| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Sargent Bickham Lagudis LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $283 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 283 | $354 | 0.00% | −3,644−92.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 2 | $567 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $567 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $665 | 0.00% | −519−99.6% | Reduced |
| Macroview Investment Management LLC | 3 | $850 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $850 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −7−70.0% | Reduced |
| Steward Financial Group LLC | 6 | $1.00K | 0.00% | +6 | New |
| Park Place Capital Corp | 3 | $1.00K | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.13K | 0.00% | +2+100.0% | Added |
| Abound Wealth Management | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.42K | 0.00% | +5 | New |
| Allworth Financial LP | 6 | $1.70K | 0.00% | −5−45.5% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.70K | 0.00% | +4+200.0% | Added |
| Montag A & Associates Inc | 6 | $1.70K | 0.00% | +6 | New |
| Paragon Wealth Strategies, LLC | 6 | $1.70K | 0.00% | +6 | New |
| Lee Financial Co | 7 | $1.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Clean Yield Group | 8 | $2.27K | 0.00% | +5+166.7% | Added |
| Prestige Wealth Management Group LLC | 8 | $2.27K | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 9 | $2.55K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $2.83K | 0.00% | +1+11.1% | Added |
| NewSquare Capital LLC | 10 | $2.83K | 0.00% | +10 | New |
| Private Trust Co NA | 9 | $3.00K | 0.00% | −1−10.0% | Reduced |
| Endurance Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $3.12K | 0.00% | +8+266.7% | Added |
| Bell Investment Advisors, Inc | 12 | $3.40K | 0.00% | −5−29.4% | Reduced |
| Sutton Wealth Advisors Inc. | 12 | $3.40K | 0.00% | −1−7.7% | Reduced |
| Tucker Asset Management LLC | 13 | $3.65K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $3.68K | 0.00% | −36−73.5% | Reduced |
| Comerica Securities,inc. | 13 | $3.68K | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 14 | $3.97K | 0.00% | +14 | New |
| Spire Wealth Management | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $4.01K | 0.00% | +14 | New |
| Whittier Trust Co | 15 | $4.25K | 0.00% | +15 | New |
| Zions Bancorporation, N.A. | 15 | $4.25K | 0.00% | −45−75.0% | Reduced |
| Brown Brothers Harriman & Co | 15 | $4.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $4.25K | 0.00% | +1+7.1% | Added |
| Massmutual Trust Co FSB | 18 | $5.00K | 0.00% | −27−60.0% | Reduced |
| Missouri Trust & Investment Co | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $5.38K | 0.00% | −1−5.0% | Reduced |
| Lindbrook Capital, LLC | 20 | $5.67K | 0.00% | −67−77.0% | Reduced |
| CVA Family Office, LLC | 20 | $5.67K | 0.00% | −30−60.0% | Reduced |
| Financial Avengers, Inc. | 20 | $5.67K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 20 | $5.67K | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 20 | $5.67K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 23 | $6.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 24 | $6.80K | 0.00% | +1+4.3% | Added |
| Tradewinds Capital Management, LLC | 24 | $6.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $7.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $7.93K | 0.00% | −44−61.1% | Reduced |
| Ellevest, Inc. | 28 | $7.93K | 0.00% | −16−36.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 28 | $7.93K | 0.00% | +5+21.7% | Added |
| Earnest Partners LLC | 29 | $8.21K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 29 | $8.21K | 0.00% | +29 | New |
| ICA Group Wealth Management, LLC | 30 | $8.50K | 0.00% | +30 | New |
| Carolina Wealth Advisors, LLC | 32 | $9.00K | 0.01% | −29−47.5% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $9.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $9.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $10.5K | 0.00% | +4+12.1% | Added |
| Investment Research & Advisory Group, Inc. | 38 | $10.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 53 | $12.0K | 0.00% | +30+130.4% | Added |
| RFP Financial Group LLC | 44 | $12.5K | 0.01% | +44 | New |
| Jones Financial Companies LLLP | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 44 | $13.1K | 0.00% | −8,634−99.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 49 | $13.9K | 0.00% | +49 | New |
| AlphaMark Advisors, LLC | 50 | $14.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 56 | $16.0K | 0.00% | −19−25.3% | Reduced |
| FWL Investment Management, LLC | 57 | $16.1K | 0.01% | +57 | New |
| Gyon Technologies Capital Management, LP | 58 | $16.4K | 0.01% | +58 | New |
| Cohen & Steers, Inc. | 59 | $17.0K | 0.00% | +5+9.3% | Added |
| TCI Wealth Advisors, Inc. | 62 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $17.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 64 | $18.0K | 0.00% | +1+1.6% | Added |
| Glassman Wealth Services | 65 | $18.4K | 0.00% | −7−9.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 70 | $19.8K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 73 | $20.7K | 0.00% | +73 | New |
| Horan Securities, Inc. | 80 | $22.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $28.0K | 0.00% | +4+4.0% | Added |
| Harbour Investments, Inc. | 99 | $28.0K | 0.00% | +50+102.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $28.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104 | $29.5K | 0.00% | +1+1.0% | Added |
| GWM Advisors LLC | 131 | $29.5K | 0.00% | +131 | New |
| Geo Capital Gestora de Recursos Ltd | 109 | $31.0K | 0.02% | −2,077−95.0% | Reduced |