| Allworth Financial LP | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Fuller & Thaler Asset Management, Inc. | 3 | $1.00K | 0.00% | −8−72.7% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Glassman Wealth Services | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Rise Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Standard Family Office LLC | 5 | $1.00K | 0.01% | +5 | New |
| Level Financial Advisors, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 3 | $1.00K | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Umb Bank N A | 8 | $2.00K | 0.00% | −3−27.3% | Reduced |
| Global Trust Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Retirement Group, LLC | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Schubert & Co | 11 | $2.00K | 0.00% | +6+120.0% | Added |
| First Eagle Investment Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Franklin Resources Inc | 11 | $3.00K | 0.00% | −275−96.2% | Reduced |
| Parallel Advisors, LLC | 16 | $3.00K | 0.00% | −4−20.0% | Reduced |
| Hartford Financial Management Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12 | $3.00K | 0.00% | +1+9.1% | Added |
| TSFG, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| Bessemer Group Inc | 15 | $3.00K | 0.00% | +15 | New |
| Mach-1 Financial Group, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Trustcore Financial Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 30 | $6.00K | 0.00% | +15+100.0% | Added |
| Parkside Financial Bank & Trust | 26 | $6.00K | 0.00% | +19+271.4% | Added |
| Core Wealth Advisors, Inc. | 35 | $7.00K | 0.00% | +35 | New |
| WR Wealth Planners, LLC | 34 | $7.22K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44 | $9.00K | 0.00% | +44 | New |
| Nomura Asset Management Co Ltd | 45 | $9.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 51 | $10.0K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 47 | $10.0K | 0.00% | +47 | New |
| Psagot Value Holdings Ltd. / (Israel) | 50 | $11.0K | 0.00% | −2,950−98.3% | Reduced |
| Huntington National Bank | 50 | $11.0K | 0.00% | −50−50.0% | Reduced |
| Tradition Wealth Management, LLC | 50 | $11.0K | 0.00% | −50−50.0% | Reduced |
| Kozak & Associates, Inc. | 50 | $11.0K | 0.01% | +10+25.0% | Added |
| Ahrens Investment Partners LLC | 53 | $11.0K | 0.00% | +50+1,666.7% | Added |
| Pittenger & Anderson Inc | 50 | $11.0K | 0.00% | +50 | New |
| Sandy Spring Bank | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 57 | $12.0K | 0.00% | +2+3.6% | Added |
| Global Retirement Partners, LLC | 59 | $13.0K | 0.00% | −100−62.9% | Reduced |
| Professional Financial Advisors, LLC | 61 | $13.0K | 0.01% | +61 | New |
| PSI Advisors, LLC | 65 | $14.0K | 0.01% | +15+30.0% | Added |
| James Investment Research Inc | 66 | $14.0K | 0.00% | +66 | New |
| Hallmark Capital Management Inc | 70 | $15.0K | 0.00% | −790−91.9% | Reduced |
| Heritage Wealth Management, LLC | 75 | $15.9K | 0.01% | +75 | New |
| KB Financial Partners, LLC | 74 | $16.0K | 0.01% | −44−37.3% | Reduced |
| Ellevest, Inc. | 79 | $17.0K | 0.00% | +47+146.9% | Added |
| Fifth Third Bancorp | 92 | $20.0K | 0.00% | −21−18.6% | Reduced |
| Eagle Bay Advisors LLC | 95 | $20.2K | 0.01% | +95 | New |
| Sageworth Trust Co of South Dakota | 100 | $21.0K | 0.04% | −19−16.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 102 | $22.0K | 0.00% | +48+88.9% | Added |
| Ogorek Anthony Joseph | 109 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 116 | $24.6K | 0.01% | +30+34.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 125 | $27.0K | 0.00% | +8+6.8% | Added |
| Cribstone Capital Management, LLC | 150 | $32.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 150 | $32.0K | 0.00% | +150 | New |
| Harvest Fund Management Co., Ltd | 158 | $34.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 159 | $34.0K | 0.01% | +149+1,490.0% | Added |
| Money Concepts Capital Corp | 164 | $36.0K | 0.00% | −93−36.2% | Reduced |
| Sierra Capital LLC | 186 | $39.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 210 | $44.6K | 0.05% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 223 | $47.0K | 0.01% | −55−19.8% | Reduced |
| Assetmark, Inc | 236 | $50.0K | 0.00% | +185+362.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 237 | $50.0K | 0.00% | +237 | New |
| CWM, LLC | 260 | $55.0K | 0.00% | −224−46.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 263 | $56.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 266 | $57.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 286 | $61.0K | 0.00% | −373−56.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 290 | $62.0K | 0.01% | +72+33.0% | Added |
| Parallax Volatility Advisers, L.P. | 297 | $63.0K | 0.00% | −27,558−98.9% | Reduced |
| Oakworth Capital, Inc. | 295 | $63.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 282 | $63.8K | 0.00% | +32+12.8% | Added |
| Neo Ivy Capital Management | 322 | $68.0K | 0.18% | +322 | New |
| Russell Investments Group, Ltd. | 366 | $76.0K | 0.00% | −444−54.8% | Reduced |
| Signaturefd, LLC | 383 | $81.0K | 0.00% | +353+1,176.7% | Added |