| Salem Investment Counselors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 3 | $702 | 0.00% | −11−78.6% | Reduced |
| Dark Forest Capital Management LP | 4 | $1.00K | 0.00% | −78−95.1% | Reduced |
| Farmers & Merchants Investments Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Paragon Capital Management Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Core Alternative Capital | 3 | $1.00K | 0.00% | +3 | New |
| Outfitter Financial LLC | 3 | $1.00K | 0.00% | +3 | New |
| Whittier Trust Co | 8 | $2.00K | 0.00% | −123−93.9% | Reduced |
| Massmutual Trust Co FSB | 10 | $2.00K | 0.00% | +3+42.9% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $2.00K | 0.00% | +9 | New |
| Bivin & Associates, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 9 | $2.11K | 0.00% | +9 | New |
| Ci Investments Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Chilton Capital Management LLC | 18 | $4.00K | 0.00% | +18 | New |
| Econ Financial Services Corp | 16 | $4.00K | 0.00% | +16 | New |
| Stephens Consulting, LLC | 18 | $4.21K | 0.00% | +18 | New |
| Mizuho Securities Co. Ltd. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Advanced Research Investment Solutions, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Masso Torrence Wealth Management Inc. | 20 | $5.00K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 24 | $6.00K | 0.00% | −24−50.0% | Reduced |
| Allworth Financial LP | 25 | $6.00K | 0.00% | −8−24.2% | Reduced |
| Peoples Financial Services Corp. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 25 | $6.00K | 0.00% | +25 | New |
| Optiver Holding B.V. | 27 | $6.00K | 0.00% | +27 | New |
| Level Financial Advisors, Inc. | 24 | $6.00K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 31 | $7.00K | 0.00% | −36−53.7% | Reduced |
| RGT Wealth Advisors, LLC | 28 | $7.00K | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 33 | $7.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 37 | $8.00K | 0.00% | −13−26.0% | Reduced |
| Ancora Advisors, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $9.00K | 0.00% | +40 | New |
| Carolinas Wealth Consulting LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 47 | $10.0K | 0.00% | +13+38.2% | Added |
| Retirement Planning Co of New England, Inc. | 46 | $10.0K | 0.00% | +46 | New |
| Amplius Wealth Advisors, LLC | 43 | $10.0K | 0.00% | +43 | New |
| Johnson Financial Group, Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 47 | $11.0K | 0.01% | +47 | New |
| Atwood & Palmer Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 56 | $13.0K | 0.00% | −488−89.7% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 64 | $15.0K | 0.00% | +64 | New |
| Webster Bank, N. A. | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 68 | $16.0K | 0.00% | +68 | New |
| State of Wyoming | 79 | $18.0K | 0.01% | −109−58.0% | Reduced |
| Asset Dedication, LLC | 79 | $18.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 84 | $19.7K | 0.01% | −7−7.7% | Reduced |
| Assetmark, Inc | 94 | $22.0K | 0.00% | +22+30.6% | Added |
| Westside Investment Management, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 99 | $23.0K | 0.00% | +14+16.5% | Added |
| Parkside Financial Bank & Trust | 100 | $23.0K | 0.01% | +69+222.6% | Added |
| Edmond de Rothschild Holding S.A. | 110 | $26.0K | 0.00% | −439−80.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 111 | $26.0K | 0.01% | −40−26.5% | Reduced |
| Umb Bank N A | 110 | $26.0K | 0.00% | +110 | New |
| Lazard Asset Management LLC | 114 | $26.0K | 0.00% | +114 | New |
| MUFG Americas Holdings Corp | 125 | $29.0K | 0.00% | +125 | New |
| Sandy Spring Bank | 126 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 130 | $30.0K | 0.00% | +130 | New |
| Snowden Capital Advisors LLC | 131 | $30.0K | 0.00% | +131 | New |
| TD Waterhouse Canada Inc. | 109 | $30.3K | 0.00% | +109 | New |
| Hexagon Capital Partners LLC | 141 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 152 | $35.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 150 | $35.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 151 | $35.0K | 0.00% | +63+71.6% | Added |
| Fifth Third Bancorp | 155 | $36.0K | 0.00% | +55+55.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 160 | $37.0K | 0.01% | −150−48.4% | Reduced |