| Allworth Financial LP | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 30 | $0 | 0.00% | +30 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Thompson Siegel & Walmsley LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 12 | $1.00K | 0.00% | −1−7.7% | Reduced |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Cornerstone Advisory, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Snowden Capital Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $2.00K | 0.00% | +25+277.8% | Added |
| Bellwether Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Core Alternative Capital | 25 | $2.00K | 0.00% | +25 | New |
| Schubert & Co | 32 | $2.00K | 0.00% | +32 | New |
| Sound Income Strategies, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Shore Point Advisors, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 43 | $3.04K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $3.54K | 0.00% | +50 | New |
| Zions Bancorporation, N.A. | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Amplius Wealth Advisors, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Signet Financial Management, LLC | 74 | $5.00K | 0.00% | +74 | New |
| Baystate Wealth Management LLC | 80 | $6.00K | 0.00% | +1+1.3% | Added |
| Tarbox Family Office, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 85 | $6.00K | 0.00% | +85 | New |
| Gemmer Asset Management LLC | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $7.00K | 0.00% | +20+26.7% | Added |
| Bell Investment Advisors, Inc | 103 | $7.00K | 0.00% | +79+329.2% | Added |
| Clearstead Advisors, LLC | 95 | $7.00K | 0.00% | +95 | New |
| Farmers & Merchants Investments Inc | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 110 | $8.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $8.00K | 0.00% | +110 | New |
| Agf Investments Inc. | 134 | $9.00K | 0.00% | −31,646−99.6% | Reduced |
| TCI Wealth Advisors, Inc. | 125 | $9.00K | 0.00% | +8+6.8% | Added |
| Arlington Partners LLC | 129 | $9.00K | 0.00% | +129 | New |
| Core Wealth Advisors, Inc. | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 174 | $12.0K | 0.01% | +174 | New |
| PSI Advisors, LLC | 201 | $14.0K | 0.01% | −99−33.0% | Reduced |
| Exchange Traded Concepts, LLC | 196 | $14.0K | 0.00% | +196 | New |
| Montag A & Associates Inc | 219 | $16.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 234 | $16.0K | 0.00% | +234 | New |
| Central Trust Co | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 259 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 268 | $19.0K | 0.00% | +155+137.2% | Added |
| Confluence Wealth Services, Inc. | 269 | $19.0K | 0.01% | +269 | New |
| Massmutual Trust Co FSB | 279 | $20.0K | 0.00% | +10+3.7% | Added |
| Parkside Financial Bank & Trust | 278 | $20.0K | 0.00% | +8+3.0% | Added |
| Motco | 290 | $21.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 310 | $22.0K | 0.00% | −160−34.0% | Reduced |
| Quadrant Capital Group LLC | 312 | $22.0K | 0.00% | +3+1.0% | Added |
| Sugarloaf Wealth Management, LLC | 313 | $22.0K | 0.01% | +2+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 321 | $23.0K | 0.00% | +149+86.6% | Added |
| Whittier Trust Co | 346 | $24.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 373 | $26.0K | 0.00% | +2+0.5% | Added |
| Catalyst Capital Advisors LLC | 363 | $26.0K | 0.00% | +142+64.3% | Added |
| Whittier Trust Co of Nevada Inc | 385 | $27.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 398 | $28.0K | 0.00% | +218+121.1% | Added |
| Lloyd Advisory Services, LLC. | 444 | $31.0K | 0.01% | +31+7.5% | Added |
| CoreCap Advisors, LLC | 460 | $33.0K | 0.00% | +460 | New |
| Valley National Advisers Inc | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 500 | $35.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 493 | $35.0K | 0.00% | +143+40.9% | Added |
| Lenox Wealth Advisors, LLC | 500 | $35.0K | 0.00% | +500 | New |
| CarsonAllaria Wealth Management, Ltd. | 500 | $35.0K | 0.03% | +500 | New |
| CenterStar Asset Management, LLC | – | $36.0K | 0.03% | – | New |
| Jackson, Grant Investment Advisers, Inc. | 517 | $37.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 558 | $39.0K | 0.01% | −21−3.6% | Reduced |
| Harbour Investments, Inc. | 550 | $39.0K | 0.00% | +480+685.7% | Added |
| North Star Investment Management Corp. | 600 | $42.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 600 | $42.0K | 0.02% | +600 | New |
| Tobam | 602 | $43.0K | 0.00% | +602 | New |
| Caldwell Trust Co | 666 | $47.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 715 | $50.6K | 0.00% | −61−7.9% | Reduced |
| Huntington National Bank | 736 | $52.0K | 0.00% | +411+126.5% | Added |
| Eagle Bay Advisors LLC | 750 | $53.0K | 0.03% | −750−50.0% | Reduced |
| Key Financial Inc | 773 | $55.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 794 | $56.0K | 0.00% | +794 | New |
| Compagnie Lombard Odier SCmA | 800 | $57.0K | 0.00% | +800 | New |
| Creative Financial Designs Inc | 840 | $59.0K | 0.01% | −60−6.7% | Reduced |
| Bedel Financial Consulting, Inc. | 839 | $59.0K | 0.02% | +38+4.7% | Added |
| United Community Bank | 880 | $62.3K | 0.06% | +880 | New |
| Spire Wealth Management | 950 | $67.0K | 0.00% | +740+352.4% | Added |
| Parallel Advisors, LLC | 987 | $70.0K | 0.00% | −60−5.7% | Reduced |
| Covestor Ltd | 987 | $70.0K | 0.10% | +987 | New |
| Cordasco Financial Network | 1,000 | $71.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,009 | $71.0K | 0.00% | +366+56.9% | Added |
| American Portfolios Advisors | 1,028 | $72.8K | 0.00% | +800+350.9% | Added |