| Parkside Financial Bank & Trust | 8 | $0 | 0.00% | −109−93.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Gould Capital, LLC | 7 | $0 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 11 | $428 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 14 | $545 | 0.00% | +2+16.7% | Added |
| Harbour Investments, Inc. | 16 | $1.00K | 0.00% | −1,338−98.8% | Reduced |
| Fifth Third Bancorp | 26 | $1.00K | 0.00% | −384−93.7% | Reduced |
| Quadrant Capital Group LLC | 28 | $1.00K | 0.00% | −51−64.6% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 22 | $1.00K | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Manchester Capital Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 25 | $1.00K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 36 | $1.00K | 0.00% | +36 | New |
| KB Financial Partners, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Schubert & Co | 18 | $1.00K | 0.00% | +18 | New |
| Covestor Ltd | 28 | $1.00K | 0.00% | +28 | New |
| Quent Capital, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Earnest Partners LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 39 | $2.00K | 0.00% | +39 | New |
| TD Waterhouse Canada Inc. | 60 | $2.41K | 0.00% | +60 | New |
| Graves-Light Private Wealth Management, Inc. | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 101 | $4.00K | 0.00% | +1+1.0% | Added |
| Focused Wealth Management, Inc | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $4.00K | 0.00% | +59+85.5% | Added |
| Neo Ivy Capital Management | 112 | $4.00K | 0.01% | +112 | New |
| Signaturefd, LLC | 127 | $5.00K | 0.00% | −13−9.3% | Reduced |
| Lenox Wealth Advisors, LLC | 133 | $5.00K | 0.00% | +15+12.7% | Added |
| Bogart Wealth, LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 116 | $5.00K | 0.00% | +92+383.3% | Added |
| Asset Dedication, LLC | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 160 | $6.00K | 0.00% | +160 | New |
| AlphaMark Advisors, LLC | 171 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 207 | $8.00K | 0.00% | +207 | New |
| American Portfolios Advisors | 245 | $9.53K | 0.00% | +90+58.1% | Added |
| Huntington National Bank | 250 | $10.0K | 0.00% | +250 | New |
| Proequities, Inc. | 321 | $12.0K | 0.00% | +19+6.3% | Added |
| Tortoise Investment Management, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 373 | $15.0K | 0.00% | −34−8.4% | Reduced |
| SOA Wealth Advisors, LLC. | 432 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 450 | $18.0K | 0.00% | −2,000−81.6% | Reduced |
| Parallel Advisors, LLC | 521 | $20.0K | 0.00% | −121−18.8% | Reduced |
| Okabena Investment Services Inc | 591 | $23.0K | 0.01% | +591 | New |
| Atlas Capital Advisors LLC | 700 | $27.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 792 | $31.0K | 0.01% | +792 | New |
| CoreCap Advisors, LLC | 918 | $36.0K | 0.00% | +918 | New |
| TD Private Client Wealth LLC | 1,040 | $40.5K | 0.00% | −32−3.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,104 | $43.0K | 0.00% | −1,042−48.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,179 | $45.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,234 | $48.0K | 0.03% | +278+29.1% | Added |
| SRS Capital Advisors, Inc. | 1,257 | $49.0K | 0.01% | −230−15.5% | Reduced |
| Kelly Financial Services LLC | 1,267 | $49.3K | 0.02% | +7+0.6% | Added |
| US Bancorp | 1,337 | $52.0K | 0.00% | +491+58.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,578 | $61.0K | 0.00% | −64,505−97.6% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $62.0K | 0.12% | +1,600 | New |
| FinTrust Capital Advisors, LLC | 1,860 | $72.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,192 | $86.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,424 | $95.0K | 0.00% | +150+6.6% | Added |
| Investors Research Corp | 2,472 | $96.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,492 | $97.0K | 0.00% | −3,514−58.5% | Reduced |
| Captrust Financial Advisors | 2,503 | $97.0K | 0.00% | +293+13.3% | Added |
| Brown Brothers Harriman & Co | 2,861 | $111.0K | 0.00% | −5,828−67.1% | Reduced |
| Spire Wealth Management | 2,880 | $112.0K | 0.00% | +2,201+324.2% | Added |
| Eaton Vance Management | 2,972 | $116.0K | 0.00% | +1,513+103.7% | Added |
| Capitolis Advisors LLC | 3,235 | $126.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,703 | $144.0K | 0.00% | +3,703 | New |
| Dark Forest Capital Management LP | 4,534 | $176.0K | 0.06% | +4,446+5,052.3% | Added |
| Paragon Capital Management Ltd | 4,761 | $185.0K | 0.03% | −58−1.2% | Reduced |
| Sciencast Management LP | 5,131 | $201.0K | 0.04% | +5,131 | New |
| Fruth Investment Management | 5,450 | $212.0K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 5,531 | $215.0K | 0.00% | +5,531 | New |
| 6 Meridian | 5,649 | $220.0K | 0.02% | +5,649 | New |
| NuWave Investment Management, LLC | 5,686 | $221.0K | 0.25% | +5,686 | New |
| American Trust | 6,301 | $245.0K | 0.02% | +6,301 | New |
| Prelude Capital Management, LLC | 6,440 | $251.0K | 0.01% | +6,440 | New |
| Dana Investment Advisors, Inc. | 6,736 | $262.0K | 0.01% | −2,436−26.6% | Reduced |
| Veriti Management LLC | 6,786 | $264.0K | 0.03% | +190+2.9% | Added |
| Rockefeller Capital Management L.P. | 6,989 | $271.0K | 0.00% | +6,343+981.9% | Added |
| Gyon Technologies Capital Management, LP | 6,975 | $271.0K | 0.05% | +6,975 | New |
| Shelton Capital Management | 7,087 | $276.0K | 0.01% | +7,087 | New |
| Quantamental Technologies LLC | 7,586 | $295.0K | 0.15% | +7,586 | New |
| Asset Management One Co.,Ltd. | 7,674 | $301.0K | 0.00% | +7,674 | New |