| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $917 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Filbrandt Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Zions Bancorporation, N.A. | 5 | $2.00K | 0.00% | −1,141−99.6% | Reduced |
| Logan Capital Management Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Better Money Decisions, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $3.00K | 0.00% | +7 | New |
| RWM Asset Management, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 8 | $3.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.00K | 0.00% | +2+33.3% | Added |
| Earnest Partners LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $5.00K | 0.00% | +2+25.0% | Added |
| Creative Financial Designs Inc | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $6.00K | 0.00% | +1+9.1% | Added |
| Solstein Capital, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $9.00K | 0.00% | +1+5.3% | Added |
| Kistler-Tiffany Companies, LLC | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22 | $10.0K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 21 | $10.0K | 0.00% | +21 | New |
| Gemmer Asset Management LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24 | $11.0K | 0.00% | +10+71.4% | Added |
| Kowal Investment Group, LLC | 25 | $11.0K | 0.00% | +25 | New |
| CKW Financial Group | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $13.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $14.0K | 0.00% | −25−45.5% | Reduced |
| Private Capital Group, LLC | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 32 | $15.0K | 0.00% | −599−94.9% | Reduced |
| Harvest Fund Management Co., Ltd | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 35 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $19.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $19.0K | 0.00% | +4+10.8% | Added |
| Smithfield Trust Co | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 62 | $28.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 60 | $28.0K | 0.00% | +23+62.2% | Added |
| JNBA Financial Advisors | 60 | $28.0K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 65 | $30.0K | 0.01% | +1+1.6% | Added |
| Ellevest, Inc. | 70 | $32.0K | 0.00% | +7+11.1% | Added |
| SRS Capital Advisors, Inc. | 75 | $34.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 74 | $34.0K | 0.01% | +14+23.3% | Added |
| O'Shaughnessy Asset Management, LLC | 74 | $34.0K | 0.00% | +19+34.5% | Added |
| Versant Capital Management, Inc | 82 | $38.0K | 0.01% | −3−3.5% | Reduced |
| Tortoise Investment Management, LLC | 84 | $39.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 84 | $39.0K | 0.01% | +84 | New |
| Arkadios Wealth Advisors | 91 | $41.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 89 | $41.0K | 0.01% | +42+89.4% | Added |
| Sandy Spring Bank | 93 | $43.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 93 | $43.0K | 0.00% | +93 | New |
| Tobam | 95 | $44.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $46.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $50.0K | 0.00% | +60+125.0% | Added |
| Rockefeller Capital Management L.P. | 126 | $57.0K | 0.00% | −18−12.5% | Reduced |
| Pin Oak Investment Advisors Inc | 125 | $57.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 128 | $59.0K | 0.00% | −6−4.5% | Reduced |
| Koshinski Asset Management, Inc. | 131 | $60.1K | 0.01% | +131 | New |
| FourThought Financial, LLC | 145 | $66.0K | 0.01% | −12−7.6% | Reduced |
| Penserra Capital Management LLC | 145 | $66.0K | 0.00% | +14+10.7% | Added |
| Carroll Financial Associates, Inc. | 147 | $67.0K | 0.00% | +15+11.4% | Added |
| Berman Capital Advisors, LLC | 150 | $68.0K | 0.01% | +4+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 149 | $68.0K | 0.00% | +149 | New |
| Harbor Investment Advisory, LLC | 150 | $69.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 150 | $69.0K | 0.01% | +5+3.4% | Added |
| AlphaCentric Advisors LLC | 155 | $71.0K | 0.02% | −1−0.6% | Reduced |
| RE Advisers Corp | 158 | $72.0K | 0.00% | +50+46.3% | Added |
| State of Wyoming | 173 | $79.0K | 0.05% | −15−8.0% | Reduced |
| Sutton Wealth Advisors Inc. | 181 | $83.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $92.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 220 | $101.0K | 0.00% | −8−3.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 225 | $103.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 240 | $110.1K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 245 | $112.0K | 0.01% | −48−16.4% | Reduced |
| Arcadia Investment Management Corp | 250 | $115.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 250 | $115.0K | 0.04% | 00.0% | Unchanged |