| Sageworth Trust Co of South Dakota | 5 | $0 | 0.00% | −35−87.5% | Reduced |
| TFC Financial Management | 7 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4 | $0 | 0.00% | +4 | New |
| GW&K Investment Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Carmichael Hill & Associates, Inc. | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 4 | $256 | 0.00% | +4 | New |
| Koshinski Asset Management, Inc. | 12 | $767 | 0.00% | −20−62.5% | Reduced |
| Sutton Wealth Advisors Inc. | 12 | $767 | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $1.00K | 0.00% | −3−13.0% | Reduced |
| Baystate Wealth Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | +13+130.0% | Added |
| MCF Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| GoalVest Advisory LLC | 9 | $1.00K | 0.00% | +9 | New |
| American Portfolios Advisors | 30 | $1.92K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.00K | 0.00% | +39 | New |
| EverSource Wealth Advisors, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 25 | $2.00K | 0.00% | +25 | New |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Sandy Spring Bank | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 54 | $3.00K | 0.00% | +54 | New |
| Sofos Investments, Inc. | 64 | $3.00K | 0.00% | +64 | New |
| Cordant, Inc. | 48 | $3.00K | 0.00% | +48 | New |
| TCWP LLC | 58 | $3.00K | 0.00% | +58 | New |
| Zions Bancorporation, N.A. | 67 | $4.00K | 0.00% | −73−52.1% | Reduced |
| Country Trust Bank | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 55 | $4.00K | 0.00% | −3−5.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $5.00K | 0.00% | +6+8.6% | Added |
| Ancora Advisors, LLC | 84 | $5.00K | 0.00% | +76+950.0% | Added |
| Glassman Wealth Services | 101 | $6.00K | 0.00% | −7−6.5% | Reduced |
| Parkside Financial Bank & Trust | 85 | $6.00K | 0.00% | +38+80.9% | Added |
| Quadrant Capital Group LLC | 117 | $7.00K | 0.00% | −11−8.6% | Reduced |
| Valley National Advisers Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 108 | $7.00K | 0.00% | +108 | New |
| Key Financial Inc | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $10.0K | 0.01% | +150 | New |
| Northwest Investment Counselors, LLC | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 193 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 195 | $12.0K | 0.00% | +158+427.0% | Added |
| Global Retirement Partners, LLC | 208 | $12.0K | 0.00% | +208 | New |
| Caldwell Trust Co | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $13.0K | 0.01% | −630−75.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $13.0K | 0.01% | +200 | New |
| Steward Partners Investment Advisory, LLC | 238 | $15.0K | 0.00% | −1,523−86.5% | Reduced |
| JJJ Advisors Inc. | 229 | $15.0K | 0.00% | −12−5.0% | Reduced |
| TD Private Client Wealth LLC | 250 | $16.0K | 0.00% | −180−41.9% | Reduced |
| Gemmer Asset Management LLC | 266 | $16.0K | 0.00% | +8+3.1% | Added |
| TCI Wealth Advisors, Inc. | 248 | $16.0K | 0.00% | +2+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 266 | $17.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 265 | $17.0K | 0.00% | −2−0.7% | Reduced |
| Quent Capital, LLC | 279 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 303 | $19.0K | 0.00% | −146−32.5% | Reduced |
| Addison Advisors LLC | 339 | $22.0K | 0.01% | +239+239.0% | Added |
| Northern Oak Wealth Management Inc | 362 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 375 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 390 | $25.0K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,716,788 | $27.0K | 0.12% | +1,689,818+6,265.5% | Added |
| Evoke Wealth, LLC | 426 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 432 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 440 | $28.0K | 0.00% | +288+189.5% | Added |
| Centerpoint Advisors, LLC | 435 | $28.0K | 0.01% | +435 | New |
| Artemis Wealth Advisors, LLC | 477 | $30.0K | 0.00% | −120−20.1% | Reduced |
| Canada Pension Plan Investment Board | 500 | $32.0K | 0.00% | −81,253−99.4% | Reduced |
| Glen Eagle Advisors, LLC | 508 | $32.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 513 | $33.0K | 0.00% | +509+12,725.0% | Added |
| Resources Management Corp | 550 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 563 | $37.0K | 0.00% | −37−6.2% | Reduced |
| Zullo Investment Group, Inc. | 595 | $38.0K | 0.02% | +487+450.9% | Added |
| FourThought Financial, LLC | 619 | $40.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 650 | $41.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 754 | $48.0K | 0.01% | +754 | New |
| Accel Wealth Management | 820 | $54.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 884 | $56.0K | 0.00% | −76−7.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 920 | $58.8K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 932 | $60.0K | 0.03% | +87+10.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 966 | $62.0K | 0.00% | +966 | New |
| Sentry Investment Management LLC | 1,006 | $64.0K | 0.02% | −169−14.4% | Reduced |
| Optimum Investment Advisors | 1,210 | $77.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,296 | $83.0K | 0.00% | −3,667−73.9% | Reduced |