| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $173 | 0.00% | 0 | New |
| Quaker Wealth Management, LLC | 1 | $422 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $588 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $837 | 0.00% | +1+100.0% | Added |
| Ancora Advisors, LLC | 2 | $842 | 0.00% | −32−94.1% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $842 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $842 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $842 | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 2 | $842 | 0.00% | +2 | New |
| Lloyd Advisory Services, LLC. | 2 | $842 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 2 | $843 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $843 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 3 | $1.26K | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $1.26K | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 3 | $1.47K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $1.69K | 0.00% | −3−42.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5 | $2.09K | 0.00% | +5 | New |
| NBT Bank N A | 5 | $2.11K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 5 | $2.11K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $2.11K | 0.00% | +5 | New |
| Allied Private Wealth LLC | 6 | $2.49K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $2.53K | 0.00% | −3−33.3% | Reduced |
| MV Capital Management, Inc. | 6 | $2.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.53K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 6 | $2.53K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $2.53K | 0.00% | +2+50.0% | Added |
| Ameritas Advisory Services, LLC | 6 | $2.53K | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 6 | $2.53K | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 7 | $2.95K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $2.95K | 0.00% | +5+250.0% | Added |
| Continuum Advisory, LLC | 8 | $3.37K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $3.37K | 0.00% | +1+14.3% | Added |
| Torren Management, LLC | 9 | $3.79K | 0.00% | +1+12.5% | Added |
| Signature Equity Partners, LLC | 9 | $3.79K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $4.21K | 0.00% | +1+11.1% | Added |
| Colonial Trust Advisors | 11 | $4.63K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 12 | $5.05K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $5.48K | 0.00% | +1+8.3% | Added |
| Colonial Trust Co | 13 | $5.61K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $5.90K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $5.90K | 0.00% | +2+16.7% | Added |
| ZRC Wealth Management, LLC | 14 | $5.90K | 0.00% | +5+55.6% | Added |
| Cullen/Frost Bankers, Inc. | 15 | $6.32K | 0.00% | −2−11.8% | Reduced |
| JNBA Financial Advisors | 15 | $6.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $6.74K | 0.00% | −4−20.0% | Reduced |
| Atlantic Trust, LLC | 16 | $6.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $7.58K | 0.00% | +3+20.0% | Added |
| Fortitude Family Office, LLC | 19 | $8.00K | 0.00% | +2+11.8% | Added |
| SJS Investment Consulting Inc. | 19 | $8.00K | 0.00% | +15+375.0% | Added |
| Private Trust Co NA | 20 | $8.42K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 20 | $8.42K | 0.00% | +20 | New |
| Action Point Financial Planning, LLC | 21 | $8.84K | 0.00% | +21 | New |
| IFP Advisors, Inc | 21 | $8.84K | 0.00% | −7−25.0% | Reduced |
| Quent Capital, LLC | 21 | $8.84K | 0.00% | +20+2,000.0% | Added |
| Pacific Center for Financial Services | 21 | $8.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $8.85K | 0.00% | +1+5.0% | Added |
| Anchor Investment Management, LLC | 22 | $9.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $9.69K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 25 | $10.5K | 0.00% | +15+150.0% | Added |
| Owl Creek Wealth Partners LLC | 27 | $11.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 32 | $13.5K | 0.00% | +6+23.1% | Added |
| CVA Family Office, LLC | 32 | $13.5K | 0.00% | +7+28.0% | Added |
| CoreCap Advisors, LLC | 33 | $13.9K | 0.00% | −2−5.7% | Reduced |
| Private Wealth Asset Management, LLC | 33 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $14.3K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 35 | $14.7K | 0.00% | +6+20.7% | Added |
| Capital Advisors, Ltd. LLC | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 39 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $16.8K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 45 | $19.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 45 | $19.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 46 | $19.4K | 0.01% | +42+1,050.0% | Added |
| Covestor Ltd | 48 | $20.0K | 0.01% | +35+269.2% | Added |
| Danske Bank A/S | 60 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $25.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 60 | $25.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 64 | $27.0K | 0.00% | +64 | New |
| MCF Advisors LLC | 65 | $27.4K | 0.00% | +22+51.2% | Added |
| Brown Brothers Harriman & Co | 66 | $27.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 69 | $29.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 69 | $29.1K | 0.00% | +54+360.0% | Added |
| Parkside Financial Bank & Trust | 72 | $30.3K | 0.00% | −1−1.4% | Reduced |
| True Wealth Design, LLC | 84 | $35.4K | 0.01% | +42+100.0% | Added |
| Nomura Asset Management Co Ltd | 92 | $38.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 94 | $39.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 109 | $45.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $47.6K | 0.00% | +82+264.5% | Added |
| Signaturefd, LLC | 116 | $48.9K | 0.00% | +43+58.9% | Added |
| Smithfield Trust Co | 129 | $54.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $58.5K | 0.00% | +3+2.2% | Added |
| Aster Capital Management (DIFC) Ltd | 140 | $59.0K | 0.01% | −34−19.5% | Reduced |
| Penserra Capital Management LLC | 154 | $64.0K | 0.00% | +8+5.5% | Added |
| Quantbot Technologies LP | 152 | $64.0K | 0.00% | +152 | New |