| Resources Management Corp | 3 | $0 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $147 | 0.00% | +2 | New |
| Semmax Financial Advisors Inc. | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $221 | 0.00% | −4−57.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $221 | 0.00% | −2−40.0% | Reduced |
| Harbour Investments, Inc. | 4 | $294 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $294 | 0.00% | +3+300.0% | Added |
| FSA Wealth Management LLC | 4 | $311 | 0.00% | +4 | New |
| FSC Wealth Advisors, LLC | 5 | $367 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $441 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $448 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7 | $514 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $514 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $515 | 0.00% | −10−58.8% | Reduced |
| American Capital Advisory, LLC | 7 | $515 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $588 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 8 | $588 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $588 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $588 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $661 | 0.00% | −48−84.2% | Reduced |
| North Star Investment Management Corp. | 10 | $735 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12 | $882 | 0.00% | −3−20.0% | Reduced |
| Wolff Wiese Magana LLC | 12 | $882 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $882 | 0.00% | +9+300.0% | Added |
| Farmers & Merchants Investments Inc | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 19 | $1.40K | 0.00% | +19 | New |
| Brown Brothers Harriman & Co | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.62K | 0.00% | −11−33.3% | Reduced |
| Colonial Trust Co | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $1.84K | 0.00% | −33−56.9% | Reduced |
| Umb Bank N A | 26 | $1.91K | 0.00% | −25−49.0% | Reduced |
| Tortoise Investment Management, LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 34 | $2.00K | 0.00% | +34 | New |
| Hexagon Capital Partners LLC | 28 | $2.06K | 0.00% | −68−70.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32 | $2.35K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $2.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.69K | 0.00% | +29 | New |
| Gilliland Jeter Wealth Management LLC | 40 | $2.94K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $2.94K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 35 | $3.00K | 0.00% | −37−51.4% | Reduced |
| Smithfield Trust Co | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $3.04K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $3.09K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $3.16K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $3.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 46 | $3.41K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 47 | $3.45K | 0.00% | +47 | New |
| Kozak & Associates, Inc. | 44 | $3.48K | 0.00% | +1+2.3% | Added |
| Allworth Financial LP | 48 | $3.53K | 0.00% | −19−28.4% | Reduced |
| Quent Capital, LLC | 52 | $3.82K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 45 | $4.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $4.63K | 0.00% | +12+23.5% | Added |
| Versant Capital Management, Inc | 66 | $4.85K | 0.00% | +21+46.7% | Added |
| Toth Financial Advisory Corp | 68 | $5.00K | 0.00% | −6−8.1% | Reduced |
| Parallel Advisors, LLC | 72 | $5.29K | 0.00% | +2+2.9% | Added |
| Compass Wealth Management LLC | 80 | $5.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 83 | $6.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $6.17K | 0.00% | −9−9.7% | Reduced |
| Dunhill Financial, LLC | 86 | $6.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $6.32K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 87 | $6.39K | 0.02% | −35−28.7% | Reduced |
| Washington Trust Co | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $7.94K | 0.00% | +4+3.8% | Added |
| Laurel Wealth Advisors LLC | 115 | $8.45K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 116 | $8.52K | 0.00% | +16+16.0% | Added |
| Northwest Financial Advisors | 129 | $9.47K | 0.01% | +129 | New |
| Fifth Third Bancorp | 131 | $9.63K | 0.00% | −244−65.1% | Reduced |
| Assetmark, Inc | 133 | $9.77K | 0.00% | +129+3,225.0% | Added |
| NBC Securities, Inc. | 143 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 139 | $10.7K | 0.00% | −10−6.7% | Reduced |
| Principal Securities, Inc. | 148 | $10.9K | 0.00% | +13+9.6% | Added |
| Huntington National Bank | 151 | $11.1K | 0.00% | +20+15.3% | Added |
| Duncker Streett & Co Inc | 154 | $11.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 160 | $11.8K | 0.00% | −182−53.2% | Reduced |
| Bessemer Group Inc | 170 | $12.0K | 0.00% | −32−15.8% | Reduced |
| Lindbrook Capital, LLC | 167 | $12.3K | 0.00% | +94+128.8% | Added |
| Smartleaf Asset Management LLC | 174 | $13.3K | 0.00% | −25−12.6% | Reduced |
| Rothschild Investment LLC | 192 | $14.1K | 0.00% | +1+0.5% | Added |
| Rise Advisors, LLC | 195 | $14.3K | 0.01% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 202 | $14.8K | 0.01% | +202 | New |
| LRI Investments, LLC | 168 | $15.6K | 0.00% | +78+86.7% | Added |
| Quadrant Capital Group LLC | 240 | $17.6K | 0.00% | −366−60.4% | Reduced |
| TD Waterhouse Canada Inc. | 242 | $17.9K | 0.00% | 00.0% | Unchanged |