| Sandy Spring Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $103 | 0.00% | +2 | New |
| Walleye Capital LLC | 3 | $154 | 0.00% | +3 | New |
| C M Bidwell & Associates Ltd | 7 | $358 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 8 | $410 | 0.00% | +8 | New |
| Global Retirement Partners, LLC | 9 | $461 | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 12 | $615 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 15 | $766 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $768 | 0.00% | −15−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $819 | 0.00% | +16 | New |
| Tucker Asset Management LLC | 16 | $819 | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.23K | 0.00% | +1+4.3% | Added |
| Aspire Private Capital, LLC | 28 | $1.43K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 29 | $1.49K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 29 | $1.49K | 0.00% | +29 | New |
| Sachetta, LLC | 28 | $1.50K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 33 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $1.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $1.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 41 | $2.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $2.52K | 0.00% | +49 | New |
| CVA Family Office, LLC | 58 | $2.97K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 62 | $3.18K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 69 | $3.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 71 | $3.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $3.79K | 0.00% | +74 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 81 | $4.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 81 | $4.15K | 0.00% | +31+62.0% | Added |
| American Capital Advisory, LLC | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $5.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $5.12K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $5.12K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $5.12K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 100 | $5.12K | 0.00% | +100 | New |
| Umb Bank N A | 101 | $5.17K | 0.00% | +57+129.5% | Added |
| Principal Securities, Inc. | 110 | $5.63K | 0.00% | +86+358.3% | Added |
| Kelly Financial Services LLC | 148 | $7.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $7.68K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 | $7.78K | 0.00% | −612−80.1% | Reduced |
| Colonial Trust Advisors | 160 | $8.19K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 163 | $8.35K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 175 | $8.96K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 208 | $8.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 191 | $9.78K | 0.00% | +191 | New |
| Plante Moran Financial Advisors, LLC | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 200 | $10.2K | 0.01% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $10.2K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 215 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 216 | $11.1K | 0.00% | −40−15.6% | Reduced |
| Key Financial Inc | 216 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 216 | $11.1K | 0.00% | +144+200.0% | Added |
| North Star Investment Management Corp. | 224 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 225 | $11.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 256 | $13.1K | 0.00% | −314−55.1% | Reduced |
| Allworth Financial LP | 257 | $13.5K | 0.00% | +142+123.5% | Added |
| FinTrust Capital Advisors, LLC | 264 | $13.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 278 | $14.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 319 | $16.0K | 0.00% | +319 | New |
| Robinswood Financial LLC | 320 | $16.4K | 0.01% | +320 | New |
| Great Lakes Retirement, Inc. | 372 | $19.1K | 0.00% | +372 | New |
| Nomura Asset Management Co Ltd | 380 | $19.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 390 | $20.0K | 0.00% | −168−30.1% | Reduced |
| Massmutual Trust Co FSB | 413 | $21.1K | 0.00% | +35+9.3% | Added |
| International Assets Investment Management, LLC | 450 | $23.0K | 0.00% | +450 | New |
| Ashton Thomas Private Wealth, LLC | 455 | $23.3K | 0.00% | +455 | New |
| Clearstead Advisors, LLC | 509 | $26.1K | 0.00% | +509 | New |
| Rise Advisors, LLC | 520 | $26.6K | 0.01% | +2+0.4% | Added |
| Peoples Financial Services Corp. | 600 | $30.7K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $30.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 620 | $31.8K | 0.00% | +379+157.3% | Added |
| Farther Finance Advisors, LLC | 634 | $32.6K | 0.00% | +285+81.7% | Added |
| Loomis Sayles & Co L P | 640 | $33.0K | 0.00% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 649 | $33.2K | 0.01% | +649 | New |
| Huntington National Bank | 668 | $34.2K | 0.00% | +384+135.2% | Added |
| Lindbrook Capital, LLC | 677 | $34.7K | 0.00% | +434+178.6% | Added |
| Alaska Permanent Fund Corp | 693 | $37.1K | 0.00% | +693 | New |
| Brown, Lisle/Cummings, Inc. | 750 | $38.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 767 | $39.3K | 0.00% | −498−39.4% | Reduced |
| Private Trust Co NA | 771 | $39.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 930 | $47.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 959 | $49.1K | 0.02% | −490−33.8% | Reduced |
| First Horizon Advisors, Inc. | 967 | $49.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,309 | $67.0K | 0.00% | −728−35.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,346 | $70.0K | 0.00% | +111+9.0% | Added |
| GAMMA Investing LLC | 1,404 | $71.9K | 0.01% | +792+129.4% | Added |
| Ci Investments Inc. | 1,404 | $72.0K | 0.00% | +264+23.2% | Added |
| Blume Capital Management, Inc. | 1,505 | $77.1K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,614 | $82.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,694 | $86.8K | 0.00% | +432+34.2% | Added |
| JJJ Advisors Inc. | 1,751 | $89.7K | 0.02% | −45−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,248 | $97.2K | 0.00% | +1,800+401.8% | Added |
| State of Wyoming | 2,011 | $103.0K | 0.02% | −3,529−63.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,277 | $116.6K | 0.00% | −15−0.7% | Reduced |
| Natixis Investment Managers International | 2,279 | $116.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,323 | $124.5K | 0.01% | −2−0.1% | Reduced |
| Covestor Ltd | 2,858 | $146.0K | 0.09% | +2,625+1,126.6% | Added |