| Kelly Financial Services LLC | 63,787 | $101 | 0.00% | +63,771+398,568.8% | Added |
| WestEnd Advisors, LLC | – | $631 | 0.00% | – | New |
| Crewe Advisors LLC | 1 | $1.00K | 0.00% | −11−91.7% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3 | $1.00K | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $2.00K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $3.00K | 0.00% | −87−95.6% | Reduced |
| ClariVest Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $3.00K | 0.00% | +5 | New |
| Selective Wealth Management, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Logan Capital Management Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Bedel Financial Consulting, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | +2+33.3% | Added |
| HighMark Wealth Management LLC | 10 | $6.00K | 0.00% | −5−33.3% | Reduced |
| Evolution Wealth Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $6.32K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Aspire Private Capital, LLC | 14 | $9.00K | 0.00% | +1+7.7% | Added |
| Red Door Wealth Management, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Atlas Private Wealth Advisors | 15 | $9.00K | 0.00% | +15 | New |
| Hexavest Inc. | 16 | $10.0K | 0.00% | −1,870−99.2% | Reduced |
| Resolute Partners Group | 16 | $10.0K | 0.00% | +16 | New |
| Thompson Siegel & Walmsley LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $11.0K | 0.00% | +14+466.7% | Added |
| IMA Wealth, Inc. | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 19 | $12.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $12.0K | 0.00% | +14+350.0% | Added |
| Sandy Spring Bank | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 20 | $13.0K | 0.00% | +1+5.3% | Added |
| Optiver Holding B.V. | 21 | $13.0K | 0.00% | +21 | New |
| JJJ Advisors Inc. | 22 | $14.0K | 0.01% | −1−4.3% | Reduced |
| Laurel Wealth Advisors LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $15.0K | 0.01% | −12−34.3% | Reduced |
| Tarbox Family Office, Inc. | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 40 | $16.0K | 0.00% | −15−27.3% | Reduced |
| Tradition Wealth Management, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $16.0K | 0.03% | +25 | New |
| BDO Wealth Advisors, LLC | 27 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $17.0K | 0.00% | +3+12.0% | Added |
| Evoke Wealth, LLC | 27 | $17.0K | 0.00% | +11+68.8% | Added |
| FormulaFolio Investments, LLC | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 29 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 30 | $19.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $19.0K | 0.00% | +21+233.3% | Added |
| West Oak Capital, LLC | 35 | $22.0K | 0.01% | −15−30.0% | Reduced |
| Standard Family Office LLC | 35 | $22.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $25.0K | 0.00% | −97−71.3% | Reduced |
| Fieldpoint Private Securities, LLC | 40 | $27.0K | 0.01% | −27−40.3% | Reduced |
| Lindbrook Capital, LLC | 42 | $27.0K | 0.01% | −10−19.2% | Reduced |
| Parisi Gray Wealth Management | 42 | $27.0K | 0.01% | +42 | New |
| Farmers & Merchants Investments Inc | 44 | $28.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 45 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 48 | $30.0K | 0.02% | −59−55.1% | Reduced |
| Wagner Wealth Management, LLC | 47 | $30.0K | 0.02% | −12−20.3% | Reduced |
| Earnest Partners LLC | 47 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 50 | $32.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $32.0K | 0.02% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 50 | $32.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 52 | $33.0K | 0.00% | +1+2.0% | Added |
| Enterprise Financial Services Corp | 54 | $34.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 55 | $34.7K | 0.00% | +10+22.2% | Added |
| Islay Capital Management, LLC | 60 | $38.0K | 0.03% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 60 | $38.0K | 0.01% | +10+20.0% | Added |
| Jones Financial Companies LLLP | 68 | $43.0K | 0.00% | −8−10.5% | Reduced |
| Harding Loevner LP | 70 | $44.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 71 | $45.0K | 0.01% | +18+34.0% | Added |
| Newfound Research LLC | 74 | $47.0K | 0.09% | +74 | New |
| Wolverine Asset Management LLC | 80 | $50.0K | 0.00% | +80 | New |
| Heritage Wealth Advisors | 80 | $50.5K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 82 | $52.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 85 | $53.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $54.0K | 0.00% | +5+6.4% | Added |
| PNC Managed Account Solutions, Inc. | 85 | $54.0K | 0.01% | +85 | New |
| HHM Wealth Advisors, LLC | 91 | $57.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 91 | $58.0K | 0.00% | +58+175.8% | Added |
| Whittier Trust Co of Nevada Inc | 95 | $60.0K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 95 | $60.0K | 0.02% | +95 | New |
| Vectors Research Management, LLC | 96 | $61.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $63.0K | 0.03% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 100 | $63.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $63.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $63.0K | 0.04% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 100 | $63.0K | 0.04% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $63.0K | 0.00% | +100 | New |
| Knuff & Co LLC | 100 | $63.0K | 0.02% | +100 | New |
| Parkside Financial Bank & Trust | 110 | $69.0K | 0.02% | +6+5.8% | Added |