| MV Capital Management, Inc. | 2 | $0 | 0.00% | +2 | New |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Leonteq Securities AG | 1 | $197 | 0.00% | +1 | New |
| Halpern Financial, Inc. | 3 | $591 | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | −1,577−99.9% | Reduced |
| Albion Financial Group | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $1.00K | 0.00% | +5+500.0% | Added |
| Fairfield, Bush & Co. | 3 | $1.00K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Goodman Advisory Group, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Lee Financial Co | 8 | $2.00K | 0.00% | +8 | New |
| Anchor Investment Management, LLC | 15 | $2.96K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 16 | $3.00K | 0.00% | −64−80.0% | Reduced |
| Smithfield Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | +3+25.0% | Added |
| Hanson & Doremus Investment Management | 14 | $3.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 20 | $3.00K | 0.00% | +20 | New |
| GPS Wealth Strategies Group, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $5.00K | 0.00% | −204−88.7% | Reduced |
| Versant Capital Management, Inc | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 25 | $5.00K | 0.00% | −5−16.7% | Reduced |
| West Bancorporation Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $5.00K | 0.00% | +13+130.0% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 23 | $5.00K | 0.00% | +23 | New |
| Kelly Financial Services LLC | 26 | $5.12K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $6.00K | 0.00% | +6+27.3% | Added |
| EverSource Wealth Advisors, LLC | 33 | $6.00K | 0.00% | +7+26.9% | Added |
| WFA Asset Management Corp | 32 | $6.24K | 0.00% | +1+3.2% | Added |
| Charter Oak Capital Management, LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $10.0K | 0.00% | +20+62.5% | Added |
| Founders Capital Management | 53 | $10.0K | 0.01% | +53 | New |
| Umb Bank N A | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 55 | $11.0K | 0.00% | +55 | New |
| Atlas Capital Advisors LLC | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 73 | $14.0K | 0.00% | +73 | New |
| HHM Wealth Advisors, LLC | 75 | $15.0K | 0.00% | −125−62.5% | Reduced |
| Washington Trust Co | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 74 | $15.0K | 0.01% | +14+23.3% | Added |
| SeaCrest Wealth Management, LLC | 78 | $15.0K | 0.00% | +78 | New |
| Pacific Center for Financial Services | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 85 | $17.0K | 0.00% | −87,562−99.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,263 | $17.0K | 0.01% | +98+8.4% | Added |
| Baillie Gifford & Co | 86 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 87 | $17.0K | 0.00% | −2−2.2% | Reduced |
| Spire Wealth Management | 96 | $19.0K | 0.00% | −98−50.5% | Reduced |
| Lindbrook Capital, LLC | 98 | $19.0K | 0.00% | −2−2.0% | Reduced |
| Whittier Trust Co | 94 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $20.0K | 0.00% | +100 | New |
| Simplex Trading, LLC | 108 | $21.0K | 0.00% | +108 | New |
| Clear Street Markets LLC | 112 | $22.0K | 0.01% | +90+409.1% | Added |
| CoreFirst Bank & Trust | 119 | $23.0K | 0.02% | +119 | New |
| AdvisorNet Financial, Inc | 122 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $24.0K | 0.00% | +106+662.5% | Added |
| MUFG Americas Holdings Corp | 129 | $25.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 126 | $25.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 133 | $26.0K | 0.01% | +4+3.1% | Added |
| Cyrus J. Lawrence, LLC | 132 | $26.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 151 | $29.8K | 0.00% | +151 | New |
| Northwest Investment Counselors, LLC | 150 | $30.0K | 0.01% | −16−9.6% | Reduced |
| State of Wyoming | 155 | $31.0K | 0.02% | +155 | New |
| American Portfolios Advisors | 161 | $31.7K | 0.00% | −48−23.0% | Reduced |
| Concord Wealth Partners | 169 | $33.0K | 0.01% | +26+18.2% | Added |
| Bromfield Sneider Wealth Advisors | 185 | $36.0K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 189 | $37.0K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $39.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $39.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 196 | $39.0K | 0.00% | +173+752.2% | Added |
| Private Capital Group, LLC | 205 | $40.0K | 0.03% | −203−49.8% | Reduced |
| Truvestments Capital LLC | 202 | $40.0K | 0.02% | +202 | New |
| Center for Financial Planning, Inc. | 210 | $41.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 207 | $41.0K | 0.00% | +207 | New |
| Migdal Insurance & Financial Holdings Ltd. | 212 | $42.0K | 0.00% | +19+9.8% | Added |
| Zullo Investment Group, Inc. | 227 | $45.0K | 0.03% | +50+28.2% | Added |
| Capital Advisors, Ltd. LLC | 240 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 259 | $51.0K | 0.00% | 00.0% | Unchanged |