| M&R Capital Management Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $298 | 0.00% | – | – |
| Global Financial Private Client, LLC | 5 | $764 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Halpern Financial, Inc. | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $2.00K | 0.00% | −58−81.7% | Reduced |
| Asset Dedication, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Edge Wealth Management LLC | 15 | $2.00K | 0.00% | +15 | New |
| Cahill Financial Advisors Inc | 16 | $2.00K | 0.00% | +16 | New |
| Resources Management Corp | 20 | $3.00K | 0.00% | −20−50.0% | Reduced |
| Sentry Investment Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $3.00K | 0.00% | −6−25.0% | Reduced |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Meridian Wealth Partners, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Systematic Alpha Investments, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Sutton Wealth Advisors Inc. | 31 | $4.63K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 34 | $5.00K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 34 | $5.00K | 0.00% | +34 | New |
| Column Capital Advisors, LLC | 40 | $6.00K | 0.00% | −11−21.6% | Reduced |
| Ogorek Anthony Joseph | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $6.00K | 0.00% | +43 | New |
| AdvisorNet Financial, Inc | 47 | $7.00K | 0.00% | −120−71.9% | Reduced |
| Concord Wealth Partners | 46 | $7.00K | 0.00% | −21−31.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 45 | $7.00K | 0.00% | +45 | New |
| Anchor Investment Management, LLC | 50 | $7.47K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 54 | $8.00K | 0.00% | −88−62.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $8.00K | 0.00% | +2+3.5% | Added |
| Evolution Wealth Advisors, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 54 | $8.00K | 0.00% | +1+1.9% | Added |
| TSFG, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $8.00K | 0.01% | +55 | New |
| FinTrust Capital Advisors, LLC | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 59 | $9.00K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 69 | $10.0K | 0.00% | +69 | New |
| Jones Financial Companies LLLP | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $14.0K | 0.00% | +26+40.6% | Added |
| D'Orazio & Associates, Inc. | 102 | $15.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 110 | $16.0K | 0.01% | +5+4.8% | Added |
| Washington Trust Co | 106 | $16.0K | 0.00% | +106 | New |
| Creative Financial Designs Inc | 112 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 137 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 136 | $20.0K | 0.00% | +136 | New |
| Piscataqua Savings Bank | 150 | $22.0K | 0.02% | +150 | New |
| Red Tortoise LLC | 124 | $22.0K | 0.02% | +124 | New |
| Key Financial Inc | 153 | $23.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 162 | $24.0K | 0.00% | −214,049−99.9% | Reduced |
| Harbour Investments, Inc. | 158 | $24.0K | 0.00% | −57−26.5% | Reduced |
| Proequities, Inc. | 159 | $24.0K | 0.00% | +6+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 162 | $24.0K | 0.00% | +50+44.6% | Added |
| Zions Bancorporation, N.A. | 169 | $25.0K | 0.00% | +12+7.6% | Added |
| TD Private Client Wealth LLC | 172 | $25.7K | 0.00% | −2−1.1% | Reduced |
| State of Wyoming | 174 | $26.0K | 0.02% | +23+15.2% | Added |
| Parkside Financial Bank & Trust | 179 | $27.0K | 0.01% | −4−2.2% | Reduced |
| Investors Research Corp | 186 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 193 | $29.0K | 0.00% | +67+53.2% | Added |
| North Star Investment Management Corp. | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $30.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 202 | $30.0K | 0.00% | +8+4.1% | Added |
| Edmond de Rothschild Holding S.A. | 230 | $34.0K | 0.00% | +230 | New |
| Benjamin Edwards Inc | 237 | $35.0K | 0.02% | −423−64.1% | Reduced |
| Versant Capital Management, Inc | 235 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 255 | $38.0K | 0.01% | +57+28.8% | Added |
| CX Institutional | 271 | $40.0K | 0.00% | +59+27.8% | Added |
| Annapolis Financial Services, LLC | 285 | $43.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 293 | $44.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 293 | $44.0K | 0.00% | +10+3.5% | Added |
| Quadrant Capital Group LLC | 297 | $44.0K | 0.01% | +176+145.5% | Added |
| First Washington CORP | 300 | $45.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 300 | $45.0K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 310 | $46.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 318 | $48.0K | 0.00% | +1+0.3% | Added |
| SOA Wealth Advisors, LLC. | 329 | $49.0K | 0.01% | +24+7.9% | Added |
| Harbor Investment Advisory, LLC | 371 | $55.0K | 0.01% | +25+7.2% | Added |
| First Mercantile Trust Co | 386 | $58.0K | 0.01% | −21−5.2% | Reduced |
| BDO Wealth Advisors, LLC | 403 | $60.0K | 0.01% | 00.0% | Unchanged |