| Winch Advisory Services, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 218,983 | $5 | 0.00% | +218,983 | New |
| Gradient Investments LLC | 2 | $68 | 0.00% | −13−86.7% | Reduced |
| True Wealth Design, LLC | 4 | $136 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5 | $169 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 5 | $170 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $204 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $238 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $272 | 0.00% | +8 | New |
| Glassman Wealth Services | 9 | $305 | 0.00% | −5−35.7% | Reduced |
| Parkside Financial Bank & Trust | 9 | $306 | 0.00% | −96−91.4% | Reduced |
| McIlrath & Eck, LLC | 11 | $373 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $374 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 12 | $408 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 13 | $441 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $611 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $694 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $780 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $916 | 0.00% | −15−35.7% | Reduced |
| Focused Wealth Management, Inc | 29 | $998 | 0.00% | 00.0% | Unchanged |
| City State Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 33 | $1.12K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $1.12K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $1.13K | 0.00% | −10−23.3% | Reduced |
| WR Wealth Planners, LLC | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 37 | $1.25K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 38 | $1.29K | 0.00% | +38 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $1.32K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 44 | $1.49K | 0.00% | +44 | New |
| Sittner & Nelson, LLC | 44 | $1.49K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $1.54K | 0.00% | −116−72.0% | Reduced |
| Whittier Trust Co | 47 | $1.59K | 0.00% | −2−4.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 51 | $1.72K | 0.00% | +1+2.0% | Added |
| AdvisorNet Financial, Inc | 52 | $1.76K | 0.00% | −6−10.3% | Reduced |
| Atlantic Trust, LLC | 53 | $1.80K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 57 | $1.93K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 60 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $2.24K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 66 | $2.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 69 | $2.34K | 0.00% | +69 | New |
| Deane Retirement Strategies, Inc. | 77 | $2.61K | 0.00% | −76−49.7% | Reduced |
| BerganKDV Wealth Management, LLC | 77 | $2.61K | 0.00% | −14−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 83 | $2.82K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $2.88K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 85 | $2.88K | 0.00% | +52+157.6% | Added |
| Hoese & Co LLP | 88 | $2.98K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 73 | $3.00K | 0.00% | −1−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 95 | $3.22K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 112 | $3.80K | 0.00% | +20+21.7% | Added |
| Farther Finance Advisors, LLC | 113 | $3.83K | 0.00% | +18+18.9% | Added |
| Whittier Trust Co of Nevada Inc | 120 | $4.07K | 0.00% | +2+1.7% | Added |
| Proequities, Inc. | 125 | $4.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $4.31K | 0.00% | −48−27.4% | Reduced |
| First Community Trust NA | 127 | $4.31K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 128 | $4.34K | 0.00% | +1+0.8% | Added |
| JFS Wealth Advisors, LLC | 143 | $4.85K | 0.00% | −65−31.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 151 | $5.12K | 0.00% | −699−82.2% | Reduced |
| Norwood Financial Corp | 175 | $5.94K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 180 | $6.00K | 0.00% | +1+0.6% | Added |
| Private Trust Co NA | 179 | $6.07K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 189 | $6.41K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 203 | $6.89K | 0.00% | +203 | New |
| SJS Investment Consulting Inc. | 221 | $7.50K | 0.00% | −8−3.5% | Reduced |
| AlphaMark Advisors, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 236 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 250 | $8.48K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 254 | $8.62K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 255 | $8.65K | 0.00% | +255 | New |
| Harbor Investment Advisory, LLC | 264 | $8.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 268 | $9.09K | 0.00% | −5−1.8% | Reduced |
| Huntington National Bank | 275 | $9.37K | 0.00% | −59−17.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 277 | $9.40K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 300 | $10.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 311 | $10.6K | 0.00% | +89+40.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 319 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 325 | $11.0K | 0.00% | +325 | New |
| GPS Wealth Strategies Group, LLC | 330 | $11.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 425 | $14.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 435 | $15.0K | 0.00% | +158+57.0% | Added |
| Deseret Mutual Benefit Administrators | 458 | $15.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 473 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 493 | $16.7K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 521 | $17.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 538 | $18.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 555 | $18.8K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 600 | $20.4K | 0.01% | −99−14.2% | Reduced |
| Global Trust Asset Management, LLC | 600 | $20.4K | 0.01% | +600 | New |
| Ronald Blue Trust, Inc. | 504 | $21.0K | 0.00% | −120−19.2% | Reduced |
| Westside Investment Management, Inc. | 653 | $22.2K | 0.01% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 675 | $22.9K | 0.01% | −15−2.2% | Reduced |
| Spire Wealth Management | 716 | $24.3K | 0.00% | −115−13.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 733 | $24.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 769 | $26.0K | 0.00% | +214+38.6% | Added |
| Strengthening Families & Communities, LLC | 829 | $28.0K | 0.01% | +563+211.7% | Added |
| Industrial Alliance Investment Management Inc. | 860 | $29.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 922 | $31.3K | 0.00% | −525−36.3% | Reduced |