| First Manhattan Co | 1 | $0 | 0.00% | −96−99.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $0 | 0.00% | +8+160.0% | Added |
| Atlas Capital Advisors LLC | 7 | $234 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $536 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 22 | $746 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 25 | $837 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 55 | $2.00K | 0.00% | −10−15.4% | Reduced |
| Key Financial Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Baldwin Brothers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Mascoma Wealth Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Red Tortoise LLC | 122 | $3.00K | 0.00% | +122 | New |
| BDO Wealth Advisors, LLC | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 113 | $4.00K | 0.00% | +10+9.7% | Added |
| HighMark Wealth Management LLC | 107 | $4.00K | 0.00% | +107 | New |
| Raffa Wealth Management, LLC | 123 | $4.12K | 0.00% | +6+5.1% | Added |
| Lenox Wealth Advisors, LLC | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $5.00K | 0.00% | +147 | New |
| Whittier Trust Co of Nevada Inc | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 173 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 192 | $6.00K | 0.00% | +85+79.4% | Added |
| Capstone Investment Advisors, LLC | 192 | $6.00K | 0.00% | +192 | New |
| Private Ocean, LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 200 | $7.00K | 0.00% | – | – |
| M&R Capital Management Inc | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 271 | $9.00K | 0.01% | +2+0.7% | Added |
| Meridian Wealth Partners, LLC | 276 | $9.00K | 0.00% | +276 | New |
| Bell Investment Advisors, Inc | 265 | $9.00K | 0.00% | +265 | New |
| Central Trust Co | 291 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 302 | $10.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 290 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $10.0K | 0.01% | +300 | New |
| Gerber Kawasaki Wealth & Investment Management | 300 | $10.0K | 0.00% | +300 | New |
| Dark Forest Capital Management LP | 308 | $10.0K | 0.00% | +308 | New |
| Prestige Wealth Management Group LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 364 | $12.0K | 0.00% | +364 | New |
| Howe & Rusling Inc | 381 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $13.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 380 | $13.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 420 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $14.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 540 | $18.1K | 0.00% | +540 | New |
| Assetmark, Inc | 557 | $19.0K | 0.00% | −69−11.0% | Reduced |
| Delta Asset Management LLC | 607 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $20.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 608 | $20.4K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 659 | $22.0K | 0.00% | +9+1.4% | Added |
| First Horizon Advisors, Inc. | 634 | $22.0K | 0.00% | +97+18.1% | Added |
| NEXT Financial Group, Inc | 665 | $22.0K | 0.00% | +226+51.5% | Added |
| Spire Wealth Management | 781 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 789 | $26.0K | 0.00% | +53+7.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 837 | $28.0K | 0.00% | −257−23.5% | Reduced |
| Professional Financial Advisors, LLC | 850 | $28.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 829 | $28.0K | 0.01% | +40+5.1% | Added |
| Loomis Sayles & Co L P | 933 | $31.0K | 0.00% | +3+0.3% | Added |
| Corbenic Partners LLC | 924 | $31.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 955 | $32.0K | 0.00% | +50+5.5% | Added |
| HHM Wealth Advisors, LLC | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,053 | $35.2K | 0.00% | +1,053 | New |
| Carolinas Wealth Consulting LLC | 1,095 | $37.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,145 | $38.0K | 0.00% | +6+0.5% | Added |
| Carroll Financial Associates, Inc. | 1,188 | $39.0K | 0.00% | −300−20.2% | Reduced |
| Markston International LLC | 1,200 | $40.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $40.0K | 0.01% | +1,000+500.0% | Added |
| Clearstead Advisors, LLC | 1,228 | $41.0K | 0.00% | +176+16.7% | Added |
| Iron Horse Wealth Management, LLC | 1,250 | $42.0K | 0.03% | −700−35.9% | Reduced |
| Anchor Investment Management, LLC | 1,300 | $43.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,334 | $45.0K | 0.01% | 00.0% | Unchanged |