| Global Retirement Partners, LLC | 3 | $0 | 0.00% | −50−94.3% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −15−83.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Addison Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $0 | 0.00% | +1 | New |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Eagle Bay Advisors LLC | 0 | $30 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 2 | $284 | 0.00% | – | – |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −60−92.3% | Reduced |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20 | $2.00K | 0.00% | +4+25.0% | Added |
| Disciplined Investments, LLC | 13 | $2.00K | 0.00% | +1+8.3% | Added |
| Schubert & Co | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| Covington Capital Management | 15 | $2.00K | 0.00% | +15 | New |
| First Eagle Investment Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $2.56K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 18 | $3.00K | 0.00% | −300−94.3% | Reduced |
| Concord Wealth Partners | 20 | $3.00K | 0.00% | −111−84.7% | Reduced |
| BerganKDV Wealth Management, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $3.00K | 0.00% | +9+75.0% | Added |
| Sargent Bickham Lagudis LLC | 22 | $3.00K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Exane Derivatives | 23 | $3.27K | 0.00% | −722−96.9% | Reduced |
| JJJ Advisors Inc. | 23 | $4.00K | 0.00% | −4−14.8% | Reduced |
| Enterprise Trust & Investment Co | 28 | $4.00K | 0.00% | +28 | New |
| Glen Eagle Advisors, LLC | 30 | $4.27K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 38 | $5.00K | 0.00% | −621−94.2% | Reduced |
| Rise Advisors, LLC | 36 | $5.00K | 0.01% | −35−49.3% | Reduced |
| Earnest Partners LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $5.00K | 0.00% | +14+60.9% | Added |
| Prestige Wealth Management Group LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $6.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $7.00K | 0.00% | −48−50.0% | Reduced |
| CVA Family Office, LLC | 55 | $8.00K | 0.00% | −60−52.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 62 | $9.00K | 0.00% | −8,835−99.3% | Reduced |
| Glassman Wealth Services | 64 | $9.00K | 0.00% | −11−14.7% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 54 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $9.00K | 0.00% | +27+69.2% | Added |
| Core Alternative Capital | 62 | $9.00K | 0.00% | +21+51.2% | Added |
| Penserra Capital Management LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 76 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $11.0K | 0.00% | +74 | New |
| TCI Wealth Advisors, Inc. | 81 | $12.0K | 0.00% | −1−1.2% | Reduced |
| Private Capital Group, LLC | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 90 | $12.8K | 0.01% | +7+8.4% | Added |
| TD Ameritrade Investment Management, LLC | 93 | $13.0K | 0.00% | −2−2.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 90 | $13.0K | 0.01% | +90 | New |
| First Manhattan Co | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 101 | $14.0K | 0.02% | +101 | New |
| Surevest, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 106 | $15.0K | 0.00% | +106 | New |
| Tilia Fiduciary Partners, Inc. | 123 | $17.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 120 | $17.0K | 0.00% | +120 | New |
| Parkside Financial Bank & Trust | 128 | $18.0K | 0.01% | +26+25.5% | Added |
| Zions Bancorporation, N.A. | 137 | $19.0K | 0.00% | +81+144.6% | Added |
| Umb Bank N A | 155 | $22.0K | 0.00% | +9+6.2% | Added |
| Covestor Ltd | 179 | $26.0K | 0.02% | −180−50.1% | Reduced |
| Harvest Fund Management Co., Ltd | 193 | $27.0K | 0.01% | −572−74.8% | Reduced |
| Leonteq Securities AG | 192 | $27.3K | 0.00% | +33+20.8% | Added |
| Siena Capital LLC | 200 | $28.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 194 | $28.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 210 | $30.0K | 0.00% | −35−14.3% | Reduced |
| Lindbrook Capital, LLC | 231 | $33.0K | 0.01% | −7−2.9% | Reduced |
| Allworth Financial LP | 243 | $35.0K | 0.00% | −41−14.4% | Reduced |
| Central Trust Co | 250 | $36.0K | 0.00% | −46−15.5% | Reduced |
| Clear Street Markets LLC | 264 | $38.0K | 0.01% | +213+417.6% | Added |
| Baystate Wealth Management LLC | 271 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 294 | $42.0K | 0.01% | +294 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $43.0K | 0.00% | −26−8.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 335 | $48.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 348 | $49.5K | 0.00% | −41−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 369 | $52.0K | 0.00% | −210−36.3% | Reduced |
| Crewe Advisors LLC | 401 | $57.0K | 0.01% | +339+546.8% | Added |
| Fairfield Financial Advisors, LTD | 407 | $57.8K | 0.03% | +1+0.2% | Added |
| Kelly Financial Services LLC | 450 | $64.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 470 | $67.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 480 | $68.0K | 0.01% | +91+23.4% | Added |
| Bartlett & Co. LLC | 493 | $70.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 493 | $70.1K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 515 | $73.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 522 | $74.0K | 0.01% | −35−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 555 | $79.0K | 0.00% | +555 | New |