| Brown Brothers Harriman & Co | 3 | $1.00K | 0.00% | −19−86.4% | Reduced |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 6 | $2.00K | 0.00% | −99−94.3% | Reduced |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Quent Capital, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $2.06K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $2.06K | 0.00% | +2+66.7% | Added |
| Stephens Consulting, LLC | 6 | $2.47K | 0.00% | +6 | New |
| Pittenger & Anderson Inc | 8 | $3.00K | 0.00% | −28−77.8% | Reduced |
| Tortoise Investment Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 7 | $3.00K | 0.00% | +7 | New |
| Amplius Wealth Advisors, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 8 | $3.29K | 0.00% | +8 | New |
| NEXT Financial Group, Inc | 10 | $4.00K | 0.00% | −6−37.5% | Reduced |
| Glassman Wealth Services | 9 | $4.00K | 0.00% | +1+12.5% | Added |
| Level Financial Advisors, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| National Pension Service | 13 | $5.00K | 0.00% | −57,302−100.0% | Reduced |
| Assetmark, Inc | 11 | $5.00K | 0.00% | −10−47.6% | Reduced |
| Parkside Financial Bank & Trust | 13 | $5.00K | 0.00% | +5+62.5% | Added |
| Bell Investment Advisors, Inc | 11 | $5.00K | 0.00% | +6+120.0% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $5.00K | 0.00% | +13 | New |
| Confluence Wealth Services, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| Byrne Asset Management LLC | 12 | $5.00K | 0.00% | +12 | New |
| Earnest Partners LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $7.00K | 0.00% | +3+20.0% | Added |
| MV Capital Management, Inc. | 16 | $7.00K | 0.00% | +10+166.7% | Added |
| Salem Investment Counselors Inc | 16 | $7.00K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 18 | $7.00K | 0.00% | +18 | New |
| Migdal Insurance & Financial Holdings Ltd. | 19 | $8.00K | 0.00% | −3−13.6% | Reduced |
| Central Trust Co | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 20 | $8.00K | 0.00% | +20 | New |
| Covestor Ltd | 19 | $8.00K | 0.01% | +19 | New |
| Key Financial Inc | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $9.00K | 0.00% | +9+64.3% | Added |
| Grandeur Peak Global Advisors, LLC | 24 | $10.0K | 0.00% | +24 | New |
| Investmark Advisory Group LLC | 25 | $10.0K | 0.01% | +25 | New |
| Central Bank & Trust Co | 30 | $12.0K | 0.00% | −346−92.0% | Reduced |
| Sageworth Trust Co | 30 | $12.0K | 0.00% | −100−76.9% | Reduced |
| Eagle Bay Advisors LLC | 31 | $12.0K | 0.01% | −2−6.1% | Reduced |
| C M Bidwell & Associates Ltd | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 32 | $12.6K | 0.00% | +32 | New |
| Caldwell Trust Co | 31 | $12.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $13.0K | 0.00% | +32 | New |
| Cordasco Financial Network | 33 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 36 | $14.8K | 0.00% | −1,885−98.1% | Reduced |
| Simplex Trading, LLC | 37 | $15.0K | 0.00% | −2,792−98.7% | Reduced |
| Vectors Research Management, LLC | 43 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 46 | $18.9K | 0.00% | −573−92.6% | Reduced |
| FourThought Financial, LLC | 49 | $20.0K | 0.00% | −34−41.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $21.0K | 0.00% | +50 | New |
| Smithfield Trust Co | 51 | $22.0K | 0.00% | −8−13.6% | Reduced |
| Carroll Investors, Inc | 56 | $22.0K | 0.01% | +56 | New |
| Roble, Belko & Company, Inc | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $25.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 66 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 66 | $27.0K | 0.00% | +11+20.0% | Added |
| Fieldpoint Private Securities, LLC | 70 | $29.0K | 0.01% | −4−5.4% | Reduced |
| Lindbrook Capital, LLC | 71 | $29.0K | 0.00% | +9+14.5% | Added |
| Cooper Investors Pty Ltd | 72 | $29.6K | 0.00% | +72 | New |
| KB Financial Partners, LLC | 73 | $30.0K | 0.01% | +73 | New |
| Wolff Wiese Magana LLC | 82 | $34.0K | 0.02% | −12−12.8% | Reduced |
| Arcadia Investment Management Corp | 85 | $35.0K | 0.01% | −1,614−95.0% | Reduced |
| Howe & Rusling Inc | 90 | $37.0K | 0.00% | +90 | New |
| Koshinski Asset Management, Inc. | 91 | $37.4K | 0.00% | +6+7.1% | Added |
| Ellevest, Inc. | 93 | $38.0K | 0.00% | +1+1.1% | Added |
| CNB Bank | 92 | $38.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 95 | $39.0K | 0.06% | +95 | New |
| TFC Financial Management | 104 | $43.0K | 0.01% | −28−21.2% | Reduced |
| Tobam | 106 | $44.0K | 0.00% | −272−72.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 110 | $45.0K | 0.02% | +110 | New |
| HM Payson & Co | 112 | $46.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $51.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 125 | $51.0K | 0.02% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 124 | $51.0K | 0.00% | +20+19.2% | Added |
| IFP Advisors, Inc | 127 | $52.0K | 0.00% | −8−5.9% | Reduced |
| First Horizon Advisors, Inc. | 130 | $53.0K | 0.00% | −51−28.2% | Reduced |
| Massmutual Trust Co FSB | 146 | $60.0K | 0.00% | −88−37.6% | Reduced |
| CVA Family Office, LLC | 146 | $60.0K | 0.01% | +146 | New |
| Exane Derivatives | 147 | $60.5K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 153 | $63.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 188 | $77.0K | 0.02% | +125+198.4% | Added |
| Fred Alger Management, LLC | 200 | $82.0K | 0.00% | −2,031−91.0% | Reduced |
| U S Global Investors Inc | 200 | $82.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 201 | $83.0K | 0.04% | +40+24.8% | Added |
| Bessemer Group Inc | 207 | $85.0K | 0.00% | +160+340.4% | Added |
| Gladius Capital Management LP | 208 | $86.0K | 0.03% | +208 | New |
| Huntington National Bank | 222 | $91.0K | 0.00% | +44+24.7% | Added |
| CenterStar Asset Management, LLC | – | $93.0K | 0.07% | – | New |
| Riverview Trust Co | 229 | $94.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 232 | $95.0K | 0.02% | +232 | New |
