| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| Kelly Financial Services LLC | 16,327 | $140 | 0.01% | +16,187+11,562.1% | Added |
| WestEnd Advisors, LLC | – | $233 | 0.00% | – | New |
| Atlas Capital Advisors LLC | 6 | $699 | 0.00% | +6 | New |
| Enterprise Financial Services Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $1.00K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $2.00K | 0.00% | +13+260.0% | Added |
| Concord Wealth Partners | 20 | $2.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 23 | $2.68K | 0.00% | −75−76.5% | Reduced |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | −1,719−98.3% | Reduced |
| Providence Capital Advisors, LLC | 28 | $3.00K | 0.00% | −267−90.5% | Reduced |
| JJJ Advisors Inc. | 25 | $3.00K | 0.00% | +4+19.0% | Added |
| Sound Income Strategies, LLC | 25 | $3.00K | 0.00% | +12+92.3% | Added |
| MV Capital Management, Inc. | 27 | $3.00K | 0.00% | +22+440.0% | Added |
| Sandy Spring Bank | 26 | $3.00K | 0.00% | +26 | New |
| FormulaFolio Investments, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Ford Financial Group, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Strategic Blueprint, LLC | 28 | $3.00K | 0.00% | +28 | New |
| West Paces Advisors Inc. | 36 | $4.20K | 0.00% | +36 | New |
| San Francisco Sentry Investment Group (Ca) | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $5.00K | 0.00% | +2+4.7% | Added |
| SRS Capital Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 46 | $6.00K | 0.00% | +46 | New |
| Resolute Partners Group | 48 | $6.00K | 0.00% | +48 | New |
| TCI Wealth Advisors, Inc. | 62 | $7.00K | 0.00% | +7+12.7% | Added |
| Altshuler Shaham Ltd | 58 | $7.00K | 0.00% | +58 | New |
| Solstein Capital, LLC | 67 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 74 | $9.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 77 | $9.00K | 0.00% | +28+57.1% | Added |
| Baystate Wealth Management LLC | 78 | $9.00K | 0.00% | +78 | New |
| Brown Brothers Harriman & Co | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 116 | $14.0K | 0.00% | +37+46.8% | Added |
| First Horizon Corp | 147 | $17.0K | 0.00% | −198−57.4% | Reduced |
| Zions Bancorporation, N.A. | 150 | $17.0K | 0.00% | +4+2.7% | Added |
| Prestige Wealth Management Group LLC | 144 | $17.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 156 | $18.2K | 0.00% | +156 | New |
| Better Money Decisions, LLC | 165 | $19.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 172 | $20.0K | 0.02% | −1,803−91.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 173 | $20.0K | 0.00% | −1,117−86.6% | Reduced |
| Asset Dedication, LLC | 181 | $21.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 190 | $22.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 194 | $23.0K | 0.02% | +1+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 200 | $23.0K | 0.00% | +15+8.1% | Added |
| Monumental Financial Group Inc. | 200 | $23.0K | 0.02% | +200 | New |
| Kings Point Capital Management | 206 | $24.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 210 | $24.0K | 0.00% | +210 | New |
| Heritage Wealth Advisors | 214 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 213 | $25.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 210 | $25.0K | 0.01% | +1+0.5% | Added |
| NewSquare Capital LLC | 211 | $25.0K | 0.00% | +211 | New |
| Rosenberg Matthew Hamilton | 225 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 223 | $26.0K | 0.00% | +9+4.2% | Added |
| CWM, LLC | 235 | $27.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 240 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 390 | $30.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 260 | $30.0K | 0.22% | +260 | New |
| First Manhattan Co | 274 | $31.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 274 | $32.0K | 0.00% | +274 | New |
| Security National Trust Co | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 300 | $35.0K | 0.00% | +55+22.4% | Added |
| Pin Oak Investment Advisors Inc | 314 | $37.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 298 | $37.0K | 0.03% | +298 | New |
| First Horizon Advisors, Inc. | 350 | $41.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 381 | $44.0K | 0.00% | +373+4,662.5% | Added |
| McClarren Financial Advisors, Inc. | 392 | $45.0K | 0.04% | +2+0.5% | Added |
| Smithfield Trust Co | 395 | $46.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 420 | $49.0K | 0.00% | +333+382.8% | Added |
| Berman Capital Advisors, LLC | 430 | $50.0K | 0.01% | +39+10.0% | Added |
| CVA Family Office, LLC | 460 | $54.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 509 | $59.0K | 0.00% | +121+31.2% | Added |
| Evermay Wealth Management LLC | 510 | $59.0K | 0.01% | +510 | New |
| Ellevest, Inc. | 524 | $61.0K | 0.01% | +1+0.2% | Added |
| Tobam | 531 | $62.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 530 | $62.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 550 | $64.0K | 0.00% | +550 | New |
| Advisory Services Network, LLC | 550 | $64.0K | 0.00% | +550 | New |
| Signaturefd, LLC | 561 | $65.0K | 0.00% | +79+16.4% | Added |
| Pinnacle Financial Partners Inc | 565 | $66.0K | 0.00% | +565 | New |
| Pinnacle Wealth Advisors | 565 | $66.0K | 0.00% | +565 | New |
| Accel Wealth Management | 584 | $68.0K | 0.05% | +4+0.7% | Added |
| Private Capital Group, LLC | 579 | $68.0K | 0.02% | +95+19.6% | Added |
| Cutler Group LP | 590 | $68.0K | 0.01% | +590 | New |
| Caldwell Trust Co | 590 | $68.8K | 0.01% | +10+1.7% | Added |
| Endurance Wealth Management, Inc. | 600 | $69.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 632 | $73.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 628 | $73.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 655 | $76.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 654 | $76.0K | 0.03% | +654 | New |
| First Financial Corp | 665 | $78.0K | 0.05% | 00.0% | Unchanged |