| Avidian Wealth Solutions, LLC | 5 | $0 | 0.00% | −11,700−100.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 12 | $0 | 0.00% | +10+500.0% | Added |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | +8 | New |
| Lee Financial Co | 5 | $0 | 0.00% | +5 | New |
| Future Financial Wealth Managment LLC | 5 | $0 | 0.00% | +5 | New |
| Quent Capital, LLC | 14 | $0 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $496 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $1.00K | 0.00% | −270−90.0% | Reduced |
| Annapolis Financial Services, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 32 | $1.00K | 0.00% | +2+6.7% | Added |
| North Star Investment Management Corp. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Concord Wealth Partners | 22 | $1.00K | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 60 | $2.00K | 0.00% | −584−90.7% | Reduced |
| Covington Capital Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | +7+17.9% | Added |
| Montag A & Associates Inc | 55 | $2.00K | 0.00% | +55 | New |
| Motley Fool Asset Management LLC | 56 | $2.00K | 0.00% | +56 | New |
| CoreCap Advisors, LLC | 65 | $2.00K | 0.00% | +65 | New |
| Koshinski Asset Management, Inc. | 70 | $2.48K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 80 | $3.00K | 0.00% | +1+1.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 71 | $3.00K | 0.00% | +54+317.6% | Added |
| Trustcore Financial Services, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Retirement Planning Co of New England, Inc. | 104 | $3.00K | 0.00% | +104 | New |
| Tortoise Investment Management, LLC | 100 | $4.00K | 0.00% | −800−88.9% | Reduced |
| Harbour Investments, Inc. | 109 | $4.00K | 0.00% | −126−53.6% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 100 | $4.00K | 0.00% | +100 | New |
| High Net Worth Advisory Group LLC | 100 | $4.00K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 150 | $5.00K | 0.00% | −48−24.2% | Reduced |
| Reilly Financial Advisors, LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 127 | $5.00K | 0.01% | +127 | New |
| HM Payson & Co | 177 | $6.00K | 0.00% | +177 | New |
| HHM Wealth Advisors, LLC | 185 | $7.00K | 0.00% | −242−56.7% | Reduced |
| Baillie Gifford & Co | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 225 | $7.00K | 0.00% | +70+45.2% | Added |
| Moser Wealth Advisors, LLC | 200 | $7.00K | 0.00% | +100+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 195 | $7.00K | 0.00% | +155+387.5% | Added |
| Schroder Investment Management Group | 221 | $8.00K | 0.00% | +91+70.0% | Added |
| KRS Capital Management, LLC | 250 | $8.00K | 0.01% | +250 | New |
| Investmark Advisory Group LLC | 250 | $8.00K | 0.01% | +250 | New |
| Resources Management Corp | 250 | $9.00K | 0.00% | −50−16.7% | Reduced |
| Credit Agricole S A | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 262 | $9.00K | 0.00% | +58+28.4% | Added |
| Shore Point Advisors, LLC | 265 | $9.00K | 0.01% | +265 | New |
| Missouri Trust & Investment Co | 240 | $9.00K | 0.01% | +240 | New |
| Ashburton (Jersey) Ltd | 269 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 310 | $11.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 315 | $11.0K | 0.00% | +315 | New |
| Rise Advisors, LLC | 321 | $11.4K | 0.01% | +321 | New |
| Turim 21 Investimentos Ltda. | 328 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 375 | $13.0K | 0.00% | −39−9.4% | Reduced |
| Spire Wealth Management | 368 | $13.0K | 0.00% | −1−0.3% | Reduced |
| BIT Capital GmbH | 367 | $13.0K | 0.00% | +367 | New |
| First Manhattan Co | 419 | $14.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | – |
| FMR LLC | 383 | $14.0K | 0.00% | +59+18.2% | Added |
| IFP Advisors, Inc | 304 | $14.0K | 0.00% | +196+181.5% | Added |
| Tradition Wealth Management, LLC | 425 | $15.0K | 0.00% | −872−67.2% | Reduced |
| Parallel Advisors, LLC | 426 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 451 | $16.0K | 0.00% | +1+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 450 | $16.0K | 0.00% | +450 | New |
| Confluence Wealth Services, Inc. | 500 | $17.0K | 0.01% | +500 | New |
| Aquatic Capital Management LLC | 500 | $18.0K | 0.03% | +500 | New |
| O'Dell Group, LLC | 530 | $19.0K | 0.01% | −1,289−70.9% | Reduced |
| Activest Wealth Management | 600 | $21.0K | 0.01% | −50−7.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 625 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 720 | $26.0K | 0.00% | −1,052−59.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 880 | $31.0K | 0.01% | −7,400−89.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 881 | $31.0K | 0.00% | −152−14.7% | Reduced |
| Albion Financial Group | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,050 | $37.2K | 0.00% | +1,000+2,000.0% | Added |
| Twin Tree Management, LP | 1,065 | $38.0K | 0.00% | −12,984−92.4% | Reduced |
| American International Group, Inc. | 1,136 | $40.0K | 0.00% | −42−3.6% | Reduced |
| TD Waterhouse Canada Inc. | 1,185 | $40.8K | 0.00% | +1,185 | New |
| American Portfolios Advisors | 1,507 | $53.4K | 0.00% | +55+3.8% | Added |
| Signaturefd, LLC | 1,550 | $55.0K | 0.00% | +339+28.0% | Added |
| Pacer Advisors, Inc. | 1,574 | $56.0K | 0.00% | −426−21.3% | Reduced |
| AdvisorNet Financial, Inc | 1,825 | $65.0K | 0.00% | −200−9.9% | Reduced |
| Adalta Capital Management LLC | 2,015 | $71.0K | 0.03% | −5,940−74.7% | Reduced |
| Salem Investment Counselors Inc | 2,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,048 | $72.0K | 0.00% | +564+38.0% | Added |
| NEXT Financial Group, Inc | 2,076 | $73.0K | 0.00% | −2,127−50.6% | Reduced |