| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $579 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5 | $1.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 4 | $1.16K | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 6 | $2.00K | 0.00% | +6 | New |
| Howe & Rusling Inc | 11 | $3.00K | 0.00% | −11−50.0% | Reduced |
| Fieldpoint Private Securities, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Schubert & Co | 9 | $3.00K | 0.00% | +9 | New |
| Quadrant Capital Group LLC | 14 | $4.00K | 0.00% | +5+55.6% | Added |
| Harbour Investments, Inc. | 22 | $6.00K | 0.00% | −44−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $6.00K | 0.00% | +19 | New |
| Covington Capital Management | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Toth Financial Advisory Corp | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $8.00K | 0.00% | +7+35.0% | Added |
| Gemmer Asset Management LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 34 | $10.0K | 0.00% | +34 | New |
| CoreCap Advisors, LLC | 37 | $11.0K | 0.00% | +37 | New |
| Anchor Investment Management, LLC | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 46 | $13.0K | 0.00% | −154−77.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $16.0K | 0.02% | +54 | New |
| Crescent Capital Consulting, LLC | 59 | $17.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 67 | $19.0K | 0.02% | +67 | New |
| IFP Advisors, Inc | 68 | $19.0K | 0.00% | +68 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $22.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 75 | $22.0K | 0.01% | +75 | New |
| Fifth Third Bancorp | 79 | $23.0K | 0.00% | +32+68.1% | Added |
| Clearview Wealth Advisors LLC | 81 | $23.0K | 0.01% | +41+102.5% | Added |
| Financial Management Professionals, Inc. | 87 | $25.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 95 | $27.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 96 | $27.0K | 0.00% | +96 | New |
| First Horizon Advisors, Inc. | 116 | $33.0K | 0.00% | −27−18.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 125 | $36.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 132 | $38.0K | 0.01% | +132 | New |
| Edmond de Rothschild Holding S.A. | 134 | $39.0K | 0.00% | +134 | New |
| Huntington National Bank | 141 | $41.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 150 | $43.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 150 | $43.0K | 0.01% | +41+37.6% | Added |
| Sageworth Trust Co of South Dakota | 149 | $43.0K | 0.07% | +149 | New |
| Walleye Trading LLC | 193 | $56.0K | 0.00% | +193 | New |
| Proequities, Inc. | 201 | $58.0K | 0.00% | −13−6.1% | Reduced |
| Focused Wealth Management, Inc | 200 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 200 | $58.0K | 0.01% | +200 | New |
| Rockefeller Capital Management L.P. | 204 | $59.0K | 0.00% | +179+716.0% | Added |
| Hexagon Capital Partners LLC | 211 | $61.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 230 | $67.0K | 0.01% | +156+210.8% | Added |
| Federation des caisses Desjardins du Quebec | 233 | $67.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 236 | $68.0K | 0.00% | +236 | New |
| Syquant Capital SAS | 250 | $72.0K | 0.03% | +250 | New |
| Koshinski Asset Management, Inc. | 260 | $75.3K | 0.01% | +50+23.8% | Added |
| HighMark Wealth Management LLC | 269 | $78.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 295 | $85.0K | 0.00% | +171+137.9% | Added |
| CWM, LLC | 298 | $86.0K | 0.00% | +298 | New |
| Blume Capital Management, Inc. | 300 | $87.0K | 0.03% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 301 | $87.0K | 0.14% | +301 | New |
| SJS Investment Consulting Inc. | 348 | $101.0K | 0.03% | +348 | New |
| Exchange Traded Concepts, LLC | 408 | $118.0K | 0.00% | +408 | New |
| FinTrust Capital Advisors, LLC | 441 | $128.0K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 615 | $178.0K | 0.00% | +224+57.3% | Added |
| NEXT Financial Group, Inc | 630 | $183.0K | 0.01% | +62+10.9% | Added |
| USA Financial Portformulas Corp | 693 | $201.0K | 0.17% | −142−17.0% | Reduced |
| Holocene Advisors, LP | 744 | $215.0K | 0.00% | +744 | New |
| Allen Capital Group, LLC | 750 | $217.0K | 0.03% | +750 | New |
| O'Shaughnessy Asset Management, LLC | 765 | $221.0K | 0.00% | −4,173−84.5% | Reduced |
| Forum Financial Management, LP | 763 | $221.0K | 0.01% | +763 | New |
| Thrive Capital Management, LLC | 770 | $223.0K | 0.15% | −2,867−78.8% | Reduced |
| D.A. Davidson & Co. | 770 | $223.0K | 0.00% | +770 | New |
| Kingsview Wealth Management, LLC | 785 | $227.0K | 0.01% | +785 | New |
| Fernwood Investment Management, LLC | 800 | $232.0K | 0.08% | +800 | New |
| TD Waterhouse Canada Inc. | 850 | $235.3K | 0.00% | +850 | New |
| Willner & Heller, LLC | 1,340 | $241.0K | 0.32% | +1,340 | New |
| CWM Advisors, LLC | 852 | $247.0K | 0.03% | −402−32.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 854 | $247.0K | 0.00% | −111−11.5% | Reduced |
| Cigna Investments Inc | 868 | $252.0K | 0.02% | −250−22.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,220 | $257.0K | 0.00% | +20+1.7% | Added |
| Baldwin Brothers Inc | 900 | $261.0K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 903 | $261.0K | 0.00% | +903 | New |
| Journey Strategic Wealth LLC | 900 | $261.0K | 0.03% | +900 | New |
| Full Sail Capital, LLC | 1,500 | $283.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 982 | $284.0K | 0.00% | −86−8.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,000 | $290.0K | 0.02% | +1,000 | New |
| Marcum Wealth, LLC | 1,000 | $290.0K | 0.04% | +1,000 | New |
| Advisory Research Inc | 1,017 | $294.0K | 0.02% | +1,017 | New |
| Keene & Associates, Inc. | 1,036 | $300.0K | 0.26% | +1,036 | New |
| F/M Investments LLC | 1,099 | $318.0K | 0.23% | +1,099 | New |
| Point72 Hong Kong Ltd | 1,106 | $320.0K | 0.03% | +1,106 | New |
| Public Employees Retirement System of Ohio | 1,111 | $322.0K | 0.00% | −266−19.3% | Reduced |
| Cowa, LLC | 1,127 | $326.0K | 0.16% | −1,119−49.8% | Reduced |
| Financial Enhancement Group LLC | 1,125 | $326.0K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,134 | $328.0K | 0.02% | −61−5.1% | Reduced |
| XTX Topco Ltd | 1,138 | $329.0K | 0.19% | −993−46.6% | Reduced |
