| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Glen Eagle Advisors, LLC | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $950 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −17−77.3% | Reduced |
| Aua Capital Management, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Coastal Capital Group, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.00K | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 3 | $1.00K | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Core Alternative Capital | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Snowden Capital Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 13 | $2.00K | 0.00% | +1+8.3% | Added |
| Private Capital Group, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| PSI Advisors, LLC | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| JNBA Financial Advisors | 9 | $2.00K | 0.00% | +9 | New |
| Ford Financial Group, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Aquire Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Standard Family Office LLC | 9 | $2.00K | 0.02% | +9 | New |
| Harvest Fund Management Co., Ltd | 19 | $3.00K | 0.00% | −391−95.4% | Reduced |
| Parkside Financial Bank & Trust | 17 | $3.00K | 0.00% | +3+21.4% | Added |
| Spire Wealth Management | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 15 | $3.00K | 0.00% | +15 | New |
| Byrne Asset Management LLC | 14 | $3.00K | 0.00% | +14 | New |
| Dark Forest Capital Management LP | 23 | $4.00K | 0.00% | −61−72.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 20 | $4.00K | 0.00% | −25−55.6% | Reduced |
| Pflug Koory, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 22 | $4.00K | 0.00% | +22 | New |
| Ellevest, Inc. | 24 | $5.00K | 0.00% | −38−61.3% | Reduced |
| Earnest Partners LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| Howe & Rusling Inc | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30 | $6.00K | 0.00% | +30 | New |
| Migdal Insurance & Financial Holdings Ltd. | 36 | $7.00K | 0.00% | −6−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 35 | $7.00K | 0.00% | −7−16.7% | Reduced |
| Bogart Wealth, LLC | 35 | $7.00K | 0.00% | −5−12.5% | Reduced |
| Lindbrook Capital, LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $7.00K | 0.00% | +1+2.9% | Added |
| Cambridge Trust Co | 35 | $7.00K | 0.00% | +35 | New |
| Retirement Planning Co of New England, Inc. | 40 | $7.00K | 0.00% | +40 | New |
| Covestor Ltd | 35 | $7.00K | 0.01% | +35 | New |
| Asset Dedication, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $8.00K | 0.00% | +4+10.3% | Added |
| TD Private Client Wealth LLC | 46 | $8.74K | 0.00% | +4+9.5% | Added |
| TSFG, LLC | 50 | $9.00K | 0.00% | −184−78.6% | Reduced |
| Quadrant Capital Group LLC | 45 | $9.00K | 0.00% | −109−70.8% | Reduced |
| Meeder Asset Management Inc | 45 | $9.00K | 0.00% | +2+4.7% | Added |
| Motley Fool Asset Management LLC | 48 | $9.00K | 0.00% | +48 | New |
| Zions Bancorporation, N.A. | 54 | $10.0K | 0.00% | −7−11.5% | Reduced |
| Rise Advisors, LLC | 57 | $10.8K | 0.01% | +57 | New |
| Tradition Wealth Management, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Activest Wealth Management | 64 | $12.0K | 0.01% | −39−37.9% | Reduced |
| IFP Advisors, Inc | 87 | $16.0K | 0.00% | −40−31.5% | Reduced |
| Quent Capital, LLC | 91 | $17.0K | 0.00% | +91 | New |
| Norway Savings Bank | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 102 | $19.0K | 0.00% | +102 | New |
| Washington Trust Advisors, Inc. | 100 | $19.0K | 0.00% | +100 | New |
| Fortitude Advisory Group L.L.C. | 100 | $19.0K | 0.01% | +100 | New |
| State of Wyoming | 113 | $21.0K | 0.01% | −31−21.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 108 | $21.0K | 0.00% | +8+8.0% | Added |
| CenterStar Asset Management, LLC | – | $22.0K | 0.02% | – | New |
| Ten Capital Wealth Advisors, LLC | 114 | $22.0K | 0.01% | +114 | New |
| Kelly Financial Services LLC | 125 | $23.7K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 125 | $24.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 126 | $24.0K | 0.00% | +106+530.0% | Added |
| Monolith Advisors | 136 | $26.0K | 0.02% | +136 | New |
| Confluence Wealth Services, Inc. | 145 | $27.0K | 0.01% | +145 | New |
| Neo Ivy Capital Management | 148 | $28.0K | 0.04% | +148 | New |
| American Portfolios Advisors | 150 | $28.5K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 200 | $38.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $42.0K | 0.00% | −268−54.9% | Reduced |
| Clearstead Advisors, LLC | 222 | $42.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 220 | $42.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 228 | $43.0K | 0.00% | −96−29.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 252 | $48.0K | 0.00% | +175+227.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 266 | $51.0K | 0.05% | +266 | New |
| CWM, LLC | 290 | $55.0K | 0.00% | +290 | New |
| Rosenberg Matthew Hamilton | 300 | $57.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 306 | $58.0K | 0.00% | −434−58.6% | Reduced |
| Parallel Advisors, LLC | 312 | $59.0K | 0.00% | −123−28.3% | Reduced |
| Proequities, Inc. | 319 | $61.0K | 0.00% | +33+11.5% | Added |
| Brewin Dolphin Ltd | 348 | $66.0K | 0.00% | −260−42.8% | Reduced |
| Captrust Financial Advisors | 385 | $73.0K | 0.00% | −117−23.3% | Reduced |
| Crewe Advisors LLC | 385 | $73.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 390 | $74.0K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 429 | $81.0K | 0.00% | −9,184−95.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 494 | $94.0K | 0.04% | −59−10.7% | Reduced |