| HBC Financial Services, PLLC | 1 | $0 | 0.00% | −99−99.0% | Reduced |
| Meeder Asset Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Berman Capital Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sandy Spring Bank | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 5 | $2.00K | 0.00% | +5 | New |
| Hartford Financial Management Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Edge Wealth Management LLC | 7 | $2.00K | 0.00% | +7 | New |
| Newton One Investments LLC | 7 | $2.00K | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 10 | $3.00K | 0.00% | +10 | New |
| Glassman Wealth Services | 10 | $3.00K | 0.00% | +10 | New |
| Evolution Wealth Advisors, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Adirondack Trust Co | 12 | $4.00K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 13 | $4.00K | 0.00% | +13 | New |
| Private Ocean, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 21 | $7.00K | 0.00% | +6+40.0% | Added |
| Bellwether Advisors, LLC | 22 | $7.00K | 0.00% | +22 | New |
| Gilder Gagnon Howe & Co LLC | 24 | $8.00K | 0.00% | +17+242.9% | Added |
| Bell Investment Advisors, Inc | 25 | $8.00K | 0.00% | +25 | New |
| Crewe Advisors LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 28 | $9.00K | 0.00% | +28 | New |
| Lenox Wealth Advisors, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 34 | $10.8K | 0.01% | −6,831−99.5% | Reduced |
| Trustcore Financial Services, LLC | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $11.0K | 0.00% | +35 | New |
| Washington Trust Co | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 41 | $13.0K | 0.00% | +41 | New |
| Fifth Third Bancorp | 44 | $14.0K | 0.00% | +13+41.9% | Added |
| Huntington National Bank | 50 | $16.0K | 0.00% | −9−15.3% | Reduced |
| Simon Quick Advisors, LLC | 52 | $16.0K | 0.00% | +51+5,100.0% | Added |
| Sargent Bickham Lagudis LLC | 50 | $16.0K | 0.00% | +50 | New |
| Meridian Wealth Partners, LLC | 51 | $16.0K | 0.00% | +51 | New |
| Benjamin Edwards Inc | 52 | $17.0K | 0.01% | −48−48.0% | Reduced |
| Oakworth Capital, Inc. | 55 | $18.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $18.0K | 0.00% | +10+21.7% | Added |
| South State Corp. | 58 | $18.0K | 0.00% | +58 | New |
| Global Retirement Partners, LLC | 60 | $19.0K | 0.00% | +35+140.0% | Added |
| Ogorek Anthony Joseph | 69 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $21.0K | 0.01% | +4+6.6% | Added |
| Syverson Strege & Co | 67 | $21.0K | 0.02% | +67 | New |
| Tradewinds Capital Management, LLC | 75 | $24.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 75 | $24.0K | 0.01% | +8+11.9% | Added |
| Ancora Advisors, LLC | 75 | $24.0K | 0.00% | +75 | New |
| Northwestern Mutual Wealth Management Co | 79 | $26.0K | 0.00% | +4+5.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 88 | $28.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 92 | $29.0K | 0.01% | +21+29.6% | Added |
| Acadian Asset Management LLC | 99 | $31.0K | 0.00% | −440−81.6% | Reduced |
| Fieldpoint Private Securities, LLC | 100 | $32.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $32.0K | 0.02% | +89+809.1% | Added |
| Tradition Wealth Management, LLC | 100 | $32.0K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 103 | $33.0K | 0.01% | +21+25.6% | Added |
| Psagot Investment House Ltd. | 110 | $35.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 110 | $35.0K | 0.01% | +110 | New |
| Eaton Vance Management | 215 | $37.0K | 0.00% | +93+76.2% | Added |
| BBVA USA | 121 | $39.0K | 0.00% | +121 | New |
| Private Capital Group, LLC | 129 | $41.0K | 0.01% | −7−5.1% | Reduced |
| TSFG, LLC | 128 | $41.0K | 0.02% | +10+8.5% | Added |
| Toth Financial Advisory Corp | 150 | $48.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $48.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $48.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $48.0K | 0.00% | +13+9.5% | Added |
| Concord Wealth Partners | 161 | $51.0K | 0.02% | −236−59.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 170 | $54.0K | 0.01% | +20+13.3% | Added |
| Whittier Trust Co of Nevada Inc | 175 | $56.0K | 0.00% | +35+25.0% | Added |
| EMC Capital Management | 165 | $57.0K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 183 | $58.0K | 0.00% | +83+83.0% | Added |
| Spectrum Management Group, LLC | 181 | $58.0K | 0.01% | +181 | New |
| Thomas J. Herzfeld Advisors, Inc. | 187 | $60.0K | 0.03% | −27−12.6% | Reduced |
| Whittier Trust Co | 199 | $63.0K | 0.00% | −241−54.8% | Reduced |
| Arkadios Wealth Advisors | 218 | $69.0K | 0.01% | +119+120.2% | Added |
| McIlrath & Eck, LLC | 232 | $74.0K | 0.02% | −194−45.5% | Reduced |
| Larson Financial Group LLC | 231 | $74.0K | 0.01% | +106+84.8% | Added |
| Liberty Wealth Management LLC | 229 | $75.0K | 0.03% | +149+186.3% | Added |
| Optimum Investment Advisors | 250 | $80.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 260 | $82.0K | 0.00% | −44−14.5% | Reduced |
| State of Wyoming | 264 | $84.0K | 0.05% | −410−60.8% | Reduced |
| Simplex Trading, LLC | 350 | $95.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $95.0K | 0.02% | −35−10.4% | Reduced |
| Quadrant Capital Group LLC | 314 | $100.0K | 0.01% | +210+201.9% | Added |
| Centiva Capital, LP | 376 | $120.0K | 0.01% | −3,418−90.1% | Reduced |
| Nkcfo LLC | 400 | $127.0K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 403 | $128.0K | 0.03% | −1,140−73.9% | Reduced |
| Manchester Capital Management LLC | 419 | $134.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 436 | $139.0K | 0.00% | +430+7,166.7% | Added |
| Carroll Financial Associates, Inc. | 456 | $145.0K | 0.01% | +6+1.3% | Added |
| Atticus Wealth Management, LLC | 475 | $151.0K | 0.07% | +475 | New |