| Covington Capital Management | 6 | $0 | 0.00% | −533−98.9% | Reduced |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Curi Capital | 12 | $0 | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Estabrook Capital Management | 7 | $358 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22 | $1.00K | 0.00% | −53−70.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +16+1,600.0% | Added |
| Central Trust Co | 26 | $1.00K | 0.00% | +26 | New |
| South State Corp. | 12 | $1.00K | 0.00% | +12 | New |
| Core Alternative Capital | 24 | $1.00K | 0.00% | +24 | New |
| Snowden Capital Advisors LLC | 23 | $1.00K | 0.00% | +23 | New |
| Kelly Financial Services LLC | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 41 | $2.00K | 0.00% | −84−67.2% | Reduced |
| Bell Investment Advisors, Inc | 31 | $2.00K | 0.00% | −34−52.3% | Reduced |
| Ci Investments Inc. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Washington Trust Advisors, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Amplius Wealth Advisors, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 52 | $2.66K | 0.00% | +20+62.5% | Added |
| MV Capital Management, Inc. | 50 | $3.00K | 0.00% | −46−47.9% | Reduced |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $3.00K | 0.00% | +63 | New |
| TD Waterhouse Canada Inc. | 51 | $3.45K | 0.00% | +51 | New |
| Wolff Wiese Magana LLC | 70 | $4.00K | 0.00% | −10−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 89 | $4.00K | 0.00% | +89 | New |
| Disciplined Investments, LLC | 88 | $4.00K | 0.00% | +88 | New |
| Raffa Wealth Management, LLC | 79 | $4.04K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 90 | $4.60K | 0.00% | +90 | New |
| M&R Capital Management Inc | 100 | $5.00K | 0.00% | −450−81.8% | Reduced |
| Center for Financial Planning, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 91 | $5.00K | 0.00% | −19−17.3% | Reduced |
| SOA Wealth Advisors, LLC. | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 100 | $5.00K | 0.02% | +100 | New |
| Cordasco Financial Network | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 115 | $6.00K | 0.00% | +1+0.9% | Added |
| Capital Analysts, LLC | 111 | $6.00K | 0.00% | +1+0.9% | Added |
| Professional Financial Advisors, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 123 | $6.00K | 0.00% | +123 | New |
| First Manhattan Co | 142 | $7.00K | 0.00% | −283−66.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 138 | $7.00K | 0.00% | −138−50.0% | Reduced |
| Massmutual Trust Co FSB | 139 | $7.00K | 0.00% | −36−20.6% | Reduced |
| Hantz Financial Services, Inc. | 154 | $8.00K | 0.00% | −28−15.4% | Reduced |
| Brown Brothers Harriman & Co | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 166 | $8.00K | 0.00% | +2+1.2% | Added |
| Avion Wealth | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 174 | $9.00K | 0.01% | +174 | New |
| Gemmer Asset Management LLC | 195 | $10.0K | 0.00% | +2+1.0% | Added |
| Crewe Advisors LLC | 219 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 237 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 231 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 262 | $13.0K | 0.02% | +262 | New |
| Hudock, Inc. | 292 | $14.0K | 0.00% | +1+0.3% | Added |
| Vectors Research Management, LLC | 303 | $15.0K | 0.00% | −20−6.2% | Reduced |
| Heritage Wealth Advisors | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 288 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 294 | $15.0K | 0.00% | +127+76.0% | Added |
| Citizens National Bank Trust Department | 289 | $15.0K | 0.01% | +289 | New |
| Farmers & Merchants Investments Inc | 318 | $16.0K | 0.00% | −867−73.2% | Reduced |
| NVWM, LLC | 310 | $16.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 310 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 305 | $16.0K | 0.00% | +205+205.0% | Added |
| Glassman Wealth Services | 362 | $19.0K | 0.00% | +23+6.8% | Added |
| Gradient Investments LLC | 396 | $20.0K | 0.00% | −105−21.0% | Reduced |
| Sittner & Nelson, LLC | 401 | $20.0K | 0.01% | −7−1.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 388 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 383 | $20.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 423 | $22.0K | 0.01% | +3+0.7% | Added |
| Missouri Trust & Investment Co | 431 | $22.0K | 0.01% | +431 | New |
| JJJ Advisors Inc. | 449 | $23.0K | 0.01% | −497−52.5% | Reduced |
| Prestige Wealth Management Group LLC | 460 | $24.0K | 0.01% | −7−1.5% | Reduced |
| Semmax Financial Advisors Inc. | 504 | $26.0K | 0.01% | −409−44.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 507 | $26.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 532 | $27.0K | 0.00% | +50+10.4% | Added |
| Johnson Midwest Financial, LLC | 543 | $28.0K | 0.02% | +5+0.9% | Added |
| Huntington National Bank | 538 | $28.0K | 0.00% | +70+15.0% | Added |
| JNBA Financial Advisors | 573 | $29.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 598 | $30.6K | 0.00% | −2,307−79.4% | Reduced |
| Selective Wealth Management, Inc. | 605 | $31.0K | 0.01% | −58−8.7% | Reduced |
| Private Capital Group, LLC | 654 | $34.0K | 0.01% | −24−3.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 693 | $35.0K | 0.01% | +2+0.3% | Added |