| Natixis | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 7 | $65 | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 7 | $65 | 0.00% | +7 | New |
| Parallel Advisors, LLC | 7 | $116 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 21 | $348 | 0.00% | +21 | New |
| Main Street Group, LTD | 26 | $431 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $828 | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 50 | $828 | 0.00% | +50 | New |
| Aspect Partners, LLC | 50 | $828 | 0.00% | +50 | New |
| Crowley Wealth Management, Inc. | 60 | $993 | 0.00% | +60 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 100 | $1.00K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 75 | $1.24K | 0.00% | +75 | New |
| American Capital Advisory, LLC | 75 | $1.24K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 100 | $1.66K | 0.00% | −1,900−95.0% | Reduced |
| Stonebridge Financial Group, LLC | 100 | $1.66K | 0.00% | +100 | New |
| Hilltop National Bank | 100 | $1.66K | 0.00% | +100 | New |
| Decker Retirement Planning Inc. | 120 | $1.99K | 0.00% | +120 | New |
| Olistico Wealth, LLC | 126 | $2.08K | 0.00% | +126 | New |
| GWM Advisors LLC | 130 | $2.15K | 0.00% | +130 | New |
| Headlands Technologies LLC | 140 | $2.32K | 0.00% | +140 | New |
| Robinswood Financial LLC | 150 | $2.48K | 0.00% | +150 | New |
| Aventura Private Wealth, LLC | 150 | $2.48K | 0.00% | +150 | New |
| SRS Capital Advisors, Inc. | 200 | $3.31K | 0.00% | +200 | New |
| Washington Trust Co | 224 | $3.71K | 0.00% | +224 | New |
| Bartlett & Co. Wealth Management LLC | 225 | $3.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 338 | $5.59K | 0.00% | +338 | New |
| Harbour Investments, Inc. | 361 | $5.97K | 0.00% | +361 | New |
| Citigroup Inc | 371 | $6.14K | 0.00% | +371 | New |
| Capital Advisors Inc | 10,000 | $6.75K | 0.00% | +10,000 | New |
| Proequities, Inc. | 613 | $6.80K | 0.00% | +613 | New |
| Concord Wealth Partners | 420 | $6.95K | 0.00% | +420 | New |
| Riggs Asset Managment Co. Inc. | 500 | $9.27K | 0.00% | +500 | New |
| Sunbelt Securities, Inc. | 500 | $9.27K | 0.00% | +500 | New |
| Federation des caisses Desjardins du Quebec | 720 | $11.9K | 0.00% | +675+1,500.0% | Added |
| Spire Wealth Management | 800 | $13.2K | 0.00% | +800 | New |
| Twin Tree Management, LP | 818 | $13.5K | 0.00% | +818 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $16.6K | 0.00% | −7,850−88.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Fourth Dimension Wealth, LLC | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,245 | $20.6K | 0.00% | +1,245 | New |
| Steward Partners Investment Advisory, LLC | 1,276 | $21.1K | 0.00% | +1,276 | New |
| Jones Financial Companies LLLP | 1,445 | $23.9K | 0.00% | +1,445 | New |
| Global Retirement Partners, LLC | 1,455 | $24.1K | 0.00% | +1,455 | New |
| Tower Research Capital LLC (TRC) | 1,835 | $30.4K | 0.00% | +1,835 | New |
| IFP Advisors, Inc | 2,000 | $33.1K | 0.00% | +2,000 | New |
| Farther Finance Advisors, LLC | 2,000 | $33.1K | 0.00% | +2,000 | New |
| Archer Investment Corp | 2,011 | $33.3K | 0.01% | +2,011 | New |
| Massmutual Trust Co FSB | 2,225 | $36.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,234 | $37.0K | 0.00% | +2,234 | New |
| Hollencrest Capital Management | 2,500 | $41.4K | 0.00% | +2,500 | New |
| Signaturefd, LLC | 2,600 | $43.0K | 0.00% | +2,600 | New |
| Tucker Asset Management LLC | 3,014 | $49.9K | 0.01% | +3,014 | New |
| Comerica Bank | 3,350 | $55.4K | 0.00% | +3,350 | New |
| CWM, LLC | 3,527 | $58.0K | 0.00% | +3,527 | New |
| Rocky Mountain Advisers, LLC | 4,150 | $68.7K | 0.02% | +4,150 | New |
| Close Asset Management Ltd | 5,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,261 | $103.6K | 0.00% | +6,261 | New |
| Wealth Enhancement Advisory Services, LLC | 10,057 | $166.4K | 0.00% | +10,057 | New |
| Solutions 4 Wealth, Ltd | 10,200 | $168.8K | 0.31% | +200+2.0% | Added |
| Essex Financial Services, Inc. | 10,500 | $173.8K | 0.01% | +10,500 | New |
| Diversify Wealth Management, LLC | 20,010 | $179.7K | 0.01% | +20,010 | New |
| JPMorgan Chase & Co | 11,101 | $183.7K | 0.00% | +10,945+7,016.0% | Added |
| Victory Capital Management Inc | 11,466 | $189.8K | 0.00% | +11,466 | New |
| Flagship Harbor Advisors, LLC | 12,000 | $198.6K | 0.01% | +12,000 | New |
| Mercer Global Advisors Inc | 12,148 | $201.0K | 0.00% | +12,148 | New |
| Sovereign Financial Group, Inc. | 12,650 | $209.4K | 0.05% | +12,650 | New |
| RIA Advisory Group LLC | 12,725 | $210.6K | 0.07% | +12,725 | New |
| Cambridge Investment Research Advisors, Inc. | 12,993 | $215.0K | 0.00% | +12,993 | New |
| TRUE Private Wealth Advisors | 13,648 | $225.9K | 0.03% | −52,070−79.2% | Reduced |
| Engineers Gate Manager LP | 14,976 | $247.9K | 0.00% | +14,976 | New |
| Jacobi Capital Management LLC | 16,900 | $279.7K | 0.02% | +16,900 | New |
| Omers Administration Corp | 19,300 | $319.4K | 0.00% | +19,300 | New |
| TCG Advisory Services, LLC | 19,300 | $319.4K | 0.01% | +19,300 | New |
| HighTower Advisors, LLC | 19,356 | $320.3K | 0.00% | +19,356 | New |
| CIBC World Markets Inc. | 19,476 | $322.0K | 0.00% | +19,476 | New |
| Savvy Advisors, Inc. | 19,898 | $329.3K | 0.04% | +19,898 | New |
| Veracity Capital LLC | 20,720 | $342.9K | 0.12% | +20,720 | New |
| Wells Fargo & Company | 22,029 | $364.6K | 0.00% | +22,029 | New |
| Allianz SE | 20,000 | $370.8K | 0.01% | +20,000 | New |
| Charles Schwab Investment Management Inc | 30,573 | $506.0K | 0.00% | +30,573 | New |
| Wolverine Trading, LLC | 27,580 | $511.3K | 0.01% | +27,580 | New |
| Simplex Trading, LLC | 31,808 | $526.0K | 0.01% | +18,204+133.8% | Added |
| Envestnet Asset Management Inc | 31,981 | $529.3K | 0.00% | +31,981 | New |
| Cutter & CO Brokerage, Inc. | 32,340 | $535.2K | 0.13% | +32,340 | New |
| Susquehanna International Group, LLP | 32,847 | $543.6K | 0.00% | −33,494−50.5% | Reduced |
| Advisor Group Holdings, Inc. | 33,378 | $552.7K | 0.00% | +21,588+183.1% | Added |
| Royal Bank of Canada | 34,225 | $566.0K | 0.00% | +33,754+7,166.5% | Added |
| Cetera Investment Advisers | 35,258 | $583.5K | 0.00% | +35,258 | New |
| SG Americas Securities, LLC | 37,809 | $626.0K | 0.00% | +37,809 | New |
| Two Sigma Investments, LP | 39,704 | $657.1K | 0.00% | +39,704 | New |
| Modera Wealth Management, LLC | 40,000 | $662.0K | 0.01% | +40,000 | New |
| Commonwealth Equity Services, LLC | 40,186 | $665.0K | 0.00% | +29,036+260.4% | Added |
| Stifel Financial Corp | 41,006 | $678.7K | 0.00% | +41,006 | New |
| Avantax Advisory Services, Inc. | 42,815 | $708.6K | 0.00% | +42,815 | New |
| Ameriprise Financial Inc | 43,034 | $712.2K | 0.00% | +43,034 | New |
| The PNC Financial Services Group, Inc. | 46,303 | $766.3K | 0.00% | +46,303 | New |
| Janney Montgomery Scott LLC | 47,517 | $786.0K | 0.00% | +47,517 | New |
| Schonfeld Strategic Advisors LLC | 65,842 | $1.09M | 0.01% | +65,842 | New |
| EAM Investors, LLC | 67,054 | $1.11M | 0.16% | +67,054 | New |
