| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 83,537 | $0 | 0.00% | +83,537 | New |
| Archer Investment Corp | 2 | $792 | 0.00% | −134−98.5% | Reduced |
| Raffa Wealth Management, LLC | 2 | $971 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $971 | 0.00% | +1+100.0% | Added |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −3,283−99.9% | Reduced |
| Schubert & Co | 2 | $1.00K | 0.00% | −3−60.0% | Reduced |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Private Ocean, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Lee Financial Co | 7 | $3.00K | 0.00% | −23−76.7% | Reduced |
| Allworth Financial LP | 6 | $3.00K | 0.00% | −23−79.3% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $3.00K | 0.00% | −5−45.5% | Reduced |
| Davidson Capital Management Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $3.00K | 0.00% | +2+50.0% | Added |
| Northwest Investment Counselors, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Investors Research Corp | 7 | $3.00K | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 8 | $4.00K | 0.00% | +5+166.7% | Added |
| GW&K Investment Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 9 | $4.37K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $5.00K | 0.00% | −3−23.1% | Reduced |
| Retirement Group, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $5.00K | 0.00% | +9+900.0% | Added |
| Country Trust Bank | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $6.00K | 0.00% | +7+116.7% | Added |
| West Paces Advisors Inc. | 13 | $6.31K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 15 | $7.00K | 0.01% | −73−83.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $8.81K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 19 | $9.00K | 0.00% | +19 | New |
| Macroview Investment Management LLC | 18 | $9.00K | 0.01% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $10.0K | 0.00% | +21 | New |
| Tradition Wealth Management, LLC | 20 | $10.0K | 0.00% | +20 | New |
| Financial Perspectives, Inc | 24 | $11.7K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 27 | $13.0K | 0.00% | +2+8.0% | Added |
| MV Capital Management, Inc. | 26 | $13.0K | 0.00% | +10+62.5% | Added |
| Logan Capital Management Inc | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 31 | $15.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 32 | $16.0K | 0.00% | +1+3.2% | Added |
| Cambridge Trust Co | 34 | $17.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 39 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 39 | $19.0K | 0.00% | +7+21.9% | Added |
| CVA Family Office, LLC | 40 | $19.0K | 0.00% | +15+60.0% | Added |
| HM Payson & Co | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $20.0K | 0.00% | +3+7.9% | Added |
| Massmutual Trust Co FSB | 42 | $20.0K | 0.00% | +33+366.7% | Added |
| Money Concepts Capital Corp | 42 | $20.0K | 0.00% | +42 | New |
| Roble, Belko & Company, Inc | 43 | $21.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $21.0K | 0.00% | +9+26.5% | Added |
| Fortitude Advisory Group L.L.C. | 45 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $22.0K | 0.01% | +15+50.0% | Added |
| Riverview Trust Co | 47 | $23.0K | 0.02% | +47 | New |
| BerganKDV Wealth Management, LLC | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 52 | $25.0K | 0.00% | +23+79.3% | Added |
| Geneos Wealth Management Inc. | 55 | $26.0K | 0.00% | −3−5.2% | Reduced |
| FinTrust Capital Advisors, LLC | 54 | $26.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 55 | $27.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 56 | $27.0K | 0.00% | +56 | New |
| Baillie Gifford & Co | 63 | $31.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 65 | $32.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 67 | $33.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 73 | $35.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 72 | $35.0K | 0.01% | +72 | New |
| First Horizon Advisors, Inc. | 74 | $36.0K | 0.00% | −50−40.3% | Reduced |
| Farmers & Merchants Investments Inc | 84 | $41.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 93 | $45.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 246 | $48.0K | 0.00% | +223+969.6% | Added |
| Kozak & Associates, Inc. | 120 | $49.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 109 | $53.0K | 0.00% | −30−21.6% | Reduced |
| Concord Wealth Partners | 117 | $57.0K | 0.01% | +16+15.8% | Added |
| Brown Brothers Harriman & Co | 117 | $57.0K | 0.00% | +117 | New |
| Norway Savings Bank | 120 | $58.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 134 | $62.1K | 0.00% | −80−37.4% | Reduced |
| EverSource Wealth Advisors, LLC | 135 | $66.0K | 0.02% | −6−4.3% | Reduced |
| JJJ Advisors Inc. | 146 | $71.0K | 0.02% | +61+71.8% | Added |
| NVWM, LLC | 150 | $73.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 161 | $78.0K | 0.10% | +161 | New |
| Canada Pension Plan Investment Board | 189 | $92.0K | 0.00% | −6,046−97.0% | Reduced |
| NN Investment Partners Holdings N.V. | 200 | $97.0K | 0.00% | +200 | New |
| Smithfield Trust Co | 201 | $98.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 213 | $103.0K | 0.00% | +213 | New |
| Covestor Ltd | 213 | $104.0K | 0.07% | +111+108.8% | Added |
| Ci Investments Inc. | 234 | $114.0K | 0.00% | −820−77.8% | Reduced |
| Johnson Financial Group, Inc. | 234 | $114.0K | 0.01% | −48−17.0% | Reduced |