| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1 | $0 | 0.00% | +1 | New |
| Carroll Financial Associates, Inc. | 7 | $0 | 0.00% | +7 | New |
| Ellis Investment Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Retirement Planning Co of New England, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $222 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 6 | $445 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $665 | 0.00% | +7 | New |
| Focused Wealth Management, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 12 | $1.00K | 0.00% | −12−50.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $1.00K | 0.00% | −5−29.4% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $1.00K | 0.00% | +7+58.3% | Added |
| Accel Wealth Management | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| SOA Wealth Advisors, LLC. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Motley Fool Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Lenox Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Point72 Hong Kong Ltd | 18 | $1.00K | 0.00% | +18 | New |
| First Command Financial Services, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Widmann Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Western Pacific Wealth Management, LP | 14 | $1.00K | 0.00% | +14 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | +19 | New |
| Life Planning Partners, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 22 | $2.00K | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Masso Torrence Wealth Management Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41 | $3.00K | 0.00% | +41 | New |
| Whittier Trust Co | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 57 | $4.00K | 0.00% | +2+3.6% | Added |
| Pittenger & Anderson Inc | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 69 | $5.00K | 0.00% | +32+86.5% | Added |
| Highlander Capital Management, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| Quent Capital, LLC | 99 | $7.00K | 0.00% | +99 | New |
| Compagnie Lombard Odier SCmA | 115 | $8.00K | 0.00% | +30+35.3% | Added |
| EverSource Wealth Advisors, LLC | 105 | $8.00K | 0.00% | +105 | New |
| IFP Advisors, Inc | 40 | $9.00K | 0.00% | −10−20.0% | Reduced |
| Crescent Capital Consulting, LLC | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 169 | $12.0K | 0.00% | +169 | New |
| The PNC Financial Services Group, Inc. | 185 | $13.0K | 0.00% | −119−39.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 186 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 214 | $16.0K | 0.00% | +214 | New |
| Westside Investment Management, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 231 | $17.0K | 0.00% | +155+203.9% | Added |
| Manchester Capital Management LLC | 240 | $18.0K | 0.00% | −43−15.2% | Reduced |
| Macquarie Group Ltd | 279 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 342 | $25.0K | 0.02% | +342 | New |
| Washington Trust Co | 425 | $31.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 427 | $31.0K | 0.00% | +427 | New |
| HM Payson & Co | 511 | $38.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 514 | $38.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 550 | $41.0K | 0.03% | +550 | New |
| Northwestern Mutual Wealth Management Co | 740 | $55.0K | 0.00% | +513+226.0% | Added |
| US Bancorp | 894 | $66.0K | 0.00% | −103−10.3% | Reduced |
| Great West Life Assurance Co | 1,094 | $81.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,320 | $98.0K | 0.00% | −63−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,472 | $109.0K | 0.00% | +375+34.2% | Added |
| Globeflex Capital L P | 1,852 | $137.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,843 | $137.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,993 | $148.0K | 0.02% | +1,993 | New |
| Captrust Financial Advisors | 2,252 | $167.0K | 0.00% | +3+0.1% | Added |
| Amplius Wealth Advisors, LLC | 2,423 | $179.0K | 0.02% | +2,423 | New |
| First Horizon Advisors, Inc. | 2,510 | $186.0K | 0.01% | −159−6.0% | Reduced |