| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Meridian Wealth Partners, LLC | 4 | $0 | 0.00% | +4 | New |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| BBVA USA | 7 | $1.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $2.00K | 0.00% | +5+125.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 12 | $2.29K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $2.67K | 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 |
| Addison Advisors LLC | 14 | $3.00K | 0.00% | +14 | New |
| Red Tortoise LLC | 23 | $3.00K | 0.00% | +23 | New |
| Lloyd Advisory Services, LLC. | – | $4.00K | 0.00% | – | – |
| Massmutual Trust Co FSB | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 27 | $5.16K | 0.00% | −6−18.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 38 | $6.00K | 0.00% | −25−39.7% | Reduced |
| Hexagon Capital Partners LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 32 | $6.00K | 0.00% | +15+88.2% | Added |
| IFP Advisors, Inc | 20 | $6.00K | 0.00% | +1+5.3% | Added |
| Exchange Traded Concepts, LLC | 33 | $6.00K | 0.00% | +33 | New |
| Howe & Rusling Inc | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 38 | $7.00K | 0.00% | +13+52.0% | Added |
| Fieldpoint Private Securities, LLC | 38 | $7.00K | 0.00% | +23+153.3% | Added |
| Zions Bancorporation, N.A. | 40 | $8.00K | 0.00% | −28−41.2% | Reduced |
| Institutional & Family Asset Management, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 41 | $8.00K | 0.00% | +41 | New |
| Atlas Capital Advisors LLC | 46 | $8.79K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $10.0K | 0.00% | +8+17.8% | Added |
| Wolff Wiese Magana LLC | 55 | $11.0K | 0.01% | −2−3.5% | Reduced |
| Brewin Dolphin Ltd | 60 | $11.5K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 78 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $15.3K | 0.00% | +50+166.7% | Added |
| Pacific Center for Financial Services | 82 | $16.0K | 0.01% | +25+43.9% | Added |
| Caldwell Trust Co | 85 | $16.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $18.0K | 0.01% | +8+9.3% | Added |
| TCI Wealth Advisors, Inc. | 95 | $18.0K | 0.00% | +27+39.7% | Added |
| BDO Wealth Advisors, LLC | 101 | $19.0K | 0.00% | −15−12.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 112 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 118 | $23.0K | 0.01% | +118 | New |
| Bell Investment Advisors, Inc | 120 | $23.0K | 0.01% | +120 | New |
| AllSquare Wealth Management LLC | 125 | $24.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $24.8K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 149 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 167 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 172 | $33.0K | 0.00% | +40+30.3% | Added |
| West Branch Capital LLC | 191 | $36.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 190 | $36.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 205 | $39.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 204 | $39.0K | 0.03% | +204 | New |
| Ellevest, Inc. | 208 | $40.0K | 0.00% | +155+292.5% | Added |
| Bessemer Group Inc | 220 | $42.0K | 0.00% | −9−3.9% | Reduced |
| MUFG Americas Holdings Corp | 222 | $42.0K | 0.00% | +222 | New |
| Clearview Wealth Advisors LLC | 253 | $48.0K | 0.03% | +8+3.3% | Added |
| Capital Analysts, LLC | 255 | $49.0K | 0.00% | −9−3.4% | Reduced |
| NEXT Financial Group, Inc | 263 | $50.0K | 0.00% | +17+6.9% | Added |
| Spire Wealth Management | 287 | $55.0K | 0.00% | +15+5.5% | Added |
| Harbour Investments, Inc. | 298 | $57.0K | 0.00% | +6+2.1% | Added |
| Dark Forest Capital Management LP | 297 | $57.0K | 0.02% | +297 | New |
| Federation des caisses Desjardins du Quebec | 300 | $57.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 307 | $58.7K | 0.00% | −37−10.8% | Reduced |
| CX Institutional | 348 | $66.0K | 0.01% | +35+11.2% | Added |
| Private Capital Group, LLC | 344 | $66.0K | 0.01% | +59+20.7% | Added |
| Federated Hermes, Inc. | 351 | $67.0K | 0.00% | +18+5.4% | Added |
| Manchester Capital Management LLC | 355 | $68.0K | 0.01% | +355 | New |
| Harbor Investment Advisory, LLC | 374 | $71.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 379 | $72.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 394 | $75.0K | 0.04% | +2+0.5% | Added |
| Parallax Volatility Advisers, L.P. | 409 | $78.0K | 0.00% | +409 | New |
| Tobam | 425 | $81.0K | 0.00% | +205+93.2% | Added |
| Proequities, Inc. | 467 | $90.0K | 0.01% | +45+10.7% | Added |
| Altshuler Shaham Ltd | 500 | $96.0K | 0.00% | −367−42.3% | Reduced |
| Lindbrook Capital, LLC | 519 | $99.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 561 | $107.0K | 0.01% | +6+1.1% | Added |
| Quadrant Capital Group LLC | 563 | $108.0K | 0.02% | +37+7.0% | Added |
| Berman Capital Advisors, LLC | 572 | $109.0K | 0.02% | +238+71.3% | Added |
| Advisors Asset Management, Inc. | 580 | $111.0K | 0.00% | −101−14.8% | Reduced |
| Arkadios Wealth Advisors | 619 | $118.0K | 0.02% | +103+20.0% | Added |
| Eagle Bay Advisors LLC | 615 | $118.0K | 0.07% | +576+1,476.9% | Added |
| Eaton Vance Management | 1,805 | $119.0K | 0.00% | −104−5.4% | Reduced |
| Clean Yield Group | 660 | $126.0K | 0.04% | −30−4.3% | Reduced |
| Smithfield Trust Co | 660 | $126.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 660 | $126.0K | 0.01% | +510+340.0% | Added |
| Parallel Advisors, LLC | 694 | $133.0K | 0.01% | +165+31.2% | Added |
| Credit Agricole S A | 743 | $142.0K | 0.01% | +399+116.0% | Added |
| NuWave Investment Management, LLC | 760 | $145.0K | 0.17% | −196−20.5% | Reduced |