| Simon Quick Advisors, LLC | 5 | $0 | 0.00% | −7−58.3% | Reduced |
| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Addison Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Schubert & Co | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 1 | $85 | 0.00% | – | – |
| Global Financial Private Client, LLC | 5 | $425 | 0.00% | −799−99.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $510 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $1.00K | 0.00% | −62−82.7% | Reduced |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | −4−20.0% | Reduced |
| HM Payson & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $1.00K | 0.00% | +2+15.4% | Added |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Horan Securities, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Sierra Capital LLC | 17 | $1.00K | 0.00% | +17 | New |
| Amplius Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 23 | $2.00K | 0.00% | −507−95.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 26 | $2.00K | 0.00% | −9−25.7% | Reduced |
| BDO Wealth Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.00K | 0.00% | +19+237.5% | Added |
| Zullo Investment Group, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Zions Bancorporation, N.A. | 39 | $3.00K | 0.00% | −1,000−96.2% | Reduced |
| Parkside Financial Bank & Trust | 41 | $3.00K | 0.00% | −4−8.9% | Reduced |
| Bell Investment Advisors, Inc | 37 | $3.00K | 0.00% | −7−15.9% | Reduced |
| Hantz Financial Services, Inc. | 33 | $3.00K | 0.00% | −5−13.2% | Reduced |
| Earnest Partners LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 40 | $3.00K | 0.00% | +40 | New |
| EverSource Wealth Advisors, LLC | 39 | $3.00K | 0.00% | +39 | New |
| CoreCap Advisors, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Shore Point Advisors, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Stephens Consulting, LLC | 45 | $3.83K | 0.00% | +45 | New |
| Smithfield Trust Co | 40 | $4.00K | 0.00% | −26−39.4% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $4.00K | 0.00% | +1+2.3% | Added |
| Clearview Wealth Advisors LLC | 50 | $4.00K | 0.00% | +50 | New |
| Financial Perspectives, Inc | 50 | $4.25K | 0.00% | +50 | New |
| Benjamin Edwards Inc | 59 | $5.00K | 0.00% | −81−57.9% | Reduced |
| Trustcore Financial Services, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 56 | $5.00K | 0.00% | +56 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 57 | $5.00K | 0.00% | +57 | New |
| Proequities, Inc. | 75 | $6.00K | 0.00% | −50−40.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 75 | $6.00K | 0.00% | +20+36.4% | Added |
| Central Trust Co | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 77 | $7.00K | 0.00% | +77 | New |
| Covestor Ltd | 78 | $7.00K | 0.01% | +78 | New |
| TD Private Client Wealth LLC | 84 | $7.14K | 0.00% | −47−35.9% | Reduced |
| Delos Wealth Advisors, LLC | 95 | $8.00K | 0.01% | 00.0% | Unchanged |
| TAP Consulting, LLC | 94 | $8.00K | 0.00% | +94 | New |
| Global Wealth Management Investment Advisory, Inc. | 100 | $9.00K | 0.00% | −100−50.0% | Reduced |
| Bellevue Asset Management, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 118 | $9.00K | 0.00% | +96+436.4% | Added |
| Focused Wealth Management, Inc | 100 | $9.00K | 0.00% | +100 | New |
| Stonebridge Capital Advisors LLC | 100 | $9.00K | 0.00% | +100 | New |
| Charter Oak Capital Management, LLC | 109 | $9.00K | 0.00% | +109 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Silvant Capital Management LLC | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 134 | $11.0K | 0.00% | −13−8.8% | Reduced |
| Harvest Fund Management Co., Ltd | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 156 | $13.0K | 0.01% | +156 | New |
| Farmers & Merchants Investments Inc | 170 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 168 | $15.0K | 0.01% | +168 | New |
| Sargent Bickham Lagudis LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 208 | $18.0K | 0.00% | −108−34.2% | Reduced |
| Gemmer Asset Management LLC | 215 | $18.0K | 0.00% | +26+13.8% | Added |
| Lindbrook Capital, LLC | 209 | $18.0K | 0.00% | +60+40.3% | Added |
| Confluence Wealth Services, Inc. | 218 | $18.0K | 0.01% | +218 | New |
| Creative Financial Designs Inc | 225 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 240 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 232 | $20.0K | 0.00% | +207+828.0% | Added |
| Desjardins Global Asset Management Inc. | 280 | $23.0K | 0.00% | +280 | New |
| Dividend Assets Capital, LLC | 280 | $24.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 300 | $26.0K | 0.00% | −498−62.4% | Reduced |
| Highlander Capital Management, LLC | 300 | $26.0K | 0.01% | −75−20.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 333 | $28.0K | 0.01% | +100+42.9% | Added |
| Markston International LLC | 390 | $33.0K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 416 | $35.0K | 0.02% | +37+9.8% | Added |
| Greenup Street Wealth Management LLC | 422 | $36.0K | 0.02% | +422 | New |
| Federated Hermes, Inc. | 449 | $38.0K | 0.00% | −641−58.8% | Reduced |
| Umb Bank N A | 463 | $39.0K | 0.00% | +463 | New |
| Tobam | 469 | $40.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 500 | $43.0K | 0.00% | 00.0% | Unchanged |