| Lenox Wealth Advisors, LLC | 81 | $3.00K | 0.00% | −700−89.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 99 | $3.00K | 0.00% | −106−51.7% | Reduced |
| Proequities, Inc. | 100 | $3.00K | 0.00% | −53−34.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 75 | $3.00K | 0.00% | −7−8.5% | Reduced |
| Versant Capital Management, Inc | 92 | $3.00K | 0.00% | +69+300.0% | Added |
| Prospera Financial Services Inc | 103 | $3.00K | 0.00% | +103 | New |
| Pinebridge Investments, L.P. | 68 | $2.00K | 0.00% | −148−68.5% | Reduced |
| HM Payson & Co | 57 | $2.00K | 0.00% | −45−44.1% | Reduced |
| Private Capital Group, LLC | 51 | $2.00K | 0.00% | −63−55.3% | Reduced |
| Hantz Financial Services, Inc. | 62 | $2.00K | 0.00% | +3+5.1% | Added |
| Webster Bank, N. A. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $2.00K | 0.00% | −20−27.0% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $2.00K | 0.00% | +38+292.3% | Added |
| TD Private Client Wealth LLC | 38 | $1.26K | 0.00% | −15−28.3% | Reduced |
| Icapital Wealth LLC | 35 | $1.25K | 0.00% | +35 | New |
| Caldwell Trust Co | 32 | $1.06K | 0.00% | −13−28.9% | Reduced |
| National Bank of Canada | 24 | $1.00K | 0.00% | −47,494−99.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 43 | $1.00K | 0.00% | −26−37.7% | Reduced |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | −55−76.4% | Reduced |
| Howe & Rusling Inc | 45 | $1.00K | 0.00% | −5−10.0% | Reduced |
| Montag A & Associates Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 41 | $1.00K | 0.00% | −8−16.3% | Reduced |
| Stonebridge Capital Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 26 | $1.00K | 0.00% | −13−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $1.00K | 0.00% | +25+500.0% | Added |
| Tortoise Investment Management, LLC | 40 | $1.00K | 0.00% | +27+207.7% | Added |
| Money Concepts Capital Corp | 16 | $1.00K | 0.00% | +16 | New |
| Tompkins Financial Corp | 18 | $1.00K | 0.00% | +18 | New |
| Clear Street Markets LLC | 27 | $1.00K | 0.00% | +27 | New |
| Creative Planning | 31 | $1.00K | 0.00% | +31 | New |
| Park Circle Co | 18 | $1.00K | 0.00% | +18 | New |
| MCF Advisors LLC | 19 | $1.00K | 0.00% | +19 | New |
| Paladin Advisory Group, LLC | 40 | $1.00K | 0.00% | +40 | New |
| TD Waterhouse Canada Inc. | 27 | $913 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 22 | $732 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $666 | 0.00% | −22−52.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 17 | $566 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $333 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $133 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $133 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $133 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 25 | $0 | 0.00% | −50−66.7% | Reduced |
| Gemmer Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | −27−84.4% | Reduced |
| West Branch Capital LLC | 6 | $0 | 0.00% | −18−75.0% | Reduced |
| Lindbrook Capital, LLC | 15 | $0 | 0.00% | −29−65.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $0 | 0.00% | +1+11.1% | Added |
| Motco | 7 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $0 | 0.00% | −5−29.4% | Reduced |
| Marquette Asset Management, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5 | $0 | 0.00% | −3−37.5% | Reduced |
| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $0 | 0.00% | −2−13.3% | Reduced |
| Core Alternative Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $0 | 0.00% | 00.0% | Unchanged |