| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $62 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2 | $123 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $124 | 0.00% | +1+100.0% | Added |
| 1620 Investment Advisors, Inc. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $309 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $370 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 7 | $432 | 0.00% | +6+600.0% | Added |
| Bogart Wealth, LLC | 7 | $432 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $433 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $494 | 0.00% | +8 | New |
| CVA Family Office, LLC | 8 | $494 | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 8 | $494 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $556 | 0.00% | +6+200.0% | Added |
| REAP Financial Group, LLC | 10 | $617 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 12 | $741 | 0.00% | +12 | New |
| Activest Wealth Management | 13 | $803 | 0.00% | +13 | New |
| Kiker Wealth Management, LLC | 13 | $803 | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 15 | $927 | 0.00% | +15 | New |
| Hemington Wealth Management | 29 | $1.00K | 0.00% | +21+262.5% | Added |
| Sawyer & Company, Inc | 20 | $1.00K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 22 | $1.36K | 0.00% | +9+69.2% | Added |
| CoreCap Advisors, LLC | 25 | $1.54K | 0.00% | +7+38.9% | Added |
| St. Johns Investment Management Company, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $2.59K | 0.00% | +42 | New |
| Massmutual Trust Co FSB | 44 | $2.72K | 0.00% | +3+7.3% | Added |
| Atlas Capital Advisors LLC | 49 | $3.02K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 54 | $3.33K | 0.00% | +54 | New |
| Atlantic Trust, LLC | 64 | $3.95K | 0.00% | +64 | New |
| Capital Analysts, LLC | 72 | $4.00K | 0.00% | +72 | New |
| Boston Private Wealth LLC | 67 | $4.14K | 0.00% | +67 | New |
| Rakuten Securities, Inc. | 68 | $4.20K | 0.00% | −182−72.8% | Reduced |
| TD Private Client Wealth LLC | 71 | $4.38K | 0.00% | +46+184.0% | Added |
| First Horizon Advisors, Inc. | 74 | $4.57K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 75 | $4.63K | 0.00% | +75 | New |
| Legacy Wealth Managment, LLC | 80 | $4.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $5.12K | 0.00% | −93−52.8% | Reduced |
| Wood Tarver Financial Group, LLC | 84 | $5.19K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 100 | $6.00K | 0.00% | +100 | New |
| CGC Financial Services, LLC | 98 | $6.05K | 0.00% | −29−22.8% | Reduced |
| Palouse Capital Management, Inc. | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 120 | $7.41K | 0.00% | +50+71.4% | Added |
| Skopos Labs, Inc. | 123 | $7.59K | 0.00% | +123 | New |
| GHP Investment Advisors, Inc. | 124 | $7.66K | 0.00% | +124 | New |
| Signaturefd, LLC | 145 | $8.95K | 0.00% | +78+116.4% | Added |
| Brown Brothers Harriman & Co | 187 | $11.5K | 0.00% | +187 | New |
| MCF Advisors LLC | 197 | $12.2K | 0.00% | −68−25.7% | Reduced |
| Quadrant Capital Group LLC | 199 | $12.3K | 0.00% | +90+82.6% | Added |
| Parkside Financial Bank & Trust | 200 | $12.3K | 0.00% | −228−53.3% | Reduced |
| Danske Bank A/S | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 200 | $12.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $12.5K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $12.6K | 0.01% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 215 | $13.0K | 0.01% | +215 | New |
| Smartleaf Asset Management LLC | 225 | $14.1K | 0.00% | +225 | New |
| Principal Securities, Inc. | 280 | $14.7K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 237 | $15.0K | 0.00% | +237 | New |
| Islay Capital Management, LLC | 250 | $15.4K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260 | $16.1K | 0.00% | +260 | New |
| Larson Financial Group LLC | 280 | $17.3K | 0.00% | +164+141.4% | Added |
| Continuum Advisory, LLC | 286 | $17.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 311 | $19.0K | 0.01% | +311 | New |
| EverSource Wealth Advisors, LLC | 323 | $19.9K | 0.00% | +235+267.0% | Added |
| Harvest Fund Management Co., Ltd | 341 | $21.0K | 0.00% | +341 | New |
| Mather Group, LLC. | 344 | $21.2K | 0.00% | +344 | New |
| MAI Capital Management | 349 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 349 | $22.0K | 0.00% | −80−18.6% | Reduced |
| Valley National Advisers Inc | 360 | $22.0K | 0.00% | −22−5.8% | Reduced |
| Harbour Investments, Inc. | 398 | $24.6K | 0.00% | −106−21.0% | Reduced |
| True Wealth Design, LLC | 432 | $26.7K | 0.01% | +419+3,223.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $30.9K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 500 | $30.9K | 0.00% | +500 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 630 | $38.9K | 0.01% | +630 | New |
| Northwest Capital Management Inc | 675 | $41.7K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 676 | $41.7K | 0.03% | −92−12.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 686 | $42.4K | 0.01% | +18+2.7% | Added |
| Quarry LP | 741 | $45.7K | 0.01% | −6−0.8% | Reduced |
| Cedar Mountain Advisors, LLC | 741 | $45.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 775 | $47.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 808 | $49.9K | 0.00% | +478+144.8% | Added |
| Bernard Wealth Management Corp. | 815 | $50.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 821 | $50.7K | 0.00% | +378+85.3% | Added |
| Gould Capital, LLC | 826 | $51.0K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 873 | $53.9K | 0.01% | +873 | New |
| Country Trust Bank | 900 | $55.6K | 0.00% | 00.0% | Unchanged |