| Cypress Capital Management LLC (WY) | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $163 | 0.00% | – | – |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Tyler-Stone Wealth Management | 6 | $1.00K | 0.00% | +6 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Core Alternative Capital | 10 | $2.00K | 0.00% | +10 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Pacifica Partners Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $3.00K | 0.00% | +19 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Missouri Trust & Investment Co | 27 | $4.00K | 0.00% | +27 | New |
| Confluence Wealth Services, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Assetmark, Inc | 39 | $6.00K | 0.00% | −386−90.8% | Reduced |
| Tradewinds Capital Management, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35 | $6.00K | 0.00% | +35 | New |
| Key Financial Inc | 35 | $6.00K | 0.00% | +35 | New |
| Earnest Partners LLC | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $7.00K | 0.00% | +6+15.8% | Added |
| Sound Income Strategies, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 43 | $7.00K | 0.00% | +43 | New |
| Winch Advisory Services, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 47 | $8.00K | 0.00% | −1−2.1% | Reduced |
| WD Rutherford LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $8.00K | 0.00% | +50 | New |
| TD Ameritrade Investment Management, LLC | 60 | $10.0K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 68 | $11.0K | 0.01% | +68 | New |
| Harbour Investments, Inc. | 76 | $12.0K | 0.00% | −1,029−93.1% | Reduced |
| Logan Capital Management Inc | 71 | $12.0K | 0.00% | −35−33.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $12.0K | 0.00% | +35+97.2% | Added |
| Manchester Capital Management LLC | 80 | $13.0K | 0.00% | −20−20.0% | Reduced |
| PSI Advisors, LLC | 78 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 83 | $13.6K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 84 | $14.0K | 0.01% | +1+1.2% | Added |
| Sutton Wealth Advisors Inc. | 90 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $15.0K | 0.00% | −6−6.1% | Reduced |
| MV Capital Management, Inc. | 93 | $15.0K | 0.00% | +62+200.0% | Added |
| HC Financial Advisors Inc | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $16.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 125 | $20.0K | 0.01% | +125 | New |
| Corbenic Partners LLC | 133 | $22.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 138 | $23.0K | 0.00% | +2+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 140 | $23.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 141 | $23.0K | 0.00% | +21+17.5% | Added |
| Essex Investment Management Co LLC | 145 | $24.0K | 0.00% | −226−60.9% | Reduced |
| BerganKDV Wealth Management, LLC | 147 | $24.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 152 | $25.0K | 0.01% | +152 | New |
| Hexagon Capital Partners LLC | 162 | $26.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 166 | $27.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 181 | $30.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 187 | $31.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $31.0K | 0.00% | +6+3.3% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 187 | $31.0K | 0.01% | +187 | New |
| Gemmer Asset Management LLC | 199 | $33.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 206 | $34.0K | 0.01% | +169+456.8% | Added |
| Wolff Wiese Magana LLC | 216 | $35.0K | 0.02% | +8+3.8% | Added |
| Zullo Investment Group, Inc. | 214 | $35.0K | 0.02% | +214 | New |
| TCI Wealth Advisors, Inc. | 223 | $36.0K | 0.01% | −37−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 222 | $36.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 220 | $36.0K | 0.01% | +220 | New |
| Oakworth Capital, Inc. | 228 | $37.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 234 | $38.0K | 0.01% | +212+963.6% | Added |
| Hudock, Inc. | 250 | $41.0K | 0.01% | −18−6.7% | Reduced |
| HM Payson & Co | 251 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 259 | $42.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 255 | $42.0K | 0.01% | +13+5.4% | Added |
| Fieldpoint Private Securities, LLC | 263 | $43.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 266 | $44.0K | 0.01% | −3−1.1% | Reduced |
| Signet Financial Management, LLC | 267 | $44.0K | 0.01% | +267 | New |
| Sageworth Trust Co | 277 | $45.0K | 0.00% | −923−76.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 273 | $45.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 283 | $46.0K | 0.00% | −92−24.5% | Reduced |
| State of Wyoming | 300 | $49.0K | 0.02% | −42−12.3% | Reduced |
| Neo Ivy Capital Management | 297 | $49.0K | 0.07% | +297 | New |
| Clearview Wealth Advisors LLC | 304 | $50.0K | 0.03% | +27+9.7% | Added |
| Ahrens Investment Partners LLC | 323 | $53.0K | 0.02% | +323 | New |
| GPS Wealth Strategies Group, LLC | 330 | $54.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 350 | $57.0K | 0.00% | 00.0% | Unchanged |