| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $0 | 0.00% | +7 | New |
| Widmann Financial Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.00K | 0.00% | +2+15.4% | Added |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Central Trust Co | 33 | $2.00K | 0.00% | −54−62.1% | Reduced |
| Lindbrook Capital, LLC | 40 | $2.00K | 0.00% | −25−38.5% | Reduced |
| Pin Oak Investment Advisors Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.00K | 0.00% | +20+133.3% | Added |
| ClariVest Asset Management LLC | 39 | $2.00K | 0.00% | +39 | New |
| Providence Capital Advisors, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Bivin & Associates, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 43 | $2.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 49 | $3.00K | 0.00% | +32+188.2% | Added |
| CVA Family Office, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Schubert & Co | 43 | $3.00K | 0.00% | +43 | New |
| Quent Capital, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Tarbox Family Office, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $6.00K | 0.00% | −100−50.0% | Reduced |
| Hexagon Capital Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Estabrook Capital Management | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 107 | $6.64K | 0.00% | +19+21.6% | Added |
| Spire Wealth Management | 106 | $7.00K | 0.00% | +6+6.0% | Added |
| C M Bidwell & Associates Ltd | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 128 | $8.00K | 0.00% | +6+4.9% | Added |
| Farmers & Merchants Investments Inc | 152 | $9.00K | 0.00% | −8−5.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 157 | $9.00K | 0.00% | +157 | New |
| Delta Asset Management LLC | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 178 | $11.0K | 0.00% | +78+78.0% | Added |
| Benjamin Edwards Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 201 | $12.0K | 0.00% | +1+0.5% | Added |
| First Horizon Advisors, Inc. | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 235 | $14.0K | 0.00% | +235 | New |
| Barrett Asset Management, LLC | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 296 | $18.0K | 0.01% | −25−7.8% | Reduced |
| Sageworth Trust Co | 311 | $19.0K | 0.00% | −1,039−77.0% | Reduced |
| TCI Wealth Advisors, Inc. | 305 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 311 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 322 | $20.0K | 0.03% | −7,578−95.9% | Reduced |
| Whittier Trust Co | 321 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 324 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 321 | $20.0K | 0.00% | +321 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 300 | $20.0K | 0.01% | +300 | New |
| Smith Group Asset Management, LLC | 333 | $21.0K | 0.00% | +55+19.8% | Added |
| Continuum Advisory, LLC | 22,030 | $24.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 400 | $25.0K | 0.00% | −63−13.6% | Reduced |
| Rational Advisors LLC | 399 | $25.0K | 0.00% | +399 | New |
| Citizens National Bank Trust Department | 400 | $25.0K | 0.01% | +400 | New |
| Valley National Advisers Inc | 420 | $26.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 435 | $27.0K | 0.01% | +35+8.8% | Added |
| Umb Bank N A | 430 | $27.0K | 0.00% | +430 | New |
| Plante Moran Financial Advisors, LLC | 465 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $31.0K | 0.00% | +1+0.2% | Added |
| Gemmer Asset Management LLC | 503 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $31.0K | 0.04% | +500 | New |
| Selective Wealth Management, Inc. | 500 | $31.0K | 0.01% | +500 | New |
| Atticus Wealth Management, LLC | 500 | $31.0K | 0.01% | +500 | New |
| Fieldpoint Private Securities, LLC | 530 | $33.0K | 0.01% | +60+12.8% | Added |
| Fortitude Advisory Group L.L.C. | 540 | $34.0K | 0.02% | +540 | New |
| Northwest Investment Counselors, LLC | 560 | $35.0K | 0.01% | +560 | New |
| Toth Financial Advisory Corp | 585 | $36.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 600 | $37.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 598 | $37.1K | 0.00% | −744−55.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 653 | $40.0K | 0.00% | +225+52.6% | Added |
| Cypress Capital Management LLC (WY) | 663 | $41.0K | 0.03% | −24,471−97.4% | Reduced |
| Tradition Wealth Management, LLC | 667 | $41.0K | 0.01% | +302+82.7% | Added |
| Smithfield Trust Co | 670 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 681 | $42.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 706 | $43.0K | 0.04% | +706 | New |
| Capital Analysts, LLC | 704 | $44.0K | 0.00% | +258+57.8% | Added |
| Ellevest, Inc. | 764 | $47.0K | 0.00% | +709+1,289.1% | Added |
| Neo Ivy Capital Management | 783 | $49.0K | 0.07% | −1,078−57.9% | Reduced |
| Parallel Advisors, LLC | 803 | $50.0K | 0.00% | +83+11.5% | Added |
| Harvest Fund Management Co., Ltd | 861 | $53.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 868 | $54.0K | 0.01% | +4+0.5% | Added |
| Optimum Investment Advisors | 900 | $56.0K | 0.02% | +900 | New |
| Benjamin F. Edwards & Company, Inc. | 980 | $61.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,004 | $62.0K | 0.00% | −100−9.1% | Reduced |
| Signaturefd, LLC | 1,037 | $64.0K | 0.00% | −198−16.0% | Reduced |
| Sageworth Trust Co of South Dakota | 1,033 | $64.0K | 0.10% | +1,033 | New |
| CWM, LLC | 1,055 | $65.0K | 0.00% | +1,055 | New |
| AlphaCentric Advisors LLC | 1,077 | $67.0K | 0.02% | +1,077 | New |
| Stephenson National Bank & Trust | 1,150 | $71.0K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,150 | $71.0K | 0.02% | 00.0% | Unchanged |
