| Sofos Investments, Inc. | 0 | $4 | 0.00% | −116−100.0% | Reduced |
| Pacific Center for Financial Services | 0 | $14 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 2 | $251 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $628 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $628 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $628 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $753 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $754 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $1.13K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.26K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 11 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $1.38K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.38K | 0.00% | +11 | New |
| BOK Financial Private Wealth, Inc. | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 14 | $1.76K | 0.00% | −125−89.9% | Reduced |
| Cedar Wealth Management, LLC | 14 | $1.76K | 0.00% | −7−33.3% | Reduced |
| Park Place Capital Corp | 14 | $1.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | −4−28.6% | Reduced |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.08K | 0.00% | 00.0% | Unchanged |
| American National Bank | 17 | $2.13K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 20 | $2.29K | 0.00% | −196−90.7% | Reduced |
| Raffa Wealth Management, LLC | 19 | $2.38K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 19 | $2.38K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 20 | $2.51K | 0.00% | +2+11.1% | Added |
| Capital Advisors, Ltd. LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 24 | $3.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $3.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $3.77K | 0.00% | −25−45.5% | Reduced |
| Washington Trust Co | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $4.02K | 0.00% | −21−39.6% | Reduced |
| Bogart Wealth, LLC | 35 | $4.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $4.39K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $4.89K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $5.52K | 0.00% | −4−8.3% | Reduced |
| Goodman Advisory Group, LLC | 44 | $5.52K | 0.00% | +44 | New |
| Steward Financial Group LLC | 54 | $6.00K | 0.00% | +54 | New |
| TFC Financial Management | 48 | $6.03K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 51 | $6.40K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 55 | $6.90K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 62 | $7.78K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 70 | $8.79K | 0.00% | +6+9.4% | Added |
| Desjardins Global Asset Management Inc. | 76 | $9.54K | 0.00% | −68−47.2% | Reduced |
| Barrett & Company, Inc. | 80 | $10.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 80 | $10.0K | 0.00% | +40+100.0% | Added |
| South State Corp. | 80 | $10.0K | 0.00% | +80 | New |
| GW&K Investment Management, LLC | 89 | $11.0K | 0.00% | +1+1.1% | Added |
| Delta Asset Management LLC | 91 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $11.8K | 0.00% | +23+32.4% | Added |
| Earnest Partners LLC | 96 | $12.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $13.0K | 0.00% | +6+5.9% | Added |
| Colonial Trust Advisors | 108 | $13.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 111 | $13.9K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 111 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 115 | $14.0K | 0.00% | −32−21.8% | Reduced |
| Glassman Wealth Services | 117 | $14.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 118 | $14.9K | 0.01% | +34+40.5% | Added |
| Old Second National Bank of Aurora | 120 | $15.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 121 | $15.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 128 | $16.1K | 0.00% | −1−0.8% | Reduced |
| HHM Wealth Advisors, LLC | 129 | $16.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 132 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 138 | $17.3K | 0.00% | −50−26.6% | Reduced |
| Financial Perspectives, Inc | 164 | $20.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 174 | $21.0K | 0.00% | +174 | New |
| M&R Capital Management Inc | 176 | $22.1K | 0.01% | +31+21.4% | Added |
| Gradient Investments LLC | 183 | $22.9K | 0.00% | −81−30.7% | Reduced |
| Twin Lakes Capital Management, LLC | 190 | $23.8K | 0.02% | +1+0.5% | Added |
| Baystate Wealth Management LLC | 191 | $24.1K | 0.00% | +1+0.5% | Added |
| First Horizon Advisors, Inc. | 195 | $24.5K | 0.00% | −3−1.5% | Reduced |
| Hall Laurie J Trustee | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 212 | $26.6K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 17,339 | $27.9K | 0.01% | +17,254+20,298.8% | Added |
| Dividend Assets Capital, LLC | 225 | $28.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 225 | $28.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 226 | $28.4K | 0.00% | +103+83.7% | Added |
| Versant Capital Management, Inc | 230 | $28.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 224 | $29.0K | 0.00% | +144+180.0% | Added |
| Pittenger & Anderson Inc | 242 | $30.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 244 | $30.6K | 0.01% | +89+57.4% | Added |
| Centerpoint Advisors, LLC | 245 | $31.0K | 0.01% | 00.0% | Unchanged |
| Provence Wealth Management Group | 252 | $31.6K | 0.02% | +252 | New |
| Massmutual Trust Co FSB | 260 | $32.6K | 0.00% | +32+14.0% | Added |
| PSI Advisors, LLC | 265 | $33.3K | 0.01% | −11−4.0% | Reduced |
| Raleigh Capital Management Inc. | 275 | $34.5K | 0.02% | +93+51.1% | Added |
| Proequities, Inc. | 287 | $36.0K | 0.00% | +94+48.7% | Added |
| IFP Advisors, Inc | 290 | $36.4K | 0.00% | +7+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 298 | $37.5K | 0.00% | +2+0.7% | Added |