| Vectors Research Management, LLC | 6 | $0 | 0.00% | −19−76.0% | Reduced |
| SOA Wealth Advisors, LLC. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +1+50.0% | Added |
| Schubert & Co | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Tyler-Stone Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 2 | $0 | 0.00% | +2 | New |
| Advocacy Wealth Management Services, LLC | 1 | $0 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 7 | $0 | 0.00% | +7 | New |
| Heritage Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 6 | $379 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $1.00K | 0.00% | −25−67.6% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | −2−9.1% | Reduced |
| National Bank of Canada | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $1.00K | 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 | 21 | $1.00K | 0.00% | +6+40.0% | Added |
| Focused Wealth Management, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | −3−15.8% | Reduced |
| Life Planning Partners, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.58K | 0.00% | +25 | New |
| BDO Wealth Advisors, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Meeder Asset Management Inc | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Spire Wealth Management | 56 | $4.00K | 0.00% | −175−75.8% | Reduced |
| Huntington National Bank | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 86 | $5.00K | 0.00% | +36+72.0% | Added |
| Steward Partners Investment Advisory, LLC | 88 | $6.00K | 0.00% | −98−52.7% | Reduced |
| Highlander Capital Management, LLC | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 115 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 120 | $8.00K | 0.00% | −120−50.0% | Reduced |
| Hexagon Capital Partners LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 128 | $8.00K | 0.00% | +128 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 211 | $13.0K | 0.00% | +11+5.5% | Added |
| Federated Hermes, Inc. | 224 | $14.0K | 0.00% | −31,237−99.3% | Reduced |
| Westside Investment Management, Inc. | 235 | $14.0K | 0.00% | −5−2.1% | Reduced |
| Kings Point Capital Management | 214 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 231 | $15.0K | 0.00% | +231 | New |
| Simplex Trading, LLC | 269 | $16.0K | 0.00% | −158−37.0% | Reduced |
| Macquarie Group Ltd | 279 | $18.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 329 | $21.0K | 0.01% | +329 | New |
| Byrne Asset Management LLC | 400 | $25.0K | 0.02% | −150−27.3% | Reduced |
| Washington Trust Co | 425 | $27.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 431 | $27.0K | 0.00% | +246+133.0% | Added |
| HM Payson & Co | 511 | $32.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 514 | $32.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 583 | $36.0K | 0.00% | −157−21.2% | Reduced |
| Lindbrook Capital, LLC | 603 | $38.0K | 0.01% | −1,390−69.7% | Reduced |
| Money Concepts Capital Corp | 763 | $48.0K | 0.00% | +763 | New |
| US Bancorp | 818 | $52.0K | 0.00% | −76−8.5% | Reduced |
| Leonteq Securities AG | 1,000 | $63.1K | 0.00% | +1,000 | New |
| Great West Life Assurance Co | 1,094 | $73.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,325 | $84.0K | 0.00% | +5+0.4% | Added |
| Metropolitan Life Insurance Co | 1,429 | $90.2K | 0.00% | −4,797−77.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,451 | $91.0K | 0.00% | −21−1.4% | Reduced |
| Prospera Financial Services Inc | 1,757 | $111.0K | 0.00% | +1,757 | New |
| Ameritas Investment Partners, Inc. | 1,843 | $116.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,852 | $117.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,864 | $118.0K | 0.00% | −33,623−94.7% | Reduced |
| Citigroup Inc | 1,990 | $126.0K | 0.00% | −4,448−69.1% | Reduced |
| Captrust Financial Advisors | 2,372 | $150.0K | 0.00% | +120+5.3% | Added |
| First Horizon Advisors, Inc. | 2,488 | $157.0K | 0.01% | −22−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,961 | $187.0K | 0.00% | −573−16.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,114 | $196.6K | 0.00% | −3,447−52.5% | Reduced |
| Parallel Advisors, LLC | 3,369 | $218.0K | 0.01% | −82−2.4% | Reduced |
| Bayesian Capital Management, LP | 3,524 | $222.0K | 0.03% | +3,524 | New |
| Royal Bank of Canada | 3,553 | $224.0K | 0.00% | −4,076−53.4% | Reduced |
| Amalgamated Bank | 3,708 | $234.0K | 0.00% | −310−7.7% | Reduced |
| Prudential Financial Inc | 3,703 | $234.0K | 0.00% | +231+6.7% | Added |
| Amalgamated Financial Corp. | 3,708 | $234.0K | 0.00% | +3,708 | New |