| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1 | $0 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 2 | $540 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −8,236−100.0% | Reduced |
| State of Wyoming | 3 | $1.00K | 0.00% | −98−97.0% | Reduced |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Community Bank, N.A. | 2 | $1.00K | 0.00% | +2 | New |
| Standard Family Office LLC | 5 | $1.00K | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $1.89K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 6 | $2.00K | 0.00% | −6−50.0% | Reduced |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| JJJ Advisors Inc. | 6 | $2.00K | 0.00% | +3+100.0% | Added |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 9 | $2.00K | 0.00% | +9 | New |
| Pacifica Partners Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 8 | $2.00K | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 10 | $3.00K | 0.00% | −8−44.4% | Reduced |
| Core Alternative Capital | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $3.00K | 0.00% | +2+20.0% | Added |
| Creative Financial Designs Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 10 | $3.00K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 11 | $3.00K | 0.00% | +11 | New |
| Glassman Wealth Services | 16 | $4.00K | 0.00% | −1−5.9% | Reduced |
| Coston, McIsaac & Partners | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $4.00K | 0.00% | −1−7.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| West Branch Capital LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $4.00K | 0.00% | +15 | New |
| BerganKDV Wealth Management, LLC | 20 | $5.00K | 0.00% | +1+5.3% | Added |
| BDO Wealth Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19 | $5.00K | 0.00% | +17+850.0% | Added |
| Bollard Group LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $6.00K | 0.00% | −2−8.3% | Reduced |
| Rocky Mountain Advisers, LLC | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 23 | $6.00K | 0.01% | +23 | New |
| Hantz Financial Services, Inc. | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $7.00K | 0.00% | +3+12.5% | Added |
| Allworth Financial LP | 30 | $8.00K | 0.00% | −33−52.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $8.00K | 0.00% | −1−3.1% | Reduced |
| Pittenger & Anderson Inc | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $8.00K | 0.00% | −1−3.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $8.00K | 0.00% | +26+520.0% | Added |
| Earnest Partners LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $9.00K | 0.00% | +4+13.8% | Added |
| Arlington Partners LLC | 36 | $10.0K | 0.00% | −23−39.0% | Reduced |
| Smithfield Trust Co | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $10.0K | 0.00% | +9+31.0% | Added |
| MCF Advisors LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 43 | $12.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 46 | $12.4K | 0.00% | +46 | New |
| Goodman Advisory Group, LLC | 49 | $13.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $13.0K | 0.01% | +14+40.0% | Added |
| Riverview Trust Co | 52 | $14.0K | 0.01% | −33−38.8% | Reduced |
| Meeder Asset Management Inc | 50 | $14.0K | 0.00% | +2+4.2% | Added |
| Carolinas Wealth Consulting LLC | 52 | $14.0K | 0.00% | +52 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 58 | $16.0K | 0.00% | +52+866.7% | Added |
| Gordian Capital Singapore Pte Ltd | 51 | $16.0K | 0.02% | +50+5,000.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 60 | $16.2K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 68 | $18.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $18.8K | 0.00% | +3+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 72 | $19.0K | 0.00% | +6+9.1% | Added |
| Sandy Spring Bank | 70 | $19.0K | 0.00% | +20+40.0% | Added |
| Anchor Investment Management, LLC | 75 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $22.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $22.0K | 0.01% | +60+300.0% | Added |
| Brown Brothers Harriman & Co | 87 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 98 | $26.0K | 0.00% | +39+66.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $27.0K | 0.00% | −300−75.0% | Reduced |
| Compagnie Lombard Odier SCmA | 100 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 108 | $29.2K | 0.02% | −3−2.7% | Reduced |
| Quadrant Capital Group LLC | 127 | $34.0K | 0.00% | −132−51.0% | Reduced |
| Baillie Gifford & Co | 126 | $34.0K | 0.00% | −5−3.8% | Reduced |
| KB Financial Partners, LLC | 137 | $37.0K | 0.01% | −20−12.7% | Reduced |