| Bellwether Advisors, LLC | 5 | $0 | 0.00% | −5,753−99.9% | Reduced |
| J.Safra Asset Management Corp | 63 | $0 | 0.00% | +63 | New |
| CFS Investment Advisory Services, LLC | 82,150 | $0 | 0.00% | +82,150 | New |
| WestEnd Advisors, LLC | – | $178 | 0.00% | – | – |
| Exane Derivatives | 3 | $535 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −7,292−99.9% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8 | $1.00K | 0.00% | +8 | New |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Ci Investments Inc. | 14 | $2.00K | 0.00% | −505−97.3% | Reduced |
| Schubert & Co | 9 | $2.00K | 0.00% | −3−25.0% | Reduced |
| Logan Capital Management Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $2.00K | 0.00% | −1−7.7% | Reduced |
| TSFG, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $2.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 15 | $2.67K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Atticus Wealth Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Allworth Financial LP | 20 | $4.00K | 0.00% | −66−76.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $4.00K | 0.00% | +25 | New |
| Cordant, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 27 | $4.81K | 0.00% | +7+35.0% | Added |
| Dark Forest Capital Management LP | 28 | $5.00K | 0.00% | −34−54.8% | Reduced |
| Valley National Advisers Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 26 | $5.00K | 0.00% | +5+23.8% | Added |
| Disciplined Investments, LLC | 27 | $5.00K | 0.00% | +12+80.0% | Added |
| Sandy Spring Bank | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 31 | $6.00K | 0.00% | +29+1,450.0% | Added |
| SRS Capital Advisors, Inc. | 32 | $6.00K | 0.00% | +32 | New |
| TCWP LLC | 34 | $6.00K | 0.00% | +34 | New |
| Harbor Investment Advisory, LLC | 42 | $7.00K | 0.00% | −13−23.6% | Reduced |
| Earnest Partners LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 44 | $7.00K | 0.00% | +28+175.0% | Added |
| GHP Investment Advisors, Inc. | 40 | $7.00K | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 41 | $8.00K | 0.00% | +1+2.5% | Added |
| Charter Oak Capital Management, LLC | 43 | $8.00K | 0.00% | +43 | New |
| Castleview Partners, LLC | 53 | $9.00K | 0.01% | −23,048−99.8% | Reduced |
| EverSource Wealth Advisors, LLC | 48 | $9.00K | 0.00% | −45−48.4% | Reduced |
| Adirondack Trust Co | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $10.0K | 0.00% | −1−1.7% | Reduced |
| Country Trust Bank | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 58 | $10.0K | 0.01% | +1+1.8% | Added |
| CoreFirst Bank & Trust | 55 | $10.0K | 0.01% | +55 | New |
| West Paces Advisors Inc. | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 70 | $12.0K | 0.00% | −2−2.8% | Reduced |
| Vigilant Capital Management, LLC | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $12.0K | 0.00% | +36+105.9% | Added |
| Core Alternative Capital | 73 | $13.0K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 76 | $14.0K | 0.00% | +76 | New |
| Umb Bank N A | 88 | $16.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 92 | $16.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 91 | $16.0K | 0.00% | +27+42.2% | Added |
| Jones Financial Companies LLLP | 93 | $17.0K | 0.00% | −15−13.9% | Reduced |
| Northwest Investment Counselors, LLC | 98 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 97 | $17.0K | 0.00% | +17+21.3% | Added |
| Pinebridge Investments, L.P. | 100 | $18.0K | 0.00% | −600−85.7% | Reduced |
| Harvest Fund Management Co., Ltd | 106 | $18.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $18.0K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 115 | $20.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 130 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 127 | $23.0K | 0.01% | +31+32.3% | Added |
| Lindbrook Capital, LLC | 141 | $25.0K | 0.00% | +80+131.1% | Added |
| Walleye Trading LLC | 139 | $25.0K | 0.00% | +139 | New |
| TD Private Client Wealth LLC | 145 | $25.8K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 153 | $27.0K | 0.00% | +4+2.7% | Added |
| Parkside Financial Bank & Trust | 156 | $28.0K | 0.01% | +25+19.1% | Added |
| Parallax Volatility Advisers, L.P. | 163 | $29.0K | 0.00% | +163 | New |
| Graves-Light Private Wealth Management, Inc. | 166 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 168 | $30.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 166 | $30.0K | 0.02% | +166 | New |
| Whittier Trust Co | 174 | $31.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 213 | $31.0K | 0.00% | +213 | New |
| Ellevest, Inc. | 199 | $35.0K | 0.00% | +53+36.3% | Added |
| PrairieView Partners, LLC | 203 | $36.0K | 0.01% | 00.0% | Unchanged |