| Glassman Wealth Services | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 3 | $2.00K | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 3 | $2.24K | 0.00% | +3 | New |
| Zions Bancorporation, N.A. | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| Covington Capital Management | 4 | $3.00K | 0.00% | +4 | New |
| Benjamin Edwards Inc | 4 | $3.00K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $3.00K | 0.00% | +4 | New |
| Versant Capital Management, Inc | 4 | $3.00K | 0.00% | +4 | New |
| Guidance Point Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 4 | $3.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $3.73K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 8 | $6.00K | 0.00% | +4+100.0% | Added |
| Koshinski Asset Management, Inc. | 9 | $6.71K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 10 | $7.00K | 0.00% | +1+11.1% | Added |
| Oakworth Capital, Inc. | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $7.00K | 0.00% | +3+42.9% | Added |
| Sonora Investment Management, LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 12 | $9.00K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 12 | $9.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $9.00K | 0.00% | +12 | New |
| Front Row Advisors LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 13 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $10.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 15 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $11.0K | 0.00% | +3+25.0% | Added |
| Solstein Capital, LLC | 16 | $12.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 16 | $12.0K | 0.00% | +16 | New |
| Meridian Wealth Partners, LLC | 17 | $12.0K | 0.00% | +17 | New |
| Lindbrook Capital, LLC | 19 | $14.0K | 0.00% | +1+5.6% | Added |
| Massmutual Trust Co FSB | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 20 | $15.0K | 0.00% | +20 | New |
| Ossiam | 21 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 21 | $16.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 23 | $17.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 24 | $17.9K | 0.00% | −1,205−98.0% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $19.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 29 | $22.0K | 0.00% | −7−19.4% | Reduced |
| Eagle Bay Advisors LLC | 30 | $22.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 29 | $22.0K | 0.00% | +1+3.6% | Added |
| Hanseatic Management Services Inc | 32 | $24.0K | 0.04% | +32 | New |
| Heritage Wealth Management, LLC | 33 | $25.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 37 | $27.0K | 0.00% | −10−21.3% | Reduced |
| Lee Financial Co | 38 | $28.0K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 40 | $30.0K | 0.00% | −600−93.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 42 | $31.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $31.0K | 0.01% | +2+5.1% | Added |
| Gemmer Asset Management LLC | 50 | $37.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 60 | $44.0K | 0.00% | +11+22.4% | Added |
| Rosenberg Matthew Hamilton | 60 | $45.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 61 | $46.0K | 0.00% | +61 | New |
| Whittier Trust Co of Nevada Inc | 70 | $52.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $53.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 72 | $54.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $54.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 73 | $54.0K | 0.01% | +65+812.5% | Added |
| Fieldpoint Private Securities, LLC | 75 | $56.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 75 | $56.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 80 | $60.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 82 | $61.0K | 0.01% | +14+20.6% | Added |
| JJJ Advisors Inc. | 83 | $62.0K | 0.02% | +12+16.9% | Added |
| Creative Financial Designs Inc | 86 | $64.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 94 | $70.0K | 0.00% | +94 | New |
| AlphaCentric Advisors LLC | 106 | $79.0K | 0.02% | −65−38.0% | Reduced |
| Washington Trust Co | 110 | $82.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 112 | $84.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 114 | $85.0K | 0.00% | −3−2.6% | Reduced |
| Brown Brothers Harriman & Co | 118 | $88.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 118 | $88.0K | 0.01% | +2+1.7% | Added |
| IFP Advisors, Inc | 128 | $95.0K | 0.00% | −107−45.5% | Reduced |
| PFG Private Wealth Management, LLC | 129 | $96.0K | 0.06% | +129 | New |
| Steward Partners Investment Advisory, LLC | 136 | $101.0K | 0.00% | −41−23.2% | Reduced |
| Simplex Trading, LLC | 154 | $101.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $101.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 142 | $106.0K | 0.01% | +8+6.0% | Added |
| Sandy Spring Bank | 150 | $112.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 151 | $113.0K | 0.03% | −22−12.7% | Reduced |
| Private Capital Group, LLC | 151 | $113.0K | 0.03% | +2+1.3% | Added |
| Harvest Fund Management Co., Ltd | 160 | $119.0K | 0.03% | +136+566.7% | Added |
| Schroder Investment Management Group | 180 | $134.0K | 0.00% | +154+592.3% | Added |
| State of Wyoming | 179 | $134.0K | 0.09% | +179 | New |
| Whittier Trust Co | 200 | $149.0K | 0.00% | −12−5.7% | Reduced |
| Addison Advisors LLC | 200 | $149.0K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 210 | $156.7K | 0.01% | −15−6.7% | Reduced |
| First Horizon Advisors, Inc. | 220 | $164.0K | 0.01% | +15+7.3% | Added |
| Atticus Wealth Management, LLC | 234 | $175.0K | 0.08% | +95+68.3% | Added |
| Harbor Investment Advisory, LLC | 244 | $182.0K | 0.02% | 00.0% | Unchanged |