| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $768 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $768 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −2−50.0% | 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 |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| 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 |
| Jones Financial Companies LLLP | 2 | $1.00K | 0.00% | +2 | New |
| Accel Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| Steward Financial Group LLC | 3 | $1.00K | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 5 | $2.00K | 0.00% | −1−16.7% | Reduced |
| Northwest Investment Counselors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| Schubert & Co | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Lee Financial Co | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $3.07K | 0.00% | +6+300.0% | Added |
| Anchor Investment Management, LLC | 9 | $3.46K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $4.00K | 0.00% | −10−47.6% | Reduced |
| Retirement Group, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $4.00K | 0.00% | +2+25.0% | Added |
| SRS Capital Advisors, Inc. | 13 | $5.00K | 0.00% | +5+62.5% | Added |
| Pinebridge Investments, L.P. | 14 | $5.00K | 0.00% | +14 | New |
| West Paces Advisors Inc. | 14 | $5.38K | 0.00% | +1+7.7% | Added |
| Evoke Wealth, LLC | 16 | $6.00K | 0.00% | +6+60.0% | Added |
| Investors Research Corp | 15 | $6.00K | 0.00% | +8+114.3% | Added |
| Global Financial Private Client, LLC | 19 | $6.93K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 19 | $7.00K | 0.00% | −20−51.3% | Reduced |
| Motco | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 17 | $7.00K | 0.01% | +2+13.3% | Added |
| Tradition Wealth Management, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $8.00K | 0.00% | +21 | New |
| Better Money Decisions, LLC | 21 | $8.00K | 0.01% | +21 | New |
| Macroview Investment Management LLC | 23 | $9.00K | 0.01% | +5+27.8% | Added |
| Financial Perspectives, Inc | 24 | $9.28K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $10.0K | 0.00% | −15−37.5% | Reduced |
| High Net Worth Advisory Group LLC | 25 | $10.0K | 0.00% | +25 | New |
| Logan Capital Management Inc | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $11.0K | 0.00% | +28 | New |
| Front Row Advisors LLC | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $12.0K | 0.00% | +4+15.4% | Added |
| Private Trust Co NA | 36 | $14.0K | 0.00% | +36 | New |
| Money Concepts Capital Corp | 41 | $15.0K | 0.00% | −1−2.4% | Reduced |
| Sierra Capital LLC | 39 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 40 | $15.0K | 0.00% | +40 | New |
| FinTrust Capital Advisors, LLC | 37 | $16.0K | 0.00% | −17−31.5% | Reduced |
| Arlington Partners LLC | 41 | $16.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 42 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $17.0K | 0.00% | +44 | New |
| GW&K Investment Management, LLC | 48 | $18.0K | 0.00% | +39+433.3% | Added |
| BerganKDV Wealth Management, LLC | 50 | $19.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $19.0K | 0.00% | +7+16.7% | Added |
| Crewe Advisors LLC | 49 | $19.0K | 0.00% | +49 | New |
| Geneos Wealth Management Inc. | 55 | $20.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 54 | $20.7K | 0.00% | +54 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $21.0K | 0.00% | −38−40.9% | Reduced |
| West Oak Capital, LLC | 55 | $21.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $22.0K | 0.00% | +50+833.3% | Added |
| SeaCrest Wealth Management, LLC | 59 | $23.0K | 0.00% | +59 | New |
| Baillie Gifford & Co | 63 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $24.0K | 0.00% | +49+376.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 65 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $25.0K | 0.01% | +22+51.2% | Added |
| American National Bank | 71 | $27.0K | 0.01% | +19+36.5% | Added |
| Heritage Wealth Management, LLC | 72 | $27.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 73 | $28.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 72 | $28.0K | 0.00% | +31+75.6% | Added |
| Farmers & Merchants Investments Inc | 84 | $32.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 88 | $34.0K | 0.00% | −149−62.9% | Reduced |
| Parkside Financial Bank & Trust | 91 | $35.0K | 0.01% | +46+102.2% | Added |
| Clear Street Markets LLC | 92 | $35.0K | 0.01% | +73+384.2% | Added |
| Washington Trust Advisors, Inc. | 95 | $36.0K | 0.00% | −14−12.8% | Reduced |
| Brown Brothers Harriman & Co | 103 | $40.0K | 0.00% | −14−12.0% | Reduced |
| IFP Advisors, Inc | 214 | $40.0K | 0.00% | −32−13.0% | Reduced |
| Achmea Investment Management B.V. | 106 | $41.0K | 0.00% | +50+89.3% | Added |
| Harbour Investments, Inc. | 111 | $43.0K | 0.00% | +111 | New |
| EverSource Wealth Advisors, LLC | 118 | $45.0K | 0.01% | −17−12.6% | Reduced |
| Norway Savings Bank | 120 | $46.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 120 | $46.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $47.0K | 0.01% | −45−30.8% | Reduced |
| TD Waterhouse Canada Inc. | 134 | $48.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 130 | $50.0K | 0.00% | +130 | New |
| AGF Investments LLC | 136 | $52.0K | 0.00% | −304−69.1% | Reduced |
| NVWM, LLC | 150 | $58.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 165 | $63.0K | 0.04% | +165 | New |
| Ci Investments Inc. | 174 | $67.0K | 0.00% | −60−25.6% | Reduced |
| Newfound Research LLC | 198 | $76.0K | 0.16% | +37+23.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $77.0K | 0.01% | −100−33.3% | Reduced |