| Stephens Consulting, LLC | 1 | $285 | 0.00% | −9−90.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $285 | 0.00% | −1−50.0% | Reduced |
| Atlantic Union Bankshares Corp | 2 | $570 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $570 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $636 | 0.00% | −7,375−100.0% | Reduced |
| Hemington Wealth Management | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $1.43K | 0.00% | +5 | New |
| GeoWealth Management, LLC | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $1.71K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 6 | $1.71K | 0.00% | +6 | New |
| Millstone Evans Group, LLC | 6 | $1.71K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 9 | $2.56K | 0.00% | −138−93.9% | Reduced |
| Stone House Investment Management, LLC | 10 | $2.85K | 0.00% | −5−33.3% | Reduced |
| Archer Investment Corp | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.85K | 0.00% | +10 | New |
| Hantz Financial Services, Inc. | 10 | $3.00K | 0.00% | +9+900.0% | Added |
| Quarry LP | 11 | $3.13K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 12 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $3.71K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $3.99K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 34 | $4.05K | 0.00% | +34 | New |
| Vermillion & White Wealth Management Group, LLC | 16 | $4.56K | 0.00% | −8−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 17 | $4.84K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 20 | $5.70K | 0.00% | +20 | New |
| Asset Planning,Inc | 22 | $6.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $7.00K | 0.00% | +25 | New |
| TFC Financial Management | 25 | $7.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $7.12K | 0.00% | +25 | New |
| Cetera Trust Company, N.A | 27 | $7.69K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27 | $7.69K | 0.00% | +23+575.0% | Added |
| Harbor Investment Advisory, LLC | 30 | $8.55K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 30 | $8.55K | 0.00% | +30 | New |
| Kennebec Savings Bank | 31 | $8.83K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 33 | $9.35K | 0.00% | −111−77.1% | Reduced |
| Rosenberg Matthew Hamilton | 33 | $9.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $9.97K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $10.1K | 0.00% | +20+100.0% | Added |
| Costello Asset Management, INC | 38 | $10.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $11.4K | 0.00% | −63−61.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 46 | $11.5K | 0.00% | +46 | New |
| Bare Financial Services, Inc | 44 | $12.5K | 0.00% | +28+175.0% | Added |
| Park Square Financial Group, LLC | 47 | $13.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $14.2K | 0.00% | +30+150.0% | Added |
| Parallel Advisors, LLC | 51 | $14.5K | 0.00% | +6+13.3% | Added |
| SWAN Capital LLC | 53 | $15.1K | 0.01% | +53 | New |
| Skopos Labs, Inc. | 55 | $15.7K | 0.00% | −23−29.5% | Reduced |
| Public Employees Retirement System of Ohio | 56 | $16.0K | 0.00% | +26+86.7% | Added |
| GWM Advisors LLC | 60 | $17.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 61 | $17.4K | 0.00% | +42+221.1% | Added |
| Assetmark, Inc | 64 | $18.2K | 0.00% | −22−25.6% | Reduced |
| Sterling Capital Management LLC | 69 | $19.7K | 0.00% | +40+137.9% | Added |
| Tidemark, LLC | 75 | $21.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $22.2K | 0.00% | +24+44.4% | Added |
| Larson Financial Group LLC | 83 | $23.7K | 0.00% | −20−19.4% | Reduced |
| Umb Bank N A | 88 | $25.1K | 0.00% | −14−13.7% | Reduced |
| ORG Partners LLC | 99 | $26.8K | 0.01% | +74+296.0% | Added |
| RMG Wealth Management LLC | 100 | $27.7K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $28.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $28.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 104 | $29.6K | 0.00% | +4+4.0% | Added |
| Glen Eagle Advisors, LLC | 110 | $31.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 112 | $31.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 113 | $32.2K | 0.00% | +113 | New |
| Bessemer Group Inc | 117 | $33.0K | 0.00% | +44+60.3% | Added |
| Financial Management Professionals, Inc. | 120 | $34.2K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 123 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 155 | $44.2K | 0.00% | +155 | New |
| EverSource Wealth Advisors, LLC | 159 | $45.3K | 0.00% | +156+5,200.0% | Added |
| Cullen/Frost Bankers, Inc. | 160 | $45.6K | 0.00% | +160 | New |
| Harvest Fund Management Co., Ltd | 178 | $51.0K | 0.00% | +178 | New |
| MAI Capital Management | 195 | $55.6K | 0.00% | +115+143.8% | Added |
| Colonial Trust Advisors | 200 | $57.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 200 | $57.0K | 0.05% | +200 | New |
| Massmutual Trust Co FSB | 205 | $58.4K | 0.00% | −39−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 206 | $58.7K | 0.00% | −111−35.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 230 | $65.5K | 0.02% | −140−37.8% | Reduced |
| Trust Co of Vermont | 232 | $66.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 237 | $67.5K | 0.01% | +42+21.5% | Added |
| Lazard Asset Management LLC | 274 | $78.0K | 0.00% | −4−1.4% | Reduced |
| Ancora Advisors, LLC | 280 | $79.8K | 0.00% | +100+55.6% | Added |
| Truvestments Capital LLC | 287 | $81.8K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 288 | $82.0K | 0.00% | +288 | New |
| CoreCap Advisors, LLC | 289 | $82.4K | 0.00% | +105+57.1% | Added |
| Glass Jacobson Investment Advisors llc | 300 | $85.5K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 300 | $85.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 312 | $89.0K | 0.05% | −251−44.6% | Reduced |
| Parkside Financial Bank & Trust | 346 | $98.6K | 0.01% | +180+108.4% | Added |
| Colonial Trust Co | 375 | $106.9K | 0.02% | −275−42.3% | Reduced |
| Manchester Capital Management LLC | 387 | $110.3K | 0.01% | −59−13.2% | Reduced |
| Harbour Investments, Inc. | 407 | $116.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 452 | $128.0K | 0.01% | +20+4.6% | Added |
| Rothschild Investment LLC | 462 | $131.6K | 0.01% | +36+8.5% | Added |
