| Private Capital Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $174 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 16 | $1.00K | 0.00% | −48−75.0% | Reduced |
| Fieldpoint Private Securities, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| TAP Consulting, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Schubert & Co | 21 | $2.00K | 0.00% | +21 | New |
| McCarthy Asset Management, Inc. | 34 | $3.00K | 0.00% | −16−32.0% | Reduced |
| McIlrath & Eck, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Whittier Trust Co | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $4.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 41 | $4.00K | 0.00% | +41 | New |
| Retirement Planning Co of New England, Inc. | 51 | $4.00K | 0.00% | +51 | New |
| Glassman Wealth Services | 61 | $5.00K | 0.00% | +3+5.2% | Added |
| Masso Torrence Wealth Management Inc. | 59 | $5.00K | 0.00% | +59 | New |
| Earnest Partners LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $7.00K | 0.00% | +13+17.8% | Added |
| Dark Forest Capital Management LP | 81 | $7.00K | 0.00% | +81 | New |
| Amplius Wealth Advisors, LLC | 86 | $7.00K | 0.00% | +86 | New |
| Quent Capital, LLC | 78 | $7.00K | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 88 | $8.00K | 0.00% | +88 | New |
| SRS Capital Advisors, Inc. | 104 | $9.00K | 0.00% | +1+1.0% | Added |
| Carmichael Hill & Associates, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 115 | $10.0K | 0.00% | +115 | New |
| Thompson Siegel & Walmsley LLC | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 123 | $11.0K | 0.00% | −1−0.8% | Reduced |
| Systematic Financial Management LP | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 140 | $12.0K | 0.00% | +127+976.9% | Added |
| Northwest Investment Counselors, LLC | 143 | $12.0K | 0.00% | +143 | New |
| Motco | 150 | $13.0K | 0.00% | −1,041−87.4% | Reduced |
| West Oak Capital, LLC | 150 | $13.0K | 0.00% | +150 | New |
| Cascade Investment Advisors, Inc. | 157 | $13.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 160 | $14.0K | 0.00% | +160 | New |
| Sutton Wealth Advisors Inc. | 170 | $14.8K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 185 | $16.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 199 | $17.0K | 0.00% | −244−55.1% | Reduced |
| Allworth Financial LP | 192 | $17.0K | 0.00% | +27+16.4% | Added |
| Washington Trust Co | 225 | $19.0K | 0.00% | −1−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 218 | $19.0K | 0.01% | +218 | New |
| KB Financial Partners, LLC | 223 | $19.0K | 0.01% | +223 | New |
| Cambridge Trust Co | 250 | $22.0K | 0.00% | +250 | New |
| Smithfield Trust Co | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 286 | $25.0K | 0.01% | +188+191.8% | Added |
| Evoke Wealth, LLC | 319 | $28.0K | 0.00% | −21−6.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 326 | $28.0K | 0.01% | +326 | New |
| Arcadia Investment Management Corp | 330 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 332 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 359 | $31.0K | 0.00% | −711−66.4% | Reduced |
| Proequities, Inc. | 353 | $31.0K | 0.00% | −207−37.0% | Reduced |
| TCI Wealth Advisors, Inc. | 363 | $32.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 377 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $35.0K | 0.07% | +400 | New |
| Hexagon Capital Partners LLC | 400 | $35.0K | 0.01% | +400 | New |
| AGF Investments LLC | 426 | $37.0K | 0.00% | −69−13.9% | Reduced |
| Salem Investment Counselors Inc | 425 | $37.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 432 | $38.0K | 0.00% | +49+12.8% | Added |
| American Research & Management Co. | 450 | $39.0K | 0.01% | −50−10.0% | Reduced |
| Canton Hathaway, LLC | 445 | $39.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 463 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 513 | $41.0K | 0.01% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 490 | $42.0K | 0.04% | +490 | New |
| Geneos Wealth Management Inc. | 520 | $45.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 546 | $48.0K | 0.01% | +546 | New |
| Global Retirement Partners, LLC | 577 | $50.0K | 0.04% | +256+79.8% | Added |
| Capstone Investment Advisors, LLC | 569 | $50.0K | 0.00% | +511+881.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 590 | $51.0K | 0.03% | +530+883.3% | Added |
| Sageworth Trust Co | 593 | $52.0K | 0.00% | −1,975−76.9% | Reduced |
| Center for Financial Planning, Inc. | 603 | $52.0K | 0.01% | −579−49.0% | Reduced |
| Credit Agricole S A | 605 | $53.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 637 | $55.0K | 0.00% | +637 | New |
| NuWave Investment Management, LLC | 628 | $55.0K | 0.06% | +628 | New |
| Creative Financial Designs Inc | 716 | $62.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 768 | $66.8K | 0.00% | −96−11.1% | Reduced |
| CWM, LLC | 767 | $67.0K | 0.00% | +767 | New |
| Parkside Financial Bank & Trust | 804 | $70.0K | 0.02% | −22−2.7% | Reduced |
| Lindbrook Capital, LLC | 812 | $71.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 891 | $78.0K | 0.11% | +891 | New |
| Umb Bank N A | 948 | $82.0K | 0.00% | +948 | New |
| IFP Advisors, Inc | 969 | $84.0K | 0.00% | +75+8.4% | Added |