| Cullen/Frost Bankers, Inc. | 6 | $0 | 0.00% | −2,295−99.7% | Reduced |
| Proffitt & Goodson Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| McDonald Partners LLC | 6 | $462 | 0.00% | +6 | New |
| Absolute Capital Management, LLC | 6 | $462 | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 19 | $1.00K | 0.00% | +4+26.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| Snowden Capital Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Archer Investment Corp | 16 | $1.23K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 28 | $2.00K | 0.01% | +28 | New |
| Schubert & Co | 20 | $2.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 38 | $2.92K | 0.00% | +17+81.0% | Added |
| Sageworth Trust Co | 41 | $3.00K | 0.00% | −139−77.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 44 | $3.00K | 0.00% | −116−72.5% | Reduced |
| TCI Wealth Advisors, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $3.00K | 0.00% | +6+18.2% | Added |
| JFS Wealth Advisors, LLC | 39 | $3.00K | 0.00% | +39 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 49 | $3.00K | 0.00% | +49 | New |
| Investmark Advisory Group LLC | 40 | $3.00K | 0.00% | +40 | New |
| Reilly Financial Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 58 | $4.00K | 0.00% | −18−23.7% | Reduced |
| Lee Financial Co | 57 | $4.00K | 0.00% | +27+90.0% | Added |
| FourThought Financial, LLC | 70 | $5.00K | 0.00% | −176−71.5% | Reduced |
| Asset Dedication, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 87 | $6.00K | 0.00% | +87 | New |
| Salem Investment Counselors Inc | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 105 | $8.00K | 0.00% | −5−4.5% | Reduced |
| JJJ Advisors Inc. | 104 | $8.00K | 0.00% | −5−4.6% | Reduced |
| Umb Bank N A | 104 | $8.00K | 0.00% | +104 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 106 | $8.00K | 0.00% | +106 | New |
| Country Trust Bank | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 126 | $10.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Bay Harbor Wealth Management, LLC | 152 | $10.0K | 0.00% | +152 | New |
| Sageworth Trust Co of South Dakota | 132 | $10.0K | 0.02% | +132 | New |
| Atlas Capital Advisors LLC | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 160 | $12.0K | 0.00% | +15+10.3% | Added |
| Logan Capital Management Inc | 153 | $12.0K | 0.00% | +153 | New |
| PEAK6 Investments LLC | 184 | $14.0K | 0.00% | −119,471−99.8% | Reduced |
| Harbour Investments, Inc. | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 214 | $16.0K | 0.00% | −535−71.4% | Reduced |
| Point72 Hong Kong Ltd | 231 | $18.0K | 0.00% | −28,628−99.2% | Reduced |
| Farmers & Merchants Investments Inc | 233 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 243 | $19.0K | 0.01% | +203+507.5% | Added |
| GPS Wealth Strategies Group, LLC | 255 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 287 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 295 | $22.0K | 0.00% | +295 | New |
| West Oak Capital, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 297 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 313 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 357 | $27.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 400 | $31.0K | 0.02% | +400 | New |
| Carroll Financial Associates, Inc. | 489 | $37.0K | 0.00% | −29−5.6% | Reduced |
| Whittier Trust Co | 496 | $38.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 558 | $42.0K | 0.03% | +130+30.4% | Added |
| Cambridge Trust Co | 585 | $45.0K | 0.00% | +585 | New |
| Bessemer Group Inc | 650 | $50.0K | 0.00% | −912−58.4% | Reduced |
| Gradient Investments LLC | 647 | $50.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 663 | $51.0K | 0.00% | +35+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 674 | $52.0K | 0.00% | −40−5.6% | Reduced |
| First Horizon Advisors, Inc. | 744 | $57.0K | 0.00% | +106+16.6% | Added |
| Quantbot Technologies LP | 762 | $58.0K | 0.00% | +762 | New |
| City State Bank | 800 | $62.0K | 0.04% | +800 | New |
| Capital Analysts, LLC | 842 | $65.0K | 0.00% | +842 | New |
| Fifth Third Bancorp | 892 | $69.0K | 0.00% | +412+85.8% | Added |
| Duncker Streett & Co Inc | 950 | $73.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 956 | $74.0K | 0.02% | +956 | New |
| SG3 Management, LLC | 1,000 | $77.0K | 0.01% | −2,500−71.4% | Reduced |
| Coastal Capital Group, Inc. | 1,000 | $77.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,012 | $78.0K | 0.02% | +12+1.2% | Added |
| Quadrant Capital Group LLC | 1,063 | $82.0K | 0.01% | +125+13.3% | Added |
| Hanseatic Management Services Inc | 1,100 | $85.0K | 0.14% | +1,100 | New |
| National Bank of Canada | 1,115 | $86.0K | 0.00% | +1,115 | New |
| James Investment Research Inc | 1,154 | $89.0K | 0.01% | −1,820−61.2% | Reduced |
| KRS Capital Management, LLC | 1,170 | $90.0K | 0.08% | +1,170 | New |
| Hudock, Inc. | 1,225 | $94.0K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,227 | $94.0K | 0.00% | +1,227 | New |