| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 21 | $0 | 0.00% | +21 | New |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $164 | 0.00% | – | New |
| Manchester Capital Management LLC | 9 | $1.00K | 0.00% | −26−74.3% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | +7 | New |
| PSI Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Berman Capital Advisors, LLC | 36 | $5.00K | 0.00% | +5+16.1% | Added |
| Heritage Wealth Advisors | 35 | $5.74K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $6.00K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 43 | $7.00K | 0.00% | +33+330.0% | Added |
| Loomis Sayles & Co L P | 55 | $9.00K | 0.00% | +55 | New |
| MUFG Americas Holdings Corp | 53 | $9.00K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 54 | $9.00K | 0.00% | +54 | New |
| HHM Wealth Advisors, LLC | 63 | $10.0K | 0.00% | −226−78.2% | Reduced |
| Private Capital Group, LLC | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $12.0K | 0.00% | −75−50.0% | Reduced |
| Delta Asset Management LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 74 | $12.0K | 0.00% | +11+17.5% | Added |
| Vigilant Capital Management, LLC | 72 | $12.0K | 0.00% | +72 | New |
| Canada Pension Plan Investment Board | 80 | $13.0K | 0.00% | −6,862−98.8% | Reduced |
| Versant Capital Management, Inc | 83 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 96 | $15.0K | 0.00% | −32−25.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $16.0K | 0.00% | +6+6.5% | Added |
| Group One Trading, L.P. | 100 | $16.0K | 0.00% | +100 | New |
| Huntington National Bank | 111 | $18.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 107 | $18.0K | 0.01% | +92+613.3% | Added |
| Harding Loevner LP | 115 | $19.0K | 0.00% | +115 | New |
| Kings Point Capital Management | 116 | $19.0K | 0.00% | +116 | New |
| JNBA Financial Advisors | 113 | $19.0K | 0.00% | +113 | New |
| Arrow Financial Corp | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 147 | $24.0K | 0.00% | +147 | New |
| Patriot Financial Group Insurance Agency, LLC | 155 | $25.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 174 | $28.0K | 0.01% | +10+6.1% | Added |
| CX Institutional | 168 | $28.0K | 0.00% | +7+4.3% | Added |
| Gemmer Asset Management LLC | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 192 | $31.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 194 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 205 | $34.0K | 0.00% | +24+13.3% | Added |
| Glassman Wealth Services | 209 | $34.0K | 0.01% | +197+1,641.7% | Added |
| Caldwell Trust Co | 213 | $34.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 213 | $35.0K | 0.00% | +213 | New |
| Anchor Investment Management, LLC | 215 | $35.3K | 0.00% | +60+38.7% | Added |
| Creative Financial Designs Inc | 219 | $36.0K | 0.01% | +100+84.0% | Added |
| Duncker Streett & Co Inc | 227 | $37.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $41.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 252 | $41.0K | 0.03% | +45+21.7% | Added |
| Column Capital Advisors, LLC | 254 | $42.0K | 0.01% | −23−8.3% | Reduced |
| Tobam | 260 | $43.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 273 | $44.0K | 0.00% | +26+10.5% | Added |
| TFC Financial Management | 281 | $46.0K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 288 | $47.0K | 0.00% | +288 | New |
| Riverview Trust Co | 292 | $48.0K | 0.05% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 291 | $48.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 317 | $52.0K | 0.01% | +317 | New |
| Brewin Dolphin Ltd | 373 | $61.2K | 0.00% | +73+24.3% | Added |
| Koshinski Asset Management, Inc. | 391 | $64.1K | 0.01% | +391 | New |
| Graves-Light Private Wealth Management, Inc. | 395 | $65.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 396 | $65.0K | 0.03% | +22+5.9% | Added |