| Atlas Capital Advisors LLC | 6 | $549 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $641 | 0.00% | −3,530−99.8% | Reduced |
| Global Financial Private Client, LLC | 7 | $646 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Allworth Financial LP | 6 | $1.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | −13−38.2% | Reduced |
| Evolution Wealth Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | +17 | New |
| Spire Wealth Management | 35 | $3.00K | 0.00% | −570−94.2% | Reduced |
| Tarbox Family Office, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $3.00K | 0.00% | +13+54.2% | Added |
| Cribstone Capital Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $4.00K | 0.00% | −3−6.5% | Reduced |
| HighMark Wealth Management LLC | 47 | $4.00K | 0.00% | −1−2.1% | Reduced |
| Smithfield Trust Co | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $4.00K | 0.00% | +20+83.3% | Added |
| Raffa Wealth Management, LLC | 49 | $4.49K | 0.00% | +26+113.0% | Added |
| Sargent Bickham Lagudis LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 55 | $5.00K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 67 | $6.00K | 0.00% | +67 | New |
| Focused Wealth Management, Inc | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $7.00K | 0.00% | +38+88.4% | Added |
| TD Ameritrade Investment Management, LLC | 62 | $7.00K | 0.00% | +62 | New |
| Vigilant Capital Management, LLC | 92 | $8.00K | 0.00% | +92 | New |
| Meridian Wealth Partners, LLC | 90 | $8.00K | 0.00% | +90 | New |
| Geneos Wealth Management Inc. | 100 | $9.00K | 0.00% | −65−39.4% | Reduced |
| First Manhattan Co | 100 | $9.00K | 0.00% | −30−23.1% | Reduced |
| Delta Asset Management LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 103 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 133 | $12.0K | 0.00% | −82−38.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 135 | $12.0K | 0.00% | −26−16.1% | Reduced |
| Quadrant Capital Group LLC | 132 | $12.0K | 0.00% | +53+67.1% | Added |
| Gemmer Asset Management LLC | 143 | $13.0K | 0.00% | +6+4.4% | Added |
| First National Bank of South Miami | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $14.0K | 0.00% | +14+10.2% | Added |
| Versant Capital Management, Inc | 161 | $15.0K | 0.01% | −26−13.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 195 | $17.9K | 0.00% | −7,299−97.4% | Reduced |
| Logan Capital Management Inc | 201 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 195 | $18.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 199 | $18.0K | 0.00% | +1+0.5% | Added |
| Stephenson National Bank & Trust | 200 | $18.0K | 0.01% | +200 | New |
| Trustcore Financial Services, LLC | 228 | $21.0K | 0.00% | +42+22.6% | Added |
| Meeder Asset Management Inc | 237 | $22.0K | 0.00% | −11−4.4% | Reduced |
| First PREMIER Bank | 240 | $22.0K | 0.01% | +240 | New |
| Fieldpoint Private Securities, LLC | 258 | $24.0K | 0.01% | −61−19.1% | Reduced |
| Private Capital Group, LLC | 256 | $24.0K | 0.01% | −11−4.1% | Reduced |
| Johnson Financial Group, Inc. | 260 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 257 | $24.0K | 0.00% | +64+33.2% | Added |
| DB Wealth Management Group, LLC | 270 | $25.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 269 | $25.0K | 0.00% | +57+26.9% | Added |
| O'Shaughnessy Asset Management, LLC | 288 | $26.0K | 0.00% | −4−1.4% | Reduced |
| Simon Quick Advisors, LLC | 284 | $26.0K | 0.01% | −2−0.7% | Reduced |
| Antonetti Capital Management LLC | 302 | $28.0K | 0.02% | +302 | New |
| Berman Capital Advisors, LLC | 323 | $29.0K | 0.00% | +32+11.0% | Added |
| Koshinski Asset Management, Inc. | 325 | $29.8K | 0.00% | +325 | New |
| Huntington National Bank | 333 | $30.0K | 0.00% | +50+17.7% | Added |
| Tradewinds Capital Management, LLC | 335 | $31.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 409 | $37.0K | 0.01% | −365−47.2% | Reduced |
| Farmers & Merchants Investments Inc | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 431 | $39.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 446 | $40.8K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 469 | $42.0K | 0.00% | +1+0.2% | Added |
| TD Private Client Wealth LLC | 460 | $42.1K | 0.00% | −3,772−89.1% | Reduced |
| Bessemer Group Inc | 490 | $45.0K | 0.00% | −27−5.2% | Reduced |
| IFP Advisors, Inc | 413 | $45.0K | 0.00% | +28+7.3% | Added |
| Close Asset Management Ltd | 500 | $46.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 510 | $48.0K | 0.03% | +60+13.3% | Added |
| State of Wyoming | 535 | $49.0K | 0.03% | −132−19.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 543 | $50.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 640 | $59.0K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 670 | $61.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 728 | $67.0K | 0.02% | −1,923−72.5% | Reduced |
| Signaturefd, LLC | 768 | $70.0K | 0.00% | −738−49.0% | Reduced |
| Key Financial Inc | 785 | $72.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 800 | $73.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 801 | $73.0K | 0.00% | +403+101.3% | Added |
| Crescent Capital Consulting, LLC | 810 | $74.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 846 | $77.0K | 0.09% | +62+7.9% | Added |
| Clearstead Advisors, LLC | 849 | $78.0K | 0.01% | −8−0.9% | Reduced |
| American Portfolios Advisors | 880 | $80.6K | 0.00% | +435+97.8% | Added |
| Parallel Advisors, LLC | 960 | $88.0K | 0.00% | −249−20.6% | Reduced |
| Itau Unibanco Holding S.A. | 11,706 | $88.0K | 0.00% | +11,706 | New |