| Lee Financial Co | 5 | $0 | 0.00% | +5 | New |
| Capstone Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Amplius Wealth Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $91 | 0.00% | – | – |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 24 | $2.00K | 0.00% | −24−50.0% | Reduced |
| HM Payson & Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 19 | $2.00K | 0.00% | +1+5.6% | Added |
| Key Financial Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +20 | New |
| First Bank & Trust | 20 | $2.00K | 0.00% | +20 | New |
| Concord Wealth Partners | 27 | $2.00K | 0.00% | +27 | New |
| Schubert & Co | 18 | $2.00K | 0.00% | +18 | New |
| Howe & Rusling Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 31 | $3.00K | 0.00% | +31 | New |
| Sound Income Strategies, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Stephens Consulting, LLC | 36 | $3.31K | 0.00% | +36 | New |
| Baystate Wealth Management LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Koshinski Asset Management, Inc. | 53 | $4.88K | 0.00% | +14+35.9% | Added |
| Motco | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Exane Derivatives | 63 | $5.79K | 0.00% | −738−92.1% | Reduced |
| C M Bidwell & Associates Ltd | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $6.00K | 0.00% | +10+17.2% | Added |
| Eukles Asset Management | 65 | $6.00K | 0.00% | +65 | New |
| Sutton Wealth Advisors Inc. | 75 | $6.90K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 74 | $7.00K | 0.00% | −234−76.0% | Reduced |
| MUFG Americas Holdings Corp | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $7.00K | 0.00% | −5−6.3% | Reduced |
| Private Capital Group, LLC | 77 | $7.00K | 0.00% | −5−6.1% | Reduced |
| Pflug Koory, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 87 | $7.98K | 0.00% | +87 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 83 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $8.00K | 0.00% | +6+7.9% | Added |
| Credit Agricole S A | 100 | $9.00K | 0.00% | −102−50.5% | Reduced |
| Adirondack Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 97 | $9.00K | 0.00% | +97 | New |
| Crescent Capital Consulting, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Elmwood Wealth Management, Inc. | 100 | $9.00K | 0.00% | +100 | New |
| Syverson Strege & Co | 114 | $10.0K | 0.01% | −42−26.9% | Reduced |
| Asset Dedication, LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $10.0K | 0.01% | +2+1.8% | Added |
| Sittner & Nelson, LLC | 104 | $10.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 108 | $10.0K | 0.00% | +108 | New |
| Raffa Wealth Management, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 122 | $11.0K | 0.00% | +122 | New |
| Earnest Partners LLC | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 126 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 129 | $12.0K | 0.00% | +129 | New |
| Versant Capital Management, Inc | 138 | $13.0K | 0.00% | −4−2.8% | Reduced |
| Bell Investment Advisors, Inc | 145 | $13.0K | 0.00% | +12+9.0% | Added |
| Accel Wealth Management | 146 | $13.0K | 0.01% | +46+46.0% | Added |
| Mascoma Wealth Management LLC | 140 | $13.0K | 0.00% | +140 | New |
| BerganKDV Wealth Management, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 155 | $14.0K | 0.00% | +39+33.6% | Added |
| Lindbrook Capital, LLC | 167 | $15.0K | 0.00% | +80+92.0% | Added |
| Delta Asset Management LLC | 179 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 176 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 184 | $17.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 198 | $18.0K | 0.00% | +63+46.7% | Added |
| Hudock, Inc. | 217 | $20.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 220 | $20.0K | 0.00% | +220 | New |
| KB Financial Partners, LLC | 222 | $20.0K | 0.01% | +222 | New |
| Beaird Harris Wealth Management, LLC | 222 | $20.0K | 0.01% | +222 | New |
| Atwood & Palmer Inc | 230 | $21.0K | 0.00% | −175−43.2% | Reduced |
| Standard Family Office LLC | 232 | $21.0K | 0.19% | +232 | New |
| Washington Trust Advisors, Inc. | 243 | $22.0K | 0.00% | +243 | New |
| Fortitude Advisory Group L.L.C. | 275 | $25.0K | 0.01% | +275 | New |
| Smithfield Trust Co | 274 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 297 | $27.0K | 0.00% | +297 | New |
| HHM Wealth Advisors, LLC | 305 | $28.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $28.0K | 0.00% | +200+200.0% | Added |
| Harbour Investments, Inc. | 315 | $29.0K | 0.00% | −664−67.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 310 | $29.0K | 0.01% | +10+3.3% | Added |
| TCI Wealth Advisors, Inc. | 326 | $30.0K | 0.00% | +13+4.2% | Added |
| Sargent Bickham Lagudis LLC | 344 | $32.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 346 | $32.0K | 0.01% | +346 | New |
| First Command Financial Services, Inc. | 361 | $33.0K | 0.00% | −17−4.5% | Reduced |