| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | +1 | New |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $2.00K | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | +4 | New |
| Stonebridge Capital Advisors LLC | 7 | $3.00K | 0.00% | −50−87.7% | Reduced |
| True Link Financial Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $4.00K | 0.00% | +3+50.0% | Added |
| Global Financial Private Client, LLC | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $5.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 12 | $6.00K | 0.00% | +12 | New |
| Your Advocates Ltd., LLP | 12 | $6.00K | 0.00% | +12 | New |
| Bellwether Advisors, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Red Tortoise LLC | 39 | $6.00K | 0.00% | +39 | New |
| Bourgeon Capital Management LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 20 | $9.00K | 0.00% | +20 | New |
| Macroview Investment Management LLC | 18 | $9.00K | 0.01% | +18 | New |
| Orion Capital Management LLC | 18 | $9.00K | 0.01% | +18 | New |
| Tower Research Capital LLC (TRC) | 21 | $10.0K | 0.00% | −582−96.5% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $10.0K | 0.00% | −10−33.3% | Reduced |
| Hexagon Capital Partners LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $10.0K | 0.00% | +20 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24,627 | $11.0K | 0.00% | +5,492+28.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23 | $11.0K | 0.00% | +9+64.3% | Added |
| Meridian Wealth Partners, LLC | 23 | $11.0K | 0.00% | +23 | New |
| Gerber Kawasaki Wealth & Investment Management | 12 | $12.0K | 0.00% | −2,079−99.4% | Reduced |
| TCI Wealth Advisors, Inc. | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 53 | $13.0K | 0.00% | +53 | New |
| Resolute Partners Group | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 29 | $14.0K | 0.00% | +29 | New |
| D'Orazio & Associates, Inc. | 29 | $14.0K | 0.00% | +29 | New |
| Graves-Light Private Wealth Management, Inc. | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 30 | $15.0K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 35 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $17.0K | 0.00% | +6+20.7% | Added |
| Oakworth Capital, Inc. | 36 | $17.0K | 0.00% | +20+125.0% | Added |
| West Paces Advisors Inc. | 37 | $17.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $18.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 40 | $19.0K | 0.00% | +40 | New |
| Kowal Investment Group, LLC | 42 | $20.0K | 0.01% | +42 | New |
| Total Clarity Wealth Management, Inc. | 44 | $21.0K | 0.01% | +44 | New |
| Baystate Wealth Management LLC | 47 | $23.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 47 | $23.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $23.9K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 50 | $24.0K | 0.02% | 00.0% | Unchanged |
| Harding Loevner LP | 52 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 56 | $27.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 58 | $27.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 60 | $29.0K | 0.01% | +10+20.0% | Added |
| Farmers & Merchants Investments Inc | 66 | $32.0K | 0.00% | −169−71.9% | Reduced |
| AdvisorNet Financial, Inc | 69 | $33.0K | 0.00% | −50−42.0% | Reduced |
| Tradition Wealth Management, LLC | 68 | $33.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 70 | $33.0K | 0.01% | +70 | New |
| Column Capital Advisors, LLC | 71 | $34.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 70 | $34.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 76 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 75 | $36.0K | 0.00% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 75 | $36.0K | 0.01% | +75 | New |
| Bell Investment Advisors, Inc | 76 | $36.0K | 0.01% | +76 | New |
| Concord Wealth Partners | 77 | $37.0K | 0.02% | −309−80.1% | Reduced |
| Clean Yield Group | 79 | $38.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 84 | $40.2K | 0.01% | +75+833.3% | Added |
| Sonora Investment Management, LLC | 85 | $41.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 87 | $42.0K | 0.00% | −5−5.4% | Reduced |
| BDO Wealth Advisors, LLC | 90 | $43.0K | 0.00% | +35+63.6% | Added |
| Parkside Financial Bank & Trust | 93 | $44.0K | 0.01% | +23+32.9% | Added |
| Wealthstreet Investment Advisors, LLC | 100 | $48.0K | 1.33% | −150−60.0% | Reduced |
| CNB Bank | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $48.0K | 0.02% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 101 | $48.0K | 0.01% | +101 | New |
| St. Johns Investment Management Company, LLC | 100 | $48.0K | 0.03% | +100 | New |
| Kelly Financial Services LLC | 106 | $50.8K | 0.03% | −39,225−99.7% | Reduced |