| Albion Financial Group | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1 | $1.00K | 0.00% | −1−50.0% | Reduced |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Castleview Partners, LLC | 2 | $2.00K | 0.00% | −25,617−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $2.00K | 0.00% | −9−81.8% | Reduced |
| Tompkins Financial Corp | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2 | $2.00K | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Professional Financial Advisors, LLC | 3 | $4.00K | 0.00% | −217−98.6% | Reduced |
| Mizuho Securities Co. Ltd. | 3 | $4.00K | 0.00% | −1−25.0% | Reduced |
| Massmutual Trust Co FSB | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4 | $4.00K | 0.00% | +2+100.0% | Added |
| EverSource Wealth Advisors, LLC | 4 | $5.00K | 0.00% | −1−20.0% | Reduced |
| Cambridge Trust Co | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $5.00K | 0.00% | +4 | New |
| Baystate Wealth Management LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $7.00K | 0.00% | −2−25.0% | Reduced |
| Institutional & Family Asset Management, LLC | 6 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6 | $7.00K | 0.00% | +6 | New |
| Optimum Investment Advisors | 7 | $8.00K | 0.00% | −100−93.5% | Reduced |
| TSFG, LLC | 7 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $8.00K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 7 | $8.00K | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 7 | $8.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $11.0K | 0.01% | +2+28.6% | Added |
| Ogorek Anthony Joseph | 10 | $11.0K | 0.00% | +10 | New |
| Covington Capital Management | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $12.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $12.0K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 11 | $13.0K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 12 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $15.0K | 0.00% | −3−18.8% | Reduced |
| BIT Capital GmbH | 13 | $15.5K | 0.00% | −1−7.1% | Reduced |
| Sandy Spring Bank | 15 | $18.0K | 0.00% | −79−84.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $18.0K | 0.01% | −50−76.9% | Reduced |
| Annapolis Financial Services, LLC | 15 | $18.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $18.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $18.0K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 16 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 23,789 | $20.0K | 0.00% | +23,789 | New |
| Adirondack Trust Co | 18 | $21.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $21.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $21.0K | 0.01% | +1+5.9% | Added |
| Allworth Financial LP | 18 | $21.0K | 0.00% | +5+38.5% | Added |
| Twin Lakes Capital Management, LLC | 18 | $21.0K | 0.01% | +18 | New |
| Dark Forest Capital Management LP | 19 | $22.0K | 0.01% | +19 | New |
| Creative Financial Designs Inc | 19 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 19 | $23.0K | 0.00% | +19 | New |
| James Investment Research Inc | 20 | $24.0K | 0.00% | −7−25.9% | Reduced |
| Pinnacle Financial Partners Inc | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 20 | $24.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 20 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $26.0K | 0.00% | +37 | New |
| Huntington National Bank | 23 | $27.0K | 0.00% | −53−69.7% | Reduced |
| Zions Bancorporation, N.A. | 25 | $30.0K | 0.00% | −26−51.0% | Reduced |
| HHM Wealth Advisors, LLC | 25 | $30.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 22 | $30.0K | 0.00% | +7+46.7% | Added |
| HM Payson & Co | 26 | $31.0K | 0.00% | −39−60.0% | Reduced |
| Howe & Rusling Inc | 26 | $31.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $31.0K | 0.00% | +22+550.0% | Added |
| Prospera Financial Services Inc | 26 | $31.0K | 0.00% | +26 | New |
| San Luis Wealth Advisors LLC | 23 | $31.0K | 0.02% | +23 | New |
| Concord Wealth Partners | 27 | $32.0K | 0.01% | −41−60.3% | Reduced |
| State of Wyoming | 27 | $32.0K | 0.02% | +9+50.0% | Added |
| CVA Family Office, LLC | 27 | $32.0K | 0.01% | +27 | New |
| Bedel Financial Consulting, Inc. | 29 | $34.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 29 | $35.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $36.0K | 0.00% | −1−3.2% | Reduced |
| North Star Investment Management Corp. | 30 | $36.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 30 | $36.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 30 | $36.0K | 0.03% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 30 | $36.0K | 0.01% | +30 | New |
| Corsicana & Co. | 30 | $36.0K | 0.02% | +30 | New |
| Amalgamated Bank | 32 | $38.0K | 0.00% | +32 | New |
| Amalgamated Financial Corp. | 32 | $38.0K | 0.00% | +32 | New |
| Beaird Harris Wealth Management, LLC | 33 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $39.0K | 0.02% | +6+22.2% | Added |
| Lindbrook Capital, LLC | 34 | $40.0K | 0.01% | −23−40.4% | Reduced |
| Wesleyan Assurance Society | 35 | $42.0K | 0.01% | 00.0% | Unchanged |