| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | −586−99.3% | Reduced |
| Carroll Financial Associates, Inc. | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| TFC Financial Management | 3 | $1.00K | 0.00% | −30−90.9% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4 | $1.00K | 0.00% | +4 | New |
| TSFG, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | −15−53.6% | Reduced |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $2.18K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $2.55K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | – | $3.00K | 0.00% | – | – |
| IFP Advisors, Inc | 19 | $3.00K | 0.00% | +1+5.6% | Added |
| Fieldpoint Private Securities, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Strategic Blueprint, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 24 | $4.00K | 0.00% | +1+4.3% | Added |
| Ironwood Financial, llc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 30 | $5.46K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 39 | $7.00K | 0.00% | −5−11.4% | Reduced |
| First Horizon Corp | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 40 | $7.00K | 0.00% | +5+14.3% | Added |
| Private Ocean, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $8.00K | 0.00% | +17+60.7% | Added |
| Atlas Capital Advisors LLC | 46 | $8.37K | 0.00% | +4+9.5% | Added |
| Cranbrook Wealth Management, LLC | 52 | $9.00K | 0.00% | −17−24.6% | Reduced |
| Brown Brothers Harriman & Co | 50 | $9.00K | 0.00% | −12−19.4% | Reduced |
| Pinnacle Bancorp, Inc. | 51 | $9.00K | 0.00% | +51 | New |
| Eagle Bay Advisors LLC | 39 | $9.00K | 0.01% | +39 | New |
| Ellevest, Inc. | 53 | $10.0K | 0.00% | −136−72.0% | Reduced |
| Wolff Wiese Magana LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 57 | $10.0K | 0.00% | +42+280.0% | Added |
| Castleview Partners, LLC | 53 | $10.0K | 0.00% | +53 | New |
| Brewin Dolphin Ltd | 60 | $10.9K | 0.00% | +60 | New |
| TD Ameritrade Investment Management, LLC | 63 | $11.0K | 0.00% | +11+21.2% | Added |
| TCI Wealth Advisors, Inc. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 78 | $14.0K | 0.00% | −20−20.4% | Reduced |
| Better Money Decisions, LLC | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 85 | $15.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $16.0K | 0.00% | +10+13.2% | Added |
| Kistler-Tiffany Companies, LLC | 100 | $18.0K | 0.00% | +50+100.0% | Added |
| FourThought Financial, LLC | 112 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 115 | $21.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 116 | $21.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 128 | $23.0K | 0.01% | +128 | New |
| Brendel Financial Advisors LLC | 124 | $23.0K | 0.01% | +124 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $23.7K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 132 | $24.0K | 0.00% | −9−6.4% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 152 | $28.0K | 0.01% | +152 | New |
| Cullen/Frost Bankers, Inc. | 167 | $30.0K | 0.00% | +167 | New |
| Front Row Advisors LLC | 149 | $31.0K | 0.01% | −4−2.6% | Reduced |
| Gables Capital Management Inc. | 190 | $35.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 191 | $35.0K | 0.02% | +191 | New |
| Deseret Mutual Benefit Administrators | 205 | $37.0K | 0.01% | +205 | New |
| Tobam | 220 | $40.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 229 | $41.0K | 0.00% | −327−58.8% | Reduced |
| NEXT Financial Group, Inc | 246 | $44.0K | 0.00% | −1−0.4% | Reduced |
| Clearview Wealth Advisors LLC | 245 | $45.0K | 0.03% | +245 | New |
| Capital Analysts, LLC | 264 | $48.0K | 0.00% | −8−2.9% | Reduced |
| Spire Wealth Management | 272 | $50.0K | 0.00% | −295−52.0% | Reduced |
| Private Capital Group, LLC | 285 | $52.0K | 0.01% | −23−7.5% | Reduced |
| Harbour Investments, Inc. | 292 | $53.0K | 0.00% | +136+87.2% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $54.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 313 | $57.0K | 0.00% | +205+189.8% | Added |
| Berman Capital Advisors, LLC | 334 | $60.0K | 0.01% | +202+153.0% | Added |
| Federated Hermes, Inc. | 333 | $61.0K | 0.00% | +87+35.4% | Added |
| TD Private Client Wealth LLC | 344 | $62.6K | 0.00% | +91+36.0% | Added |
| Credit Agricole S A | 344 | $63.0K | 0.00% | +344 | New |
| Harbor Investment Advisory, LLC | 374 | $68.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 379 | $69.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 392 | $71.0K | 0.04% | +2+0.5% | Added |
| Proequities, Inc. | 422 | $77.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 480 | $87.0K | 0.00% | −168−25.9% | Reduced |
| Acadian Asset Management LLC | 483 | $88.0K | 0.00% | +329+213.6% | Added |
| Lindbrook Capital, LLC | 519 | $94.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 516 | $94.0K | 0.01% | +360+230.8% | Added |
| Quadrant Capital Group LLC | 526 | $96.0K | 0.01% | +51+10.7% | Added |
| Parallel Advisors, LLC | 529 | $96.0K | 0.00% | +94+21.6% | Added |
| SRS Capital Advisors, Inc. | 555 | $101.0K | 0.01% | +555 | New |
| O'Shaughnessy Asset Management, LLC | 621 | $113.0K | 0.00% | +362+139.8% | Added |
| Advisory Services Network, LLC | 616 | $113.0K | 0.00% | +616 | New |
| Eisler Capital (UK) Ltd. | 631 | $115.0K | 0.02% | −9,873−94.0% | Reduced |
| Smithfield Trust Co | 660 | $120.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 684 | $124.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 681 | $124.0K | 0.00% | +71+11.6% | Added |
