| Covestor Ltd | 19 | $0 | 0.00% | −40−67.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Zions Bancorporation, National Association | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1 | $21 | 0.00% | −7−87.5% | Reduced |
| Chilton Capital Management LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3 | $60 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $60 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $80 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 4 | $80 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $99 | 0.00% | −881−99.4% | Reduced |
| Pinnacle Bancorp, Inc. | 5 | $99 | 0.00% | −15−75.0% | Reduced |
| UMA Financial Services, Inc. | 5 | $100 | 0.00% | −26−83.9% | Reduced |
| Ares Financial Consulting, LLC | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6 | $119 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $119 | 0.00% | +6 | New |
| Manchester Capital Management LLC | 6 | $120 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $139 | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 7 | $140 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $146 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8 | $159 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9 | $179 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $181 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $199 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 10 | $199 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $199 | 0.00% | +10 | New |
| Northwestern Mutual Wealth Management Co | 10 | $203 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $219 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 11 | $221 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 11 | $221 | 0.00% | +11 | New |
| Game Plan Financial Advisors, LLC | 12 | $239 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 12 | $239 | 0.00% | +1+9.1% | Added |
| Rockefeller Capital Management L.P. | 14 | $292 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 15 | $298 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $298 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $299 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 16 | $318 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $319 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $378 | 0.00% | +8+72.7% | Added |
| Nemes Rush Group LLC | 20 | $398 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 21 | $417 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 22 | $437 | 0.00% | +22 | New |
| Wall Street Access Asset Management, LLC | 22 | $438 | 0.00% | +4+22.2% | Added |
| GAMMA Investing LLC | 23 | $457 | 0.00% | −31−57.4% | Reduced |
| Financial Consulate, Inc | 23 | $458 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $477 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 24 | $486 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 25 | $497 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 25 | $497 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $497 | 0.00% | +13+108.3% | Added |
| National Bank of Canada | 27 | $534 | 0.00% | −14−34.1% | Reduced |
| Rossby Financial, LCC | 29 | $577 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29 | $577 | 0.00% | +29 | New |
| Huntington National Bank | 33 | $656 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 37 | $736 | 0.00% | +37 | New |
| Eastern Bank | 40 | $795 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 40 | $795 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 41 | $815 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 42 | $835 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 44 | $873 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 45 | $895 | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 48 | $954 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 51 | $1.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $1.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 53 | $1.05K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 54 | $1.07K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $1.15K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 59 | $1.17K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 67 | $1.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $1.41K | 0.00% | +7+10.9% | Added |
| CoreCap Advisors, LLC | 75 | $1.48K | 0.00% | +1+1.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 82 | $1.63K | 0.00% | +82 | New |
| Brown, Lisle/Cummings, Inc. | 88 | $1.75K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 90 | $1.79K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $1.93K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 102 | $2.03K | 0.00% | −166−61.9% | Reduced |
| Birchbrook, Inc. | 105 | $2.10K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 106 | $2.11K | 0.00% | +12+12.8% | Added |
| Atlantic Union Bankshares Corp | 121 | $2.40K | 0.00% | 00.0% | Unchanged |