| Evoke Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Meridian Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $96 | 0.00% | – | – |
| Kelly Financial Services LLC | 5 | $481 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Red Tortoise LLC | 10 | $1.00K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 22 | $2.00K | 0.00% | −32−59.3% | Reduced |
| Albion Financial Group | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Newbridge Financial Services Group, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 20 | $2.00K | 0.00% | +20 | New |
| Howe & Rusling Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 32 | $3.00K | 0.00% | +10+45.5% | Added |
| Massmutual Trust Co FSB | 34 | $3.00K | 0.00% | +34 | New |
| Edge Wealth Management LLC | 28 | $3.00K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 32 | $3.08K | 0.00% | +10+45.5% | Added |
| CX Institutional | 46 | $4.00K | 0.00% | −239−83.9% | Reduced |
| Northern Oak Wealth Management Inc | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 41 | $4.00K | 0.00% | +22+115.8% | Added |
| Vigilant Capital Management, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Total Clarity Wealth Management, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Lindbrook Capital, LLC | 53 | $5.00K | 0.00% | −18−25.4% | Reduced |
| Earnest Partners LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 47 | $5.00K | 0.00% | +47 | New |
| Atlas Capital Advisors LLC | 60 | $5.77K | 0.00% | +60 | New |
| Quantbot Technologies LP | 67 | $6.00K | 0.00% | −10,047−99.3% | Reduced |
| Optimum Investment Advisors | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 84 | $8.00K | 0.00% | −8−8.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 81 | $8.00K | 0.00% | +25+44.6% | Added |
| Arkadios Wealth Advisors | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 104 | $9.00K | 0.00% | +23+28.4% | Added |
| Kozak & Associates, Inc. | 98 | $9.00K | 0.01% | +98 | New |
| Graves-Light Private Wealth Management, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $10.0K | 0.00% | +100 | New |
| Private Capital Group, LLC | 115 | $11.0K | 0.00% | −3−2.5% | Reduced |
| Versant Capital Management, Inc | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 115 | $11.0K | 0.00% | +115 | New |
| Whittier Trust Co | 130 | $12.0K | 0.00% | +10+8.3% | Added |
| Whittier Trust Co of Nevada Inc | 123 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 129 | $12.6K | 0.01% | −6−4.4% | Reduced |
| Hudock, Inc. | 152 | $14.0K | 0.00% | +1+0.7% | Added |
| Park Circle Co | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 148 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 144 | $14.0K | 0.00% | +10+7.5% | Added |
| Gemmer Asset Management LLC | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 180 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 182 | $17.0K | 0.01% | +5+2.8% | Added |
| Zions Bancorporation, N.A. | 191 | $18.0K | 0.00% | +8+4.4% | Added |
| Proequities, Inc. | 189 | $18.0K | 0.00% | +18+10.5% | Added |
| Sargent Bickham Lagudis LLC | 193 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $19.2K | 0.00% | −4,138−95.4% | Reduced |
| HHM Wealth Advisors, LLC | 210 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 221 | $21.0K | 0.00% | −450−67.1% | Reduced |
| Meeder Asset Management Inc | 219 | $21.0K | 0.00% | −45−17.0% | Reduced |
| Berman Capital Advisors, LLC | 228 | $21.0K | 0.00% | +160+235.3% | Added |
| Glassman Wealth Services | 235 | $23.0K | 0.00% | −4−1.7% | Reduced |
| City Holding Co | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 250 | $24.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 245 | $24.0K | 0.00% | +67+37.6% | Added |
| Ironwood Financial, llc | 255 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 255 | $25.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 292 | $27.0K | 0.00% | +226+342.4% | Added |
| Pacitti Group Inc. | 300 | $29.0K | 0.02% | −19−6.0% | Reduced |
| Column Capital Advisors, LLC | 303 | $29.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 316 | $30.0K | 0.00% | +12+3.9% | Added |
| Plante Moran Financial Advisors, LLC | 349 | $34.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 351 | $34.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $34.0K | 0.00% | +125+55.6% | Added |
| Brewin Dolphin Ltd | 374 | $36.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 385 | $37.0K | 0.00% | +385 | New |
| Valley National Advisers Inc | 400 | $38.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 413 | $40.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 410 | $41.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 451 | $43.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 463 | $45.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 476 | $46.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 567 | $58.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 674 | $65.0K | 0.01% | −110−14.0% | Reduced |
| Sutton Wealth Advisors Inc. | 707 | $68.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 704 | $68.0K | 0.00% | +298+73.4% | Added |
| Signaturefd, LLC | 776 | $75.0K | 0.00% | −22−2.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 800 | $77.0K | 0.00% | +200+33.3% | Added |