| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Pittenger & Anderson Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1 | $0 | 0.00% | +1 | New |
| NewSquare Capital LLC | 1 | $0 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Archer Investment Corp | 2 | $834 | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,438 | $1.00K | 0.00% | +667+86.5% | Added |
| Schubert & Co | 2 | $1.00K | 0.00% | −5−71.4% | Reduced |
| Hantz Financial Services, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Legend Financial Advisors, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| Newbridge Financial Services Group, Inc. | 4 | $2.00K | 0.00% | −6−60.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4 | $2.00K | 0.00% | +4 | New |
| Bellwether Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 5 | $2.09K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| Money Concepts Capital Corp | 7 | $3.00K | 0.00% | +7 | New |
| Oakworth Capital, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $4.00K | 0.00% | +4+66.7% | Added |
| Morgan Dempsey Capital Management LLC | 10 | $4.00K | 0.00% | +10 | New |
| American Portfolios Advisors | 11 | $4.59K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $4.59K | 0.00% | +2+22.2% | Added |
| Lindbrook Capital, LLC | 13 | $5.00K | 0.00% | −4−23.5% | Reduced |
| Evoke Wealth, LLC | 11 | $5.00K | 0.00% | −3−21.4% | Reduced |
| Creative Financial Designs Inc | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $5.00K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 12 | $5.00K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 14 | $5.99K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $6.00K | 0.00% | +2+15.4% | Added |
| Solstein Capital, LLC | 16 | $7.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 16 | $7.00K | 0.00% | +1+6.7% | Added |
| Glassman Wealth Services | 17 | $7.00K | 0.00% | +6+54.5% | Added |
| Parkside Financial Bank & Trust | 25 | $10.0K | 0.00% | −29−53.7% | Reduced |
| Massmutual Trust Co FSB | 25 | $10.0K | 0.00% | −5−16.7% | Reduced |
| Lee Financial Co | 23 | $10.0K | 0.00% | −4−14.8% | Reduced |
| West Branch Capital LLC | 23 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 25 | $10.0K | 0.01% | +9+56.3% | Added |
| Riverview Trust Co | 25 | $10.0K | 0.01% | +25 | New |
| Sierra Capital LLC | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 32 | $13.0K | 0.00% | −57−64.0% | Reduced |
| Eagle Bay Advisors LLC | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 34 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $14.0K | 0.00% | −1−2.9% | Reduced |
| Heritage Wealth Management, LLC | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 36 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $15.0K | 0.00% | +3+9.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 42 | $18.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 44 | $19.0K | 0.00% | −2,540−98.3% | Reduced |
| Washington Trust Co | 48 | $20.0K | 0.00% | +48 | New |
| HM Payson & Co | 50 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 56 | $23.0K | 0.00% | +22+64.7% | Added |
| Private Trust Co NA | 66 | $28.0K | 0.00% | +46+230.0% | Added |
| Whittier Trust Co of Nevada Inc | 70 | $29.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $29.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $30.0K | 0.00% | −134−64.7% | Reduced |
| Hexagon Capital Partners LLC | 72 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $30.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 73 | $31.0K | 0.00% | −16−18.0% | Reduced |
| Gladius Capital Management LP | 75 | $32.0K | 0.01% | +75 | New |
| Quadrant Capital Group LLC | 85 | $35.0K | 0.00% | −65−43.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 90 | $37.0K | 0.02% | +90 | New |
| Rosenberg Matthew Hamilton | 99 | $41.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 98 | $41.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 100 | $41.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 103 | $43.0K | 0.02% | +103 | New |
| Northwestern Mutual Wealth Management Co | 117 | $49.0K | 0.00% | −24−17.0% | Reduced |
| Virtus Investment Advisers, Inc. | 123 | $51.0K | 0.02% | +123 | New |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $56.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 139 | $58.0K | 0.00% | +11+8.6% | Added |
| Allworth Financial LP | 139 | $58.0K | 0.00% | +112+414.8% | Added |
| Loomis Sayles & Co L P | 143 | $60.0K | 0.00% | −285−66.6% | Reduced |
| Sentry Investment Management LLC | 148 | $62.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 151 | $62.0K | 0.00% | +151 | New |
| Sandy Spring Bank | 150 | $63.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 163 | $68.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 203 | $71.0K | 0.01% | +9+4.6% | Added |
| Parallel Advisors, LLC | 196 | $82.0K | 0.00% | −173−46.9% | Reduced |
| Wipfli Financial Advisors LLC, | 196 | $82.0K | 0.01% | +196 | New |
| Investors Asset Management of Georgia Inc | 200 | $83.0K | 0.04% | 00.0% | Unchanged |