| First National Bank of South Miami | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| AlphaMark Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Icapital Wealth LLC | 4 | $1.95K | 0.00% | +4 | New |
| Lazard Asset Management LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| MCF Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Disciplined Investments, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Stonebridge Capital Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $3.00K | 0.00% | −1−14.3% | Reduced |
| Bellwether Advisors, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $3.00K | 0.00% | +1+20.0% | Added |
| CFS Investment Advisory Services, LLC | 1,951,254 | $4.00K | 0.02% | +1,947,096+46,827.7% | Added |
| Arlington Partners LLC | 9 | $4.00K | 0.00% | −20−69.0% | Reduced |
| JJJ Advisors Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $5.00K | 0.01% | +7+175.0% | Added |
| Tompkins Financial Corp | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $6.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $6.20K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $7.00K | 0.00% | −7−31.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 15 | $7.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 14 | $7.00K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 15 | $7.08K | 0.00% | +15 | New |
| Laurel Wealth Advisors LLC | 17 | $8.00K | 0.00% | −17−50.0% | Reduced |
| Selective Wealth Management, Inc. | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 17 | $8.00K | 0.00% | +17 | New |
| Brown, Lisle/Cummings, Inc. | 18 | $8.50K | 0.00% | +18 | New |
| Geneos Wealth Management Inc. | 20 | $9.00K | 0.00% | −35−63.6% | Reduced |
| Atticus Wealth Management, LLC | 18 | $9.00K | 0.00% | +18 | New |
| Bank of New Hampshire | 20 | $9.00K | 0.00% | +20 | New |
| Oakworth Capital, Inc. | 21 | $10.0K | 0.00% | −309−93.6% | Reduced |
| GHP Investment Advisors, Inc. | 21 | $10.0K | 0.00% | +21 | New |
| TCWP LLC | 23 | $10.0K | 0.00% | +23 | New |
| HighMark Wealth Management LLC | 24 | $11.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $11.0K | 0.00% | +17+283.3% | Added |
| Koshinski Asset Management, Inc. | 24 | $11.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 26 | $12.0K | 0.00% | +8+44.4% | Added |
| Logan Capital Management Inc | 25 | $12.0K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 25 | $12.0K | 0.01% | +25 | New |
| West Paces Advisors Inc. | 27 | $12.8K | 0.00% | −53−66.3% | Reduced |
| Tarbox Family Office, Inc. | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $14.0K | 0.00% | −3−9.1% | Reduced |
| Financial Management Professionals, Inc. | 29 | $14.0K | 0.00% | +5+20.8% | Added |
| FinTrust Capital Advisors, LLC | 32 | $15.0K | 0.00% | −28−46.7% | Reduced |
| Emfo, LLC | 39 | $18.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 47 | $20.0K | 0.00% | −579−92.5% | Reduced |
| Charter Oak Capital Management, LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 43 | $20.0K | 0.01% | +43 | New |
| Zions Bancorporation, N.A. | 44 | $21.0K | 0.00% | −2−4.3% | Reduced |
| IAG Wealth Partners, LLC | 45 | $21.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 50 | $23.0K | 0.01% | +50 | New |
| Bedel Financial Consulting, Inc. | 50 | $24.0K | 0.01% | −3−5.7% | Reduced |
| Rosenberg Matthew Hamilton | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $24.0K | 0.00% | +4+8.5% | Added |
| Prestige Wealth Management Group LLC | 54 | $25.0K | 0.01% | −2−3.6% | Reduced |
| Smithfield Trust Co | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $26.0K | 0.02% | +18+47.4% | Added |
| Plante Moran Financial Advisors, LLC | 58 | $27.0K | 0.01% | −12−17.1% | Reduced |
| Earnest Partners LLC | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 58 | $27.0K | 0.00% | +15+34.9% | Added |
| Stephens Consulting, LLC | 59 | $27.9K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 60 | $28.0K | 0.00% | −41−40.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $28.0K | 0.02% | +60 | New |
| Sage Private Wealth Group, LLC | 63 | $30.0K | 0.03% | 00.0% | Unchanged |
| De Burlo Group Inc | 65 | $30.7K | 0.01% | +65 | New |
| Fortitude Advisory Group L.L.C. | 67 | $32.0K | 0.02% | +1+1.5% | Added |
| EverSource Wealth Advisors, LLC | 69 | $32.0K | 0.01% | +13+23.2% | Added |
| Curi Capital | 69 | $32.0K | 0.01% | +65+1,625.0% | Added |
| Glen Eagle Advisors, LLC | 69 | $32.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 69 | $33.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 71 | $33.5K | 0.01% | +3+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 71 | $34.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 83 | $39.0K | 0.01% | −1−1.2% | Reduced |
| Baystate Wealth Management LLC | 90 | $43.0K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 92 | $43.0K | 0.00% | +92 | New |
| Gemmer Asset Management LLC | 95 | $44.0K | 0.01% | −25−20.8% | Reduced |