| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $165 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $166 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $496 | 0.00% | −10−76.9% | Reduced |
| Legacy Investment Solutions, LLC | 3 | $499 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $499 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 4 | $661 | 0.00% | −55−93.2% | Reduced |
| Claris Advisors, LLC | 4 | $661 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $662 | 0.00% | −3−42.9% | Reduced |
| Continuum Advisory, LLC | 4 | $665 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 5 | $827 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $992 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 6 | $992 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 6 | $993 | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 9 | $1.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9 | $1.53K | 0.00% | −577−98.5% | Reduced |
| Spire Wealth Management | 11 | $1.82K | 0.00% | −325−96.7% | Reduced |
| Financial Gravity Companies, Inc. | 11 | $1.82K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Naples Money Management LLC | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 17 | $2.81K | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $3.47K | 0.00% | +1+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $3.97K | 0.00% | +6+33.3% | Added |
| Smithfield Trust Co | 20 | $4.00K | 0.00% | +20 | New |
| Atticus Wealth Management, LLC | 25 | $4.13K | 0.00% | −7−21.9% | Reduced |
| Central Trust Co | 26 | $4.30K | 0.00% | +1+4.0% | Added |
| Hemington Wealth Management | 32 | $5.00K | 0.00% | +32 | New |
| Lindbrook Capital, LLC | 31 | $5.13K | 0.00% | −4−11.4% | Reduced |
| Mather Group, LLC. | 43 | $7.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 45 | $7.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 46 | $7.61K | 0.00% | −13−22.0% | Reduced |
| Eagle Bay Advisors LLC | 47 | $7.72K | 0.00% | −4−7.8% | Reduced |
| Community Bank, N.A. | 50 | $8.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $8.43K | 0.00% | −131−72.0% | Reduced |
| Rosenberg Matthew Hamilton | 52 | $8.60K | 0.00% | +52 | New |
| Huntington National Bank | 56 | $9.26K | 0.00% | −975−94.6% | Reduced |
| Key Financial Inc | 61 | $10.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 64 | $10.6K | 0.00% | −202−75.9% | Reduced |
| Private Trust Co NA | 64 | $10.6K | 0.00% | −26−28.9% | Reduced |
| JFS Wealth Advisors, LLC | 64 | $10.6K | 0.00% | +2+3.2% | Added |
| Cornerstone Planning Group LLC | 65 | $11.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 71 | $11.7K | 0.00% | +2+2.9% | Added |
| Planning Capital Management Corp | 77 | $12.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 86 | $14.2K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 86 | $14.2K | 0.01% | +1+1.2% | Added |
| Quent Capital, LLC | 86 | $14.3K | 0.00% | +4+4.9% | Added |
| TD Waterhouse Canada Inc. | 95 | $15.6K | 0.00% | +95 | New |
| Financial Perspectives, Inc | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $18.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 112 | $19.0K | 0.01% | +23+25.8% | Added |
| GWM Advisors LLC | 115 | $19.0K | 0.00% | −10−8.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 115 | $19.1K | 0.00% | +23+25.0% | Added |
| Skopos Labs, Inc. | 151 | $25.0K | 0.01% | +151 | New |
| CIBC Private Wealth Group, LLC | 156 | $25.8K | 0.00% | −15−8.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 159 | $26.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 162 | $26.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 162 | $26.8K | 0.00% | −1,051−86.6% | Reduced |
| Proequities, Inc. | 171 | $28.3K | 0.00% | −16−8.6% | Reduced |
| Abich Financial Wealth Management LLC | 183 | $30.3K | 0.07% | −119−39.4% | Reduced |
| True Wealth Design, LLC | 183 | $30.3K | 0.01% | +183 | New |
| Catalyst Funds Management Pty Ltd | 200 | $33.1K | 0.01% | −200−50.0% | Reduced |
| Bryn Mawr Trust Co | 200 | $33.1K | 0.00% | +200 | New |
| GeoWealth Management, LLC | 209 | $34.6K | 0.00% | +209 | New |
| First United Bank Trust | 210 | $34.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $39.7K | 0.01% | −55−18.6% | Reduced |
| Smartleaf Asset Management LLC | 259 | $43.1K | 0.01% | +81+45.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 261 | $43.2K | 0.00% | −108−29.3% | Reduced |
| Capital Performance Advisors LLP | 266 | $44.0K | 0.01% | +266 | New |
| Wintrust Investments LLC | 278 | $46.0K | 0.03% | −2,850−91.1% | Reduced |
| Geneos Wealth Management Inc. | 279 | $46.1K | 0.00% | +147+111.4% | Added |
| Old Second National Bank of Aurora | 290 | $48.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 294 | $48.6K | 0.00% | +159+117.8% | Added |
| Quadrant Capital Group LLC | 303 | $50.1K | 0.00% | −8−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $57.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 371 | $61.4K | 0.01% | −1−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 394 | $65.1K | 0.00% | −2,378−85.8% | Reduced |
| First Horizon Advisors, Inc. | 398 | $65.9K | 0.00% | +4+1.0% | Added |
| Signaturefd, LLC | 424 | $70.1K | 0.00% | +2+0.5% | Added |
| Parallel Advisors, LLC | 446 | $73.9K | 0.00% | +19+4.4% | Added |
| GAMMA Investing LLC | 468 | $77.4K | 0.01% | +173+58.6% | Added |
| Jones Financial Companies LLLP | 477 | $79.4K | 0.00% | +253+112.9% | Added |
| Investors Research Corp | 497 | $82.2K | 0.02% | 00.0% | Unchanged |
| Sage Rock Capital Management LP | 500 | $82.7K | 0.37% | +500 | New |
| DekaBank Deutsche Girozentrale | 511 | $85.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 519 | $85.8K | 0.02% | 00.0% | Unchanged |
| Amundi | 606 | $98.9K | 0.00% | +606 | New |
| Quarry LP | 627 | $103.7K | 0.03% | +330+111.1% | Added |
| Covestor Ltd | 634 | $105.0K | 0.07% | −147−18.8% | Reduced |
| Venturi Wealth Management, LLC | 674 | $111.4K | 0.01% | +643+2,074.2% | Added |
| Headlands Technologies LLC | 729 | $120.5K | 0.01% | +729 | New |
| Parkside Financial Bank & Trust | 729 | $120.5K | 0.02% | +22+3.1% | Added |
