| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | −111−91.7% | Reduced |
| C M Bidwell & Associates Ltd | 10 | $1.00K | 0.00% | +10 | New |
| CenterStar Asset Management, LLC | – | $1.00K | 0.00% | – | New |
| Sound Income Strategies, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Wolverine Asset Management LLC | 46 | $2.00K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 40 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 135,453 | $2.43K | 0.09% | +133,041+5,515.8% | Added |
| Aua Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Winch Advisory Services, LLC | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| Brown Brothers Harriman & Co | 78 | $4.00K | 0.00% | +66+550.0% | Added |
| Cutler Group LP | 90 | $5.00K | 0.00% | −2,323−96.3% | Reduced |
| Resources Management Corp | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 88 | $5.00K | 0.00% | −6−6.4% | Reduced |
| Financial Perspectives, Inc | 92 | $5.13K | 0.00% | −4,891−98.2% | Reduced |
| Creative Financial Designs Inc | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 120 | $6.69K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 130 | $7.00K | 0.00% | +54+71.1% | Added |
| Cypress Capital Management LLC (WY) | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 135 | $8.00K | 0.00% | +64+90.1% | Added |
| Toth Financial Advisory Corp | 148 | $8.00K | 0.00% | +148 | New |
| HWG Holdings LP | 137 | $8.00K | 0.00% | +137 | New |
| Versant Capital Management, Inc | 163 | $9.00K | 0.00% | −83−33.7% | Reduced |
| Pinnacle Bancorp, Inc. | 160 | $9.00K | 0.00% | −32−16.7% | Reduced |
| National Pension Service | 165 | $9.00K | 0.00% | +21+14.6% | Added |
| Wealth Quarterback LLC | 161 | $9.00K | 0.01% | +161 | New |
| Lindbrook Capital, LLC | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 194 | $11.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 208 | $12.0K | 0.01% | +208 | New |
| PEAK6 Investments LLC | 226 | $13.0K | 0.00% | +226 | New |
| Central Bank & Trust Co | 257 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 247 | $14.0K | 0.00% | +16+6.9% | Added |
| Enterprise Financial Services Corp | 277 | $15.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 273 | $15.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 265 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 273 | $15.0K | 0.00% | +182+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 286 | $15.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 287 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 286 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 280 | $16.0K | 0.00% | +280 | New |
| Glen Eagle Advisors, LLC | 303 | $16.9K | 0.01% | −52−14.6% | Reduced |
| First Horizon Advisors, Inc. | 300 | $17.0K | 0.00% | +300 | New |
| Earnest Partners LLC | 326 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 332 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $19.0K | 0.00% | +1+0.3% | Added |
| Vectors Research Management, LLC | 334 | $19.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 352 | $20.0K | 0.00% | +352 | New |
| City Holding Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 392 | $22.0K | 0.02% | +3+0.8% | Added |
| Parkside Financial Bank & Trust | 386 | $22.0K | 0.01% | +72+22.9% | Added |
| Whittier Trust Co | 411 | $23.0K | 0.00% | −1,589−79.5% | Reduced |
| Harbor Investment Advisory, LLC | 420 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 418 | $23.0K | 0.00% | +93+28.6% | Added |
| Canada Pension Plan Investment Board | 440 | $25.0K | 0.00% | −6,202−93.4% | Reduced |
| Highlander Capital Management, LLC | 456 | $25.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 456 | $25.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 440 | $25.0K | 0.00% | +440 | New |
| Dark Forest Capital Management LP | 469 | $26.0K | 0.01% | +469 | New |
| Caldwell Trust Co | 500 | $27.9K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $27.9K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 502 | $28.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 458 | $28.0K | 0.02% | +458 | New |
| Charter Oak Capital Management, LLC | 545 | $30.0K | 0.00% | −95−14.8% | Reduced |
| Financial Management Professionals, Inc. | 546 | $30.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 554 | $31.0K | 0.00% | −103−15.7% | Reduced |
| SOA Wealth Advisors, LLC. | 591 | $32.0K | 0.01% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 572 | $32.0K | 0.03% | +4+0.7% | Added |
| Central Trust Co | 600 | $33.0K | 0.00% | −514−46.1% | Reduced |
| Glassman Wealth Services | 606 | $34.0K | 0.01% | +24+4.1% | Added |
| Personal Wealth Partners | 624 | $35.0K | 0.01% | +624 | New |
| Newbridge Financial Services Group, Inc. | 650 | $36.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 651 | $36.0K | 0.00% | +651 | New |
| Selective Wealth Management, Inc. | 650 | $36.0K | 0.03% | +650 | New |
| Steward Partners Investment Advisory, LLC | 686 | $38.0K | 0.00% | +86+14.3% | Added |
| Gables Capital Management Inc. | 710 | $40.0K | 0.03% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 760 | $42.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 750 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 789 | $44.0K | 0.00% | +267+51.1% | Added |
| Ten Capital Wealth Advisors, LLC | 802 | $45.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 800 | $45.0K | 0.02% | +373+87.4% | Added |
| America First Investment Advisors, LLC | 883 | $49.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 909 | $51.0K | 0.01% | +29+3.3% | Added |
| Washington Trust Co | 928 | $51.0K | 0.00% | +328+54.7% | Added |
| Isthmus Partners, LLC | 950 | $53.0K | 0.01% | +950 | New |
| Jacobi Capital Management LLC | 975 | $54.0K | 0.01% | −179−15.5% | Reduced |
| TCI Wealth Advisors, Inc. | 969 | $54.0K | 0.01% | 00.0% | Unchanged |