| JNBA Financial Advisors | 2 | $0 | 0.00% | −57−96.6% | Reduced |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $241 | 0.00% | – | – |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | −25−83.3% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.00K | 0.00% | −19−70.4% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Archer Investment Corp | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 7 | $1.69K | 0.00% | −1,731−99.6% | Reduced |
| Financial Perspectives, Inc | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 9 | $2.18K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 12 | $3.00K | 0.00% | +12 | New |
| Northwest Investment Counselors, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Providence Capital Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| CNB Bank | 14 | $3.00K | 0.00% | +14 | New |
| Heritage Wealth Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 18 | $4.00K | 0.00% | +1+5.9% | Added |
| IndexIQ Advisors LLC | 16 | $4.00K | 0.00% | +16 | New |
| Cordant, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $4.35K | 0.00% | +8+80.0% | Added |
| Bedel Financial Consulting, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19 | $5.00K | 0.00% | +9+90.0% | Added |
| Charter Oak Capital Management, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Ellevest, Inc. | 25 | $6.00K | 0.00% | −23−47.9% | Reduced |
| Global Financial Private Client, LLC | 28 | $6.94K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 35 | $8.00K | 0.00% | −7,457−99.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $8.00K | 0.00% | +11+52.4% | Added |
| JFS Wealth Advisors, LLC | 33 | $8.00K | 0.00% | +21+175.0% | Added |
| BerganKDV Wealth Management, LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 37 | $9.00K | 0.00% | +3+8.8% | Added |
| TCI Wealth Advisors, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 41 | $10.0K | 0.00% | +41 | New |
| MV Capital Management, Inc. | 44 | $11.0K | 0.00% | +10+29.4% | Added |
| Lenox Wealth Advisors, LLC | 54 | $13.0K | 0.00% | −36−40.0% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 53 | $13.0K | 0.00% | +53 | New |
| Crewe Advisors LLC | 57 | $14.0K | 0.00% | −9−13.6% | Reduced |
| Vigilant Capital Management, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $17.0K | 0.00% | – | – |
| Baldwin Brothers Inc | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 74 | $18.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 75 | $18.0K | 0.00% | +30+66.7% | Added |
| Zullo Investment Group, Inc. | 76 | $18.0K | 0.01% | +33+76.7% | Added |
| Earnest Partners LLC | 78 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 79 | $19.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 78 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 88 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 90 | $22.0K | 0.01% | +90 | New |
| Lazard Asset Management LLC | 97 | $23.0K | 0.00% | −2,509−96.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 96 | $23.0K | 0.01% | +1+1.1% | Added |
| Parkside Financial Bank & Trust | 94 | $23.0K | 0.01% | +12+14.6% | Added |
| CVA Family Office, LLC | 95 | $23.0K | 0.01% | +65+216.7% | Added |
| Spire Wealth Management | 100 | $24.0K | 0.00% | −14−12.3% | Reduced |
| Salem Investment Counselors Inc | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 101 | $24.0K | 0.00% | +101 | New |
| 1832 Asset Management L.P. | 105 | $25.0K | 0.00% | +105 | New |
| TCWP LLC | 104 | $25.0K | 0.00% | +104 | New |
| Clearview Wealth Advisors LLC | 106 | $26.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 115 | $28.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 121 | $29.0K | 0.02% | +121 | New |
| HighMark Wealth Management LLC | 132 | $32.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 140 | $34.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 153 | $37.0K | 0.01% | +1+0.7% | Added |
| Private Capital Group, LLC | 166 | $40.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 176 | $43.0K | 0.01% | +176 | New |
| State of Wyoming | 186 | $45.0K | 0.02% | −14−7.0% | Reduced |
| Kings Point Capital Management | 200 | $48.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 200 | $48.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 235 | $57.0K | 0.01% | −62−20.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 239 | $57.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 253 | $61.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $62.0K | 0.00% | +2+0.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 275 | $66.0K | 0.01% | +60+27.9% | Added |
| Covington Capital Management | 272 | $66.0K | 0.00% | +272 | New |
| First Horizon Advisors, Inc. | 329 | $80.0K | 0.00% | −630−65.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 450 | $92.8K | 0.00% | +450 | New |
| SRS Capital Advisors, Inc. | 417 | $101.0K | 0.01% | −3−0.7% | Reduced |
| Credit Agricole S A | 426 | $103.0K | 0.00% | +426 | New |