| Harbour Investments, Inc. | 14 | $0 | 0.00% | −927−98.5% | Reduced |
| Tarbox Family Office, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $0 | 0.00% | +11 | New |
| Curi Capital | 8 | $0 | 0.00% | +8 | New |
| Amplius Wealth Advisors, LLC | 21 | $0 | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 20 | $0 | 0.00% | +20 | New |
| USA Financial Portformulas Corp | 27 | $1.00K | 0.00% | −50,960−99.9% | Reduced |
| Massmutual Trust Co FSB | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $1.00K | 0.00% | +1+2.9% | Added |
| Carolinas Wealth Consulting LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 49 | $1.00K | 0.00% | +20+69.0% | Added |
| Hexagon Capital Partners LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| Miller Wealth Advisors, LLC | 56 | $1.00K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 52 | $1.28K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $2.00K | 0.00% | +28+38.4% | Added |
| Charter Oak Capital Management, LLC | 97 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $2.00K | 0.00% | +71 | New |
| First Horizon Advisors, Inc. | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 137 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motco | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 119 | $3.00K | 0.00% | +119 | New |
| JNBA Financial Advisors | 134 | $3.00K | 0.00% | +134 | New |
| Sageworth Trust Co | 162 | $4.00K | 0.00% | −542−77.0% | Reduced |
| Northern Oak Wealth Management Inc | 170 | $4.00K | 0.00% | +170 | New |
| EverSource Wealth Advisors, LLC | 146 | $4.00K | 0.00% | +146 | New |
| Concord Wealth Partners | 190 | $5.00K | 0.00% | +190 | New |
| Lee Financial Co | 224 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 259 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $6.66K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 301 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 329 | $8.00K | 0.00% | +329 | New |
| Farmers & Merchants Investments Inc | 350 | $9.00K | 0.00% | −41−10.5% | Reduced |
| Earnest Partners LLC | 356 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 355 | $9.00K | 0.00% | +245+222.7% | Added |
| Clearstead Advisors, LLC | 422 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 396 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 398 | $10.0K | 0.00% | +263+194.8% | Added |
| Signet Financial Management, LLC | 415 | $10.0K | 0.00% | +415 | New |
| HM Payson & Co | 474 | $12.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $12.0K | 0.01% | – | New |
| Retirement Planning Co of New England, Inc. | 504 | $12.0K | 0.01% | +504 | New |
| AdvisorNet Financial, Inc | 532 | $13.0K | 0.00% | +40+8.1% | Added |
| Sageworth Trust Co of South Dakota | 538 | $13.0K | 0.02% | +538 | New |
| Larson Financial Group LLC | 555 | $14.0K | 0.00% | +4+0.7% | Added |
| Lindbrook Capital, LLC | 564 | $14.0K | 0.00% | +75+15.3% | Added |
| CVA Family Office, LLC | 555 | $14.0K | 0.00% | +555 | New |
| Parkside Financial Bank & Trust | 595 | $15.0K | 0.00% | +18+3.1% | Added |
| Antonetti Capital Management LLC | 600 | $15.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 645 | $16.0K | 0.00% | +5+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 632 | $16.0K | 0.00% | +183+40.8% | Added |
| Paragon Capital Management Ltd | 633 | $16.0K | 0.00% | +633 | New |
| Washington Trust Advisors, Inc. | 631 | $16.0K | 0.00% | +631 | New |
| Optimum Investment Advisors | 704 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 679 | $17.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 697 | $17.0K | 0.01% | +5+0.7% | Added |
| Hoertkorn Richard Charles | 750 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 760 | $19.0K | 0.00% | +480+171.4% | Added |
| Tyler-Stone Wealth Management | 770 | $19.0K | 0.01% | +770 | New |
| American Portfolios Advisors | 795 | $19.6K | 0.00% | +3+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 844 | $21.0K | 0.00% | −5,691−87.1% | Reduced |
| Delta Asset Management LLC | 835 | $21.0K | 0.00% | −150−15.2% | Reduced |
| North Star Investment Management Corp. | 886 | $22.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 907 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 954 | $24.0K | 0.01% | +103+12.1% | Added |
| AllSquare Wealth Management LLC | 1,050 | $26.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,060 | $26.0K | 0.00% | +101+10.5% | Added |
| Brown Brothers Harriman & Co | 1,078 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,174 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,243 | $31.0K | 0.01% | +96+8.4% | Added |
| Fortitude Advisory Group L.L.C. | 1,255 | $31.0K | 0.02% | +1,255 | New |
| Stonebridge Capital Advisors LLC | 1,304 | $32.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,307 | $32.0K | 0.00% | +1,307 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,390 | $34.0K | 0.01% | +10+0.7% | Added |
| TD Private Client Wealth LLC | 1,383 | $34.1K | 0.00% | −89−6.0% | Reduced |
| MUFG Americas Holdings Corp | 1,432 | $35.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,661 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 1,813 | $44.0K | 0.00% | +404+28.7% | Added |
| Tobam | 1,839 | $45.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,900 | $47.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,889 | $47.0K | 0.00% | +38+2.1% | Added |
| State of Wyoming | 1,954 | $48.0K | 0.02% | +932+91.2% | Added |
| National Bank of Canada | 1,940 | $48.0K | 0.00% | +1,940 | New |
| Allworth Financial LP | 2,067 | $51.0K | 0.00% | +501+32.0% | Added |
| Rockefeller Capital Management L.P. | 2,143 | $52.0K | 0.00% | +2,011+1,523.5% | Added |
| Spire Wealth Management | 2,188 | $54.0K | 0.00% | +2,188 | New |
| Cambridge Trust Co | 2,400 | $59.0K | 0.00% | +2,400 | New |