| Sonora Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $167 | 0.00% | – | – |
| Jackson Wealth Management, LLC | 10,627 | $1.00K | 0.01% | −340−3.1% | Reduced |
| Versant Capital Management, Inc | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| Laurel Wealth Advisors LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Semmax Financial Advisors Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| Syverson Strege & Co | 8 | $1.00K | 0.00% | +8 | New |
| Alaethes Wealth LLC | 8 | $1.00K | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 10 | $2.00K | 0.00% | −18−64.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 9 | $2.00K | 0.00% | −1−10.0% | Reduced |
| Ellis Investment Partners, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 12 | $2.00K | 0.00% | +12 | New |
| Red Tortoise LLC | 21 | $2.00K | 0.00% | +21 | New |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $2.00K | 0.00% | +9 | New |
| Pacifica Partners Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 18 | $3.00K | 0.00% | +9+100.0% | Added |
| Jacobi Capital Management LLC | 16 | $3.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $3.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.00K | 0.00% | −308−92.8% | Reduced |
| Hartford Financial Management Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Meridian Wealth Partners, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Global Retirement Partners, LLC | 29 | $5.00K | 0.00% | −21−42.0% | Reduced |
| Howe & Rusling Inc | 30 | $5.00K | 0.00% | +1+3.4% | Added |
| Institutional & Family Asset Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | +6+33.3% | Added |
| MV Capital Management, Inc. | 31 | $5.00K | 0.00% | +14+82.4% | Added |
| Total Clarity Wealth Management, Inc. | 32 | $5.00K | 0.00% | +32 | New |
| Crewe Advisors LLC | 36 | $6.00K | 0.00% | −10−21.7% | Reduced |
| Bedel Financial Consulting, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 35 | $6.00K | 0.00% | +35 | New |
| Better Money Decisions, LLC | 35 | $6.00K | 0.00% | +35 | New |
| Pinnacle Bancorp, Inc. | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $8.00K | 0.00% | +20+80.0% | Added |
| Loomis Sayles & Co L P | 54 | $9.00K | 0.00% | −5−8.5% | Reduced |
| Toth Financial Advisory Corp | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Motco | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 55 | $9.00K | 0.00% | +55 | New |
| Jones Financial Companies LLLP | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 76 | $13.0K | 0.00% | +76 | New |
| Archer Investment Corp | 81 | $13.5K | 0.01% | +81 | New |
| Proequities, Inc. | 84 | $14.0K | 0.00% | −13−13.4% | Reduced |
| Farmers & Merchants Investments Inc | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 86 | $14.0K | 0.00% | +71+473.3% | Added |
| Salem Investment Counselors Inc | 96 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 110 | $18.0K | 0.00% | +50+83.3% | Added |
| Whittier Trust Co | 111 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 120 | $20.0K | 0.00% | +120 | New |
| Counterpoint Mutual Funds LLC | 119 | $20.0K | 0.02% | +119 | New |
| Ancora Advisors, LLC | 127 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 133 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 135 | $23.0K | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 140 | $23.0K | 0.01% | +140 | New |
| GeoWealth Management, LLC | 142 | $24.0K | 0.00% | −270−65.5% | Reduced |
| TCI Wealth Advisors, Inc. | 146 | $24.0K | 0.00% | +2+1.4% | Added |
| Robbins Farley LLC | 144 | $24.0K | 0.02% | +144 | New |
| CX Institutional | 152 | $25.0K | 0.00% | −21−12.1% | Reduced |
| Clearstead Advisors, LLC | 150 | $25.0K | 0.00% | −16−9.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $25.0K | 0.00% | +25+20.0% | Added |
| Sandy Spring Bank | 154 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 156 | $26.0K | 0.01% | +9+6.1% | Added |