| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 6,865 | $25 | 0.00% | +6,815+13,630.0% | Added |
| Anchor Investment Management, LLC | 2 | $549 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Ellevest, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| BDO Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| CVA Family Office, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Salem Investment Counselors Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 7 | $2.00K | 0.00% | +7 | New |
| Sandy Spring Bank | 7 | $2.00K | 0.00% | +7 | New |
| Activest Wealth Management | 11 | $3.00K | 0.00% | −128−92.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Lake Point Wealth Management | 10 | $3.00K | 0.00% | +10 | New |
| Pittenger & Anderson Inc | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| Bartlett & Co. LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 14 | $4.00K | 0.00% | +14 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $4.12K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| Beck Bode, LLC | 18 | $5.00K | 0.00% | +18 | New |
| Agf Investments Inc. | 25 | $7.00K | 0.00% | −80,124−100.0% | Reduced |
| Thomas White International Ltd | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 25 | $7.00K | 0.00% | +15+150.0% | Added |
| HighMark Wealth Management LLC | 30 | $8.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Lenox Wealth Advisors, LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31 | $9.00K | 0.00% | +28+933.3% | Added |
| Regency Capital Management Inc. | 38 | $10.0K | 0.01% | −10−20.8% | Reduced |
| Trustcore Financial Services, LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 41 | $11.0K | 0.00% | +9+28.1% | Added |
| HHM Wealth Advisors, LLC | 46 | $13.0K | 0.00% | +46 | New |
| Oakworth Capital, Inc. | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 54 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 61 | $16.0K | 0.01% | +61 | New |
| Wolff Wiese Magana LLC | 61 | $17.0K | 0.01% | +1+1.7% | Added |
| Ogorek Anthony Joseph | 69 | $18.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 67 | $18.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 71 | $19.0K | 0.01% | +71 | New |
| Tradewinds Capital Management, LLC | 75 | $21.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75 | $21.0K | 0.00% | +75 | New |
| Liberty Wealth Management LLC | 80 | $22.0K | 0.01% | +77+2,566.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 82 | $23.0K | 0.00% | +8+10.8% | Added |
| Institutional & Family Asset Management, LLC | 87 | $24.0K | 0.00% | +8+10.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 88 | $24.0K | 0.01% | +88 | New |
| Bogart Wealth, LLC | 100 | $27.0K | 0.00% | −50−33.3% | Reduced |
| HBC Financial Services, PLLC | 100 | $27.0K | 0.02% | −20−16.7% | Reduced |
| Arkadios Wealth Advisors | 99 | $27.0K | 0.00% | −35−26.1% | Reduced |
| First Manhattan Co | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100 | $27.0K | 0.02% | +7+7.5% | Added |
| Quadrant Capital Group LLC | 104 | $29.0K | 0.00% | −1−1.0% | Reduced |
| Fieldpoint Private Securities, LLC | 100 | $30.0K | 0.01% | +10+11.1% | Added |
| Psagot Investment House Ltd. | 110 | $30.0K | 0.00% | +110 | New |
| TSFG, LLC | 118 | $32.0K | 0.01% | +118 | New |
| Larson Financial Group LLC | 125 | $34.0K | 0.01% | −5−3.8% | Reduced |
| Eaton Vance Management | 122 | $34.0K | 0.00% | +7+6.1% | Added |
| Private Capital Group, LLC | 136 | $37.0K | 0.01% | +14+11.5% | Added |
| Spire Wealth Management | 137 | $38.0K | 0.00% | −644−82.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 140 | $38.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $41.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 150 | $41.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $41.0K | 0.01% | +150 | New |
| Clearstead Advisors, LLC | 155 | $43.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 174 | $48.0K | 0.00% | +81+87.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 175 | $48.0K | 0.01% | +175 | New |
| EMC Capital Management | 165 | $50.0K | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 200 | $55.0K | 0.01% | +200 | New |
| Thomas J. Herzfeld Advisors, Inc. | 214 | $59.0K | 0.02% | +26+13.8% | Added |
| Credit Agricole S A | 227 | $62.0K | 0.00% | +30+15.2% | Added |
| Optimum Investment Advisors | 250 | $69.0K | 0.02% | 00.0% | Unchanged |
| SG3 Management, LLC | 300 | $82.0K | 0.03% | −13,700−97.9% | Reduced |
| First Horizon Advisors, Inc. | 304 | $82.0K | 0.00% | +110+56.7% | Added |
| Shell Asset Management Co | 311 | $85.0K | 0.00% | +311 | New |
| SOA Wealth Advisors, LLC. | 335 | $91.0K | 0.02% | +335 | New |
| Simplex Trading, LLC | 350 | $96.0K | 0.00% | −20,454−98.3% | Reduced |
| Concord Wealth Partners | 397 | $109.0K | 0.03% | +47+13.4% | Added |
| Nkcfo LLC | 400 | $110.0K | 0.04% | +400 | New |
| CWM, LLC | 407 | $112.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 414 | $114.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 422 | $115.0K | 0.00% | −416−49.6% | Reduced |
| Manchester Capital Management LLC | 419 | $115.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 426 | $117.0K | 0.04% | +388+1,021.1% | Added |
| Whittier Trust Co | 440 | $121.0K | 0.00% | +125+39.7% | Added |
| Carroll Financial Associates, Inc. | 450 | $123.0K | 0.01% | +8+1.8% | Added |
| Vestcor Inc | 513 | $141.0K | 0.00% | +513 | New |
| Harbour Investments, Inc. | 528 | $145.0K | 0.00% | +236+80.8% | Added |
| Acadian Asset Management LLC | 539 | $148.0K | 0.00% | +539 | New |
| Cullen/Frost Bankers, Inc. | 570 | $157.0K | 0.00% | +570 | New |