| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Cubist Systematic Strategies, LLC | 2 | $180 | 0.00% | −107,249−100.0% | Reduced |
| Assetmark, Inc | 3 | $269 | 0.00% | −32−91.4% | Reduced |
| Sofos Investments, Inc. | 3 | $350 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $359 | 0.00% | +4 | New |
| Castleview Partners, LLC | 4 | $359 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $539 | 0.00% | +6 | New |
| Foster Dykema Cabot & Partners, LLC | 7 | $634 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $741 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 10 | $898 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $988 | 0.00% | +11 | New |
| GW&K Investment Management, LLC | 14 | $1.00K | 0.00% | +5+55.6% | Added |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.04K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.08K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $1.17K | 0.00% | −27−67.5% | Reduced |
| Aspect Partners, LLC | 13 | $1.17K | 0.00% | +13 | New |
| Abound Wealth Management | 15 | $1.35K | 0.00% | −5−25.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $1.71K | 0.00% | +10+111.1% | Added |
| Glen Eagle Advisors, LLC | 20 | $1.77K | 0.00% | −7−25.9% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 20 | $1.80K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | −15−41.7% | Reduced |
| Avion Wealth | 21 | $2.00K | 0.00% | −7−25.0% | Reduced |
| First PREMIER Bank | 25 | $2.00K | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.43K | 0.00% | +7+35.0% | Added |
| Missouri Trust & Investment Co | 28 | $2.52K | 0.00% | +28 | New |
| Centennial Bank | 29 | $2.60K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 31 | $2.76K | 0.00% | +31 | New |
| Versant Capital Management, Inc | 31 | $2.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $2.96K | 0.00% | −27−45.0% | Reduced |
| NewSquare Capital LLC | 36 | $3.23K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 37 | $3.32K | 0.00% | +37 | New |
| American National Bank | 38 | $3.41K | 0.00% | −75−66.4% | Reduced |
| JNBA Financial Advisors | 40 | $3.59K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 40 | $3.59K | 0.00% | +40 | New |
| RFP Financial Group LLC | 42 | $3.77K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 44 | $3.95K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 45 | $4.04K | 0.00% | +45 | New |
| Riggs Asset Managment Co. Inc. | 47 | $4.22K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $4.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $4.26K | 0.00% | +47 | New |
| Washington Trust Advisors, Inc. | 49 | $4.37K | 0.00% | +13+36.1% | Added |
| Westside Investment Management, Inc. | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $4.65K | 0.00% | +1+2.0% | Added |
| Ruedi Wealth Management, Inc. | 52 | $4.67K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 52 | $4.67K | 0.00% | +52 | New |
| Prestige Wealth Management Group LLC | 52 | $4.71K | 0.00% | +26+100.0% | Added |
| Delta Asset Management LLC | 60 | $5.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 66 | $5.93K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $6.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 77 | $6.92K | 0.01% | +77 | New |
| First United Bank Trust | 80 | $7.19K | 0.00% | +80 | New |
| Desjardins Global Asset Management Inc. | 81 | $7.28K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $7.37K | 0.00% | −74−47.4% | Reduced |
| JFS Wealth Advisors, LLC | 84 | $7.54K | 0.00% | −9−9.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 88 | $7.91K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 89 | $7.99K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 92 | $8.26K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 98 | $8.80K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $8.98K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $8.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $9.11K | 0.00% | +101 | New |
| AllSquare Wealth Management LLC | 102 | $9.16K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 104 | $9.34K | 0.00% | +24+30.0% | Added |
| National Pension Service | 106 | $9.52K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 114 | $10.2K | 0.00% | +57+100.0% | Added |
| Ancora Advisors, LLC | 120 | $10.8K | 0.00% | +20+20.0% | Added |
| Wolff Wiese Magana LLC | 124 | $11.1K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 126 | $11.4K | 0.00% | +126 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $11.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 130 | $11.7K | 0.00% | +7+5.7% | Added |
| Beaird Harris Wealth Management, LLC | 132 | $11.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $11.9K | 0.00% | −88−39.8% | Reduced |
| West Oak Capital, LLC | 135 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 138 | $12.0K | 0.01% | +138 | New |
| Covestor Ltd | 142 | $13.0K | 0.01% | +4+2.9% | Added |
| Brown Brothers Harriman & Co | 148 | $13.3K | 0.00% | −6−3.9% | Reduced |
| AdvisorNet Financial, Inc | 149 | $13.4K | 0.00% | −1−0.7% | Reduced |
| Bellevue Asset Management, LLC | 150 | $13.5K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 150 | $13.5K | 0.00% | +150 | New |
| Leonteq Securities AG | 156 | $14.0K | 0.00% | −130−45.5% | Reduced |
| NBC Securities, Inc. | 168 | $15.0K | 0.00% | +1+0.6% | Added |
| First Financial Corp | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $18.0K | 0.00% | −41−17.0% | Reduced |
| Blume Capital Management, Inc. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 227 | $20.4K | 0.00% | +177+354.0% | Added |
| Whittier Trust Co | 230 | $20.7K | 0.00% | −5−2.1% | Reduced |
| Larson Financial Group LLC | 230 | $20.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 231 | $20.7K | 0.00% | −461−66.6% | Reduced |