| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $0 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $129 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 12 | $778 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| MCF Advisors LLC | 13 | $1.00K | 0.00% | +13 | New |
| Global Retirement Partners, LLC | 11 | $1.00K | 0.00% | +11 | New |
| JJJ Advisors Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Karlinski Andrew C | 35 | $2.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 43 | $3.00K | 0.00% | −110−71.9% | Reduced |
| Lenox Wealth Advisors, LLC | 41 | $3.00K | 0.00% | −21−33.9% | Reduced |
| AdvisorNet Financial, Inc | 47 | $3.00K | 0.00% | +5+11.9% | Added |
| Financial Management Professionals, Inc. | 47 | $3.00K | 0.00% | +8+20.5% | Added |
| Cedar Mountain Advisors, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 44 | $3.00K | 0.00% | +11+33.3% | Added |
| Sutton Wealth Advisors Inc. | 61 | $3.95K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 57 | $4.00K | 0.00% | +57 | New |
| Proequities, Inc. | 73 | $5.00K | 0.00% | −45−38.1% | Reduced |
| Salem Investment Counselors Inc | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 73 | $5.00K | 0.00% | +59+421.4% | Added |
| IndexIQ Advisors LLC | 71 | $5.00K | 0.00% | +71 | New |
| Clear Street Markets LLC | 81 | $5.00K | 0.00% | +81 | New |
| Cordant, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Earnest Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $7.05K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $8.00K | 0.00% | −3−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 132 | $9.00K | 0.00% | +80+153.8% | Added |
| Zions Bancorporation, N.A. | 151 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 155 | $10.0K | 0.00% | +11+7.6% | Added |
| TCWP LLC | 189 | $12.0K | 0.00% | +189 | New |
| Kings Point Capital Management | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 206 | $13.0K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 202 | $13.0K | 0.00% | +202 | New |
| Tyler-Stone Wealth Management | 218 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 223 | $14.0K | 0.00% | +19+9.3% | Added |
| Parkside Financial Bank & Trust | 214 | $14.0K | 0.00% | +19+9.7% | Added |
| Heritage Wealth Advisors | 229 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 230 | $15.0K | 0.00% | +104+82.5% | Added |
| TCI Wealth Advisors, Inc. | 252 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 263 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 348 | $23.0K | 0.00% | −234−40.2% | Reduced |
| IMA Wealth, Inc. | 375 | $24.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 375 | $24.0K | 0.00% | +375 | New |
| North Star Investment Management Corp. | 390 | $25.0K | 0.00% | −60−13.3% | Reduced |
| EverSource Wealth Advisors, LLC | 392 | $25.0K | 0.01% | +90+29.8% | Added |
| Loomis Sayles & Co L P | 394 | $26.0K | 0.00% | −192−32.8% | Reduced |
| Focused Wealth Management, Inc | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 420 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 427 | $28.0K | 0.00% | +157+58.1% | Added |
| Allworth Financial LP | 466 | $30.0K | 0.00% | +466 | New |
| Tortoise Investment Management, LLC | 476 | $31.0K | 0.01% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 492 | $32.0K | 0.02% | 00.0% | Unchanged |
| Capital Management Associates | 500 | $32.0K | 0.03% | +500 | New |
| TD Private Client Wealth LLC | 508 | $32.9K | 0.00% | +17+3.5% | Added |
| Cambridge Trust Co | 600 | $39.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 643 | $42.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 666 | $43.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 673 | $44.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 708 | $46.0K | 0.00% | +456+181.0% | Added |
| American Portfolios Advisors | 746 | $48.4K | 0.00% | +189+33.9% | Added |
| Clean Yield Group | 763 | $49.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 767 | $49.0K | 0.00% | +767 | New |
| First Horizon Advisors, Inc. | 826 | $53.0K | 0.00% | −264−24.2% | Reduced |
| FourThought Financial, LLC | 829 | $54.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 852 | $55.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 882 | $57.0K | 0.00% | +196+28.6% | Added |
| Caldwell Trust Co | 900 | $58.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 947 | $61.0K | 0.01% | −2,514−72.6% | Reduced |
| Level Financial Advisors, Inc. | 1,000 | $65.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,017 | $66.0K | 0.04% | +62+6.5% | Added |
| High Net Worth Advisory Group LLC | 1,036 | $67.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,042 | $68.0K | 0.03% | −601−36.6% | Reduced |