| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 1 | $129 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $337 | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 13 | $1.00K | 0.00% | −118−90.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 18 | $2.00K | 0.00% | +18 | New |
| Kistler-Tiffany Companies, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Spire Wealth Management | 31 | $3.00K | 0.00% | −53−63.1% | Reduced |
| C M Bidwell & Associates Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $3.00K | 0.00% | −3−10.7% | Reduced |
| Hexagon Capital Partners LLC | 24 | $3.00K | 0.00% | +7+41.2% | Added |
| Blue Bell Private Wealth Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $4.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $4.00K | 0.00% | −8−18.6% | Reduced |
| Beacon Capital Management, LLC | 33 | $4.00K | 0.00% | +15+83.3% | Added |
| Dark Forest Capital Management LP | 37 | $4.00K | 0.00% | +35+1,750.0% | Added |
| Sutton Wealth Advisors Inc. | 38 | $4.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $6.00K | 0.00% | +25+113.6% | Added |
| Quent Capital, LLC | 54 | $6.00K | 0.00% | +54 | New |
| American Portfolios Advisors | 62 | $6.95K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $7.00K | 0.00% | −10−14.3% | Reduced |
| Eagle Bay Advisors LLC | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $8.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 72 | $8.00K | 0.00% | +11+18.0% | Added |
| Sargent Bickham Lagudis LLC | 81 | $9.00K | 0.00% | −505−86.2% | Reduced |
| AdvisorNet Financial, Inc | 89 | $10.0K | 0.00% | −43−32.6% | Reduced |
| Pacer Advisors, Inc. | 85 | $10.0K | 0.00% | −3−3.4% | Reduced |
| Exos TFP Holdings LLC | 88 | $10.0K | 0.00% | +88 | New |
| SOA Wealth Advisors, LLC. | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $11.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 109 | $12.0K | 0.03% | −77−41.4% | Reduced |
| Zions Bancorporation, N.A. | 112 | $13.0K | 0.00% | −19−14.5% | Reduced |
| Burleson & Company, LLC | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 114 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 129 | $14.0K | 0.01% | +129 | New |
| Covington Capital Management | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 147 | $16.0K | 0.00% | +97+194.0% | Added |
| Lindbrook Capital, LLC | 156 | $17.0K | 0.00% | +2+1.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 158 | $18.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 182 | $20.0K | 0.00% | +56+44.4% | Added |
| Clear Investment Research, LLC | 180 | $20.0K | 0.04% | +180 | New |
| Money Concepts Capital Corp | 200 | $22.0K | 0.00% | −1,000−83.3% | Reduced |
| Larson Financial Group LLC | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $22.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $22.0K | 0.01% | +200 | New |
| Joseph Group Capital Management | 200 | $22.0K | 0.02% | +200 | New |
| Tortoise Investment Management, LLC | 210 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 220 | $25.0K | 0.01% | −3−1.3% | Reduced |
| Allworth Financial LP | 233 | $26.0K | 0.00% | +35+17.7% | Added |
| First Financial Corp | 262 | $29.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 307 | $34.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $34.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 325 | $36.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 399 | $45.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 400 | $45.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $45.0K | 0.03% | +400 | New |
| Stonebridge Capital Advisors LLC | 420 | $47.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 435 | $49.0K | 0.02% | −116−21.1% | Reduced |
| West Bancorporation Inc | 475 | $53.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 528 | $58.0K | 0.00% | −172−24.6% | Reduced |
| North Star Investment Management Corp. | 530 | $59.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 530 | $59.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 528 | $59.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 530 | $59.4K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 582 | $65.0K | 0.00% | +582 | New |
| Clearstead Advisors, LLC | 600 | $67.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 600 | $67.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 604 | $68.0K | 0.00% | +512+556.5% | Added |
| Hartford Financial Management Inc. | 672 | $75.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 670 | $75.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 700 | $78.0K | 0.01% | −134−16.1% | Reduced |
| JJJ Advisors Inc. | 716 | $79.0K | 0.03% | −342−32.3% | Reduced |
| Lee Financial Co | 711 | $80.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 662 | $81.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 790 | $88.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 800 | $90.0K | 0.00% | −90,000−99.1% | Reduced |
| AllSquare Wealth Management LLC | 813 | $91.0K | 0.07% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 884 | $99.0K | 0.06% | +84+10.5% | Added |