| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | −48−98.0% | Reduced |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $911 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | −11−44.0% | Reduced |
| Ci Investments Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $1.00K | 0.00% | +2+12.5% | Added |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Cordant, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| CFS Investment Advisory Services, LLC | 85,539 | $1.00K | 0.00% | +85,539 | New |
| TCWP LLC | 22 | $1.00K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $2.00K | 0.00% | +21+262.5% | Added |
| Bessemer Group Inc | 20 | $2.00K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 32 | $2.00K | 0.00% | +32 | New |
| First Horizon Advisors, Inc. | 45 | $3.00K | 0.00% | −166−78.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 45 | $3.00K | 0.00% | −59−56.7% | Reduced |
| Baystate Wealth Management LLC | 36 | $3.00K | 0.00% | +1+2.9% | Added |
| EverSource Wealth Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 38 | $3.00K | 0.00% | +38 | New |
| Tarbox Family Office, Inc. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $5.00K | 0.00% | +65 | New |
| IAG Wealth Partners, LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 73 | $6.00K | 0.00% | +19+35.2% | Added |
| Trustcore Financial Services, LLC | 75 | $6.00K | 0.00% | +75 | New |
| Capital Advisory Group Advisory Services, LLC | 87 | $7.00K | 0.00% | +87 | New |
| Archer Investment Corp | 100 | $7.35K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $7.59K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 108 | $8.00K | 0.00% | −3−2.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $8.00K | 0.00% | +100 | New |
| GW&K Investment Management, LLC | 125 | $9.00K | 0.00% | −635−83.6% | Reduced |
| Global Retirement Partners, LLC | 146 | $9.00K | 0.00% | −91−38.4% | Reduced |
| Capital Advisors, Ltd. LLC | 114 | $9.00K | 0.00% | +5+4.6% | Added |
| Rise Advisors, LLC | 131 | $10.0K | 0.01% | −18−12.1% | Reduced |
| SRS Capital Advisors, Inc. | 151 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $11.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 155 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 164 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 175 | $13.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $15.0K | 0.00% | +200 | New |
| Glassman Wealth Services | 213 | $16.0K | 0.00% | −9−4.1% | Reduced |
| Mascoma Wealth Management LLC | 207 | $16.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 217 | $16.0K | 0.01% | +7+3.3% | Added |
| Quent Capital, LLC | 207 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 210 | $16.0K | 0.00% | +210 | New |
| Front Row Advisors LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 242 | $18.0K | 0.00% | +242 | New |
| BDO Wealth Advisors, LLC | 253 | $19.0K | 0.00% | +253 | New |
| Koshinski Asset Management, Inc. | 270 | $20.5K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 300 | $23.0K | 0.00% | −219,900−99.9% | Reduced |
| Fifth Third Bancorp | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 303 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 314 | $24.0K | 0.00% | −41−11.5% | Reduced |
| Evoke Wealth, LLC | 320 | $24.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 350 | $26.0K | 0.02% | +350 | New |
| Kings Point Capital Management | 360 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 350 | $27.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 386 | $29.0K | 0.00% | +386 | New |
| Plante Moran Financial Advisors, LLC | 380 | $29.0K | 0.01% | +380 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $30.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 566 | $43.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 565 | $43.0K | 0.02% | +565 | New |
| Penserra Capital Management LLC | 612 | $46.0K | 0.00% | +612 | New |
| Lindbrook Capital, LLC | 658 | $50.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 630 | $54.4K | 0.00% | +585+1,300.0% | Added |
| Sittner & Nelson, LLC | 742 | $56.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 728 | $56.0K | 0.05% | +728 | New |
| First Financial Corp | 750 | $57.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 759 | $58.0K | 0.00% | −754−49.8% | Reduced |
| Meeder Asset Management Inc | 772 | $59.0K | 0.00% | +772 | New |
| Herold Advisors, Inc. | 800 | $60.7K | 0.02% | +800 | New |
| Sutton Wealth Advisors Inc. | 870 | $66.0K | 0.02% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 900 | $68.0K | 0.02% | −10,476−92.1% | Reduced |
| Desjardins Global Asset Management Inc. | 928 | $70.0K | 0.01% | −860−48.1% | Reduced |
| American Portfolios Advisors | 980 | $74.4K | 0.00% | −61−5.9% | Reduced |