| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 25,000 | $0 | 0.00% | +25,000 | New |
| First Command Advisory Services, Inc. | 14 | $0 | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 14 | $1.00K | 0.00% | −869−98.4% | Reduced |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Covington Capital Management | 9 | $1.00K | 0.00% | +9 | New |
| Gemmer Asset Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Valley National Advisers Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $2.00K | 0.00% | +20 | New |
| MCF Advisors LLC | 23 | $2.00K | 0.00% | +23 | New |
| Financial Enhancement Group LLC | 25 | $2.00K | 0.00% | +25 | New |
| Fieldpoint Private Securities, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Liberty Wealth Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Arrow Financial Corp | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $3.00K | 0.00% | +9+47.4% | Added |
| Toth Financial Advisory Corp | 35 | $3.00K | 0.00% | +25+250.0% | Added |
| Pin Oak Investment Advisors Inc | 35 | $3.00K | 0.00% | +35 | New |
| Optiver Holding B.V. | 33 | $3.00K | 0.00% | +33 | New |
| Sutton Wealth Advisors Inc. | 37 | $3.64K | 0.00% | +3+8.8% | Added |
| Raffa Wealth Management, LLC | 40 | $3.94K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 52 | $5.00K | 0.00% | +3+6.1% | Added |
| Evolution Wealth Advisors, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $5.00K | 0.00% | +11+27.5% | Added |
| Kowal Investment Group, LLC | 48 | $5.00K | 0.00% | +48 | New |
| NVWM, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 65 | $6.00K | 0.00% | +65 | New |
| Bell Investment Advisors, Inc | 61 | $6.00K | 0.00% | +61 | New |
| Institutional & Family Asset Management, LLC | 66 | $7.00K | 0.00% | −675−91.1% | Reduced |
| Bartlett & Co. LLC | 76 | $7.00K | 0.00% | −139−64.7% | Reduced |
| Solstein Capital, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 70 | $7.00K | 0.00% | +3+4.5% | Added |
| MV Capital Management, Inc. | 74 | $7.00K | 0.00% | +29+64.4% | Added |
| Bartlett & Co. Wealth Management LLC | 76 | $7.52K | 0.00% | −139−64.7% | Reduced |
| McIlrath & Eck, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 81 | $8.00K | 0.01% | +81 | New |
| Meridian Wealth Partners, LLC | 87 | $8.00K | 0.00% | +87 | New |
| Winch Advisory Services, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $10.0K | 0.00% | +100 | New |
| Ibex Wealth Advisors | 102 | $10.0K | 0.00% | +102 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 107 | $10.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 111 | $11.0K | 0.00% | −79−41.6% | Reduced |
| Selective Wealth Management, Inc. | 115 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 108 | $11.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 132 | $13.0K | 0.00% | −89−40.3% | Reduced |
| Concord Wealth Partners | 140 | $14.0K | 0.01% | −19−11.9% | Reduced |
| Larson Financial Group LLC | 141 | $14.0K | 0.00% | +43+43.9% | Added |
| Tradition Wealth Management, LLC | 140 | $14.0K | 0.00% | +140 | New |
| Key Financial Inc | 156 | $15.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $15.0K | 0.01% | +99+176.8% | Added |
| Godsey & Gibb Associates | 150 | $15.0K | 0.01% | +150 | New |
| GeoWealth Management, LLC | 163 | $16.0K | 0.00% | −528−76.4% | Reduced |
| Benjamin Edwards Inc | 164 | $16.0K | 0.01% | +164 | New |
| Corbenic Partners LLC | 170 | $17.0K | 0.00% | +152+844.4% | Added |
| Professional Financial Advisors, LLC | 180 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 183 | $18.0K | 0.00% | −97−34.6% | Reduced |
| Cahill Financial Advisors Inc | 184 | $18.0K | 0.00% | +184 | New |
| Earnest Partners LLC | 188 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 189 | $19.0K | 0.00% | +9+5.0% | Added |
| First Command Bank | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 202 | $20.0K | 0.00% | +52+34.7% | Added |
| Newbridge Financial Services Group, Inc. | 200 | $20.0K | 0.01% | +200 | New |
| Brown Brothers Harriman & Co | 217 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 213 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 218 | $21.0K | 0.01% | +15+7.4% | Added |
| Sonora Investment Management, LLC | 233 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 229 | $23.0K | 0.00% | +29+14.5% | Added |
| JFS Wealth Advisors, LLC | 237 | $23.0K | 0.00% | +237 | New |
| Hudock, Inc. | 249 | $24.0K | 0.01% | +1+0.4% | Added |
| Sittner & Nelson, LLC | 239 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 247 | $24.0K | 0.00% | +242+4,840.0% | Added |
| Sound Income Strategies, LLC | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 260 | $26.0K | 0.00% | −400−60.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 272 | $27.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 278 | $27.0K | 0.02% | +278 | New |
| AdvisorNet Financial, Inc | 287 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 298 | $29.0K | 0.01% | −91−23.4% | Reduced |
| Halpern Financial, Inc. | 299 | $29.4K | 0.01% | +299 | New |
| First Horizon Advisors, Inc. | 320 | $30.0K | 0.00% | +113+54.6% | Added |
| Smith Group Asset Management, LLC | 309 | $30.0K | 0.00% | +309 | New |
| Global Wealth Management Investment Advisory, Inc. | 350 | $34.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 387 | $38.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 387 | $38.0K | 0.01% | +17+4.6% | Added |
| Ritter Daniher Financial Advisory, LLC | 400 | $39.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 393 | $39.0K | 0.01% | +53+15.6% | Added |
| AllSquare Wealth Management LLC | 426 | $42.0K | 0.03% | −100−19.0% | Reduced |
| Washington Trust Co | 425 | $42.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 424 | $42.0K | 0.03% | 00.0% | Unchanged |