| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $1.00K | 0.00% | −68−95.8% | Reduced |
| Sound Income Strategies, LLC | 3 | $1.00K | 0.00% | −6−66.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $1.00K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Surevest, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sandy Cove Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Confluence Wealth Services, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| American National Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 8 | $3.00K | 0.00% | +8 | New |
| Curi Capital | 11 | $3.00K | 0.00% | +11 | New |
| Tarbox Family Office, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $4.00K | 0.00% | +11 | New |
| Clean Yield Group | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $5.00K | 0.00% | −1−6.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 18 | $6.00K | 0.00% | −4−18.2% | Reduced |
| TSFG, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Rockbridge Investment Management, LCC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 22 | $7.00K | 0.00% | +4+22.2% | Added |
| Chilton Capital Management LLC | 21 | $7.00K | 0.00% | +21 | New |
| CoreCap Advisors, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Optimum Investment Advisors | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $8.00K | 0.00% | +2+9.5% | Added |
| Cornerstone Advisory, LLC | 23 | $8.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 25 | $8.31K | 0.00% | +7+38.9% | Added |
| NewSquare Capital LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 26 | $9.00K | 0.00% | +12+85.7% | Added |
| Trust Co of Vermont | 28 | $9.00K | 0.00% | +28 | New |
| Ahrens Investment Partners LLC | 28 | $9.00K | 0.00% | +28 | New |
| Kozak & Associates, Inc. | 27 | $9.00K | 0.01% | +27 | New |
| Lee Financial Co | 30 | $10.0K | 0.00% | −13−30.2% | Reduced |
| EverSource Wealth Advisors, LLC | 30 | $10.0K | 0.00% | +30 | New |
| Your Advocates Ltd., LLP | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $13.3K | 0.00% | −1−2.4% | Reduced |
| Earnest Partners LLC | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 44 | $14.0K | 0.00% | +44 | New |
| Covestor Ltd | 40 | $14.0K | 0.02% | +40 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 45 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 45 | $15.0K | 0.00% | +5+12.5% | Added |
| Vigilant Capital Management, LLC | 49 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 52 | $17.0K | 0.00% | +11+26.8% | Added |
| Cassady Schiller Wealth Management, LLC | 50 | $17.0K | 0.01% | +50 | New |
| Front Row Advisors LLC | 55 | $18.0K | 0.01% | −6−9.8% | Reduced |
| Horan Securities, Inc. | 53 | $18.0K | 0.01% | +53 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $18.0K | 0.01% | +55 | New |
| Seldon Capital LP | 58 | $19.0K | 0.01% | +58 | New |
| AdvisorNet Financial, Inc | 59 | $20.0K | 0.00% | −80−57.6% | Reduced |
| Centerpoint Advisors, LLC | 60 | $20.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 63 | $21.0K | 0.00% | −2−3.1% | Reduced |
| Baystate Wealth Management LLC | 62 | $21.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 66 | $22.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 67 | $22.0K | 0.01% | +67 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $23.0K | 0.01% | −80−53.3% | Reduced |
| Wagner Wealth Management, LLC | 68 | $23.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $23.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $23.0K | 0.00% | +36+105.9% | Added |
| FSB Premier Wealth Management, Inc. | 70 | $23.0K | 0.01% | +70 | New |
| Massmutual Trust Co FSB | 72 | $24.0K | 0.00% | +3+4.3% | Added |
| Lenox Wealth Advisors, LLC | 73 | $24.0K | 0.00% | +4+5.8% | Added |
| Allworth Financial LP | 72 | $24.0K | 0.00% | +51+242.9% | Added |
| Snowden Capital Advisors LLC | 75 | $24.0K | 0.00% | +75 | New |
| Resources Management Corp | 75 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 77 | $26.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $27.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 84 | $28.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $29.0K | 0.00% | +1+1.1% | Added |
| Gemmer Asset Management LLC | 87 | $29.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 89 | $30.0K | 0.00% | −2−2.2% | Reduced |
| CoreFirst Bank & Trust | 90 | $30.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 97 | $32.0K | 0.00% | +28+40.6% | Added |
| Delta Asset Management LLC | 100 | $33.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 102 | $34.0K | 0.00% | −1−1.0% | Reduced |
| Quent Capital, LLC | 105 | $35.0K | 0.01% | +105 | New |
| Eagle Bay Advisors LLC | 122 | $41.0K | 0.03% | −1−0.8% | Reduced |