| FourThought Financial, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 5 | $0 | 0.00% | +5 | New |
| Rockbridge Investment Management, LCC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 14 | $0 | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 12 | $0 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 5 | $196 | 0.00% | +5 | New |
| Howe & Rusling Inc | 37 | $1.00K | 0.00% | −12−24.5% | Reduced |
| Whittier Trust Co | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 38 | $1.00K | 0.00% | +38 | New |
| Surevest, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45 | $2.00K | 0.00% | −81,896−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 63 | $2.00K | 0.00% | +63 | New |
| Cornerstone Advisory, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Sierra Capital LLC | 59 | $2.00K | 0.00% | +59 | New |
| Schubert & Co | 45 | $2.00K | 0.00% | +45 | New |
| Stephens Consulting, LLC | 54 | $2.12K | 0.00% | +54 | New |
| HighMark Wealth Management LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 69 | $3.00K | 0.00% | +29+72.5% | Added |
| Professional Financial Advisors, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $4.00K | 0.01% | +100 | New |
| Plante Moran Financial Advisors, LLC | 107 | $4.00K | 0.00% | +107 | New |
| Avion Wealth | 100 | $4.00K | 0.00% | +100 | New |
| Amplius Wealth Advisors, LLC | 105 | $4.00K | 0.00% | +105 | New |
| Harbour Investments, Inc. | 122 | $5.00K | 0.00% | −78−39.0% | Reduced |
| Leverty Financial Group, LLC | 129 | $5.00K | 0.00% | +129 | New |
| Sutton Wealth Advisors Inc. | 138 | $5.42K | 0.00% | −4−2.8% | Reduced |
| SOA Wealth Advisors, LLC. | 173 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 176 | $7.00K | 0.00% | +13+8.0% | Added |
| Blue Bell Private Wealth Management, LLC | 175 | $7.00K | 0.00% | +175 | New |
| Farmers & Merchants Investments Inc | 202 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 194 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 204 | $8.00K | 0.00% | +204 | New |
| BDO Wealth Advisors, LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 240 | $9.00K | 0.00% | +240 | New |
| TCI Wealth Advisors, Inc. | 254 | $10.0K | 0.00% | +20+8.5% | Added |
| Addison Advisors LLC | 255 | $10.0K | 0.01% | +255 | New |
| Pin Oak Investment Advisors Inc | 304 | $12.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 292 | $12.0K | 0.00% | +292 | New |
| Evoke Wealth, LLC | 341 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 319 | $13.0K | 0.00% | +1+0.3% | Added |
| Bedel Financial Consulting, Inc. | 329 | $13.0K | 0.00% | +29+9.7% | Added |
| EverSource Wealth Advisors, LLC | 323 | $13.0K | 0.00% | +323 | New |
| JJJ Advisors Inc. | 356 | $14.0K | 0.00% | −184−34.1% | Reduced |
| Allworth Financial LP | 361 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 350 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 376 | $15.0K | 0.00% | −416−52.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 407 | $16.0K | 0.00% | +160+64.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 410 | $16.0K | 0.01% | +410 | New |
| Snowden Capital Advisors LLC | 424 | $16.0K | 0.00% | +424 | New |
| Private Capital Group, LLC | 420 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 444 | $17.0K | 0.00% | +69+18.4% | Added |
| Bell Investment Advisors, Inc | 495 | $19.0K | 0.01% | +133+36.7% | Added |
| JNBA Financial Advisors | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 514 | $20.0K | 0.00% | +122+31.1% | Added |
| Ahrens Investment Partners LLC | 510 | $20.0K | 0.01% | +510 | New |
| Byrne Asset Management LLC | 500 | $20.0K | 0.01% | +500 | New |
| First Command Financial Services, Inc. | 541 | $21.0K | 0.00% | +541 | New |
| Parkside Financial Bank & Trust | 571 | $22.0K | 0.01% | −5−0.9% | Reduced |
| Evermay Wealth Management LLC | 560 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 600 | $24.0K | 0.01% | +600 | New |
| Quadrant Capital Group LLC | 654 | $26.0K | 0.00% | −28−4.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 663 | $26.0K | 0.00% | +525+380.4% | Added |
| First Manhattan Co | 704 | $27.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 677 | $27.0K | 0.00% | +610+910.4% | Added |
| Edge Wealth Management LLC | 750 | $29.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $31.0K | 0.06% | +800 | New |
| Confluence Wealth Services, Inc. | 795 | $31.0K | 0.01% | +795 | New |
| Johnson Financial Group, Inc. | 860 | $34.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 900 | $35.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 951 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 961 | $38.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 977 | $39.0K | 0.00% | +669+217.2% | Added |
| Exane Derivatives | 1,024 | $40.2K | 0.01% | +1,024 | New |
| Smith Group Asset Management, LLC | 1,038 | $41.0K | 0.00% | +170+19.6% | Added |
| Tobam | 1,131 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,158 | $45.5K | 0.00% | −63−5.2% | Reduced |
| Widmann Financial Services, Inc. | 1,200 | $47.0K | 0.04% | +1,200 | New |
| Cordasco Financial Network | 1,220 | $48.0K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,359 | $49.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,459 | $57.0K | 0.00% | −245−14.4% | Reduced |
| Signaturefd, LLC | 1,475 | $58.0K | 0.00% | +35+2.4% | Added |
| Lindbrook Capital, LLC | 1,541 | $61.0K | 0.01% | +31+2.1% | Added |
| Covestor Ltd | 1,575 | $62.0K | 0.09% | +1,575 | New |
| MUFG Securities EMEA plc | 1,703 | $67.0K | 0.00% | −3,020−63.9% | Reduced |
| Geneos Wealth Management Inc. | 1,750 | $68.0K | 0.00% | +2+0.1% | Added |
| CWM, LLC | 1,741 | $68.0K | 0.00% | +1,741 | New |
| DuPont Capital Management Corp | 1,758 | $69.0K | 0.00% | −2,549−59.2% | Reduced |