| Tarbox Family Office, Inc. | 1 | $0 | 0.00% | −16−94.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 1 | $473 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 2 | $945 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $945 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −504−99.6% | Reduced |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3 | $1.00K | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | +2 | New |
| Bartlett & Co. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $2.00K | 0.00% | −22−81.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Jones Financial Companies LLLP | 5 | $2.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Laffer Tengler Investments | 5 | $2.36K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 6 | $2.84K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| SOA Wealth Advisors, LLC. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $3.00K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Cordant, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| Lazard Asset Management LLC | 10 | $4.00K | 0.00% | −67−87.0% | Reduced |
| Carolinas Wealth Consulting LLC | 9 | $4.00K | 0.00% | −3−25.0% | Reduced |
| Cambridge Trust Co | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $4.16K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 11 | $5.00K | 0.00% | −1−8.3% | Reduced |
| Washington Trust Advisors, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $6.00K | 0.00% | −26−68.4% | Reduced |
| Tortoise Investment Management, LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $6.00K | 0.00% | +9+225.0% | Added |
| Tucker Asset Management LLC | 13 | $6.14K | 0.00% | +13 | New |
| Tilia Fiduciary Partners, Inc. | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $7.00K | 0.00% | +2+16.7% | Added |
| IndexIQ Advisors LLC | 15 | $7.00K | 0.00% | +15 | New |
| Sandy Spring Bank | 15 | $7.00K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.00K | 0.00% | +14 | New |
| Spire Wealth Management | 17 | $8.00K | 0.00% | −18−51.4% | Reduced |
| CIBC Private Wealth Group, LLC | 17 | $8.00K | 0.00% | +17 | New |
| Clear Street Markets LLC | 19 | $9.00K | 0.00% | +19 | New |
| Thompson Siegel & Walmsley LLC | 24 | $10.0K | 0.00% | −1−4.0% | Reduced |
| Valley National Advisers Inc | 24 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 24 | $11.0K | 0.00% | +24 | New |
| Benjamin Edwards Inc | 25 | $12.0K | 0.00% | +1+4.2% | Added |
| Alaethes Wealth LLC | 26 | $12.0K | 0.01% | +26 | New |
| Sierra Capital LLC | 28 | $13.0K | 0.00% | −1−3.4% | Reduced |
| Umb Bank N A | 30 | $14.0K | 0.00% | −3−9.1% | Reduced |
| TCI Wealth Advisors, Inc. | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 30 | $14.0K | 0.00% | +30 | New |
| Caldwell Trust Co | 30 | $14.2K | 0.00% | −60−66.7% | Reduced |
| Sargent Bickham Lagudis LLC | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 35 | $17.0K | 0.00% | −12−25.5% | Reduced |
| Peoples Financial Services Corp. | 37 | $17.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 36 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $17.0K | 0.00% | +11+45.8% | Added |
| Money Concepts Capital Corp | 35 | $17.0K | 0.00% | +35 | New |
| First Horizon Advisors, Inc. | 45 | $21.0K | 0.00% | −26−36.6% | Reduced |
| Parkside Financial Bank & Trust | 48 | $22.0K | 0.01% | +5+11.6% | Added |
| Cordasco Financial Network | 49 | $23.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $23.0K | 0.02% | +13+37.1% | Added |
| Farmers & Merchants Investments Inc | 50 | $24.0K | 0.00% | +1+2.0% | Added |
| C M Bidwell & Associates Ltd | 53 | $25.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $27.0K | 0.01% | +18+46.2% | Added |
| Lindbrook Capital, LLC | 67 | $32.0K | 0.00% | −7−9.5% | Reduced |
| Cedar Mountain Advisors, LLC | 68 | $32.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $33.0K | 0.03% | −108−60.7% | Reduced |
| Ossiam | 69 | $33.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 75 | $35.0K | 0.01% | +75 | New |
| Koshinski Asset Management, Inc. | 78 | $36.9K | 0.00% | +13+20.0% | Added |
| FourThought Financial, LLC | 91 | $43.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $47.0K | 0.02% | −11−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 101 | $48.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 106 | $50.0K | 0.00% | −8−7.0% | Reduced |
| Smithfield Trust Co | 105 | $50.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 113 | $53.0K | 0.00% | −1−0.9% | Reduced |
| Atlas Capital Advisors LLC | 115 | $54.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 116 | $55.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 118 | $56.0K | 0.02% | +17+16.8% | Added |
| Geneos Wealth Management Inc. | 121 | $57.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 124 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 124 | $59.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 133 | $63.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 142 | $67.0K | 0.04% | +1+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 144 | $68.0K | 0.04% | +2+1.4% | Added |
| MUFG Americas Holdings Corp | 152 | $72.0K | 0.00% | 00.0% | Unchanged |