| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −800−99.6% | Reduced |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 310 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Aquire Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Addison Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Curi Capital | 8 | $0 | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $111 | 0.00% | – | – |
| Global Financial Private Client, LLC | 9 | $502 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | −51−76.1% | Reduced |
| AdvisorNet Financial, Inc | 22 | $1.00K | 0.00% | +9+69.2% | Added |
| Versant Capital Management, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +9 | New |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 15 | $1.00K | 0.00% | +15 | New |
| Schubert & Co | 19 | $1.00K | 0.00% | +19 | New |
| Capital Analysts, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $2.00K | 0.00% | +23+135.3% | Added |
| JFS Wealth Advisors, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Aua Capital Management, LLC | 33 | $2.00K | 0.00% | +33 | New |
| FourThought Financial, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 38 | $2.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.00K | 0.00% | −59−52.2% | Reduced |
| Bell Investment Advisors, Inc | 58 | $3.00K | 0.00% | −31−34.8% | Reduced |
| Clearstead Advisors, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 64 | $3.57K | 0.00% | −3−4.5% | Reduced |
| Snowden Capital Advisors LLC | 76 | $4.00K | 0.00% | −5,179−98.6% | Reduced |
| Laurel Wealth Advisors LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $4.00K | 0.00% | +70 | New |
| EverSource Wealth Advisors, LLC | 73 | $4.00K | 0.00% | +73 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 93 | $5.00K | 0.00% | −22,189−99.6% | Reduced |
| Evoke Wealth, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 81 | $5.00K | 0.00% | +23+39.7% | Added |
| Focused Wealth Management, Inc | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 122 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 120 | $8.00K | 0.00% | −818−87.2% | Reduced |
| Zullo Investment Group, Inc. | 140 | $8.00K | 0.00% | +140 | New |
| Fortitude Advisory Group L.L.C. | 150 | $8.00K | 0.00% | +150 | New |
| Atlas Capital Advisors LLC | 150 | $8.37K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 157 | $9.00K | 0.00% | −707−81.8% | Reduced |
| Tarbox Family Office, Inc. | 170 | $9.00K | 0.00% | −3−1.7% | Reduced |
| Lenox Wealth Advisors, LLC | 159 | $9.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 173 | $10.0K | 0.00% | +173 | New |
| Gould Capital, LLC | 181 | $10.0K | 0.01% | +181 | New |
| Webster Bank, N. A. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 195 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 222 | $12.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 218 | $12.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 227 | $13.0K | 0.00% | −2−0.9% | Reduced |
| Pinebridge Investments, L.P. | 245 | $14.0K | 0.00% | +245 | New |
| Zions Bancorporation, N.A. | 273 | $15.0K | 0.00% | +2+0.7% | Added |
| Peregrine Capital Management LLC | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $16.0K | 0.00% | +280 | New |
| Whittier Trust Co of Nevada Inc | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 297 | $17.0K | 0.00% | +18+6.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 325 | $18.0K | 0.00% | −1,000−75.5% | Reduced |
| Private Capital Group, LLC | 323 | $18.0K | 0.00% | −16−4.7% | Reduced |
| Lindbrook Capital, LLC | 330 | $18.0K | 0.00% | +16+5.1% | Added |
| Atwood & Palmer Inc | 363 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 347 | $20.0K | 0.00% | +61+21.3% | Added |
| Ironwood Wealth Management, LLC. | 390 | $22.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $22.3K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 421 | $23.0K | 0.00% | −20−4.5% | Reduced |
| American Portfolios Advisors | 416 | $23.2K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 422 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 493 | $28.0K | 0.00% | −179−26.6% | Reduced |
| Covington Capital Management | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 502 | $28.0K | 0.03% | +318+172.8% | Added |
| Group One Trading, L.P. | 563 | $31.0K | 0.00% | +563 | New |
| Baldwin Brothers Inc | 635 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 600 | $35.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 647 | $36.0K | 0.00% | −67−9.4% | Reduced |
| Exchange Traded Concepts, LLC | 673 | $38.0K | 0.00% | −113−14.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 678 | $38.0K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 700 | $39.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 781 | $44.0K | 0.00% | −622−44.3% | Reduced |
| Sound Income Strategies, LLC | 794 | $44.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 864 | $47.0K | 0.00% | +66+8.3% | Added |
| Parallel Advisors, LLC | 846 | $47.0K | 0.00% | +261+44.6% | Added |