| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $0 | 0.00% | +2 | New |
| PYA Waltman Capital, LLC | 4 | $0 | 0.00% | +4 | New |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| Archer Investment Corp | 6 | $671 | 0.00% | +6 | New |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Neo Ivy Capital Management | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 6 | $1.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 10 | $1.12K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 12 | $1.34K | 0.00% | +12 | New |
| Rise Advisors, LLC | 15 | $1.68K | 0.00% | +15 | New |
| State of Wyoming | 15 | $2.00K | 0.00% | −98−86.7% | Reduced |
| Charter Oak Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 22 | $2.00K | 0.00% | +4+22.2% | Added |
| JFS Wealth Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| First Bank & Trust | 14 | $2.00K | 0.00% | +14 | New |
| Key Financial Inc | 18 | $2.00K | 0.00% | +18 | New |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Reilly Financial Advisors, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $3.00K | 0.00% | +3+14.3% | Added |
| CVA Family Office, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 35 | $4.00K | 0.00% | +35 | New |
| Strategic Asset Management, LLC | 37 | $4.00K | 0.01% | +37 | New |
| Raffa Wealth Management, LLC | 43 | $4.81K | 0.00% | +20+87.0% | Added |
| Winch Advisory Services, LLC | 47 | $5.00K | 0.00% | −52−52.5% | Reduced |
| Center for Financial Planning, Inc. | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $6.00K | 0.00% | +17+45.9% | Added |
| Toth Financial Advisory Corp | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $7.00K | 0.00% | +1+2.1% | Added |
| Stonebridge Capital Advisors LLC | 59 | $7.00K | 0.00% | +33+126.9% | Added |
| Investment Research & Advisory Group, Inc. | 66 | $7.00K | 0.00% | +66 | New |
| Sageworth Trust Co | 73 | $8.00K | 0.00% | −247−77.2% | Reduced |
| Massmutual Trust Co FSB | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 93 | $10.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 99 | $11.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Annapolis Financial Services, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Sandy Spring Bank | 105 | $12.0K | 0.00% | −45−30.0% | Reduced |
| Sierra Capital LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 120 | $14.0K | 0.00% | −2,700−95.7% | Reduced |
| Allworth Financial LP | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 137 | $15.3K | 0.01% | +137 | New |
| Logan Capital Management Inc | 140 | $16.0K | 0.00% | −2−1.4% | Reduced |
| Macroview Investment Management LLC | 142 | $16.0K | 0.02% | +142 | New |
| Harvest Fund Management Co., Ltd | 151 | $16.0K | 0.00% | +151 | New |
| Tfo-TDC, LLC | 148 | $16.0K | 0.00% | +148 | New |
| KB Financial Partners, LLC | 155 | $17.0K | 0.00% | +155 | New |
| Snowden Capital Advisors LLC | 161 | $17.0K | 0.00% | +161 | New |
| Lazard Asset Management LLC | 168 | $18.0K | 0.00% | −65,177−99.7% | Reduced |
| Lindbrook Capital, LLC | 162 | $18.0K | 0.00% | +162 | New |
| Carroll Financial Associates, Inc. | 171 | $19.0K | 0.00% | −93−35.2% | Reduced |
| Quadrant Capital Group LLC | 178 | $20.0K | 0.00% | −29−14.0% | Reduced |
| Gemmer Asset Management LLC | 183 | $20.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 183 | $20.0K | 0.00% | +183 | New |
| Larson Financial Group LLC | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 200 | $22.0K | 0.01% | +200 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $22.0K | 0.01% | +200 | New |
| Covestor Ltd | 193 | $22.0K | 0.03% | +193 | New |
| Dark Forest Capital Management LP | 219 | $24.0K | 0.01% | +219 | New |
| Carolinas Wealth Consulting LLC | 228 | $25.0K | 0.01% | +228 | New |
| Signaturefd, LLC | 246 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 241 | $27.0K | 0.04% | +241 | New |
| Brown Brothers Harriman & Co | 248 | $28.0K | 0.00% | +82+49.4% | Added |
| Whittier Trust Co of Nevada Inc | 255 | $28.0K | 0.00% | +175+218.8% | Added |
| Cassady Schiller Wealth Management, LLC | 265 | $30.0K | 0.02% | +265 | New |
| Confluence Wealth Services, Inc. | 286 | $31.0K | 0.01% | +286 | New |
| TAP Consulting, LLC | 290 | $32.0K | 0.01% | +290 | New |
| Proequities, Inc. | 308 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $34.0K | 0.00% | +49+19.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 300 | $34.0K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 315 | $35.0K | 0.00% | −14−4.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 496 | $55.0K | 0.04% | +496 | New |
| National Bank of Canada | 521 | $58.0K | 0.00% | +521 | New |
| American Portfolios Advisors | 560 | $62.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 567 | $63.0K | 0.00% | +111+24.3% | Added |
| Itau Unibanco Holding S.A. | 582 | $64.0K | 0.00% | +234+67.2% | Added |
| Vigilant Capital Management, LLC | 644 | $72.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 649 | $73.0K | 0.04% | +649 | New |
| American Research & Management Co. | 700 | $78.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 771 | $86.0K | 0.06% | −262−25.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 795 | $89.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 793 | $89.0K | 0.01% | +57+7.7% | Added |
| Amplius Wealth Advisors, LLC | 1,000 | $111.0K | 0.02% | +1,000 | New |
| Total Clarity Wealth Management, Inc. | 1,025 | $115.0K | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,120 | $123.0K | 0.00% | 00.0% | Unchanged |