 0.00% | −45−35.4% | Reduced |
| Zions Bancorporation, N.A. | 92 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $19.0K | 0.00% | +100 | New |
| Sageworth Trust Co | 100 | $19.0K | 0.00% | +100 | New |
| Lake Point Wealth Management | 100 | $19.0K | 0.01% | +100 | New |
| Credit Agricole S A | 103 | $20.0K | 0.00% | +103 | New |
| CWM, LLC | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 120 | $23.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 125 | $24.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 126 | $24.0K | 0.00% | +126 | New |
| Clean Yield Group | 126 | $24.0K | 0.01% | +126 | New |
| Stonebridge Financial Planning Group, LLC | 125 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 142 | $27.0K | 0.00% | +54+61.4% | Added |
| RPG Investment Advisory, LLC | 148 | $28.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 150 | $29.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 158 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 165 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 168 | $32.0K | 0.00% | +100+147.1% | Added |
| CKW Financial Group | 173 | $33.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 175 | $33.0K | 0.01% | +175 | New |
| HBC Financial Services, PLLC | 175 | $35.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 197 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $38.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $38.0K | 0.00% | +100+100.0% | Added |
| Rockbridge Investment Management, LCC | 206 | $39.0K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 217 | $41.0K | 0.04% | +9+4.3% | Added |
| Heritage Wealth Management, LLC | 230 | $44.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 244 | $47.0K | 0.00% | −97−28.4% | Reduced |
| Horrell Capital Management, Inc. | 250 | $48.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 260 | $50.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 265 | $51.0K | 0.03% | −50−15.9% | Reduced |
| Fifth Third Bancorp | 290 | $55.0K | 0.00% | −221−43.2% | Reduced |
| Huntington National Bank | 300 | $57.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $57.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 300 | $57.0K | 0.01% | +300 | New |
| Sutton Wealth Advisors Inc. | 327 | $62.5K | 0.02% | +23+7.6% | Added |
| Larson Financial Group LLC | 330 | $63.0K | 0.01% | +14+4.4% | Added |
| American Portfolios Advisors | 351 | $67.0K | 0.00% | +56+19.0% | Added |
| Fieldpoint Private Securities, LLC | 306 | $70.0K | 0.02% | −94−23.5% | Reduced |
| Clearstead Advisors, LLC | 385 | $74.0K | 0.01% | +250+185.2% | Added |
| Cullen/Frost Bankers, Inc. | 486 | $93.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 512 | $98.0K | 0.00% | +512 | New |
| Brewin Dolphin Ltd | 515 | $98.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 539 | $104.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 545 | $104.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 545 | $104.1K | 0.00% | −100−15.5% | Reduced |
| Acropolis Investment Management, LLC | 555 | $106.0K | 0.01% | +555 | New |
| Arkadios Wealth Advisors | 590 | $112.0K | 0.01% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 645 | $123.0K | 0.01% | +375+138.9% | Added |
| Rockefeller Capital Management L.P. | 661 | $125.0K | 0.00% | −1,596−70.7% | Reduced |
| Geneos Wealth Management Inc. | 700 | $139.0K | 0.01% | −85−10.8% | Reduced |
| Harbour Investments, Inc. | 737 | $141.0K | 0.00% | −316−30.0% | Reduced |
