| Toronto Dominion Bank | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 107,387 | $0 | 0.00% | +107,387 | New |
| American National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $35 | 0.00% | +2 | New |
| Focused Wealth Management, Inc | 5 | $88 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 5 | $89 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 7 | $116 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $140 | 0.00% | −1−11.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 9 | $159 | 0.00% | −4−30.8% | Reduced |
| Creative Financial Designs Inc | 10 | $177 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $177 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 12 | $212 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 13 | $230 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $247 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16 | $282 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 16 | $283 | 0.00% | −505−96.9% | Reduced |
| SOA Wealth Advisors, LLC. | 16 | $283 | 0.00% | −28−63.6% | Reduced |
| Montag A & Associates Inc | 16 | $283 | 0.00% | 00.0% | Unchanged |
| First Command Bank | 16 | $283 | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 16 | $283 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $283 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $283 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $283 | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 17 | $300 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $301 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 17 | $301 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $318 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $348 | 0.00% | −51−81.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 23 | $369 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $371 | 0.00% | +21 | New |
| Riggs Asset Managment Co. Inc. | 24 | $424 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 24 | $424 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 24 | $424 | 0.00% | +24 | New |
| Hollencrest Capital Management | 25 | $442 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $442 | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 25 | $442 | 0.00% | +25 | New |
| Disciplined Investments, LLC | 27 | $477 | 0.00% | −4−12.9% | Reduced |
| WealthPLAN Partners, LLC | 27 | $477 | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 27 | $477 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 28 | $495 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 31 | $548 | 0.00% | −158−83.6% | Reduced |
| SJS Investment Consulting Inc. | 31 | $548 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 32 | $565 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 33 | $583 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $636 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 37 | $653 | 0.00% | −161−81.3% | Reduced |
| North Star Investment Management Corp. | 40 | $706 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 40 | $706 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 40 | $706 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $707 | 0.00% | +40 | New |
| Fairfield Financial Advisors, LTD | 41 | $724 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $742 | 0.00% | +1+2.4% | Added |
| National Bank of Canada | 44 | $776 | 0.00% | −450−91.1% | Reduced |
| Sunbelt Securities, Inc. | 44 | $777 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 44 | $784 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 50 | $883 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $883 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $901 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 57 | $1.01K | 0.00% | −4−6.6% | Reduced |
| Gradient Investments LLC | 63 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 63 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 66 | $1.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 67 | $1.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $1.31K | 0.00% | +75 | New |
| TD Waterhouse Canada Inc. | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $1.47K | 0.00% | +83 | New |
| Pacific Center for Financial Services | 85 | $1.50K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 86 | $1.52K | 0.00% | −239−73.5% | Reduced |
| Northwest Investment Counselors, LLC | 88 | $1.55K | 0.00% | +72+450.0% | Added |
| Addison Advisors LLC | 91 | $1.61K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 95 | $1.68K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 95 | $1.68K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 96 | $1.70K | 0.00% | +31+47.7% | Added |
| Geneos Wealth Management Inc. | 98 | $1.73K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 109 | $1.93K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 119 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $2.19K | 0.00% | −30−19.5% | Reduced |
| EverSource Wealth Advisors, LLC | 125 | $2.21K | 0.00% | −98−43.9% | Reduced |
| Washington Trust Co | 125 | $2.21K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $2.21K | 0.00% | +125 | New |
| Laurel Wealth Advisors LLC | 130 | $2.30K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 130 | $2.30K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 131 | $2.31K | 0.00% | +5+4.0% | Added |
| JFS Wealth Advisors, LLC | 133 | $2.35K | 0.00% | +17+14.7% | Added |
| Westside Investment Management, Inc. | 135 | $2.38K | 0.00% | 00.0% | Unchanged |