| Carroll Financial Associates, Inc. | 9 | $0 | 0.00% | −494−98.2% | Reduced |
| Allworth Financial LP | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 120 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $107 | 0.00% | – | – |
| Hantz Financial Services, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $1.00K | 0.00% | +5 | New |
| Lenox Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Core Alternative Capital | 12 | $1.00K | 0.00% | +12 | New |
| Sierra Capital LLC | 11 | $1.00K | 0.00% | +11 | New |
| CVA Family Office, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $2.00K | 0.00% | −27−55.1% | Reduced |
| Atwood & Palmer Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $2.00K | 0.00% | −16−50.0% | Reduced |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +5+50.0% | Added |
| MUFG Americas Holdings Corp | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| Private Capital Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $2.00K | 0.00% | +21 | New |
| Schubert & Co | 22 | $2.00K | 0.00% | +22 | New |
| Laffer Tengler Investments | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Signet Financial Management, LLC | 29 | $3.00K | 0.00% | +29 | New |
| KB Financial Partners, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $5.00K | 0.00% | −5−9.3% | Reduced |
| JJJ Advisors Inc. | 49 | $5.00K | 0.00% | +6+14.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Walleye Trading LLC | 50 | $5.00K | 0.00% | +50 | New |
| Alaska Permanent Fund Corp | 47 | $5.00K | 0.00% | +47 | New |
| Amplius Wealth Advisors, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Northwest Investment Counselors, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Dark Forest Capital Management LP | 65 | $7.00K | 0.00% | −237−78.5% | Reduced |
| National Pension Service | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 69 | $7.00K | 0.00% | +69 | New |
| Snowden Capital Advisors LLC | 68 | $7.00K | 0.00% | +68 | New |
| Zullo Investment Group, Inc. | 64 | $7.00K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 73 | $8.00K | 0.00% | +73 | New |
| Sutton Wealth Advisors Inc. | 75 | $8.07K | 0.00% | +1+1.4% | Added |
| HighMark Wealth Management LLC | 83 | $9.00K | 0.01% | +6+7.8% | Added |
| Glassman Wealth Services | 83 | $9.00K | 0.00% | +12+16.9% | Added |
| Vectors Research Management, LLC | 80 | $9.00K | 0.00% | +80 | New |
| Evoke Wealth, LLC | 96 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 102 | $11.0K | 0.00% | −77−43.0% | Reduced |
| Creative Financial Designs Inc | 100 | $11.0K | 0.00% | +40+66.7% | Added |
| Concord Wealth Partners | 103 | $11.0K | 0.00% | +53+106.0% | Added |
| Atlas Capital Advisors LLC | 103 | $11.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 107 | $12.0K | 0.00% | −131−55.0% | Reduced |
| Howe & Rusling Inc | 113 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $12.0K | 0.00% | +2+1.9% | Added |
| Quent Capital, LLC | 112 | $12.0K | 0.00% | +112 | New |
| Evermay Wealth Management LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 120 | $13.0K | 0.00% | +19+18.8% | Added |
| MV Capital Management, Inc. | 118 | $13.0K | 0.00% | +16+15.7% | Added |
| Hoese & Co LLP | 124 | $13.0K | 0.01% | +124 | New |
| American Portfolios Advisors | 130 | $14.0K | 0.00% | −8−5.8% | Reduced |
| O'Dell Group, LLC | 135 | $14.0K | 0.00% | +1+0.7% | Added |
| Earnest Partners LLC | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 126 | $14.0K | 0.00% | +76+152.0% | Added |
| BerganKDV Wealth Management, LLC | 142 | $15.0K | 0.00% | −2−1.4% | Reduced |
| Crescent Capital Consulting, LLC | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 149 | $16.0K | 0.00% | +149 | New |
| Ellevest, Inc. | 173 | $19.0K | 0.00% | −47−21.4% | Reduced |
| Parkside Financial Bank & Trust | 173 | $19.0K | 0.00% | +6+3.6% | Added |
| NEXT Financial Group, Inc | 186 | $20.0K | 0.00% | +27+17.0% | Added |
| Lindbrook Capital, LLC | 189 | $20.0K | 0.00% | +56+42.1% | Added |
| Reilly Financial Advisors, LLC | 184 | $20.0K | 0.00% | +184 | New |
| Assetmark, Inc | 206 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 204 | $22.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 201 | $22.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 236 | $25.0K | 0.00% | +3+1.3% | Added |
| CoreCap Advisors, LLC | 235 | $25.0K | 0.00% | +235 | New |
| Prestige Wealth Management Group LLC | 263 | $28.0K | 0.01% | +45+20.6% | Added |
| TAP Consulting, LLC | 270 | $29.0K | 0.01% | +270 | New |
| Bell Investment Advisors, Inc | 279 | $30.0K | 0.01% | +28+11.2% | Added |
| Bollard Group LLC | 295 | $32.0K | 0.00% | +1+0.3% | Added |
| Gemmer Asset Management LLC | 300 | $32.0K | 0.00% | +42+16.3% | Added |
| Toth Financial Advisory Corp | 331 | $36.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 340 | $37.0K | 0.00% | −1,104−76.5% | Reduced |
| Geneos Wealth Management Inc. | 350 | $37.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 413 | $44.0K | 0.00% | +163+65.2% | Added |
| Catalyst Capital Advisors LLC | 426 | $46.0K | 0.00% | +426 | New |
| Key Financial Inc | 450 | $48.0K | 0.02% | 00.0% | Unchanged |