| Schubert & Co | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Huntington National Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 11 | $1.00K | 0.00% | −33−75.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.00K | 0.00% | +6 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Liberty One Investment Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Cordant, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 11 | $1.32K | 0.00% | −1−8.3% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Lloyd Advisory Services, LLC. | 20 | $2.00K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 15 | $2.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 28 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 40 | $4.00K | 0.00% | −4−9.1% | Reduced |
| First Horizon Advisors, Inc. | 34 | $4.00K | 0.00% | −11−24.4% | Reduced |
| BCR Wealth Strategies, LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $5.00K | 0.00% | +10+33.3% | Added |
| IndexIQ Advisors LLC | 39 | $5.00K | 0.00% | +39 | New |
| Caldwell Trust Co | 50 | $5.99K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 50 | $6.00K | 0.00% | −150−75.0% | Reduced |
| Toth Financial Advisory Corp | 50 | $6.00K | 0.00% | −40−44.4% | Reduced |
| Pittenger & Anderson Inc | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $6.00K | 0.00% | +4+8.5% | Added |
| JFS Wealth Advisors, LLC | 50 | $6.00K | 0.00% | +15+42.9% | Added |
| Core Alternative Capital | 49 | $6.00K | 0.00% | +39+390.0% | Added |
| Plante Moran Financial Advisors, LLC | 60 | $7.00K | 0.00% | −90−60.0% | Reduced |
| Econ Financial Services Corp | 60 | $7.00K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $9.00K | 0.00% | −10−11.5% | Reduced |
| Mizuho Securities Co. Ltd. | 78 | $9.00K | 0.00% | −1−1.3% | Reduced |
| HighMark Wealth Management LLC | 73 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 79 | $9.00K | 0.01% | +30+61.2% | Added |
| GHP Investment Advisors, Inc. | 75 | $9.00K | 0.00% | +75 | New |
| Anchor Investment Management, LLC | 80 | $9.58K | 0.00% | −154−65.8% | Reduced |
| Global Retirement Partners, LLC | 190 | $10.0K | 0.00% | +190 | New |
| McIlrath & Eck, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 96 | $11.0K | 0.00% | +40+71.4% | Added |
| FourThought Financial, LLC | 107 | $12.0K | 0.00% | −49−31.4% | Reduced |
| Optimum Investment Advisors | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 105 | $12.0K | 0.00% | +55+110.0% | Added |
| BIT Capital GmbH | 109 | $13.0K | 0.00% | +19+21.1% | Added |
| C M Bidwell & Associates Ltd | 121 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 113 | $14.0K | 0.02% | +113 | New |
| Hazlett, Burt & Watson, Inc. | 125 | $15.0K | 0.01% | +125 | New |
| NVWM, LLC | 133 | $16.0K | 0.01% | +133 | New |
| CVA Family Office, LLC | 135 | $16.0K | 0.00% | +135 | New |
| Elequin Capital LP | 132 | $16.0K | 0.00% | +132 | New |
| State of Wyoming | 132 | $16.0K | 0.01% | +132 | New |
| Covestor Ltd | 140 | $17.0K | 0.01% | +47+50.5% | Added |
| HBK Sorce Advisory LLC | 224,811 | $18.0K | 0.00% | −175−0.1% | Reduced |
| Parkside Financial Bank & Trust | 145 | $18.0K | 0.00% | +9+6.6% | Added |
| Glassman Wealth Services | 152 | $18.0K | 0.00% | +68+81.0% | Added |
| TD Private Client Wealth LLC | 152 | $18.2K | 0.00% | +109+253.5% | Added |
| Ci Investments Inc. | 159 | $19.0K | 0.00% | +131+467.9% | Added |
| Adirondack Trust Co | 175 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 176 | $21.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 198 | $23.0K | 0.00% | +49+32.9% | Added |
| Central Trust Co | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 218 | $26.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 225 | $27.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 230 | $28.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 232 | $28.0K | 0.00% | +47+25.4% | Added |
| Vienna Asset Management LLC | 240 | $29.0K | 0.04% | −1,130−82.5% | Reduced |
| Riverview Trust Co | 239 | $29.0K | 0.02% | +239 | New |
| Private Capital Group, LLC | 251 | $30.0K | 0.01% | +131+109.2% | Added |
| Dark Forest Capital Management LP | 256 | $30.0K | 0.01% | +188+276.5% | Added |
| WD Rutherford LLC | 255 | $31.0K | 0.02% | −13,840−98.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 260 | $31.0K | 0.00% | +260 | New |
| Meeder Asset Management Inc | 266 | $32.0K | 0.00% | −30−10.1% | Reduced |
| Brown Brothers Harriman & Co | 270 | $32.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 267 | $32.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 294 | $35.0K | 0.03% | −25−7.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 301 | $36.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 310 | $37.0K | 0.00% | +150+93.8% | Added |
| Proffitt & Goodson Inc | 350 | $42.0K | 0.01% | +350 | New |
| Laurel Wealth Advisors LLC | 360 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 359 | $43.0K | 0.01% | +209+139.3% | Added |
| Winch Advisory Services, LLC | 368 | $44.0K | 0.02% | +179+94.7% | Added |
| Rockbridge Investment Management, LCC | 357 | $44.1K | 0.01% | 00.0% | Unchanged |
