| Retirement Group, LLC | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 428 | $6 | 0.00% | +422+7,033.3% | Added |
| Global Financial Private Client, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19 | $1.00K | 0.00% | +7+58.3% | Added |
| Institutional & Family Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $2.00K | 0.00% | +32 | New |
| Huntington National Bank | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $3.00K | 0.00% | +10+23.3% | Added |
| Global Retirement Partners, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 50 | $3.57K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 83 | $6.00K | 0.00% | −256−75.5% | Reduced |
| Massmutual Trust Co FSB | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $7.00K | 0.00% | +100 | New |
| Key Financial Inc | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 145 | $10.0K | 0.00% | −43,000−99.7% | Reduced |
| Pacitti Group Inc. | 172 | $12.0K | 0.01% | −3−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 186 | $13.0K | 0.00% | −472−71.7% | Reduced |
| First Horizon Advisors, Inc. | 178 | $13.0K | 0.00% | −3−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 201 | $14.0K | 0.00% | +6+3.1% | Added |
| Hexagon Capital Partners LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 206 | $14.0K | 0.00% | +29+16.4% | Added |
| Central Trust Co | 200 | $14.0K | 0.00% | +200 | New |
| Smith Asset Management Group LP | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 250 | $17.8K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 279 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 321 | $23.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 329 | $23.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 477 | $34.0K | 0.00% | +5+1.1% | Added |
| Lazard Asset Management LLC | 572 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 599 | $42.0K | 0.00% | −2,229−78.8% | Reduced |
| Harbour Investments, Inc. | 584 | $42.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 615 | $44.0K | 0.00% | +104+20.4% | Added |
| Quantbot Technologies LP | 640 | $45.0K | 0.00% | −15,545−96.0% | Reduced |
| William Blair Investment Management, LLC | 831 | $59.0K | 0.00% | +831 | New |
| BNP Paribas Arbitrage, SA | 898 | $64.1K | 0.00% | −2,569−74.1% | Reduced |
| US Bancorp | 997 | $71.0K | 0.00% | −66−6.2% | Reduced |
| Great West Life Assurance Co | 1,094 | $78.0K | 0.00% | −330−23.2% | Reduced |
| Fifth Third Bancorp | 1,382 | $99.0K | 0.00% | −27−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,465 | $105.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,506 | $107.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,961 | $140.0K | 0.00% | −517−20.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,985 | $142.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,000 | $143.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,286 | $163.0K | 0.00% | +1,599+232.8% | Added |
| First Horizon Corp | 2,597 | $185.0K | 0.02% | −54−2.0% | Reduced |
| MONECO Advisors, LLC | 2,898 | $207.0K | 0.10% | +2,898 | New |
| Squarepoint Ops LLC | 3,010 | $215.0K | 0.00% | +3,010 | New |
| Cresset Asset Management, LLC | 3,068 | $219.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,282 | $234.0K | 0.02% | +3,282 | New |
| Sawgrass Asset Management LLC | 3,295 | $235.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,344 | $238.0K | 0.00% | +169+5.3% | Added |
| Parallel Advisors, LLC | 3,428 | $245.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,675 | $262.0K | 0.00% | −1,289−26.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,791 | $269.0K | 0.00% | +253+7.2% | Added |
| HSBC Holdings PLC | 3,899 | $277.0K | 0.00% | −1,091−21.9% | Reduced |
| International Assets Investment Management, LLC | 3,965 | $283.0K | 0.05% | −953−19.4% | Reduced |
| LPL Financial LLC | 3,961 | $283.0K | 0.00% | −733−15.6% | Reduced |
| Bridgeway Capital Management, LLC | 4,000 | $286.0K | 0.01% | −2,700−40.3% | Reduced |
| Legal & General Group Plc | 4,072 | $291.0K | 0.00% | +194+5.0% | Added |
| Prelude Capital Management, LLC | 4,153 | $296.0K | 0.02% | −5,881−58.6% | Reduced |