| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | −550−99.1% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $164 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 2 | $165 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $1.00K | 0.00% | +11+366.7% | Added |
| TD Ameritrade Investment Management, LLC | 36 | $2.00K | 0.00% | −18−33.3% | Reduced |
| Tarbox Family Office, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 19 | $2.00K | 0.00% | +19 | New |
| Asset Dedication, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Hudock, Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 32 | $3.00K | 0.00% | +32 | New |
| Your Advocates Ltd., LLP | 34 | $3.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 38 | $3.13K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Syverson Strege & Co | 43 | $4.00K | 0.00% | +43 | New |
| Huntington National Bank | 59 | $5.00K | 0.00% | −8−11.9% | Reduced |
| JJJ Advisors Inc. | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $6.00K | 0.00% | +29+69.0% | Added |
| Meridian Wealth Partners, LLC | 73 | $6.00K | 0.00% | +73 | New |
| Clearview Wealth Advisors LLC | 70 | $6.00K | 0.00% | +70 | New |
| Optiver Holding B.V. | 74 | $6.00K | 0.00% | +74 | New |
| Anchor Investment Management, LLC | 81 | $6.66K | 0.00% | +81 | New |
| Glassman Wealth Services | 84 | $7.00K | 0.00% | +20+31.3% | Added |
| Red Tortoise LLC | 123 | $7.00K | 0.01% | +123 | New |
| Stephenson National Bank & Trust | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 105 | $8.00K | 0.00% | +2+1.9% | Added |
| West Oak Capital, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Earnest Partners LLC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 132 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 124 | $10.0K | 0.00% | +4+3.3% | Added |
| First Personal Financial Services | 122 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 141 | $12.0K | 0.00% | +141 | New |
| Liberty Wealth Management LLC | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 170 | $14.0K | 0.00% | +23+15.6% | Added |
| SOA Wealth Advisors, LLC. | 187 | $15.0K | 0.00% | −3−1.6% | Reduced |
| Allworth Financial LP | 188 | $15.0K | 0.00% | +127+208.2% | Added |
| Central Bank & Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 194 | $16.0K | 0.00% | +5+2.6% | Added |
| IFP Advisors, Inc | 190 | $16.0K | 0.00% | +112+143.6% | Added |
| Trustcore Financial Services, LLC | 200 | $16.0K | 0.00% | +200 | New |
| TD Private Client Wealth LLC | 206 | $16.9K | 0.00% | +9+4.6% | Added |
| CX Institutional | 210 | $17.0K | 0.00% | +11+5.5% | Added |
| Farmers & Merchants Investments Inc | 201 | $17.0K | 0.00% | +81+67.5% | Added |
| NVWM, LLC | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,004 | $19.0K | 0.00% | +16,004 | New |
| GPS Wealth Strategies Group, LLC | 242 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 239 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 242 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 250 | $21.0K | 0.00% | +250 | New |
| MUFG Americas Holdings Corp | 281 | $23.0K | 0.00% | +281 | New |
| Bell Investment Advisors, Inc | 310 | $25.0K | 0.01% | +310 | New |
| CoreFirst Bank & Trust | 340 | $28.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 388 | $32.0K | 0.01% | −1,535−79.8% | Reduced |
| Brown Brothers Harriman & Co | 400 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 399 | $33.0K | 0.01% | +79+24.7% | Added |
| Hall Laurie J Trustee | 420 | $35.0K | 0.01% | −240−36.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 451 | $37.0K | 0.01% | +31+7.4% | Added |
| Parkside Financial Bank & Trust | 477 | $39.0K | 0.01% | +38+8.7% | Added |
| Atlas Capital Advisors LLC | 507 | $41.7K | 0.01% | +507 | New |
| Column Capital Advisors, LLC | 560 | $46.0K | 0.01% | −66−10.5% | Reduced |
| RE Advisers Corp | 566 | $47.0K | 0.00% | +202+55.5% | Added |
| Private Capital Group, LLC | 643 | $53.0K | 0.01% | −241−27.3% | Reduced |
| TCTC Holdings, LLC | 650 | $53.0K | 0.00% | +650 | New |
| Gemmer Asset Management LLC | 677 | $56.0K | 0.01% | +218+47.5% | Added |
| BerganKDV Wealth Management, LLC | 697 | $57.0K | 0.01% | +157+29.1% | Added |
| Ninety One SA (PTY) Ltd | 686 | $57.0K | 0.02% | +686 | New |
| Benjamin F. Edwards & Company, Inc. | 706 | $58.0K | 0.00% | −219−23.7% | Reduced |
| FNY Investment Advisers, LLC | 742 | $61.0K | 0.03% | +742 | New |
| First Horizon Advisors, Inc. | 798 | $65.0K | 0.00% | +41+5.4% | Added |
| Barrett Asset Management, LLC | 870 | $72.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 886 | $72.0K | 0.01% | +414+87.7% | Added |
| Archer Investment Corp | 905 | $74.4K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 994 | $82.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,006 | $83.0K | 0.00% | +1,006 | New |
| USA Financial Portformulas Corp | 1,037 | $85.0K | 0.08% | +1,037 | New |
| Global Financial Private Client, LLC | 1,012 | $85.2K | 0.04% | +255+33.7% | Added |
| AdvisorNet Financial, Inc | 1,134 | $93.0K | 0.01% | +162+16.7% | Added |
| Hanseatic Management Services Inc | 1,183 | $97.0K | 0.17% | +220+22.8% | Added |
| Professional Financial Advisors, LLC | 1,200 | $99.0K | 0.06% | −393−24.7% | Reduced |
| Meeder Asset Management Inc | 1,312 | $108.0K | 0.01% | −24,669−95.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,308 | $108.0K | 0.00% | −455−25.8% | Reduced |
| Sageworth Trust Co | 1,420 | $117.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1,425 | $117.0K | 0.00% | +25+1.8% | Added |
| Capstone Investment Advisors, LLC | 1,507 | $124.0K | 0.00% | +1,507 | New |