| Clear Street Markets LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $201 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $321 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 9 | $361 | 0.00% | −349−97.5% | Reduced |
| Sound Income Strategies, LLC | 11 | $441 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 12 | $482 | 0.00% | +12 | New |
| New Millennium Group LLC | 13 | $522 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $722 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 18 | $722 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 18 | $726 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $766 | 0.00% | +19 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | +4+28.6% | Added |
| Eagle Bay Advisors LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.24K | 0.00% | −7−18.4% | Reduced |
| Exchange Traded Concepts, LLC | 44 | $1.76K | 0.00% | −138−75.8% | Reduced |
| Creative Financial Designs Inc | 45 | $1.80K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 45 | $1.80K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 49 | $1.97K | 0.00% | −1,050−95.5% | Reduced |
| St. Johns Investment Management Company, LLC | 55 | $2.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 59 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $2.45K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 66 | $2.65K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 70 | $2.81K | 0.00% | +70 | New |
| Missouri Trust & Investment Co | 75 | $3.01K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 84 | $3.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $3.85K | 0.00% | +16+20.0% | Added |
| Fairman Group, LLC | 100 | $4.01K | 0.00% | +100 | New |
| JNBA Financial Advisors | 101 | $4.05K | 0.00% | −116−53.5% | Reduced |
| ICA Group Wealth Management, LLC | 110 | $4.41K | 0.00% | +110 | New |
| Larson Financial Group LLC | 120 | $4.81K | 0.00% | −91−43.1% | Reduced |
| Penserra Capital Management LLC | 126 | $5.00K | 0.00% | −3−2.3% | Reduced |
| Rocky Mountain Advisers, LLC | 127 | $5.09K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 137 | $5.36K | 0.00% | +137 | New |
| Old Point Trust & Financial Services N A | 150 | $6.02K | 0.00% | +150 | New |
| Country Trust Bank | 152 | $6.10K | 0.00% | +152 | New |
| Bellevue Asset Management, LLC | 161 | $6.46K | 0.01% | −1−0.6% | Reduced |
| North Star Investment Management Corp. | 168 | $6.74K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 176 | $7.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 205 | $8.22K | 0.00% | +76+58.9% | Added |
| SYSTM Wealth Solutions LLC | 205 | $8.22K | 0.00% | +205 | New |
| Jackson, Grant Investment Advisers, Inc. | 233 | $9.39K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 235 | $9.43K | 0.00% | +235 | New |
| Kayne Anderson Rudnick Investment Management LLC | 241 | $9.67K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 247 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 324 | $10.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 262 | $10.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 262 | $10.6K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $10.6K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 305 | $12.2K | 0.01% | +305 | New |
| Costello Asset Management, INC | 307 | $12.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 310 | $12.5K | 0.00% | +110+55.0% | Added |
| CVA Family Office, LLC | 325 | $13.0K | 0.00% | +325 | New |
| GHP Investment Advisors, Inc. | 335 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 352 | $14.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 365 | $14.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 391 | $15.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 400 | $15.9K | 0.00% | +400 | New |
| Planned Solutions, Inc. | 400 | $16.0K | 0.01% | +400 | New |
| HHM Wealth Advisors, LLC | 475 | $19.1K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 480 | $19.3K | 0.02% | +480 | New |
| Advisors Asset Management, Inc. | 492 | $19.7K | 0.00% | −498−50.3% | Reduced |
| New England Capital Financial Advisors LLC | 496 | $19.9K | 0.01% | +1+0.2% | Added |
| Zions Bancorporation, N.A. | 509 | $20.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 521 | $20.9K | 0.00% | −76−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 669 | $21.0K | 0.00% | −352−34.5% | Reduced |
| Connectus Wealth, LLC | 610,911 | $24.5K | 0.00% | +557,749+1,049.1% | Added |
| First Horizon Advisors, Inc. | 618 | $24.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 618 | $24.8K | 0.00% | −182−22.8% | Reduced |
| Delta Asset Management LLC | 624 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 663 | $26.6K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 674 | $27.0K | 0.01% | +337+100.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $28.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 709 | $28.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 752 | $30.0K | 0.00% | +752 | New |
| GPS Wealth Strategies Group, LLC | 766 | $30.7K | 0.01% | −394−34.0% | Reduced |
| FSA Wealth Management LLC | 788 | $32.0K | 0.02% | +788 | New |
| Toth Financial Advisory Corp | 800 | $32.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 805 | $32.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,073 | $33.8K | 0.00% | +679+172.3% | Added |
| Fifth Third Bancorp | 858 | $34.4K | 0.00% | −4−0.5% | Reduced |
| Allworth Financial LP | 887 | $35.6K | 0.00% | +638+256.2% | Added |
| Parkside Financial Bank & Trust | 1,121 | $45.0K | 0.01% | −387−25.7% | Reduced |
| First Command Advisory Services, Inc. | 1,185 | $47.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,224 | $49.1K | 0.04% | +1,224 | New |
| EverSource Wealth Advisors, LLC | 1,284 | $51.5K | 0.00% | −264−17.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,310 | $52.6K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,320 | $53.0K | 0.00% | +36+2.8% | Added |
| Massmutual Trust Co FSB | 1,429 | $57.3K | 0.00% | −62−4.2% | Reduced |
| Community Bank, N.A. | 1,528 | $61.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,536 | $62.0K | 0.01% | −361−19.0% | Reduced |
| Washington Trust Co | 1,685 | $67.6K | 0.00% | −202−10.7% | Reduced |
| Quent Capital, LLC | 1,804 | $72.7K | 0.01% | −12−0.7% | Reduced |
| Private Trust Co NA | 2,055 | $82.4K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,052 | $82.7K | 0.01% | +2+0.1% | Added |
| GWM Advisors LLC | 2,136 | $85.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,244 | $90.0K | 0.01% | −98−4.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,250 | $90.3K | 0.05% | 00.0% | Unchanged |