| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Arcadia Investment Advisors LLC | 1 | $352 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −2,788−99.9% | Reduced |
| Bellevue Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Washington Trust Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 16 | $6.00K | 0.00% | +16 | New |
| Prestige Wealth Management Group LLC | 20 | $7.00K | 0.00% | −9−31.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Carolina Wealth Advisors, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Liberty Wealth Management LLC | 22 | $8.00K | 0.00% | +22 | New |
| Ossiam | 26 | $9.00K | 0.00% | −2,623−99.0% | Reduced |
| Solstein Capital, LLC | 26 | $9.00K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 27 | $9.00K | 0.00% | +5+22.7% | Added |
| Private Capital Group, LLC | 26 | $9.00K | 0.00% | +4+18.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29 | $10.0K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 31 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 30 | $11.0K | 0.00% | +10+50.0% | Added |
| Farmers & Merchants Investments Inc | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 35 | $12.3K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 40 | $14.0K | 0.01% | +40 | New |
| Whittier Trust Co of Nevada Inc | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 47 | $17.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $18.0K | 0.00% | +3+6.1% | Added |
| Whittier Trust Co | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $19.0K | 0.01% | +1+1.9% | Added |
| Jacobi Capital Management LLC | 55 | $19.0K | 0.00% | +13+31.0% | Added |
| Arkadios Wealth Advisors | 55 | $19.0K | 0.00% | +55 | New |
| GPS Wealth Strategies Group, LLC | 58 | $20.0K | 0.01% | +58 | New |
| Caldwell Trust Co | 65 | $22.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 64 | $23.0K | 0.00% | −23−26.4% | Reduced |
| Pflug Koory, LLC | 65 | $23.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 65 | $23.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 65 | $23.0K | 0.01% | +65 | New |
| Raffa Wealth Management, LLC | 69 | $24.3K | 0.01% | −31−31.0% | Reduced |
| Better Money Decisions, LLC | 70 | $25.0K | 0.02% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 69 | $25.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 75 | $26.0K | 0.00% | +29+63.0% | Added |
| CVA Family Office, LLC | 75 | $26.0K | 0.01% | +30+66.7% | Added |
| Newbridge Financial Services Group, Inc. | 79 | $28.0K | 0.02% | +65+464.3% | Added |
| Estabrook Capital Management | 82 | $28.8K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 86 | $30.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 89 | $31.0K | 0.01% | −35−28.2% | Reduced |
| Quadrant Capital Group LLC | 90 | $32.0K | 0.00% | −4−4.3% | Reduced |
| Sutton Wealth Advisors Inc. | 94 | $33.1K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 95 | $34.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $35.0K | 0.00% | −18−15.3% | Reduced |
| Versant Capital Management, Inc | 99 | $35.0K | 0.01% | −6−5.7% | Reduced |
| FinTrust Capital Advisors, LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $35.0K | 0.02% | +50+100.0% | Added |
| Sargent Bickham Lagudis LLC | 104 | $37.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 113 | $40.0K | 0.00% | +14+14.1% | Added |
| Harbor Investment Advisory, LLC | 118 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 120 | $42.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 120 | $42.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 129 | $45.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 136 | $48.0K | 0.01% | +2+1.5% | Added |
| BBVA USA | 140 | $49.0K | 0.00% | +140 | New |
| KB Financial Partners, LLC | 142 | $50.0K | 0.02% | −16−10.1% | Reduced |
| Gemmer Asset Management LLC | 145 | $51.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 150 | $53.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 147 | $55.0K | 0.04% | +147 | New |
| Castleview Partners, LLC | 163 | $57.0K | 0.02% | +163 | New |
| Endurance Wealth Management, Inc. | 175 | $61.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 173 | $61.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $61.6K | 0.02% | +50+40.0% | Added |
| Centerpoint Advisors, LLC | 175 | $62.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 190 | $67.0K | 0.00% | 00.0% | Unchanged |