| Bell Investment Advisors, Inc | 10 | $0 | 0.00% | −15−60.0% | Reduced |
| Lowe Wealth Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 13 | $0 | 0.00% | +13 | New |
| Curi Capital | 4 | $0 | 0.00% | +4 | New |
| Federation des caisses Desjardins du Quebec | 14 | $691 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 14 | $691 | 0.00% | +14 | New |
| Cascade Investment Advisors, Inc. | 15 | $740 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $790 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 19 | $938 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | −236−94.0% | Reduced |
| Charter Oak Capital Management, LLC | 25 | $1.00K | 0.00% | −200−88.9% | Reduced |
| Zions Bancorporation, N.A. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $1.00K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Newbridge Financial Services Group, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Schubert & Co | 30 | $1.00K | 0.00% | +30 | New |
| City State Bank | 16 | $1.00K | 0.00% | +16 | New |
| Tucker Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $2.00K | 0.00% | +13+72.2% | Added |
| Parkside Financial Bank & Trust | 41 | $2.00K | 0.00% | +14+51.9% | Added |
| JFS Wealth Advisors, LLC | 49 | $2.00K | 0.00% | +49 | New |
| Abound Wealth Management | 58 | $2.88K | 0.00% | +58 | New |
| Whittier Trust Co of Nevada Inc | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $3.00K | 0.00% | −14−20.9% | Reduced |
| Washington Trust Advisors, Inc. | 64 | $3.00K | 0.00% | +64 | New |
| Earnest Partners LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 85 | $4.00K | 0.00% | +20+30.8% | Added |
| Evoke Wealth, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 80 | $4.00K | 0.00% | +50+166.7% | Added |
| Cullen/Frost Bankers, Inc. | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 107 | $5.00K | 0.00% | +1+0.9% | Added |
| Crewe Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 101 | $5.00K | 0.00% | +101 | New |
| Private Capital Group, LLC | 115 | $6.00K | 0.00% | −22−16.1% | Reduced |
| Brown Brothers Harriman & Co | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 128 | $6.00K | 0.00% | −2−1.5% | Reduced |
| Glassman Wealth Services | 127 | $6.00K | 0.00% | +21+19.8% | Added |
| Fortitude Advisory Group L.L.C. | 122 | $6.00K | 0.00% | +122 | New |
| Exchange Traded Concepts, LLC | 142 | $7.00K | 0.00% | −8,172−98.3% | Reduced |
| Sageworth Trust Co | 149 | $7.00K | 0.00% | −496−76.9% | Reduced |
| FourThought Financial, LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $8.00K | 0.00% | −369−72.2% | Reduced |
| Ellevest, Inc. | 155 | $8.00K | 0.00% | −91−37.0% | Reduced |
| MUFG Americas Holdings Corp | 172 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 170 | $8.00K | 0.00% | −5−2.9% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 160 | $8.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 190 | $9.00K | 0.01% | +190 | New |
| TCI Wealth Advisors, Inc. | 212 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 200 | $10.0K | 0.00% | +200 | New |
| Richwood Investment Advisors, LLC | 200 | $10.0K | 0.01% | +200 | New |
| Allworth Financial LP | 226 | $11.0K | 0.00% | −206−47.7% | Reduced |
| Focused Wealth Management, Inc | 241 | $12.0K | 0.00% | +1+0.4% | Added |
| Tradewinds Capital Management, LLC | 268 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 254 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 306 | $15.0K | 0.00% | −7−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 303 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 302 | $15.0K | 0.01% | +302 | New |
| KB Financial Partners, LLC | 325 | $16.0K | 0.00% | +325 | New |
| McCarthy Grittinger Financial Group, LLC | 325 | $16.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 338 | $17.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 352 | $17.0K | 0.00% | +352 | New |
| Rosenberg Matthew Hamilton | 370 | $18.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 355 | $18.0K | 0.02% | +355 | New |
| Gradient Investments LLC | 435 | $21.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 450 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 491 | $24.0K | 0.04% | +491 | New |
| Field & Main Bank | 500 | $25.0K | 0.01% | +200+66.7% | Added |
| TAP Consulting, LLC | 500 | $25.0K | 0.01% | +500 | New |
| Future Financial Wealth Managment LLC | 500 | $25.0K | 0.02% | +500 | New |
| Professional Financial Advisors, LLC | 517 | $26.0K | 0.01% | +2+0.4% | Added |
| Counterpoint Mutual Funds LLC | 532 | $26.0K | 0.02% | +532 | New |
| CoreCap Advisors, LLC | 549 | $27.0K | 0.00% | +549 | New |
| Hexagon Capital Partners LLC | 576 | $28.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 574 | $28.0K | 0.01% | +574 | New |
| Legacy Bridge, LLC | 600 | $30.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 637 | $31.0K | 0.00% | +637 | New |
| American Portfolios Advisors | 665 | $32.8K | 0.00% | −26−3.8% | Reduced |
| Geneos Wealth Management Inc. | 679 | $33.0K | 0.00% | −150−18.1% | Reduced |
| Lindbrook Capital, LLC | 688 | $34.0K | 0.01% | −29−4.0% | Reduced |
| Umb Bank N A | 696 | $34.0K | 0.00% | +696 | New |
| Jefferies Group LLC | 706 | $34.9K | 0.00% | −544−43.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 704 | $35.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 790 | $39.0K | 0.00% | −90−10.2% | Reduced |
| Fifth Third Bancorp | 784 | $39.0K | 0.00% | +114+17.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 800 | $40.0K | 0.02% | 00.0% | Unchanged |