| Financial Management Professionals, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 13,347 | $111 | 0.01% | +13,347 | New |
| Sachetta, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $123 | 0.00% | −438−99.8% | Reduced |
| Huntington National Bank | 1 | $123 | 0.00% | −334−99.7% | Reduced |
| Raleigh Capital Management Inc. | 1 | $123 | 0.00% | −247−99.6% | Reduced |
| JJJ Advisors Inc. | 1 | $124 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $369 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $387 | 0.00% | +3 | New |
| Impact Partnership Wealth, LLC | 4 | $492 | 0.00% | −3,748−99.9% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $492 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $493 | 0.00% | +1+33.3% | Added |
| Archer Investment Corp | 5 | $615 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $616 | 0.00% | +2+66.7% | Added |
| True Wealth Design, LLC | 6 | $739 | 0.00% | −6,597−99.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 7 | $862 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $987 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Continuum Advisory, LLC | 12 | $1.40K | 0.00% | +12 | New |
| Your Advocates Ltd., LLP | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 14 | $1.72K | 0.00% | +14 | New |
| SRS Capital Advisors, Inc. | 18 | $2.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $2.21K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.34K | 0.00% | +4+26.7% | Added |
| Global Retirement Partners, LLC | 21 | $2.58K | 0.00% | −2−8.7% | Reduced |
| Trust Co of Vermont | 22 | $2.71K | 0.00% | +22 | New |
| Macroview Investment Management LLC | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 24 | $2.95K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $3.32K | 0.00% | +9+50.0% | Added |
| Pineridge Advisors LLC | 27 | $3.33K | 0.00% | +22+440.0% | Added |
| Cetera Trust Company, N.A | 29 | $3.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.57K | 0.00% | +23+383.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30 | $3.69K | 0.00% | −3,739−99.2% | Reduced |
| Silicon Valley Capital Partners | 30 | $3.69K | 0.00% | +30 | New |
| C M Bidwell & Associates Ltd | 31 | $3.81K | 0.00% | +31 | New |
| Institutional & Family Asset Management, LLC | 33 | $4.06K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 38 | $4.67K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $4.67K | 0.00% | +1+2.7% | Added |
| Umb Bank N A | 41 | $5.04K | 0.00% | −29−41.4% | Reduced |
| Hexagon Capital Partners LLC | 42 | $5.17K | 0.00% | −36−46.2% | Reduced |
| Bell Investment Advisors, Inc | 42 | $5.17K | 0.00% | −8−16.0% | Reduced |
| Kessler Investment Group, LLC | 42 | $5.17K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42 | $5.18K | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 51 | $6.00K | 0.00% | +16+45.7% | Added |
| Cedar Mountain Advisors, LLC | 49 | $6.03K | 0.00% | +8+19.5% | Added |
| PFS Partners, LLC | 51 | $6.32K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 59 | $7.26K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 59 | $7.26K | 0.00% | −496−89.4% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $7.26K | 0.00% | −10−14.5% | Reduced |
| Citizens National Bank Trust Department | 60 | $7.38K | 0.00% | +60 | New |
| Albion Financial Group | 60 | $7.38K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 62 | $7.63K | 0.01% | −4−6.1% | Reduced |
| Asset Dedication, LLC | 62 | $8.00K | 0.00% | −62−50.0% | Reduced |
| McIlrath & Eck, LLC | 66 | $8.12K | 0.00% | +34+106.3% | Added |
| Harbour Investments, Inc. | 71 | $8.73K | 0.00% | −2−2.7% | Reduced |
| Carolinas Wealth Consulting LLC | 71 | $8.73K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 75 | $9.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $9.23K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 94 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 101 | $12.2K | 0.00% | −40−28.4% | Reduced |
| Community Bank, N.A. | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $12.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 103 | $12.7K | 0.00% | +103 | New |
| Ofi Invest Asset Management | 117 | $13.3K | 0.00% | +117 | New |
| Millburn Ridgefield Corp | 113 | $13.9K | 0.00% | +10+9.7% | Added |
| Catalyst Capital Advisors LLC | 113 | $13.9K | 0.00% | +10+9.7% | Added |
| Peregrine Capital Management LLC | 120 | $14.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 122 | $15.0K | 0.00% | +87+248.6% | Added |
| Lindbrook Capital, LLC | 135 | $16.6K | 0.00% | −25−15.6% | Reduced |
| TD Waterhouse Canada Inc. | 132 | $16.7K | 0.00% | +132 | New |
| Deseret Mutual Benefit Administrators | 138 | $17.0K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 140 | $17.2K | 0.01% | +1+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $17.8K | 0.00% | +100+222.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 145 | $17.8K | 0.00% | +145 | New |
| EverSource Wealth Advisors, LLC | 169 | $19.3K | 0.00% | +5+3.0% | Added |
| Trust Co | 161 | $19.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 163 | $20.1K | 0.00% | +163 | New |
| Private Trust Co NA | 169 | $20.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $20.9K | 0.00% | +142+507.1% | Added |
| Whittier Trust Co of Nevada Inc | 171 | $21.0K | 0.00% | +36+26.7% | Added |
| LRI Investments, LLC | 175 | $21.5K | 0.01% | +175 | New |
| Parallel Advisors, LLC | 176 | $21.7K | 0.00% | −178−50.3% | Reduced |
| Quarry LP | 177 | $21.8K | 0.01% | −2,316−92.9% | Reduced |
| Plato Investment Management Ltd | 182 | $22.4K | 0.00% | −307−62.8% | Reduced |
| Riverview Trust Co | 185 | $22.8K | 0.02% | +185 | New |
| Allworth Financial LP | 186 | $22.9K | 0.00% | −100−35.0% | Reduced |
| IFP Advisors, Inc | 194 | $23.9K | 0.00% | +12+6.6% | Added |
| Covestor Ltd | 193 | $24.0K | 0.02% | +6+3.2% | Added |
| Global Financial Private Client, LLC | 200 | $24.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 202 | $24.9K | 0.01% | −10−4.7% | Reduced |
| Delta Asset Management LLC | 202 | $24.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 218 | $26.0K | 0.00% | −5−2.2% | Reduced |
| FinTrust Capital Advisors, LLC | 213 | $26.2K | 0.01% | +117+121.9% | Added |
| Manchester Capital Management LLC | 228 | $28.0K | 0.00% | +110+93.2% | Added |