| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $205 | 0.00% | – | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 6 | $1.00K | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| TSFG, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Wolverine Asset Management LLC | 11 | $2.00K | 0.00% | +11 | New |
| Stonebridge Capital Advisors LLC | 11 | $2.00K | 0.00% | +11 | New |
| Concord Wealth Partners | 8 | $2.00K | 0.00% | +8 | New |
| Winch Advisory Services, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 15 | $3.00K | 0.00% | +2+15.4% | Added |
| FinTrust Capital Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 26 | $5.00K | 0.00% | +1+4.0% | Added |
| Dividend Assets Capital, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $5.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 29 | $5.00K | 0.00% | +29 | New |
| Column Capital Advisors, LLC | 29 | $6.00K | 0.00% | −4−12.1% | Reduced |
| Evolution Wealth Advisors, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 28 | $6.00K | 0.00% | +28 | New |
| Earnest Partners LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $7.00K | 0.00% | +3+10.0% | Added |
| Versant Capital Management, Inc | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 40 | $8.00K | 0.00% | +40 | New |
| Atlas Private Wealth Advisors | 40 | $8.00K | 0.00% | +40 | New |
| Tobam | 42 | $9.00K | 0.00% | −202−82.8% | Reduced |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 53 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 61 | $13.0K | 0.00% | −661−91.6% | Reduced |
| Clearstead Advisors, LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 69 | $14.0K | 0.00% | +29+72.5% | Added |
| Ellevest, Inc. | 68 | $14.0K | 0.00% | +34+100.0% | Added |
| Brown Brothers Harriman & Co | 75 | $15.0K | 0.00% | +1+1.4% | Added |
| Washington Trust Co | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $15.0K | 0.00% | +1+1.4% | Added |
| Parkside Financial Bank & Trust | 89 | $18.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $20.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $21.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 100 | $21.0K | 0.00% | +100 | New |
| First Personal Financial Services | 105 | $22.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 105 | $22.0K | 0.00% | +105 | New |
| JJJ Advisors Inc. | 122 | $25.0K | 0.01% | +13+11.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 130 | $27.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 130 | $27.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 138 | $28.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 139 | $28.0K | 0.00% | +21+17.8% | Added |
| Hall Laurie J Trustee | 140 | $29.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 155 | $32.0K | 0.02% | −3−1.9% | Reduced |
| Gemmer Asset Management LLC | 162 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 159 | $33.0K | 0.00% | +146+1,123.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 165 | $34.0K | 0.00% | +165 | New |
| Exchange Traded Concepts, LLC | 171 | $35.0K | 0.00% | −39−18.6% | Reduced |
| WealthShield Partners, LLC | 174 | $36.0K | 0.01% | +49+39.2% | Added |
| IFP Advisors, Inc | 181 | $37.0K | 0.00% | +117+182.8% | Added |
| Institutional & Family Asset Management, LLC | 195 | $40.0K | 0.01% | +1+0.5% | Added |
| Whittier Trust Co | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 201 | $41.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 200 | $41.0K | 0.03% | +200 | New |
| Parallel Advisors, LLC | 208 | $43.0K | 0.00% | +14+7.2% | Added |
| Penserra Capital Management LLC | 213 | $43.0K | 0.00% | +44+26.0% | Added |
| Geneos Wealth Management Inc. | 209 | $44.0K | 0.00% | −3,529−94.4% | Reduced |
| MUFG Americas Holdings Corp | 244 | $50.0K | 0.00% | −78−24.2% | Reduced |
| Sandy Spring Bank | 252 | $52.0K | 0.00% | +14+5.9% | Added |
| Harbour Investments, Inc. | 278 | $57.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 280 | $57.0K | 0.00% | +280 | New |
| Carroll Financial Associates, Inc. | 279 | $57.0K | 0.00% | +279 | New |
| Focused Wealth Management, Inc | 280 | $57.0K | 0.01% | +280 | New |
| Rocky Mountain Advisers, LLC | 281 | $58.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 286 | $59.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 333 | $68.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 418 | $86.0K | 0.04% | +418 | New |
| HC Financial Advisors Inc | 436 | $89.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 450 | $92.0K | 0.03% | 00.0% | Unchanged |