| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $0 | 0.00% | +25 | New |
| Aquire Wealth Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 20 | $0 | 0.00% | +20 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 5 | $95 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 33 | $627 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $684 | 0.00% | +36 | New |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $1.00K | 0.00% | +21+67.7% | Added |
| TFC Financial Management | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 65 | $1.00K | 0.00% | +65 | New |
| Fortitude Advisory Group L.L.C. | 68 | $1.00K | 0.00% | +68 | New |
| Snowden Capital Advisors LLC | 128 | $2.00K | 0.00% | −14,083−99.1% | Reduced |
| BerganKDV Wealth Management, LLC | 129 | $2.00K | 0.00% | −7−5.1% | Reduced |
| Smithfield Trust Co | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 93 | $2.00K | 0.00% | +20+27.4% | Added |
| Washington Trust Co | 93 | $2.00K | 0.00% | +93 | New |
| Lee Financial Co | 110 | $2.00K | 0.00% | +110 | New |
| JFS Wealth Advisors, LLC | 93 | $2.00K | 0.00% | +93 | New |
| Key Financial Inc | 120 | $2.00K | 0.00% | +120 | New |
| KB Financial Partners, LLC | 99 | $2.00K | 0.00% | +99 | New |
| Schubert & Co | 120 | $2.00K | 0.00% | +120 | New |
| TCTC Holdings, LLC | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 179 | $3.00K | 0.00% | +179 | New |
| Retirement Planning Co of New England, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Amplius Wealth Advisors, LLC | 183 | $3.00K | 0.00% | +183 | New |
| Estabrook Capital Management | 172 | $3.27K | 0.00% | +172 | New |
| Evoke Wealth, LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 199 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 199 | $4.00K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 239 | $4.54K | 0.00% | +239 | New |
| Absolute Capital Management, LLC | 239 | $4.54K | 0.00% | +239 | New |
| NEXT Financial Group, Inc | 291 | $5.00K | 0.00% | −192−39.8% | Reduced |
| MV Capital Management, Inc. | 257 | $5.00K | 0.00% | +18+7.5% | Added |
| M&R Capital Management Inc | 300 | $5.00K | 0.00% | +300 | New |
| Ellevest, Inc. | 264 | $5.00K | 0.00% | +264 | New |
| CVA Family Office, LLC | 285 | $5.00K | 0.00% | +285 | New |
| Covestor Ltd | 241 | $5.00K | 0.01% | +241 | New |
| Massmutual Trust Co FSB | 325 | $6.00K | 0.00% | +95+41.3% | Added |
| EverSource Wealth Advisors, LLC | 298 | $6.00K | 0.00% | +298 | New |
| Washington Trust Advisors, Inc. | 317 | $6.00K | 0.00% | +317 | New |
| Tilia Fiduciary Partners, Inc. | 327 | $6.00K | 0.00% | +327 | New |
| TCI Wealth Advisors, Inc. | 347 | $7.00K | 0.00% | +332+2,213.3% | Added |
| Exchange Traded Concepts, LLC | 364 | $7.00K | 0.00% | +364 | New |
| Spire Wealth Management | 364 | $7.00K | 0.00% | +364 | New |
| Carroll Financial Associates, Inc. | 414 | $8.00K | 0.00% | +72+21.1% | Added |
| Zions Bancorporation, N.A. | 429 | $8.00K | 0.00% | +267+164.8% | Added |
| Bedel Financial Consulting, Inc. | 400 | $8.00K | 0.00% | +300+300.0% | Added |
| Whittier Trust Co | 413 | $8.00K | 0.00% | +413 | New |
| Cordasco Financial Network | 445 | $8.00K | 0.00% | +445 | New |
| Sutton Wealth Advisors Inc. | 441 | $8.38K | 0.00% | +312+241.9% | Added |
| Albion Financial Group | 497 | $9.00K | 0.00% | +96+23.9% | Added |
| Antonetti Capital Management LLC | 501 | $10.0K | 0.01% | −1−0.2% | Reduced |
| South State Corp. | 602 | $11.0K | 0.00% | +602 | New |
| Peregrine Capital Management LLC | 602 | $11.0K | 0.00% | +602 | New |
| Sageworth Trust Co | 584 | $11.0K | 0.00% | +584 | New |
| CoreCap Advisors, LLC | 607 | $12.0K | 0.00% | +607 | New |
| Allworth Financial LP | 663 | $13.0K | 0.00% | +40+6.4% | Added |
| Ahrens Investment Partners LLC | 680 | $13.0K | 0.01% | +680 | New |
| FourThought Financial, LLC | 709 | $13.0K | 0.00% | +709 | New |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | New |
| Harbour Investments, Inc. | 802 | $15.0K | 0.00% | −2,577−76.3% | Reduced |
| MUFG Americas Holdings Corp | 787 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 813 | $15.0K | 0.00% | +113+16.1% | Added |
| Tarbox Family Office, Inc. | 806 | $15.0K | 0.00% | +505+167.8% | Added |
| North Star Investment Management Corp. | 802 | $15.0K | 0.00% | +802 | New |
| West Oak Capital, LLC | 802 | $15.0K | 0.01% | +802 | New |
| Lenox Wealth Advisors, LLC | 777 | $15.0K | 0.00% | +777 | New |
| Hudock, Inc. | 880 | $16.0K | 0.00% | −102−10.4% | Reduced |
| IFP Advisors, Inc | 798 | $16.0K | 0.00% | +268+50.6% | Added |
| Hartford Financial Management Inc. | 880 | $17.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 911 | $17.0K | 0.00% | +57+6.7% | Added |
| Glassman Wealth Services | 894 | $17.0K | 0.00% | +88+10.9% | Added |
| Investors Research Corp | 903 | $17.0K | 0.01% | +903 | New |
| Graves-Light Private Wealth Management, Inc. | 900 | $17.0K | 0.00% | +900 | New |
| Capital Analysts, LLC | 1,003 | $19.0K | 0.00% | +1,003 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,003 | $19.0K | 0.01% | +1,003 | New |
| First Horizon Advisors, Inc. | 1,175 | $21.0K | 0.00% | −5−0.4% | Reduced |
| Pin Oak Investment Advisors Inc | 1,080 | $21.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,139 | $21.6K | 0.00% | +41+3.7% | Added |
| Harvest Fund Management Co., Ltd | 1,135 | $22.0K | 0.00% | −4,621−80.3% | Reduced |
| Larson Financial Group LLC | 1,201 | $23.0K | 0.00% | +1,201 | New |
| Versant Capital Management, Inc | 1,245 | $24.0K | 0.01% | +159+14.6% | Added |
| Kings Point Capital Management | 1,251 | $24.0K | 0.00% | +1,251 | New |
| Hantz Financial Services, Inc. | 1,340 | $25.0K | 0.00% | +1,340 | New |
| GPS Wealth Strategies Group, LLC | 1,372 | $26.0K | 0.01% | +1,372 | New |
| Cypress Capital Management LLC (WY) | 1,515 | $29.0K | 0.02% | +1,515 | New |
| Selective Wealth Management, Inc. | 1,500 | $29.0K | 0.01% | +1,500 | New |
| Achmea Investment Management B.V. | 1,539 | $30.0K | 0.00% | +1,539 | New |
| Gemmer Asset Management LLC | 1,615 | $31.0K | 0.00% | +1,090+207.6% | Added |
| First National Bank of South Miami | 1,651 | $31.0K | 0.02% | +1,651 | New |
| Eagle Bay Advisors LLC | 1,658 | $32.0K | 0.02% | −29−1.7% | Reduced |
| Cutler Group LP | 1,839 | $34.0K | 0.00% | −1,701−48.1% | Reduced |
| Parkside Financial Bank & Trust | 1,888 | $36.0K | 0.01% | +21+1.1% | Added |
| Contravisory Investment Management, Inc. | 1,886 | $36.0K | 0.01% | +1,886 | New |
| Sageworth Trust Co of South Dakota | 1,939 | $37.0K | 0.06% | +1,939 | New |
| Highlander Capital Management, LLC | 2,000 | $38.0K | 0.02% | 00.0% | Unchanged |