| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Retirement Planning Co of New England, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Amplius Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Snowden Capital Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 3 | $1.61K | 0.00% | −1,036−99.7% | Reduced |
| JNBA Financial Advisors | 3 | $2.00K | 0.00% | −57−95.0% | Reduced |
| Ranger Investment Management, L.P. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $2.00K | 0.00% | +4 | New |
| Benjamin Edwards Inc | 3 | $2.00K | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Schubert & Co | 4 | $2.00K | 0.00% | +4 | New |
| Eagle Bay Advisors LLC | 6 | $3.00K | 0.00% | −6−50.0% | Reduced |
| Massmutual Trust Co FSB | 6 | $3.00K | 0.00% | −2−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $3.00K | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $4.30K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $5.00K | 0.00% | −20−66.7% | Reduced |
| Washington Trust Co | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 11 | $5.92K | 0.01% | +11 | New |
| Earnest Partners LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $6.00K | 0.00% | +6+120.0% | Added |
| Sierra Capital LLC | 13 | $7.00K | 0.00% | +13 | New |
| South State Corp. | 14 | $8.00K | 0.00% | +14 | New |
| Kistler-Tiffany Companies, LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 19 | $11.0K | 0.02% | +19 | New |
| Gemmer Asset Management LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $12.0K | 0.00% | +1+4.8% | Added |
| Pinnacle Bancorp, Inc. | 24 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $13.0K | 0.00% | +5+26.3% | Added |
| Surevest, LLC | 25 | $13.0K | 0.00% | +25 | New |
| Delos Wealth Advisors, LLC | 28 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 33 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $18.0K | 0.00% | +13+65.0% | Added |
| CKW Financial Group | 28 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 37 | $20.0K | 0.00% | +37 | New |
| West Branch Capital LLC | 41 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 41 | $22.0K | 0.01% | +41 | New |
| MV Capital Management, Inc. | 42 | $23.0K | 0.00% | +1+2.4% | Added |
| Brown Brothers Harriman & Co | 50 | $27.0K | 0.00% | +50 | New |
| Trust Co of Vermont | 50 | $27.0K | 0.00% | +50 | New |
| Smithfield Trust Co | 54 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 54 | $29.0K | 0.02% | −46−46.0% | Reduced |
| Stephenson National Bank & Trust | 62 | $33.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 63 | $34.0K | 0.00% | −7−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $34.0K | 0.01% | −2−3.1% | Reduced |
| Ossiam | 65 | $35.0K | 0.00% | +33+103.1% | Added |
| Rockefeller Capital Management L.P. | 69 | $37.0K | 0.00% | −57−45.2% | Reduced |
| CoreCap Advisors, LLC | 73 | $39.0K | 0.00% | +73 | New |
| SRS Capital Advisors, Inc. | 75 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 74 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 75 | $40.0K | 0.00% | +75 | New |
| Versant Capital Management, Inc | 82 | $44.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 84 | $45.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $45.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 92 | $49.0K | 0.00% | −399−81.3% | Reduced |
| Sandy Spring Bank | 93 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 95 | $51.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $54.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $54.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $54.0K | 0.02% | +12+13.5% | Added |
| Aquatic Capital Management LLC | 100 | $54.0K | 0.10% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $54.0K | 0.02% | +100 | New |
| Parallax Volatility Advisers, L.P. | 105 | $56.0K | 0.00% | −44−29.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 105 | $56.0K | 0.03% | +105 | New |
| Washington Trust Advisors, Inc. | 106 | $57.0K | 0.00% | +106 | New |
| Confluence Wealth Services, Inc. | 108 | $58.0K | 0.02% | +108 | New |
| TD Waterhouse Canada Inc. | 120 | $62.5K | 0.00% | +120 | New |
| Koshinski Asset Management, Inc. | 120 | $64.6K | 0.01% | −11−8.4% | Reduced |
| Harbour Investments, Inc. | 124 | $67.0K | 0.00% | −4−3.1% | Reduced |
| Pin Oak Investment Advisors Inc | 125 | $67.0K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 134 | $72.0K | 0.03% | −39−22.5% | Reduced |
| FourThought Financial, LLC | 145 | $78.0K | 0.01% | 00.0% | Unchanged |