| Carroll Financial Associates, Inc. | 15 | $0 | 0.00% | −13−46.4% | Reduced |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Curi Capital | 4 | $0 | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 2 | $90 | 0.00% | – | – |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | +38 | New |
| Lenox Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Retirement Planning Co of New England, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Schubert & Co | 32 | $1.00K | 0.00% | +32 | New |
| Snowden Capital Advisors LLC | 25 | $1.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 38 | $2.00K | 0.00% | −38−50.0% | Reduced |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 65 | $2.00K | 0.00% | +65 | New |
| TCI Wealth Advisors, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 64 | $3.00K | 0.00% | +8+14.3% | Added |
| Ellevest, Inc. | 69 | $3.00K | 0.00% | +53+331.3% | Added |
| Missouri Trust & Investment Co | 75 | $3.00K | 0.00% | +75 | New |
| Prestige Wealth Management Group LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $4.00K | 0.00% | +100 | New |
| Gradient Investments LLC | 90 | $4.00K | 0.00% | +90 | New |
| Signet Financial Management, LLC | 80 | $4.00K | 0.00% | +80 | New |
| CoreCap Advisors, LLC | 84 | $4.00K | 0.00% | +84 | New |
| Brown Brothers Harriman & Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 109 | $5.00K | 0.00% | +9+9.0% | Added |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 114 | $5.00K | 0.00% | +114 | New |
| Mystic Asset Management, Inc. | 105 | $5.00K | 0.00% | +105 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| TSFG, LLC | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 135 | $6.00K | 0.00% | +97+255.3% | Added |
| Providence Capital Advisors, LLC | 149 | $7.00K | 0.00% | +149 | New |
| Tarbox Family Office, Inc. | 185 | $8.00K | 0.00% | −8−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 169 | $8.00K | 0.00% | +30+21.6% | Added |
| Glassman Wealth Services | 169 | $8.00K | 0.00% | +88+108.6% | Added |
| Northwest Investment Counselors, LLC | 175 | $8.00K | 0.00% | +175 | New |
| Graves-Light Private Wealth Management, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 197 | $9.00K | 0.00% | +90+84.1% | Added |
| Loomis Sayles & Co L P | 232 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $10.0K | 0.00% | +141+164.0% | Added |
| First Personal Financial Services | 225 | $10.0K | 0.00% | +225 | New |
| Peregrine Capital Management LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 247 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 246 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 251 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 237 | $11.0K | 0.00% | +1+0.4% | Added |
| Zions Bancorporation, N.A. | 251 | $11.0K | 0.00% | +172+217.7% | Added |
| EverSource Wealth Advisors, LLC | 244 | $11.0K | 0.00% | +244 | New |
| Glen Eagle Advisors, LLC | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 269 | $12.0K | 0.00% | +269 | New |
| FinTrust Capital Advisors, LLC | 268 | $12.0K | 0.00% | +268 | New |
| Denali Advisors LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $14.0K | 0.00% | −6−1.9% | Reduced |
| JNBA Financial Advisors | 305 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 300 | $14.0K | 0.01% | +300 | New |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.03% | +300 | New |
| Patriot Financial Group Insurance Agency, LLC | 326 | $15.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 361 | $16.0K | 0.01% | +361 | New |
| Lindbrook Capital, LLC | 388 | $17.0K | 0.00% | +307+379.0% | Added |
| Concorde Financial Corp | 363 | $17.0K | 0.01% | +363 | New |
| Webster Bank, N. A. | 390 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 409 | $18.0K | 0.00% | +108+35.9% | Added |
| Larson Financial Group LLC | 397 | $18.0K | 0.00% | +394+13,133.3% | Added |
| Cutler Group LP | 468 | $21.0K | 0.00% | −234−33.3% | Reduced |
| Atlas Capital Advisors LLC | 479 | $21.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 505 | $22.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 535 | $24.0K | 0.01% | −18−3.3% | Reduced |
| Hantz Financial Services, Inc. | 530 | $24.0K | 0.00% | +21+4.1% | Added |
| Private Capital Group, LLC | 557 | $25.0K | 0.01% | −9−1.6% | Reduced |
| Neo Ivy Capital Management | 551 | $25.0K | 0.04% | +551 | New |
| Steward Partners Investment Advisory, LLC | 575 | $26.0K | 0.00% | −295−33.9% | Reduced |
| CWM, LLC | 576 | $26.0K | 0.00% | +576 | New |
| MV Capital Management, Inc. | 630 | $28.0K | 0.00% | −401−38.9% | Reduced |
| AdvisorNet Financial, Inc | 631 | $28.0K | 0.00% | −327−34.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 612 | $28.0K | 0.00% | +612 | New |
