| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $155 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $155 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $622 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $932 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $933 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.06K | 0.00% | +7 | New |
| Caitlin John, LLC | 9 | $1.41K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.71K | 0.00% | +11 | New |
| Logan Capital Management Inc | 12 | $1.86K | 0.00% | −12−50.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 12 | $1.93K | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Long Island Wealth Management, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 13 | $2.04K | 0.00% | +13 | New |
| Cedar Wealth Management, LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $2.17K | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 16 | $2.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $3.00K | 0.00% | +21 | New |
| Tradition Wealth Management, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Bokf, NA | 20 | $3.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.42K | 0.00% | +2+10.0% | Added |
| Lee Financial Co | 23 | $3.57K | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $4.20K | 0.00% | +27 | New |
| Red Tortoise LLC | 28 | $4.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $4.66K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $4.82K | 0.00% | +31 | New |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $5.00K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 35 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 35 | $5.44K | 0.00% | +35 | New |
| Oakworth Capital, Inc. | 37 | $5.75K | 0.00% | +37 | New |
| AllSquare Wealth Management LLC | 39 | $6.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $6.53K | 0.00% | −2−4.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $6.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 48 | $7.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $7.92K | 0.00% | −81−61.4% | Reduced |
| Cetera Trust Company, N.A | 55 | $8.54K | 0.01% | +55 | New |
| Emfo, LLC | 55 | $8.55K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $8.86K | 0.00% | +6+11.8% | Added |
| Globeflex Capital L P | 62 | $9.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $10.3K | 0.00% | +66 | New |
| Caldwell Trust Co | 67 | $10.4K | 0.00% | −54−44.6% | Reduced |
| Planning Capital Management Corp | 71 | $11.0K | 0.01% | +71 | New |
| REAP Financial Group, LLC | 74 | $11.6K | 0.00% | +74 | New |
| DT Investment Partners, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 78 | $12.1K | 0.00% | +78 | New |
| Barrett & Company, Inc. | 80 | $12.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $13.5K | 0.01% | +87 | New |
| GW&K Investment Management, LLC | 88 | $14.0K | 0.00% | −1−1.1% | Reduced |
| Delta Asset Management LLC | 91 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 95 | $14.8K | 0.00% | +95 | New |
| Arlington Trust Co LLC | 96 | $14.9K | 0.00% | +96 | New |
| Hantz Financial Services, Inc. | 98 | $15.0K | 0.00% | −17−14.8% | Reduced |
| Jones Financial Companies LLLP | 99 | $15.4K | 0.00% | −211−68.1% | Reduced |
| Sandy Spring Bank | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 105 | $16.0K | 0.00% | −1,049−90.9% | Reduced |
| Global Retirement Partners, LLC | 112 | $16.2K | 0.00% | +5+4.7% | Added |
| Colonial Trust Advisors | 108 | $16.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 111 | $17.2K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 111 | $17.2K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 116 | $18.0K | 0.00% | −1−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 117 | $18.2K | 0.00% | +117 | New |
| Abound Wealth Management | 118 | $18.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 120 | $18.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 125 | $19.5K | 0.00% | +45+56.3% | Added |
| Zions Bancorporation, N.A. | 127 | $19.7K | 0.00% | −1−0.8% | Reduced |
| Global X Japan Co., Ltd. | 128 | $19.9K | 0.01% | +128 | New |
| HHM Wealth Advisors, LLC | 129 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 138 | $21.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 164 | $25.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $27.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 183 | $28.4K | 0.00% | +183 | New |
| Desjardins Global Asset Management Inc. | 184 | $28.6K | 0.00% | +108+142.1% | Added |
| JFS Wealth Advisors, LLC | 188 | $29.2K | 0.00% | +94+100.0% | Added |
| Umb Bank N A | 190 | $29.5K | 0.00% | −22−10.4% | Reduced |
| Twin Lakes Capital Management, LLC | 191 | $29.6K | 0.02% | +1+0.5% | Added |
| Baystate Wealth Management LLC | 192 | $30.0K | 0.00% | +1+0.5% | Added |
| State of Wyoming | 193 | $30.0K | 0.01% | −51−20.9% | Reduced |
| Asset Dedication, LLC | 204 | $31.0K | 0.00% | −20−8.9% | Reduced |
| Hall Laurie J Trustee | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 213 | $33.1K | 0.00% | −77−26.6% | Reduced |
| Gradient Investments LLC | 215 | $33.4K | 0.00% | +32+17.5% | Added |
| EverSource Wealth Advisors, LLC | 223 | $34.7K | 0.00% | −3−1.3% | Reduced |
| Dividend Assets Capital, LLC | 225 | $35.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 230 | $35.8K | 0.01% | +54+30.7% | Added |