| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1 | $170 | 0.00% | +1 | New |
| CGC Financial Services, LLC | 1 | $170 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $233 | 0.00% | −222−99.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $254 | 0.00% | −53−96.4% | Reduced |
| Bank of New Hampshire | 2 | $340 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $341 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $446 | 0.00% | +1+100.0% | Added |
| Bokf, NA | 6 | $761 | 0.00% | −4,060−99.9% | Reduced |
| Versant Capital Management, Inc | 5 | $850 | 0.00% | +2+66.7% | Added |
| Tucker Asset Management LLC | 5 | $850 | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 5 | $871 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $1.00K | 0.00% | −480−99.2% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| Colonial Trust Advisors | 6 | $1.02K | 0.00% | +2+50.0% | Added |
| Jones Financial Companies LLLP | 7 | $1.19K | 0.00% | +7 | New |
| Orion Capital Management LLC | 7 | $1.19K | 0.00% | +7 | New |
| MCF Advisors LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.70K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.70K | 0.00% | +1+11.1% | Added |
| Financial Perspectives, Inc | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $2.04K | 0.00% | −7−36.8% | Reduced |
| Your Advocates Ltd., LLP | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 12 | $2.04K | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 10 | $2.17K | 0.00% | −52−83.9% | Reduced |
| Perkins Coie Trust Co | 13 | $2.21K | 0.00% | +13 | New |
| Abound Wealth Management | 13 | $2.21K | 0.00% | −1−7.1% | Reduced |
| Atlantic Trust, LLC | 13 | $2.21K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 14 | $2.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $2.72K | 0.00% | −10−38.5% | Reduced |
| Lee Financial Co | 22 | $3.75K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $4.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $4.25K | 0.00% | +10+66.7% | Added |
| Beacon Capital Management, LLC | 20 | $4.46K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $4.65K | 0.00% | −200−87.0% | Reduced |
| Raffa Wealth Management, LLC | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $4.77K | 0.00% | +28 | New |
| Grove Bank & Trust | 29 | $4.93K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $4.93K | 0.00% | +29 | New |
| Horrell Capital Management, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 33 | $5.61K | 0.01% | +33 | New |
| JJJ Advisors Inc. | 34 | $5.78K | 0.00% | +34 | New |
| Coston, McIsaac & Partners | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $6.00K | 0.00% | +6+19.4% | Added |
| First Manhattan Co | 38 | $6.46K | 0.00% | +38 | New |
| Atticus Wealth Management, LLC | 40 | $6.80K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $6.88K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $6.88K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $7.31K | 0.00% | +12+38.7% | Added |
| Riggs Asset Managment Co. Inc. | 43 | $7.31K | 0.00% | +43 | New |
| Johnson Midwest Financial, LLC | 47 | $7.99K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $7.99K | 0.00% | +3+6.8% | Added |
| Cohen & Steers, Inc. | 46 | $8.00K | 0.00% | −27−37.0% | Reduced |
| Valley National Advisers Inc | 48 | $8.00K | 0.00% | +20+71.4% | Added |
| Loomis Sayles & Co L P | 49 | $8.00K | 0.00% | +25+104.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 48 | $8.00K | 0.00% | +31+182.4% | Added |
| Zions Bancorporation, N.A. | 48 | $8.16K | 0.00% | +10+26.3% | Added |
| Sandy Spring Bank | 50 | $8.50K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $8.50K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $8.50K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 51 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $8.84K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 86 | $9.16K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 55 | $9.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $9.35K | 0.00% | +2+3.8% | Added |
| Indiana Trust & Investment Management CO | 71 | $12.1K | 0.01% | +71 | New |
| DB Wealth Management Group, LLC | 77 | $13.0K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 78 | $13.3K | 0.00% | −21,922−99.6% | Reduced |
| IMA Wealth, Inc. | 80 | $13.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 84 | $14.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 87 | $14.8K | 0.00% | +80+1,142.9% | Added |
| Godsey & Gibb Associates | 90 | $15.3K | 0.00% | +40+80.0% | Added |
| Delta Asset Management LLC | 93 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 94 | $16.0K | 0.03% | +8+9.3% | Added |
| Johnson Financial Group, Inc. | 97 | $16.5K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 102 | $17.0K | 0.01% | +3+3.0% | Added |
| First Horizon Advisors, Inc. | 100 | $17.0K | 0.00% | −469−82.4% | Reduced |
| USCF Advisers LLC | 100 | $17.0K | 7.33% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $17.0K | 0.01% | +9+9.9% | Added |
| Moser Wealth Advisors, LLC | 100 | $17.0K | 0.01% | +50+100.0% | Added |
| Gradient Investments LLC | 101 | $17.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 102 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 102 | $17.3K | 0.00% | +100+5,000.0% | Added |
| SOA Wealth Advisors, LLC. | 103 | $17.6K | 0.00% | −350−77.3% | Reduced |
| Tradition Wealth Management, LLC | 107 | $18.0K | 0.00% | +3+2.9% | Added |
| Venturi Wealth Management, LLC | 106 | $18.0K | 0.00% | −2−1.9% | Reduced |
| DT Investment Partners, LLC | 106 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 108 | $18.4K | 0.01% | −15−12.2% | Reduced |