| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $227 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 6 | $683 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.00K | 0.00% | −430−96.6% | Reduced |
| Ci Investments Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 15 | $2.00K | 0.00% | +15 | New |
| Lenox Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Schubert & Co | 15 | $2.00K | 0.00% | +15 | New |
| Bivin & Associates, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $3.00K | 0.00% | −8−25.8% | Reduced |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $3.00K | 0.00% | +26 | New |
| CarsonAllaria Wealth Management, Ltd. | 26 | $3.00K | 0.00% | +26 | New |
| Larson Financial Group LLC | 33 | $4.00K | 0.00% | +33 | New |
| TAP Consulting, LLC | 39 | $4.00K | 0.00% | +39 | New |
| MV Capital Management, Inc. | 46 | $5.00K | 0.00% | +5+12.2% | Added |
| BerganKDV Wealth Management, LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $5.00K | 0.00% | +20+74.1% | Added |
| Alaska Permanent Fund Corp | 44 | $5.00K | 0.00% | +44 | New |
| Signet Financial Management, LLC | 45 | $5.00K | 0.00% | +45 | New |
| Concord Wealth Partners | 59 | $7.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 59 | $7.00K | 0.00% | +59 | New |
| American Portfolios Advisors | 62 | $7.06K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 67 | $8.00K | 0.00% | +3+4.7% | Added |
| West Paces Advisors Inc. | 76 | $8.66K | 0.00% | +40+111.1% | Added |
| HM Payson & Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $10.0K | 0.00% | +3+3.3% | Added |
| Brown Brothers Harriman & Co | 99 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $11.0K | 0.01% | +100 | New |
| Miller Wealth Advisors, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Operose Advisors LLC | 100 | $11.0K | 0.01% | +100 | New |
| Newbridge Financial Services Group, Inc. | 108 | $12.0K | 0.01% | +108 | New |
| Carolinas Wealth Consulting LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 110 | $13.0K | 0.01% | +110 | New |
| TCI Wealth Advisors, Inc. | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 135 | $15.0K | 0.00% | +135 | New |
| Kelly Financial Services LLC | 140 | $15.9K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 142 | $16.0K | 0.00% | −132−48.2% | Reduced |
| Prestige Wealth Management Group LLC | 144 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 152 | $17.0K | 0.01% | +14+10.1% | Added |
| Jones Financial Companies LLLP | 150 | $17.0K | 0.00% | +150 | New |
| Dark Forest Capital Management LP | 146 | $17.0K | 0.01% | +146 | New |
| RWM Asset Management, LLC | 171 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 166 | $19.0K | 0.00% | +58+53.7% | Added |
| Asset Dedication, LLC | 181 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 184 | $21.0K | 0.00% | +34+22.7% | Added |
| Heritage Wealth Advisors | 196 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 190 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 206 | $23.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 210 | $24.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 211 | $24.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 208 | $24.0K | 0.00% | +208 | New |
| Rosenberg Matthew Hamilton | 225 | $26.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 230 | $26.0K | 0.04% | +230 | New |
| Gemmer Asset Management LLC | 240 | $27.0K | 0.00% | −5−2.0% | Reduced |
| TD Private Client Wealth LLC | 244 | $27.8K | 0.00% | +14+6.1% | Added |
| Sofos Investments, Inc. | 228 | $28.0K | 0.00% | +228 | Added |
| West Oak Capital, LLC | 270 | $31.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 274 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 270 | $31.0K | 0.00% | +270 | New |
| Wagner Wealth Management, LLC | 279 | $32.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 320 | $36.0K | 0.00% | −3,539−91.7% | Reduced |
| Pin Oak Investment Advisors Inc | 314 | $36.0K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 333 | $38.0K | 0.02% | −272−45.0% | Reduced |
| McClarren Financial Advisors, Inc. | 377 | $43.0K | 0.03% | −17−4.3% | Reduced |
| Cutler Group LP | 390 | $44.0K | 0.00% | −100−20.4% | Reduced |
| Hanson & Doremus Investment Management | 390 | $44.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 395 | $46.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 405 | $46.0K | 0.00% | +405 | New |
| Optiver Holding B.V. | 412 | $47.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 430 | $49.0K | 0.03% | −50−10.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 427 | $49.0K | 0.00% | +330+340.2% | Added |
| Eagle Bay Advisors LLC | 437 | $50.0K | 0.03% | +41+10.4% | Added |
| Washington Trust Co | 446 | $51.0K | 0.00% | −2−0.4% | Reduced |
| Paragon Capital Management Ltd | 452 | $51.0K | 0.01% | +452 | New |
| AdvisorNet Financial, Inc | 460 | $52.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 470 | $54.0K | 0.01% | −4,486−90.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 474 | $54.0K | 0.00% | +363+327.0% | Added |
| Leelyn Smith, LLC | 480 | $55.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 499 | $57.0K | 0.03% | −9−1.8% | Reduced |