| Corbenic Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11 | $1.00K | 0.00% | −2,025−99.5% | Reduced |
| Brown Brothers Harriman & Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 29 | $2.42K | 0.00% | −4,393−99.3% | Reduced |
| Cambridge Trust Co | 31 | $3.00K | 0.00% | −290−90.3% | Reduced |
| Central Trust Co | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 43 | $3.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48 | $4.00K | 0.00% | −1−2.0% | Reduced |
| Lake Point Wealth Management | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $4.00K | 0.00% | +13+37.1% | Added |
| Glassman Wealth Services | 44 | $4.00K | 0.00% | +29+193.3% | Added |
| Loomis Sayles & Co L P | 49 | $4.00K | 0.00% | +49 | New |
| Manchester Capital Management LLC | 49 | $4.00K | 0.00% | +49 | New |
| Disciplined Investments, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Heritage Wealth Management, LLC | 44 | $4.00K | 0.00% | +44 | New |
| Tarbox Family Office, Inc. | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 54 | $5.00K | 0.01% | +11+25.6% | Added |
| SRS Capital Advisors, Inc. | 55 | $5.00K | 0.00% | +55 | New |
| Lindbrook Capital, LLC | 74 | $6.00K | 0.00% | +34+85.0% | Added |
| CVA Family Office, LLC | 85 | $7.00K | 0.00% | +30+54.5% | Added |
| Hexagon Capital Partners LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 89 | $8.00K | 0.00% | +12+15.6% | Added |
| Clear Street Markets LLC | 100 | $8.00K | 0.00% | +100 | New |
| Tortoise Investment Management, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Cordant, Inc. | 93 | $8.00K | 0.00% | +93 | New |
| Estabrook Capital Management | 100 | $8.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 107 | $8.93K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 106 | $9.00K | 0.00% | +106 | New |
| JNBA Financial Advisors | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 128 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 137 | $11.0K | 0.01% | +137 | New |
| Zullo Investment Group, Inc. | 150 | $13.0K | 0.01% | −1,375−90.2% | Reduced |
| Farmers & Merchants Investments Inc | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 158 | $13.0K | 0.00% | +101+177.2% | Added |
| EverSource Wealth Advisors, LLC | 157 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 179 | $15.0K | 0.00% | +1+0.6% | Added |
| Spectrum Management Group, LLC | 175 | $15.0K | 0.00% | +175 | New |
| Benjamin Edwards Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 202 | $17.0K | 0.00% | +1+0.5% | Added |
| Concord Wealth Partners | 211 | $18.0K | 0.00% | +83+64.8% | Added |
| First Horizon Advisors, Inc. | 273 | $22.0K | 0.00% | +31+12.8% | Added |
| Continuum Advisory, LLC | 22,027 | $24.0K | 0.00% | −30.0% | Reduced |
| Sageworth Trust Co | 311 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 323 | $27.0K | 0.05% | +1+0.3% | Added |
| Whittier Trust Co | 321 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 324 | $27.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 331 | $27.0K | 0.01% | +35+11.8% | Added |
| Riverview Trust Co | 338 | $28.0K | 0.02% | +338 | New |
| Smith Group Asset Management, LLC | 346 | $29.0K | 0.00% | +13+3.9% | Added |
| Itau Unibanco Holding S.A. | 400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 400 | $34.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 420 | $35.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 430 | $36.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 434 | $36.0K | 0.00% | +434 | New |
| Plante Moran Financial Advisors, LLC | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 480 | $40.0K | 0.01% | +438+1,042.9% | Added |
| Gemmer Asset Management LLC | 503 | $41.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 501 | $42.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $42.0K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $42.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 529 | $44.0K | 0.04% | +529 | New |
| Fortitude Advisory Group L.L.C. | 540 | $45.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 535 | $45.0K | 0.00% | +528+7,542.9% | Added |
| Northwest Investment Counselors, LLC | 560 | $47.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 580 | $48.0K | 0.02% | +80+16.0% | Added |
| Toth Financial Advisory Corp | 585 | $49.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 603 | $50.0K | 0.01% | −64−9.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 600 | $50.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 610 | $51.0K | 0.01% | +80+15.1% | Added |
| Rational Advisors LLC | 621 | $52.0K | 0.00% | +222+55.6% | Added |
| TCI Wealth Advisors, Inc. | 635 | $53.0K | 0.01% | +330+108.2% | Added |
| Global Retirement Partners, LLC | 673 | $53.0K | 0.00% | +673 | New |
| Denali Advisors LLC | 664 | $55.0K | 0.02% | +229+52.6% | Added |
| Smithfield Trust Co | 670 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 681 | $57.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 706 | $58.0K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 705 | $59.0K | 0.00% | +1+0.1% | Added |
| Money Concepts Capital Corp | 793 | $66.0K | 0.00% | +793 | New |
| Parallel Advisors, LLC | 833 | $70.0K | 0.00% | +30+3.7% | Added |
| TCWP LLC | 848 | $70.0K | 0.01% | +848 | New |
| Roble, Belko & Company, Inc | 871 | $73.0K | 0.01% | +3+0.3% | Added |
| DuPont Capital Management Corp | 968 | $81.0K | 0.00% | −14,646−93.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 980 | $82.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 994 | $83.0K | 0.16% | −39−3.8% | Reduced |