| WestEnd Advisors, LLC | – | $424 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 1 | $425 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5 | $2.00K | 0.00% | +5 | New |
| Addison Advisors LLC | 4 | $2.00K | 0.00% | +4 | New |
| Exane Derivatives | 5 | $2.12K | 0.00% | +5 | New |
| Hudock, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Copeland Capital Management, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 13 | $6.00K | 0.00% | +13 | New |
| Bellwether Advisors, LLC | 16 | $6.00K | 0.00% | +16 | New |
| Logan Capital Management Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $7.22K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 18 | $8.00K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 21 | $9.00K | 0.00% | −32−60.4% | Reduced |
| Ranger Investment Management, L.P. | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $9.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $10.0K | 0.00% | +4+21.1% | Added |
| TFC Financial Management | 23 | $10.0K | 0.00% | +7+43.8% | Added |
| Red Tortoise LLC | 40 | $10.0K | 0.01% | +40 | New |
| Guidance Point Advisors, LLC | 28 | $11.0K | 0.00% | +28 | New |
| Meridian Wealth Partners, LLC | 25 | $11.0K | 0.00% | +25 | New |
| Financial Perspectives, Inc | 27 | $11.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $12.0K | 0.00% | +28 | New |
| Hillsdale Investment Management Inc. | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 30 | $13.0K | 0.01% | +30 | New |
| FinTrust Capital Advisors, LLC | 32 | $14.0K | 0.00% | −13−28.9% | Reduced |
| Solstein Capital, LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $14.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 35 | $15.0K | 0.00% | +35 | New |
| Earnest Partners LLC | 39 | $17.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $17.0K | 0.00% | +40 | New |
| D'Orazio & Associates, Inc. | 39 | $17.0K | 0.00% | +39 | New |
| Systematic Alpha Investments, LLC | 41 | $18.0K | 0.00% | +41 | New |
| BDO Wealth Advisors, LLC | 45 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 49 | $21.0K | 0.04% | +49 | New |
| AdvisorNet Financial, Inc | 50 | $21.0K | 0.00% | +50 | New |
| Stonebridge Capital Advisors LLC | 55 | $23.0K | 0.00% | +50+1,000.0% | Added |
| Harbour Investments, Inc. | 57 | $24.0K | 0.00% | +29+103.6% | Added |
| Lindbrook Capital, LLC | 59 | $25.0K | 0.01% | +9+18.0% | Added |
| American National Bank | 58 | $25.0K | 0.01% | +15+34.9% | Added |
| Bell Investment Advisors, Inc | 59 | $25.0K | 0.01% | +59 | New |
| TCI Wealth Advisors, Inc. | 66 | $28.0K | 0.00% | +1+1.5% | Added |
| Glassman Wealth Services | 73 | $31.0K | 0.01% | +4+5.8% | Added |
| Farmers & Merchants Investments Inc | 92 | $39.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 94 | $40.0K | 0.01% | +94 | New |
| Global Retirement Partners, LLC | 96 | $41.0K | 0.00% | +27+39.1% | Added |
| BBVA USA | 98 | $42.0K | 0.00% | −6−5.8% | Reduced |
| Brown Brothers Harriman & Co | 99 | $42.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 101 | $42.0K | 0.00% | +3+3.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 99 | $42.0K | 0.00% | −729−88.0% | Reduced |
| Herold Advisors, Inc. | 100 | $42.0K | 0.02% | +100 | New |
| Artemis Wealth Advisors, LLC | 103 | $44.0K | 0.01% | +23+28.7% | Added |
| West Branch Capital LLC | 105 | $45.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $46.7K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 114 | $48.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 123 | $52.0K | 0.00% | +18+17.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 138 | $59.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 140 | $59.0K | 0.01% | +6+4.5% | Added |
| Brewin Dolphin Ltd | 141 | $59.9K | 0.00% | +20+16.5% | Added |
| Sageworth Trust Co | 160 | $68.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 162 | $69.0K | 0.11% | −64−28.3% | Reduced |
| Gemmer Asset Management LLC | 169 | $72.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $72.0K | 0.03% | +84+98.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $72.0K | 0.07% | +170 | New |
| Tortoise Investment Management, LLC | 184 | $78.0K | 0.02% | −7−3.7% | Reduced |
| Fieldpoint Private Securities, LLC | 202 | $86.0K | 0.02% | −10−4.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 220 | $93.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 219 | $93.0K | 0.02% | −1−0.5% | Reduced |
| Pinebridge Investments, L.P. | 230 | $98.0K | 0.00% | −12,855−98.2% | Reduced |
| Belpointe Asset Management LLC | 242 | $103.0K | 0.01% | +242 | New |
| PFG Private Wealth Management, LLC | 242 | $103.0K | 0.06% | +242 | New |
| Private Capital Group, LLC | 247 | $105.0K | 0.02% | +15+6.5% | Added |
| Tobam | 251 | $107.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 262 | $110.0K | 0.00% | +94+56.0% | Added |
| Spire Wealth Management | 292 | $124.0K | 0.00% | +2+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 294 | $125.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 350 | $146.0K | 0.05% | +215+159.3% | Added |
| Steward Partners Investment Advisory, LLC | 354 | $150.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 367 | $156.0K | 0.05% | −12−3.2% | Reduced |
| Quadrant Capital Group LLC | 370 | $157.0K | 0.02% | +16+4.5% | Added |