| Harbour Investments, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $91 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $91 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $160 | 0.00% | +2 | New |
| Bokf, NA | 2 | $167 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $274 | 0.00% | −111−97.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $410 | 0.00% | +5 | New |
| Gradient Investments LLC | 6 | $548 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $548 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $639 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $639 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 9 | $822 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 9 | $822 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 9 | $822 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 10 | $913 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Salomon & Ludwin, LLC | 12 | $1.10K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 17 | $1.55K | 0.00% | +8+88.9% | Added |
| Farther Finance Advisors, LLC | 18 | $1.64K | 0.00% | +9+100.0% | Added |
| Colonial Trust Co | 19 | $1.70K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $2.19K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 25 | $2.28K | 0.00% | +6+31.6% | Added |
| Proequities, Inc. | 26 | $2.37K | 0.00% | −29−52.7% | Reduced |
| Flaharty Asset Management, LLC | 27 | $2.47K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 28 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 28 | $2.56K | 0.00% | +5+21.7% | Added |
| Raffa Wealth Management, LLC | 29 | $2.65K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $3.10K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $3.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 41 | $3.75K | 0.00% | +14+51.9% | Added |
| Venturi Wealth Management, LLC | 41 | $3.75K | 0.00% | +41 | New |
| Earnest Partners LLC | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.57K | 0.00% | +50 | New |
| IFP Advisors, Inc | 52 | $4.75K | 0.00% | −17−24.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 54 | $4.93K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 63 | $5.00K | 0.00% | +63 | New |
| Steward Financial Group LLC | 56 | $5.00K | 0.00% | +56 | New |
| Zions Bancorporation, N.A. | 57 | $5.21K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $5.39K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $5.84K | 0.00% | −21−24.7% | Reduced |
| Parkside Financial Bank & Trust | 68 | $6.21K | 0.00% | +18+36.0% | Added |
| Pinnacle Bancorp, Inc. | 71 | $6.48K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $7.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $8.04K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 89 | $8.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $8.86K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 111 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 103 | $9.40K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 122 | $10.0K | 0.00% | −58−32.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $10.0K | 0.00% | +110 | New |
| Steward Partners Investment Advisory, LLC | 111 | $10.1K | 0.00% | +17+18.1% | Added |
| Washington Trust Advisors, Inc. | 113 | $10.3K | 0.00% | +83+276.7% | Added |
| Coastal Investment Advisors, Inc. | 129 | $10.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 115 | $10.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 127 | $11.6K | 0.00% | +98+337.9% | Added |
| Capital Advisors, Ltd. LLC | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $12.1K | 0.00% | +13+10.8% | Added |
| Carmel Capital Partners, LLC | 146 | $13.3K | 0.01% | +146 | New |
| Private Management Group Inc | 154 | $14.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 161 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 177 | $16.0K | 0.00% | +14+8.6% | Added |
| Caldwell Sutter Capital, Inc. | 179 | $16.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 185 | $16.9K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 186 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 187 | $17.1K | 0.00% | −5,507−96.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $18.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 223 | $20.4K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 224 | $20.5K | 0.00% | −149,599−99.9% | Reduced |
| Quadrant Capital Group LLC | 265 | $24.2K | 0.00% | −3−1.1% | Reduced |
| Crewe Advisors LLC | 277 | $25.3K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 297 | $25.6K | 0.00% | +297 | New |
| Huntington National Bank | 302 | $27.6K | 0.00% | +63+26.4% | Added |
| Baldwin Brothers Inc | 309 | $28.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 344 | $31.4K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 360 | $32.9K | 0.01% | +360 | New |
| M&R Capital Management Inc | 402 | $36.7K | 0.01% | −12−2.9% | Reduced |
| Strengthening Families & Communities, LLC | 433 | $40.0K | 0.02% | +42+10.7% | Added |
| Federation des caisses Desjardins du Quebec | 497 | $45.4K | 0.00% | +100+25.2% | Added |
| Princeton Global Asset Management LLC | 545 | $49.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 547 | $50.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 557 | $50.9K | 0.01% | −58−9.4% | Reduced |
| Westpac Banking Corp | 583 | $53.2K | 0.00% | −46,524−98.8% | Reduced |
| Milestone Investment Advisors LLC | 619 | $56.5K | 0.02% | +619 | New |
| Key Financial Inc | 623 | $56.9K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 625 | $57.1K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 686 | $58.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 689 | $62.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 704 | $64.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 771 | $70.4K | 0.00% | +9+1.2% | Added |