| Parkside Financial Bank & Trust | 12 | $0 | 0.00% | −447−97.4% | Reduced |
| Huntington National Bank | 25 | $0 | 0.00% | −250−90.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $0 | 0.00% | −56−91.8% | Reduced |
| McIlrath & Eck, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $0 | 0.00% | +2+25.0% | Added |
| Stonebridge Capital Advisors LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 20 | $612 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $734 | 0.00% | −10−29.4% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $1.00K | 0.00% | −49−66.2% | Reduced |
| Heritage Wealth Management, LLC | 24 | $1.00K | 0.00% | −36−60.0% | Reduced |
| Allworth Financial LP | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 30 | $1.00K | 0.00% | −6−16.7% | Reduced |
| Laurel Wealth Advisors LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 40 | $1.00K | 0.00% | +40 | New |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 75 | $2.00K | 0.00% | −21−21.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Benjamin F. Edwards & Company, Inc. | 103 | $3.00K | 0.00% | −755−88.0% | Reduced |
| Global Retirement Partners, LLC | 93 | $3.00K | 0.00% | −12−11.4% | Reduced |
| Parallel Advisors, LLC | 89 | $3.00K | 0.00% | −2−2.2% | Reduced |
| WFA Asset Management Corp | 125 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $3.82K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 125 | $3.82K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 134 | $4.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 154 | $5.00K | 0.00% | +14+10.0% | Added |
| Cambridge Trust Co | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 212 | $6.00K | 0.00% | +4+1.9% | Added |
| Covestor Ltd | 190 | $6.00K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 224 | $7.00K | 0.00% | −873−79.6% | Reduced |
| Almanack Investment Partners, LLC. | 224 | $7.00K | 0.00% | +224 | New |
| Wipfli Financial Advisors LLC, | 220 | $7.00K | 0.00% | +220 | New |
| Federation des caisses Desjardins du Quebec | 250 | $7.65K | 0.00% | −21−7.7% | Reduced |
| FourThought Financial, LLC | 247 | $8.00K | 0.00% | −577−70.0% | Reduced |
| Adirondack Trust Co | 270 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 259 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 253 | $8.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 270 | $8.00K | 0.00% | +270 | New |
| Lumature Wealth Partners, LLC | 292 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 328 | $10.0K | 0.00% | +15+4.8% | Added |
| DekaBank Deutsche Girozentrale | 358 | $11.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 429 | $13.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 409 | $13.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 537 | $16.0K | 0.01% | −8−1.5% | Reduced |
| Fifth Third Bancorp | 555 | $17.0K | 0.00% | +17+3.2% | Added |
| Macquarie Group Ltd | 0 | $20.0K | 0.00% | −654−100.0% | Reduced |
| IFP Advisors, Inc | 425 | $22.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 704 | $22.0K | 0.00% | +113+19.1% | Added |
| Advisors Asset Management, Inc. | 833 | $25.0K | 0.00% | −90−9.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 847 | $26.0K | 0.00% | −20−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,001 | $30.0K | 0.00% | −49−4.7% | Reduced |
| Albion Financial Group | 1,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,364 | $42.0K | 0.00% | −906−39.9% | Reduced |
| Geneos Wealth Management Inc. | 1,472 | $45.0K | 0.00% | −275−15.7% | Reduced |
| Deutsche Bank AG | 1,706 | $52.0K | 0.00% | −3,523−67.4% | Reduced |
| Freemont Management S.A. | 1,687 | $52.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,126 | $65.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,710 | $82.9K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,739 | $83.0K | 0.03% | +2,599+1,856.4% | Added |
| Dark Forest Capital Management LP | 2,816 | $86.0K | 0.02% | +2,816 | New |
| Rockefeller Capital Management L.P. | 3,227 | $98.0K | 0.00% | +50+1.6% | Added |