| Carroll Financial Associates, Inc. | 2 | $0 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $424 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.00K | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Newton One Investments LLC | 7 | $1.00K | 0.00% | +7 | New |
| Enterprise Financial Services Corp | 15 | $2.00K | 0.00% | −56−78.9% | Reduced |
| Clearstead Advisors, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 19 | $2.69K | 0.00% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $3.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 23 | $3.25K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $4.00K | 0.00% | −8−18.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Reilly Financial Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 32 | $5.00K | 0.00% | +32 | New |
| Bedel Financial Consulting, Inc. | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 47 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 47 | $7.00K | 0.00% | +12+34.3% | Added |
| Toth Financial Advisory Corp | 50 | $7.00K | 0.00% | +50 | New |
| Harel Insurance Investments & Financial Services Ltd. | 51 | $7.00K | 0.00% | −1,342−96.3% | Reduced |
| Exchange Traded Concepts, LLC | 50 | $7.00K | 0.00% | +50 | New |
| Cypress Capital Management LLC (WY) | 50 | $7.00K | 0.01% | +50 | New |
| TCI Wealth Advisors, Inc. | 58 | $8.00K | 0.00% | +1+1.8% | Added |
| SRS Capital Advisors, Inc. | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 57 | $8.00K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 58 | $8.00K | 0.00% | +58 | New |
| Koshinski Asset Management, Inc. | 63 | $8.90K | 0.00% | +63 | New |
| Savior LLC | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 87 | $12.0K | 0.00% | +87 | New |
| Baystate Wealth Management LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 90 | $13.0K | 0.00% | +9+11.1% | Added |
| Activest Wealth Management | 94 | $13.0K | 0.01% | +94 | New |
| Huntington National Bank | 100 | $14.0K | 0.00% | −68−40.5% | Reduced |
| Ogorek Anthony Joseph | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 101 | $14.0K | 0.00% | +1+1.0% | Added |
| JFS Wealth Advisors, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Crescent Capital Consulting, LLC | 100 | $14.0K | 0.00% | +100 | New |
| CX Institutional | 115 | $16.0K | 0.00% | −15,486−99.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 110 | $16.0K | 0.00% | −100−47.6% | Reduced |
| Wolff Wiese Magana LLC | 114 | $16.0K | 0.01% | −28−19.7% | Reduced |
| Whittier Trust Co | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $16.0K | 0.00% | +110 | New |
| TD Capital Management LLC | 120 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 125 | $18.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 134 | $19.0K | 0.00% | −7−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 140 | $20.0K | 0.00% | −22−13.6% | Reduced |
| Stonebridge Capital Advisors LLC | 145 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 145 | $20.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 156 | $22.0K | 0.00% | +64+69.6% | Added |
| Assetmark, Inc | 157 | $22.0K | 0.00% | +157 | New |
| Private Capital Group, LLC | 165 | $23.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 166 | $23.0K | 0.00% | +66+66.0% | Added |
| Lindbrook Capital, LLC | 167 | $24.0K | 0.01% | +32+23.7% | Added |
| Tower Research Capital LLC (TRC) | 175 | $25.0K | 0.00% | −951−84.5% | Reduced |
| Allworth Financial LP | 187 | $26.0K | 0.00% | +88+88.9% | Added |
| Meridian Wealth Partners, LLC | 183 | $26.0K | 0.01% | +183 | New |
| Ellevest, Inc. | 210 | $30.0K | 0.00% | +173+467.6% | Added |
| Massmutual Trust Co FSB | 220 | $31.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 217 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 220 | $31.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 225 | $32.0K | 0.01% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 300 | $41.0K | 0.02% | +300 | New |
| Tortoise Investment Management, LLC | 300 | $42.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 300 | $42.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 322 | $46.0K | 0.01% | +16+5.2% | Added |
| Winch Advisory Services, LLC | 332 | $47.0K | 0.02% | +124+59.6% | Added |
| Steward Partners Investment Advisory, LLC | 357 | $50.0K | 0.00% | −590−62.3% | Reduced |
| Quadrant Capital Group LLC | 352 | $50.0K | 0.01% | +182+107.1% | Added |
| Bessemer Group Inc | 356 | $50.0K | 0.00% | +356 | New |
| Brewin Dolphin Ltd | 435 | $61.5K | 0.00% | +50+13.0% | Added |
| Parkside Financial Bank & Trust | 449 | $63.0K | 0.02% | +131+41.2% | Added |
| Credit Agricole S A | 485 | $69.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 425 | $71.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 558 | $79.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 591 | $84.0K | 0.00% | +35+6.3% | Added |
| Sterling Financial Planning, Inc. | 600 | $85.0K | 0.05% | −50−7.7% | Reduced |
| Simon Quick Advisors, LLC | 605 | $85.0K | 0.02% | +410+210.3% | Added |
| TSFG, LLC | 637 | $90.0K | 0.04% | +30+4.9% | Added |