| TD Private Client Wealth LLC | 3 | $814 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $814 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2 | $1.00K | 0.00% | +2 | New |
| Zions Bancorporation, N.A. | 2 | $1.00K | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cypress Point Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| CX Institutional | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Carroll Financial Associates, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $4.00K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $5.00K | 0.00% | +5+33.3% | Added |
| Vigilant Capital Management, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Syverson Strege & Co | 17 | $5.00K | 0.00% | +17 | New |
| Kowal Investment Group, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Howe & Rusling Inc | 21 | $6.00K | 0.00% | +3+16.7% | Added |
| Meeder Asset Management Inc | 22 | $6.00K | 0.00% | +6+37.5% | Added |
| Country Trust Bank | 21 | $6.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 21 | $6.00K | 0.00% | +21 | New |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $7.00K | 0.00% | +25 | New |
| Cahill Financial Advisors Inc | 31 | $8.00K | 0.00% | +31 | New |
| Global Retirement Partners, LLC | 34 | $9.00K | 0.00% | +13+61.9% | Added |
| Gemmer Asset Management LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 38 | $10.0K | 0.00% | +38 | New |
| Smithfield Trust Co | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 42 | $11.0K | 0.00% | +8+23.5% | Added |
| Harbour Investments, Inc. | 53 | $14.0K | 0.00% | −31−36.9% | Reduced |
| Community Bank, N.A. | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 63 | $17.0K | 0.00% | −14−18.2% | Reduced |
| Lindbrook Capital, LLC | 67 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 74 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 74 | $20.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 75 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 103 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $28.0K | 0.01% | +14+15.4% | Added |
| Proequities, Inc. | 110 | $30.0K | 0.00% | −12−9.8% | Reduced |
| Creative Financial Designs Inc | 123 | $33.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 125 | $34.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 134 | $36.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 143 | $39.0K | 0.01% | +143 | New |
| Private Capital Group, LLC | 146 | $40.0K | 0.01% | +2+1.4% | Added |
| Harbor Investment Advisory, LLC | 150 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 163 | $44.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 169 | $46.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 175 | $47.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 177 | $48.0K | 0.02% | +177 | New |
| NEXT Financial Group, Inc | 200 | $54.0K | 0.00% | −41−17.0% | Reduced |
| Tobam | 201 | $55.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 208 | $56.0K | 0.00% | +20+10.6% | Added |
| Fifth Third Bancorp | 229 | $62.0K | 0.00% | +72+45.9% | Added |
| Hexagon Capital Partners LLC | 232 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 240 | $65.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 273 | $73.0K | 0.00% | +33+13.8% | Added |
| Berman Capital Advisors, LLC | 313 | $84.0K | 0.01% | +101+47.6% | Added |
| Quadrant Capital Group LLC | 333 | $90.0K | 0.01% | +18+5.7% | Added |
| Archer Investment Corp | 349 | $94.7K | 0.04% | +60+20.8% | Added |
| Gradient Investments LLC | 350 | $95.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 366 | $99.0K | 0.00% | +180+96.8% | Added |
| Harvest Fund Management Co., Ltd | 385 | $104.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $109.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 400 | $109.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 400 | $109.0K | 0.07% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 485 | $132.0K | 0.08% | +127+35.5% | Added |
| State of Wyoming | 489 | $133.0K | 0.09% | −342−41.2% | Reduced |
| Koshinski Asset Management, Inc. | 504 | $136.7K | 0.01% | +504 | New |
| DuPont Capital Management Corp | 561 | $152.0K | 0.00% | +350+165.9% | Added |
| CenterStar Asset Management, LLC | – | $157.0K | 0.12% | – | New |
| Fieldpoint Private Securities, LLC | 677 | $184.0K | 0.04% | +13+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 690 | $187.0K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 740 | $201.0K | 0.03% | 00.0% | Unchanged |
| Veriti Management LLC | 744 | $202.0K | 0.03% | +744 | New |
| Aristides Capital LLC | 777 | $211.0K | 0.16% | +777 | New |
| JGP Global Gestao de Recursos Ltda. | 793 | $215.0K | 0.08% | +793 | New |
| Meiji Yasuda Asset Management Co Ltd. | 806 | $219.0K | 0.02% | −225−21.8% | Reduced |
| AdvisorNet Financial, Inc | 831 | $225.0K | 0.02% | +18+2.2% | Added |
| Coldstream Capital Management Inc | 1,242 | $228.0K | 0.01% | +7+0.6% | Added |
| First Bank & Trust | 844 | $229.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 838 | $230.0K | 0.00% | −238−22.1% | Reduced |
| Private Management Group Inc | 856 | $232.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 862 | $234.0K | 0.00% | +231+36.6% | Added |
| Jackson Creek Investment Advisors LLC | 871 | $236.0K | 0.09% | −34−3.8% | Reduced |
| Wealthcare Advisory Partners LLC | 870 | $236.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 900 | $244.0K | 0.02% | −300−25.0% | Reduced |
| Intersect Capital LLC | 933 | $253.0K | 0.04% | +933 | New |