| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −3,661−99.9% | Reduced |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | +2 | New |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 7 | $1.00K | 0.00% | −58−89.2% | Reduced |
| South State Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Tfo-TDC, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Central Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Tompkins Financial Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $3.00K | 0.00% | −31−68.9% | Reduced |
| CVA Family Office, LLC | 15 | $3.00K | 0.00% | −20−57.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 17 | $3.00K | 0.00% | +17 | New |
| Horan Securities, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 22 | $4.00K | 0.00% | −11−33.3% | Reduced |
| Ellevest, Inc. | 20 | $4.00K | 0.00% | −3−13.0% | Reduced |
| Hanson & Doremus Investment Management | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $5.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $5.00K | 0.00% | +8+44.4% | Added |
| Sutton Wealth Advisors Inc. | 27 | $5.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $5.63K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $6.00K | 0.00% | −17−35.4% | Reduced |
| EverSource Wealth Advisors, LLC | 29 | $6.00K | 0.00% | −7−19.4% | Reduced |
| Proequities, Inc. | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $7.00K | 0.00% | −43−54.4% | Reduced |
| American National Bank | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $8.00K | 0.00% | +9+30.0% | Added |
| New Millennium Group LLC | 43 | $8.00K | 0.01% | +43 | New |
| Trustcore Financial Services, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $10.0K | 0.00% | +18+58.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $10.0K | 0.00% | +50 | New |
| Smithfield Trust Co | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 56 | $11.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $12.0K | 0.00% | +4+7.1% | Added |
| Global Financial Private Client, LLC | 65 | $12.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 69 | $13.0K | 0.00% | +69 | New |
| Parkside Financial Bank & Trust | 72 | $14.0K | 0.00% | −30−29.4% | Reduced |
| FinTrust Capital Advisors, LLC | 72 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $15.0K | 0.00% | +76 | New |
| Massmutual Trust Co FSB | 83 | $16.0K | 0.00% | +27+48.2% | Added |
| Montag A & Associates Inc | 87 | $17.0K | 0.00% | −198−69.5% | Reduced |
| Charter Oak Capital Management, LLC | 85 | $17.0K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 87 | $17.0K | 0.00% | +87 | New |
| Laffer Tengler Investments | 88 | $17.1K | 0.01% | +88 | New |
| Plante Moran Financial Advisors, LLC | 95 | $18.0K | 0.00% | +8+9.2% | Added |
| Zions Bancorporation, N.A. | 97 | $19.0K | 0.00% | −88−47.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 100 | $19.0K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 103 | $20.0K | 0.00% | +1+1.0% | Added |
| Glassman Wealth Services | 103 | $20.0K | 0.00% | +4+4.0% | Added |
| SRS Capital Advisors, Inc. | 108 | $21.0K | 0.00% | +1+0.9% | Added |
| MUFG Americas Holdings Corp | 125 | $24.0K | 0.00% | −238−65.6% | Reduced |
| Monetary Management Group Inc | 125 | $24.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 160 | $25.0K | 0.00% | −63−28.3% | Reduced |
| Rise Advisors, LLC | 127 | $25.0K | 0.03% | +7+5.8% | Added |
| Chiron Investment Management, LLC | 139 | $27.0K | 0.00% | −1,239−89.9% | Reduced |
| Old Second National Bank of Aurora | 140 | $27.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 150 | $29.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 148 | $29.0K | 0.00% | +16+12.1% | Added |
| Sawyer & Company, Inc | 158 | $31.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 194 | $38.0K | 0.03% | −34−14.9% | Reduced |
| Lindbrook Capital, LLC | 204 | $40.0K | 0.01% | +16+8.5% | Added |
| BOK Financial Private Wealth, Inc. | 205 | $40.0K | 0.00% | +205 | New |
| TD Private Client Wealth LLC | 207 | $40.2K | 0.00% | +11+5.6% | Added |
| Cambridge Trust Co | 223 | $43.0K | 0.00% | −262−54.0% | Reduced |
| Ronald Blue Trust, Inc. | 172 | $43.0K | 0.00% | +172 | New |
| Arlington Partners LLC | 227 | $44.0K | 0.01% | 00.0% | Unchanged |
| Anson Funds Management LP | 230 | $45.0K | 0.01% | +20+9.5% | Added |
| State of Wyoming | 243 | $47.0K | 0.03% | −471−66.0% | Reduced |
| Harbor Investment Advisory, LLC | 250 | $49.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 290 | $56.0K | 0.00% | +12+4.3% | Added |
| Clear Street Markets LLC | 293 | $57.0K | 0.02% | +236+414.0% | Added |
| CX Institutional | 301 | $58.0K | 0.00% | +301 | New |
| Venture Visionary Partners LLC | 306 | $59.4K | 0.00% | +306 | New |
| Spire Wealth Management | 329 | $64.0K | 0.00% | −218−39.9% | Reduced |
| Geneos Wealth Management Inc. | 331 | $64.0K | 0.00% | +47+16.5% | Added |
| Covestor Ltd | 344 | $67.0K | 0.06% | +41+13.5% | Added |
| NuWave Investment Management, LLC | 357 | $69.0K | 0.09% | −986−73.4% | Reduced |
| Muzinich & Co., Inc. | 354 | $69.0K | 0.06% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 375 | $73.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 387 | $76.0K | 0.03% | 00.0% | Unchanged |