| Farmers & Merchants Investments Inc | 1 | $1.00K | 0.00% | +1 | New |
| Reilly Financial Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Liberty Wealth Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Macroview Investment Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $2.00K | 0.00% | +3 | New |
| Meridian Wealth Partners, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| FourThought Financial, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $3.00K | 0.00% | +4 | New |
| Whittier Trust Co of Nevada Inc | 6 | $4.00K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 6 | $4.00K | 0.00% | +6 | New |
| HM Payson & Co | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $5.41K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $5.41K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $7.00K | 0.00% | +6+120.0% | Added |
| Toth Financial Advisory Corp | 10 | $7.00K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Syverson Strege & Co | 10 | $7.00K | 0.01% | +10 | New |
| Coastal Capital Group, Inc. | 10 | $7.00K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $8.00K | 0.00% | +12 | New |
| Kistler-Tiffany Companies, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $9.00K | 0.00% | +14 | New |
| Vigilant Capital Management, LLC | 14 | $9.00K | 0.00% | +14 | New |
| Kowal Investment Group, LLC | 14 | $9.00K | 0.00% | +14 | New |
| Charter Oak Capital Management, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 15 | $10.0K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $11.0K | 0.00% | +3+21.4% | Added |
| Catalyst Capital Advisors LLC | 16 | $11.0K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 17 | $11.0K | 0.00% | +17 | New |
| Allworth Financial LP | 18 | $12.0K | 0.00% | +18 | New |
| Rocky Mountain Advisers, LLC | 21 | $14.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 20 | $14.0K | 0.00% | −270−93.1% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $14.0K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 22 | $15.0K | 0.00% | +4+22.2% | Added |
| Pinnacle Bancorp, Inc. | 22 | $15.0K | 0.01% | +22 | New |
| AdvisorNet Financial, Inc | 24 | $16.0K | 0.00% | +5+26.3% | Added |
| Pittenger & Anderson Inc | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $20.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $20.0K | 0.01% | +30 | New |
| Massmutual Trust Co FSB | 31 | $21.0K | 0.00% | −1−3.1% | Reduced |
| Earnest Partners LLC | 32 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $22.0K | 0.01% | +33 | New |
| Smithfield Trust Co | 38 | $25.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 39 | $26.0K | 0.01% | +10+34.5% | Added |
| Activest Wealth Management | 40 | $27.0K | 0.02% | +30+300.0% | Added |
| Winch Advisory Services, LLC | 41 | $28.0K | 0.01% | +19+86.4% | Added |
| Harbor Investment Advisory, LLC | 43 | $29.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 43 | $29.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 48 | $32.0K | 0.02% | +48 | New |
| Sandy Spring Bank | 50 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 52 | $35.0K | 0.01% | −7−11.9% | Reduced |
| Parkside Financial Bank & Trust | 52 | $35.0K | 0.01% | +5+10.6% | Added |
| IFP Advisors, Inc | 52 | $36.0K | 0.00% | +1+2.0% | Added |
| RPg Family Wealth Advisory, LLC | 63 | $42.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $46.0K | 0.01% | +5+7.9% | Added |
| Harbour Investments, Inc. | 74 | $50.0K | 0.00% | +14+23.3% | Added |
| Neo Ivy Capital Management | 222 | $50.0K | 0.06% | +222 | New |
| Brewin Dolphin Wealth Management Ltd | 75 | $50.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 78 | $53.0K | 0.01% | +5+6.8% | Added |
| Private Capital Group, LLC | 86 | $58.0K | 0.01% | −16−15.7% | Reduced |
| Brown Brothers Harriman & Co | 87 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 90 | $60.8K | 0.00% | −2−2.2% | Reduced |
| Bartlett & Co. LLC | 90 | $61.0K | 0.00% | −2−2.2% | Reduced |
| Asset Dedication, LLC | 90 | $61.0K | 0.01% | +75+500.0% | Added |
| Institutional & Family Asset Management, LLC | 96 | $65.0K | 0.01% | +96 | New |
| Gerber Kawasaki Wealth & Investment Management | 100 | $67.0K | 0.01% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $68.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 105 | $71.0K | 0.00% | −23−18.0% | Reduced |
| Atticus Wealth Management, LLC | 106 | $72.0K | 0.03% | +106 | New |
| Advisors Asset Management, Inc. | 109 | $74.0K | 0.00% | −718−86.8% | Reduced |
| Whittier Trust Co | 119 | $80.0K | 0.00% | +119 | New |
| Baillie Gifford & Co | 132 | $89.0K | 0.00% | −17−11.4% | Reduced |
| Assetmark, Inc | 135 | $91.0K | 0.00% | +135 | New |
| Brewin Dolphin Ltd | 135 | $91.3K | 0.00% | +10+8.0% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $95.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 143 | $97.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 150 | $101.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 152 | $103.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 154 | $104.0K | 0.01% | +9+6.2% | Added |
| Koshinski Asset Management, Inc. | 177 | $119.7K | 0.01% | +177 | New |
| Salem Investment Counselors Inc | 189 | $128.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 160 | $130.0K | 0.06% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 201 | $135.0K | 0.02% | +53+35.8% | Added |
| CKW Financial Group | 203 | $139.0K | 0.02% | 00.0% | Unchanged |