| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Snowden Capital Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 11 | $996 | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | −38−74.5% | Reduced |
| Valley National Advisers Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Mechanics Financial Corp | 15 | $1.00K | 0.00% | +15 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Schubert & Co | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 17 | $2.00K | 0.00% | −25−59.5% | Reduced |
| Huntington National Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Stephens Consulting, LLC | 23 | $2.08K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 24 | $2.17K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $3.00K | 0.00% | +9+37.5% | Added |
| ClariVest Asset Management LLC | 44 | $4.00K | 0.00% | −14−24.1% | Reduced |
| Parkside Financial Bank & Trust | 58 | $5.00K | 0.00% | −2−3.3% | Reduced |
| Charter Oak Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 50 | $5.00K | 0.00% | +50 | New |
| CoreCap Advisors, LLC | 54 | $5.00K | 0.00% | +54 | New |
| JJJ Advisors Inc. | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 82 | $7.00K | 0.00% | −1−1.2% | Reduced |
| Pinnacle Bancorp, Inc. | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $9.00K | 0.00% | −1,065−91.4% | Reduced |
| Front Row Advisors LLC | 98 | $9.00K | 0.00% | −2−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 97 | $9.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 100 | $9.05K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 110 | $10.0K | 0.00% | −369−77.0% | Reduced |
| First Manhattan Co | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 134 | $12.0K | 0.00% | +1+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 129 | $12.0K | 0.00% | +86+200.0% | Added |
| Delta Asset Management LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 156 | $14.0K | 0.00% | +156 | New |
| Amplius Wealth Advisors, LLC | 167 | $15.0K | 0.00% | +167 | New |
| TCI Wealth Advisors, Inc. | 174 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 183 | $17.0K | 0.00% | −40−17.9% | Reduced |
| KB Financial Partners, LLC | 186 | $17.0K | 0.00% | +186 | New |
| Gould Capital, LLC | 190 | $17.0K | 0.01% | +190 | New |
| Tradewinds Capital Management, LLC | 200 | $18.0K | 0.00% | +200 | New |
| Optiver Holding B.V. | 234 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 235 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 238 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 270 | $23.0K | 0.00% | +201+291.3% | Added |
| Signet Financial Management, LLC | 251 | $23.0K | 0.00% | +251 | New |
| Proequities, Inc. | 260 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 269 | $24.0K | 0.00% | +169+169.0% | Added |
| MBM Wealth Consultants, LLC | 290 | $26.0K | 0.01% | −92−24.1% | Reduced |
| Bessemer Group Inc | 294 | $27.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 303 | $27.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 350 | $32.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 369 | $33.0K | 0.00% | −5−1.3% | Reduced |
| Sageworth Trust Co of South Dakota | 365 | $33.0K | 0.05% | +365 | New |
| Umb Bank N A | 382 | $35.0K | 0.00% | +382 | New |
| Confluence Wealth Services, Inc. | 454 | $41.0K | 0.01% | +454 | New |
| Fifth Third Bancorp | 496 | $45.0K | 0.00% | −16−3.1% | Reduced |
| West Branch Capital LLC | 500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 562 | $51.0K | 0.01% | +1+0.2% | Added |
| NEXT Financial Group, Inc | 575 | $52.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 600 | $54.0K | 0.04% | −600−50.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $54.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 599 | $54.0K | 0.00% | +599 | New |
| Ci Investments Inc. | 661 | $60.0K | 0.00% | −2,319−77.8% | Reduced |
| Aquatic Capital Management LLC | 700 | $63.0K | 0.12% | +700 | New |
| Assetmark, Inc | 732 | $66.0K | 0.00% | −68−8.5% | Reduced |
| Signaturefd, LLC | 739 | $67.0K | 0.00% | +94+14.6% | Added |
| Deseret Mutual Benefit Administrators | 765 | $69.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 825 | $75.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 870 | $79.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 939 | $85.0K | 0.00% | +939 | New |
| Acadian Asset Management LLC | 1,057 | $95.0K | 0.00% | −545−34.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,166 | $105.0K | 0.00% | +278+31.3% | Added |
| Hall Laurie J Trustee | 1,200 | $109.0K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 1,273 | $115.0K | 0.00% | −271−17.6% | Reduced |
| Group One Trading, L.P. | 1,300 | $118.0K | 0.00% | +993+323.5% | Added |
| CVA Family Office, LLC | 1,350 | $122.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 1,371 | $124.0K | 0.00% | −113−7.6% | Reduced |
| Central Trust Co | 1,423 | $129.0K | 0.00% | −4,315−75.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,450 | $129.0K | 0.00% | −850−37.0% | Reduced |
| Focused Wealth Management, Inc | 1,461 | $132.0K | 0.02% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 1,546 | $139.0K | 0.12% | +1,546 | New |
| Maj Invest Holding A/S | 1,600 | $145.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,640 | $148.0K | 0.00% | +1,640 | New |
| Loomis Sayles & Co L P | 1,651 | $149.0K | 0.00% | +539+48.5% | Added |