| Sentry Investment Management LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Kistler-Tiffany Companies, LLC | 10 | $0 | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | +25 | New |
| Core Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Curi Capital | 9 | $0 | 0.00% | +9 | New |
| Schubert & Co | 11 | $0 | 0.00% | +11 | New |
| Masso Torrence Wealth Management Inc. | 1 | $0 | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 16 | $0 | 0.00% | +16 | New |
| WestEnd Advisors, LLC | 2 | $35 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 28 | $494 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $1.00K | 0.00% | −107−72.8% | Reduced |
| Pacific Center for Financial Services | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $1.00K | 0.00% | +55 | New |
| Amplius Wealth Advisors, LLC | 106 | $1.00K | 0.00% | +106 | New |
| Snowden Capital Advisors LLC | 89 | $1.00K | 0.00% | +89 | New |
| Leverty Financial Group, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Versant Capital Management, Inc | 141 | $2.00K | 0.00% | −36−20.3% | Reduced |
| Brown Brothers Harriman & Co | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 132 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 124 | $2.00K | 0.00% | +124 | New |
| Sierra Capital LLC | 135 | $2.00K | 0.00% | +135 | New |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Mizuho Securities Co. Ltd. | 196 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 190 | $3.00K | 0.00% | +27+16.6% | Added |
| Ellevest, Inc. | 193 | $3.00K | 0.00% | +16+9.0% | Added |
| Whittier Trust Co of Nevada Inc | 151 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 194 | $3.00K | 0.00% | +49+33.8% | Added |
| Allworth Financial LP | 208 | $4.00K | 0.00% | −473−69.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 251 | $4.00K | 0.00% | −199−44.2% | Reduced |
| Zions Bancorporation, N.A. | 244 | $4.00K | 0.00% | +24+10.9% | Added |
| Clearview Wealth Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 243 | $4.29K | 0.00% | +243 | New |
| Brown, Lisle/Cummings, Inc. | 255 | $4.50K | 0.00% | +255 | New |
| Rosenberg Matthew Hamilton | 303 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 277 | $5.00K | 0.00% | +1+0.4% | Added |
| Larson Financial Group LLC | 255 | $5.00K | 0.00% | +254+25,400.0% | Added |
| EverSource Wealth Advisors, LLC | 255 | $5.00K | 0.00% | +255 | New |
| Sutton Wealth Advisors Inc. | 290 | $5.12K | 0.00% | +75+34.9% | Added |
| IFP Advisors, Inc | 304 | $6.00K | 0.00% | +48+18.8% | Added |
| JFS Wealth Advisors, LLC | 405 | $7.00K | 0.00% | +49+13.8% | Added |
| Capital Analysts, LLC | 481 | $8.00K | 0.00% | +3+0.6% | Added |
| MUFG Americas Holdings Corp | 456 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 425 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 477 | $8.00K | 0.00% | +477 | New |
| CoreCap Advisors, LLC | 450 | $8.00K | 0.00% | +450 | New |
| Widmann Financial Services, Inc. | 500 | $8.00K | 0.01% | +500 | New |
| Anchor Investment Management, LLC | 500 | $8.82K | 0.00% | +500 | New |
| KB Financial Partners, LLC | 489 | $9.00K | 0.00% | −13,651−96.5% | Reduced |
| Farmers & Merchants Investments Inc | 487 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 503 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 536 | $9.00K | 0.00% | +263+96.3% | Added |
| Carroll Financial Associates, Inc. | 635 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 647 | $11.0K | 0.00% | +25+4.0% | Added |
| Tradition Wealth Management, LLC | 607 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 615 | $11.0K | 0.00% | +1+0.2% | Added |
| CVA Family Office, LLC | 600 | $11.0K | 0.00% | +600 | New |
| Aquatic Capital Management LLC | 600 | $11.0K | 0.02% | +600 | New |
| National Bank of Canada | 682 | $12.0K | 0.00% | +682 | New |
| Quent Capital, LLC | 652 | $12.0K | 0.00% | +652 | New |
| AdvisorNet Financial, Inc | 712 | $13.0K | 0.00% | +10+1.4% | Added |
| Parkside Financial Bank & Trust | 718 | $13.0K | 0.00% | +7+1.0% | Added |
| Umb Bank N A | 758 | $13.0K | 0.00% | +758 | New |
| CWM, LLC | 741 | $13.0K | 0.00% | +741 | New |
| TD Private Client Wealth LLC | 836 | $14.8K | 0.00% | +353+73.1% | Added |
| Bollard Group LLC | 834 | $15.0K | 0.00% | +4+0.5% | Added |
| Lindbrook Capital, LLC | 1,007 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $18.0K | 0.01% | +1,000 | New |
| CKW Financial Group | 1,100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,170 | $21.0K | 0.01% | +1,170 | New |
| NEXT Financial Group, Inc | 1,417 | $25.0K | 0.00% | −160−10.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,437 | $25.0K | 0.00% | +1,437 | New |
| Counterpoint Mutual Funds LLC | 1,548 | $27.0K | 0.03% | +1,548 | New |
| American Portfolios Advisors | 1,578 | $27.9K | 0.00% | +430+37.5% | Added |
| Daiwa Securities Group Inc. | 1,686 | $30.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 1,714 | $30.0K | 0.01% | +1,714 | New |
| State of Wyoming | 1,792 | $32.0K | 0.01% | −2,901−61.8% | Reduced |
| Parallel Advisors, LLC | 1,846 | $33.0K | 0.00% | −697−27.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,193 | $39.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,245 | $40.0K | 0.06% | +2,245 | New |
| Community Bank, N.A. | 2,300 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,533 | $45.0K | 0.00% | −117,699−97.9% | Reduced |
| Assetmark, Inc | 2,524 | $45.0K | 0.00% | +2,402+1,968.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,792 | $49.0K | 0.01% | +942+50.9% | Added |
| Smithfield Trust Co | 2,820 | $50.0K | 0.00% | 00.0% | Unchanged |