| Lindbrook Capital, LLC | 6 | $0 | 0.00% | −134−95.7% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $0 | 0.00% | −44−88.0% | Reduced |
| Focused Wealth Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 16 | $1.00K | 0.00% | −5−23.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $1.00K | 0.00% | −6−30.0% | Reduced |
| Carroll Financial Associates, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| Charter Oak Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 19 | $1.00K | 0.00% | +19 | New |
| Motley Fool Asset Management LLC | 18 | $1.00K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| First Bank & Trust | 9 | $1.00K | 0.00% | +9 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 19 | $1.00K | 0.00% | +19 | New |
| Financial Connections Group, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Covestor Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 28 | $2.00K | 0.00% | −168−85.7% | Reduced |
| Resources Management Corp | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $2.00K | 0.00% | −8−25.8% | Reduced |
| Bellevue Asset Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 27 | $2.00K | 0.00% | +27 | New |
| Snowden Capital Advisors LLC | 28 | $2.00K | 0.00% | +28 | New |
| West Paces Advisors Inc. | 31 | $2.38K | 0.00% | +3+10.7% | Added |
| Stephens Consulting, LLC | 33 | $2.53K | 0.00% | +33 | New |
| NVWM, LLC | 34 | $3.00K | 0.00% | −8,732−99.6% | Reduced |
| Brewin Dolphin Ltd | 43 | $3.00K | 0.00% | −200−82.3% | Reduced |
| Clearstead Advisors, LLC | 35 | $3.00K | 0.00% | −168−82.8% | Reduced |
| AdvisorNet Financial, Inc | 40 | $3.00K | 0.00% | −50−55.6% | Reduced |
| Brown Brothers Harriman & Co | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $3.00K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 60 | $5.00K | 0.00% | −125−67.6% | Reduced |
| Endurance Wealth Management, Inc. | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 71 | $5.00K | 0.00% | −6−7.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $5.00K | 0.00% | +62 | New |
| Salem Investment Counselors Inc | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 81 | $6.00K | 0.00% | +26+47.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 96 | $7.00K | 0.00% | +18+23.1% | Added |
| Bessemer Group Inc | 85 | $7.00K | 0.00% | +34+66.7% | Added |
| Huntington National Bank | 88 | $7.00K | 0.00% | +56+175.0% | Added |
| Paragon Capital Management Ltd | 86 | $7.00K | 0.00% | +86 | New |
| BCR Wealth Strategies, LLC | 102 | $8.00K | 0.01% | +102 | New |
| Financial Perspectives, Inc | 125 | $9.58K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 127 | $10.0K | 0.00% | +98+337.9% | Added |
| Center for Financial Planning, Inc. | 139 | $11.0K | 0.00% | +39+39.0% | Added |
| Hall Laurie J Trustee | 140 | $11.0K | 0.00% | +100+250.0% | Added |
| Sageworth Trust Co | 177 | $14.0K | 0.00% | −592−77.0% | Reduced |
| TCI Wealth Advisors, Inc. | 187 | $14.0K | 0.00% | +61+48.4% | Added |
| Lee Financial Co | 195 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 200 | $15.0K | 0.00% | +200 | New |
| Zullo Investment Group, Inc. | 210 | $16.0K | 0.01% | +210 | New |
| Kelly Financial Services LLC | 219 | $16.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 217 | $17.0K | 0.01% | +217 | New |
| Trustcore Financial Services, LLC | 240 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 232 | $18.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 259 | $19.0K | 0.01% | +259 | New |
| Spire Wealth Management | 261 | $20.0K | 0.00% | +135+107.1% | Added |
| STRS Ohio | 300 | $22.0K | 0.00% | −3,000−90.9% | Reduced |
| CWM, LLC | 284 | $22.0K | 0.00% | +284 | New |
| First Horizon Advisors, Inc. | 313 | $23.0K | 0.00% | −90−22.3% | Reduced |
| Sandy Spring Bank | 303 | $23.0K | 0.00% | +58+23.7% | Added |
| TD Waterhouse Canada Inc. | 290 | $24.0K | 0.00% | +290 | New |
| Private Capital Group, LLC | 353 | $27.0K | 0.01% | −57−13.9% | Reduced |
| Institutional & Family Asset Management, LLC | 368 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 382 | $29.0K | 0.02% | +1+0.3% | Added |
| Assetmark, Inc | 390 | $30.0K | 0.00% | −173−30.7% | Reduced |
| Manchester Capital Management LLC | 389 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 396 | $30.0K | 0.00% | +189+91.3% | Added |
| IFP Advisors, Inc | 405 | $31.0K | 0.00% | −36−8.2% | Reduced |
| Proequities, Inc. | 408 | $31.0K | 0.00% | +50+14.0% | Added |
| City State Bank | 400 | $31.0K | 0.02% | +400 | New |
| RPg Family Wealth Advisory, LLC | 439 | $33.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 510 | $39.0K | 0.00% | +120+30.8% | Added |
| Asset Dedication, LLC | 521 | $40.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $44.0K | 0.00% | +575 | New |
| Sageworth Trust Co of South Dakota | 586 | $45.0K | 0.07% | +586 | New |
| Aquatic Capital Management LLC | 600 | $46.0K | 0.09% | +600 | New |
| Optimum Investment Advisors | 625 | $48.0K | 0.02% | −1,300−67.5% | Reduced |
| Washington Trust Advisors, Inc. | 629 | $48.0K | 0.00% | +629 | New |