| Allworth Financial LP | 3 | $0 | 0.00% | −105−97.2% | Reduced |
| Brown Brothers Harriman & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Hantz Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Cornerstone Advisory, LLC | 8 | $0 | 0.00% | +8 | New |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| KB Financial Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 2 | $187 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| Central Trust Co | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Column Capital Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 9 | $1.00K | 0.00% | +9 | New |
| Bedel Financial Consulting, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | +15 | New |
| Snowden Capital Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Ci Investments Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 30 | $2.00K | 0.00% | +5+20.0% | Added |
| Koshinski Asset Management, Inc. | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 37 | $3.00K | 0.00% | +37 | New |
| EverSource Wealth Advisors, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Sutton Wealth Advisors Inc. | 40 | $3.74K | 0.00% | +29+263.6% | Added |
| Kozak & Associates, Inc. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $4.00K | 0.00% | −1−2.2% | Reduced |
| Bogart Wealth, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 49 | $5.00K | 0.00% | +30+157.9% | Added |
| Assetmark, Inc | 56 | $5.00K | 0.00% | +56 | New |
| Ahrens Investment Partners LLC | 50 | $5.00K | 0.00% | +50 | New |
| Standard Family Office LLC | 49 | $5.00K | 0.04% | +49 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 50 | $5.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 60 | $6.00K | 0.00% | −36−37.5% | Reduced |
| Tarbox Family Office, Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 65 | $6.00K | 0.00% | +65 | New |
| Parkside Financial Bank & Trust | 71 | $7.00K | 0.00% | −148−67.6% | Reduced |
| Umb Bank N A | 76 | $7.00K | 0.00% | +76 | New |
| CVA Family Office, LLC | 70 | $7.00K | 0.00% | +70 | New |
| Sageworth Trust Co | 83 | $8.00K | 0.00% | −277−76.9% | Reduced |
| Prestige Wealth Management Group LLC | 88 | $8.00K | 0.00% | −9−9.3% | Reduced |
| Smithfield Trust Co | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 87 | $8.00K | 0.00% | +87 | New |
| SOA Wealth Advisors, LLC. | 100 | $9.00K | 0.00% | −450−81.8% | Reduced |
| Salem Investment Counselors Inc | 91 | $9.00K | 0.00% | +91 | New |
| Penserra Capital Management LLC | 98 | $9.00K | 0.00% | +98 | New |
| Fortitude Advisory Group L.L.C. | 101 | $9.00K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 110 | $10.0K | 0.00% | −523−82.6% | Reduced |
| Bessemer Group Inc | 114 | $10.0K | 0.00% | −87−43.3% | Reduced |
| Private Capital Group, LLC | 106 | $10.0K | 0.00% | −22−17.2% | Reduced |
| Wolff Wiese Magana LLC | 103 | $10.0K | 0.01% | −3−2.8% | Reduced |
| Glassman Wealth Services | 105 | $10.0K | 0.00% | +37+54.4% | Added |
| Covestor Ltd | 109 | $10.0K | 0.01% | +109 | New |
| BCR Wealth Strategies, LLC | 114 | $11.0K | 0.01% | +114 | New |
| Confluence Wealth Services, Inc. | 119 | $11.0K | 0.00% | +119 | New |
| AdvisorNet Financial, Inc | 130 | $12.0K | 0.00% | +5+4.0% | Added |
| First Command Financial Services, Inc. | 130 | $12.0K | 0.00% | +130 | New |
| First Horizon Advisors, Inc. | 163 | $14.0K | 0.00% | −16−8.9% | Reduced |
| TD Capital Management LLC | 150 | $14.0K | 0.00% | +150 | New |
| Fieldpoint Private Securities, LLC | 165 | $15.0K | 0.00% | −46−21.8% | Reduced |
| Amplius Wealth Advisors, LLC | 167 | $15.0K | 0.00% | +167 | New |
| Patriot Financial Group Insurance Agency, LLC | 167 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 175 | $16.0K | 0.00% | +175 | New |
| TD Private Client Wealth LLC | 181 | $16.9K | 0.00% | +14+8.4% | Added |
| Whittier Trust Co | 198 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $19.0K | 0.00% | +100+100.0% | Added |
| Hexagon Capital Partners LLC | 216 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rinkey Investments | 250 | $21.0K | 0.02% | +250 | New |
| TAP Consulting, LLC | 238 | $22.0K | 0.01% | +238 | New |
| Godsey & Gibb Associates | 250 | $23.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 242 | $23.0K | 0.00% | −9−3.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 250 | $23.0K | 0.01% | +250 | New |
| West Branch Capital LLC | 254 | $24.0K | 0.01% | +254 | New |
| Sageworth Trust Co of South Dakota | 271 | $25.0K | 0.04% | +271 | New |
| Selective Wealth Management, Inc. | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 307 | $29.0K | 0.00% | −7−2.2% | Reduced |
| NEXT Financial Group, Inc | 326 | $30.0K | 0.00% | +140+75.3% | Added |
| Global Retirement Partners, LLC | 357 | $33.0K | 0.03% | +57+19.0% | Added |
| Lindbrook Capital, LLC | 465 | $43.0K | 0.01% | −107−18.7% | Reduced |
| Parallel Advisors, LLC | 491 | $46.0K | 0.00% | +33+7.2% | Added |
| CNB Bank | 500 | $47.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 514 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 525 | $49.0K | 0.02% | +525 | New |
| Quadrant Capital Group LLC | 580 | $54.0K | 0.01% | −29−4.8% | Reduced |
| TCI Wealth Advisors, Inc. | 586 | $55.0K | 0.01% | −11−1.8% | Reduced |
| Spire Wealth Management | 596 | $56.0K | 0.00% | −80−11.8% | Reduced |
| Raleigh Capital Management Inc. | 597 | $56.0K | 0.06% | +597 | New |
| FSB Premier Wealth Management, Inc. | 640 | $59.0K | 0.02% | +640 | New |
| IFP Advisors, Inc | 686 | $65.0K | 0.00% | −13−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 728 | $68.0K | 0.00% | −23−3.1% | Reduced |
| Canada Pension Plan Investment Board | 744 | $70.0K | 0.00% | +744 | New |
| Archer Investment Corp | 871 | $81.5K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 932 | $86.0K | 0.01% | −392−29.6% | Reduced |
| Meeder Asset Management Inc | 999 | $93.0K | 0.01% | +329+49.1% | Added |
