| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −2,593−100.0% | Reduced |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | +1 | New |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $3.00K | 0.00% | −37−78.7% | Reduced |
| Trustcore Financial Services, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Edge Wealth Management LLC | 9 | $3.00K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 8 | $3.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 10 | $4.00K | 0.00% | −360−97.3% | Reduced |
| American National Bank | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 15 | $5.00K | 0.00% | +15 | New |
| NVWM, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Retirement Group, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $6.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $6.32K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $7.00K | 0.00% | +3+16.7% | Added |
| MV Capital Management, Inc. | 21 | $7.00K | 0.00% | +7+50.0% | Added |
| Meridian Wealth Partners, LLC | 19 | $7.00K | 0.00% | +19 | New |
| Vectors Research Management, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 22 | $8.00K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24 | $8.00K | 0.00% | +8+50.0% | Added |
| Proequities, Inc. | 22 | $8.00K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 22 | $8.00K | 0.00% | +22 | New |
| Evolution Wealth Advisors, LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 37 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 41 | $14.0K | 0.00% | +8+24.2% | Added |
| Sutton Wealth Advisors Inc. | 41 | $14.4K | 0.01% | +1+2.5% | Added |
| Earnest Partners LLC | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 43 | $15.0K | 0.00% | +5+13.2% | Added |
| Lee Financial Co | 43 | $15.0K | 0.00% | +7+19.4% | Added |
| Pinnacle Bancorp, Inc. | 44 | $15.0K | 0.01% | +44 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 45 | $16.0K | 0.00% | −33−42.3% | Reduced |
| Vigilant Capital Management, LLC | 49 | $17.0K | 0.00% | +49 | New |
| D'Orazio & Associates, Inc. | 48 | $17.0K | 0.00% | +48 | New |
| Resolute Partners Group | 57 | $20.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 61 | $21.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 60 | $21.0K | 0.01% | +60 | New |
| Baystate Wealth Management LLC | 62 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 65 | $23.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 66 | $23.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $24.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 69 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 69 | $24.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 67 | $24.0K | 0.00% | +67 | New |
| Brown Brothers Harriman & Co | 71 | $25.0K | 0.00% | −53−42.7% | Reduced |
| Ogorek Anthony Joseph | 72 | $25.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 68 | $26.0K | 0.02% | +7+11.5% | Added |
| Atticus Wealth Management, LLC | 77 | $27.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 84 | $29.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 82 | $29.0K | 0.00% | +77+1,540.0% | Added |
| Farmers & Merchants Investments Inc | 87 | $31.0K | 0.00% | −48−35.6% | Reduced |
| Gemmer Asset Management LLC | 87 | $31.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 89 | $31.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 91 | $32.0K | 0.00% | −113−55.4% | Reduced |
| CoreFirst Bank & Trust | 90 | $32.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 90 | $32.0K | 0.01% | +27+42.9% | Added |
| Ironwood Financial, llc | 94 | $33.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 99 | $35.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 103 | $36.0K | 0.00% | −11−9.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 111 | $39.0K | 0.01% | −15−11.9% | Reduced |
| Stonebridge Capital Advisors LLC | 110 | $39.0K | 0.00% | +4+3.8% | Added |
| Hohimer Wealth Management, LLC | 116 | $41.0K | 0.01% | −1,978−94.5% | Reduced |
| Lindbrook Capital, LLC | 123 | $43.0K | 0.01% | +6+5.1% | Added |
| Eagle Bay Advisors LLC | 123 | $44.0K | 0.03% | −56−31.3% | Reduced |
| Global Retirement Partners, LLC | 125 | $44.0K | 0.00% | +31+33.0% | Added |
| State of Wyoming | 134 | $47.0K | 0.03% | −117−46.6% | Reduced |
| AdvisorNet Financial, Inc | 139 | $49.0K | 0.00% | −95−40.6% | Reduced |
| Parkside Financial Bank & Trust | 140 | $49.0K | 0.01% | +72+105.9% | Added |
| Syverson Strege & Co | 147 | $52.0K | 0.04% | +12+8.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 150 | $53.0K | 0.05% | +150 | New |
| TD Ameritrade Investment Management, LLC | 323 | $56.0K | 0.00% | +116+56.0% | Added |
| Dividend Assets Capital, LLC | 163 | $57.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 174 | $61.0K | 0.00% | +174 | New |
| Acadian Asset Management LLC | 188 | $65.0K | 0.00% | +188 | New |
| Optiver Holding B.V. | 187 | $66.0K | 0.00% | +187 | New |