| Private Ocean, LLC | 3 | $0 | 0.00% | −283−99.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $127 | 0.00% | – | – |
| Exane Derivatives | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Meridian Wealth Partners, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Consolidated Planning Corp | 17 | $2.00K | 0.00% | +17 | New |
| Cordant, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Red Tortoise LLC | 24 | $2.00K | 0.00% | +24 | New |
| Leonteq Securities AG | 16 | $2.05K | 0.00% | −109−87.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 19 | $2.43K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 26 | $3.00K | 0.00% | +2+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 22 | $3.00K | 0.00% | +11+100.0% | Added |
| Bell Investment Advisors, Inc | 26 | $3.00K | 0.00% | +26 | New |
| Brown Brothers Harriman & Co | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 29 | $4.00K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 40 | $5.00K | 0.00% | +40 | New |
| Larson Financial Group LLC | 37 | $5.00K | 0.00% | +37 | New |
| Bellwether Advisors, LLC | 43 | $5.00K | 0.00% | +43 | New |
| Whittier Trust Co | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $7.00K | 0.00% | +32+168.4% | Added |
| BerganKDV Wealth Management, LLC | 58 | $7.00K | 0.00% | +58 | New |
| TCI Wealth Advisors, Inc. | 66 | $8.00K | 0.00% | +43+187.0% | Added |
| Zions Bancorporation, N.A. | 74 | $9.00K | 0.00% | −1−1.3% | Reduced |
| Cranbrook Wealth Management, LLC | 68 | $9.00K | 0.00% | +15+28.3% | Added |
| West Paces Advisors Inc. | 75 | $9.60K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 89 | $11.4K | 0.00% | +2+2.3% | Added |
| Legacy Bridge, LLC | 97 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 94 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 93 | $12.0K | 0.00% | +4+4.5% | Added |
| Glassman Wealth Services | 97 | $12.0K | 0.00% | +13+15.5% | Added |
| Benjamin Edwards Inc | 97 | $12.0K | 0.01% | +97 | New |
| Kowal Investment Group, LLC | 96 | $12.0K | 0.00% | +96 | New |
| Arlington Partners LLC | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 113 | $14.0K | 0.00% | +85+303.6% | Added |
| Allworth Financial LP | 113 | $14.0K | 0.00% | +89+370.8% | Added |
| SOA Wealth Advisors, LLC. | 128 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 132 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 130 | $17.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 152 | $19.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 145 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 153 | $20.0K | 0.00% | +105+218.8% | Added |
| Lindbrook Capital, LLC | 182 | $23.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 191 | $25.0K | 0.00% | +87+83.7% | Added |
| City Holding Co | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 205 | $26.0K | 0.00% | +67+48.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $26.0K | 0.01% | +200 | New |
| Achmea Investment Management B.V. | 205 | $27.0K | 0.00% | −5,064−96.1% | Reduced |
| Cordasco Financial Network | 216 | $28.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 218 | $28.0K | 0.00% | +146+202.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 222 | $28.0K | 0.00% | +222 | New |
| Private Capital Group, LLC | 234 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 254 | $32.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 248 | $32.0K | 0.01% | +37+17.5% | Added |
| NewSquare Capital LLC | 250 | $32.0K | 0.00% | +250 | New |
| Canton Hathaway, LLC | 252 | $32.0K | 0.01% | +252 | New |
| Prentice Wealth Management LLC | 286 | $37.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $38.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 308 | $39.0K | 0.00% | −44−12.5% | Reduced |
| Harbour Investments, Inc. | 362 | $46.0K | 0.00% | −5,476−93.8% | Reduced |
| Exchange Traded Concepts, LLC | 366 | $47.0K | 0.00% | −3−0.8% | Reduced |
| Canada Pension Plan Investment Board | 371 | $47.0K | 0.00% | +137+58.5% | Added |
| Bartlett & Co. Wealth Management LLC | 375 | $48.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 375 | $48.0K | 0.02% | −16−4.1% | Reduced |
| Bartlett & Co. LLC | 375 | $48.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 381 | $49.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 441 | $56.0K | 0.04% | +300+212.8% | Added |
| Salem Investment Counselors Inc | 452 | $58.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 460 | $59.0K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $64.0K | 0.00% | −200−28.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 500 | $64.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 535 | $67.0K | 0.00% | +34+6.8% | Added |
| Tobam | 555 | $71.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 564 | $72.0K | 0.03% | +564 | New |
| Covington Capital Management | 575 | $74.0K | 0.00% | −47−7.6% | Reduced |
| Penserra Capital Management LLC | 591 | $75.0K | 0.00% | +59+11.1% | Added |
| Hanson & Doremus Investment Management | 584 | $75.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $77.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 617 | $79.0K | 0.00% | −3−0.5% | Reduced |
| Berman Capital Advisors, LLC | 703 | $89.0K | 0.01% | +331+89.0% | Added |