| Beaird Harris Wealth Management, LLC | 5 | $0 | 0.00% | −27−84.4% | Reduced |
| Duncker Streett & Co Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | +10 | New |
| Assetmark, Inc | 4 | $0 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| TCWP LLC | 8 | $0 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | +11+1,100.0% | Added |
| Amalgamated Bank | 13 | $1.00K | 0.00% | +13 | New |
| Accel Wealth Management | 10 | $1.00K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Arcadia Investment Advisors LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $2.00K | 0.00% | −150−83.3% | Reduced |
| AdvisorNet Financial, Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 21 | $2.00K | 0.00% | +18+600.0% | Added |
| Ten Capital Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| TD Private Client Wealth LLC | 30 | $2.28K | 0.00% | +6+25.0% | Added |
| Lake Point Wealth Management | 35 | $3.00K | 0.00% | −25−41.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 36 | $3.00K | 0.00% | +30+500.0% | Added |
| Arlington Partners LLC | 45 | $3.00K | 0.00% | +45 | New |
| Asset Dedication, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Anchor Investment Management, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $4.00K | 0.00% | −2,764−98.0% | Reduced |
| Manchester Capital Management LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 47 | $4.00K | 0.00% | +6+14.6% | Added |
| Private Capital Group, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 105 | $4.00K | 0.00% | +105 | New |
| Elequin Capital LP | 47 | $4.00K | 0.00% | +47 | New |
| Hartford Financial Management Inc. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 72 | $5.00K | 0.00% | +69+2,300.0% | Added |
| Sandy Spring Bank | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 80 | $6.00K | 0.00% | +79+7,900.0% | Added |
| Hantz Financial Services, Inc. | 79 | $6.00K | 0.00% | +79 | New |
| Lindbrook Capital, LLC | 81 | $6.00K | 0.00% | +81 | New |
| Ahrens Investment Partners LLC | 100 | $8.00K | 0.00% | −25−20.0% | Reduced |
| BerganKDV Wealth Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 119 | $9.45K | 0.00% | −29−19.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 125 | $9.51K | 0.00% | +125 | New |
| Rise Advisors, LLC | 134 | $10.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 140 | $10.0K | 0.00% | +70+100.0% | Added |
| Bartlett & Co. LLC | 125 | $10.0K | 0.00% | +125 | New |
| Parallel Advisors, LLC | 140 | $11.0K | 0.00% | −285−67.1% | Reduced |
| Compagnie Lombard Odier SCmA | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 142 | $11.0K | 0.00% | +59+71.1% | Added |
| Money Concepts Capital Corp | 150 | $11.0K | 0.00% | +150 | New |
| Prospera Financial Services Inc | 142 | $11.0K | 0.00% | +142 | New |
| First Manhattan Co | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 181 | $13.0K | 0.00% | +5+2.8% | Added |
| Bedel Financial Consulting, Inc. | 165 | $13.0K | 0.00% | +25+17.9% | Added |
| Proequities, Inc. | 186 | $14.0K | 0.00% | −124−40.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 187 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $14.0K | 0.01% | +190 | New |
| Koshinski Asset Management, Inc. | 191 | $14.5K | 0.00% | −100−34.4% | Reduced |
| Cambridge Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 225 | $17.0K | 0.00% | +213+1,775.0% | Added |
| BIT Capital GmbH | 247 | $18.8K | 0.00% | −11,191−97.8% | Reduced |
| TCI Wealth Advisors, Inc. | 249 | $19.0K | 0.00% | +37+17.5% | Added |
| Adirondack Trust Co | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 288 | $22.0K | 0.01% | +285+9,500.0% | Added |
| Lumature Wealth Partners, LLC | 292 | $22.0K | 0.01% | +292 | New |
| Huntington National Bank | 301 | $23.0K | 0.00% | −45−13.0% | Reduced |
| Montag A & Associates Inc | 310 | $24.0K | 0.00% | +310 | New |
| Federation des caisses Desjardins du Quebec | 324 | $24.6K | 0.00% | −94−22.5% | Reduced |