| Sentry Investment Management LLC | 4 | $0 | 0.00% | −1,442−99.7% | Reduced |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | −162−98.2% | Reduced |
| Montag A & Associates Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $87 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 6 | $526 | 0.00% | +6 | New |
| HM Payson & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Bellevue Asset Management, LLC | 24 | $2.00K | 0.00% | +2+9.1% | Added |
| Clearstead Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| MV Capital Management, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| GPS Wealth Strategies Group, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Brendel Financial Advisors LLC | 20 | $2.00K | 0.00% | +20 | New |
| Wealth Quarterback LLC | 13 | $2.00K | 0.00% | +13 | New |
| Central Trust Co | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 32 | $3.00K | 0.00% | +1+3.2% | Added |
| Providence Capital Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 49 | $4.00K | 0.00% | +49 | New |
| Anchor Investment Management, LLC | 53 | $4.64K | 0.00% | +53 | New |
| Howe & Rusling Inc | 61 | $5.00K | 0.00% | −19−23.8% | Reduced |
| Laurel Wealth Advisors LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 52 | $5.00K | 0.00% | +9+20.9% | Added |
| Brown Brothers Harriman & Co | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $6.00K | 0.00% | +6+9.0% | Added |
| Reilly Financial Advisors, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $7.00K | 0.00% | +44+107.3% | Added |
| Lindbrook Capital, LLC | 97 | $8.00K | 0.00% | +7+7.8% | Added |
| Earnest Partners LLC | 86 | $8.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 87 | $8.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Hoover Financial Advisors, Inc. | 100 | $9.00K | 0.00% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| NEXT Financial Group, Inc | 109 | $10.0K | 0.00% | −3−2.7% | Reduced |
| Crescent Capital Consulting, LLC | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 118 | $10.0K | 0.00% | +12+11.3% | Added |
| Red Door Wealth Management, LLC | 119 | $10.0K | 0.00% | +119 | New |
| Atlas Capital Advisors LLC | 123 | $10.8K | 0.00% | +123 | New |
| Smithfield Trust Co | 120 | $11.0K | 0.00% | +10+9.1% | Added |
| Fieldpoint Private Securities, LLC | 130 | $11.0K | 0.00% | +45+52.9% | Added |
| Sandy Spring Bank | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 147 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 139 | $12.0K | 0.00% | +110+379.3% | Added |
| Advisory Services Network, LLC | 129 | $12.0K | 0.00% | +129 | New |
| Allworth Financial LP | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 154 | $13.0K | 0.00% | +154 | New |
| Thompson Siegel & Walmsley LLC | 161 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 168 | $14.0K | 0.00% | +12+7.7% | Added |
| TD Private Client Wealth LLC | 166 | $14.5K | 0.00% | +37+28.7% | Added |
| Exchange Traded Concepts, LLC | 185 | $16.0K | 0.00% | −329−64.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 196 | $17.0K | 0.00% | +98+100.0% | Added |
| Lion Street Advisors, LLC | 200 | $17.5K | 0.64% | +200 | New |
| Kistler-Tiffany Companies, LLC | 200 | $18.0K | 0.00% | −60−23.1% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 202 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $18.0K | 0.00% | +200 | New |
| Brewin Dolphin Ltd | 250 | $21.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 270 | $23.0K | 0.01% | +270 | New |
| Strategic Blueprint, LLC | 274 | $24.0K | 0.00% | +274 | New |
| Accel Wealth Management | 275 | $24.0K | 0.02% | +275 | New |
| Capital Advisors, Ltd. LLC | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 323 | $28.0K | 0.00% | +43+15.4% | Added |
| Parkside Financial Bank & Trust | 351 | $31.0K | 0.01% | +5+1.4% | Added |
| Gilder Gagnon Howe & Co LLC | 356 | $31.0K | 0.00% | +39+12.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 367 | $32.0K | 0.02% | −2−0.5% | Reduced |
| Geneos Wealth Management Inc. | 410 | $35.0K | 0.00% | −26−6.0% | Reduced |
| Markston International LLC | 400 | $35.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 397 | $35.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 457 | $40.0K | 0.00% | +50+12.3% | Added |
| Quadrant Capital Group LLC | 462 | $40.0K | 0.01% | −44−8.7% | Reduced |
| MCF Advisors LLC | 468 | $41.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 471 | $41.0K | 0.00% | +471 | New |
| Shell Asset Management Co | 493 | $43.0K | 0.00% | −346−41.2% | Reduced |
| James Investment Research Inc | 506 | $44.0K | 0.00% | +506 | New |
| Tobam | 528 | $46.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 542 | $47.0K | 0.02% | −65−10.7% | Reduced |
| Tortoise Investment Management, LLC | 640 | $56.0K | 0.01% | −29−4.3% | Reduced |
| CWM, LLC | 649 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 664 | $58.0K | 0.00% | +479+258.9% | Added |
| Neo Ivy Capital Management | 702 | $61.0K | 0.06% | −238−25.3% | Reduced |
| Parallel Advisors, LLC | 711 | $62.0K | 0.00% | −8−1.1% | Reduced |
| Green Harvest Asset Management LLC | 722 | $63.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 742 | $65.0K | 0.02% | −73−9.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 754 | $66.0K | 0.00% | −742−49.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 769 | $67.0K | 0.00% | +769 | New |