| J.Safra Asset Management Corp | 25 | $0 | 0.00% | +25 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | +10 | New |
| IAG Wealth Partners, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $3.00K | 0.00% | +12+150.0% | Added |
| Disciplined Investments, LLC | 16 | $3.00K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 24 | $3.77K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 24 | $4.00K | 0.00% | −40−62.5% | Reduced |
| Sound Income Strategies, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $4.00K | 0.00% | +14+100.0% | Added |
| Cordant, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| Riggs Asset Managment Co. Inc. | 29 | $5.00K | 0.00% | −20−40.8% | Reduced |
| Asset Dedication, LLC | 38 | $5.00K | 0.00% | +3+8.6% | Added |
| Northwest Investment Counselors, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 42 | $6.59K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 44 | $7.00K | 0.00% | −11−20.0% | Reduced |
| Front Row Advisors LLC | 44 | $7.00K | 0.00% | −3−6.4% | Reduced |
| Laurel Wealth Advisors LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $8.00K | 0.00% | +50 | New |
| MV Capital Management, Inc. | 59 | $9.00K | 0.00% | +1+1.7% | Added |
| Valley National Advisers Inc | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $9.00K | 0.00% | +38+172.7% | Added |
| Clear Street Markets LLC | 59 | $9.00K | 0.00% | +59 | New |
| Stuart Chaussee & Associates, Inc. | 55 | $9.00K | 0.00% | +55 | New |
| Winch Advisory Services, LLC | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 66 | $10.0K | 0.00% | +49+288.2% | Added |
| GHP Investment Advisors, Inc. | 66 | $10.0K | 0.00% | +66 | New |
| HC Financial Advisors Inc | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 75 | $11.0K | 0.00% | +9+13.6% | Added |
| Toth Financial Advisory Corp | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 83 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 90 | $14.0K | 0.00% | +16+21.6% | Added |
| Money Concepts Capital Corp | 89 | $14.0K | 0.00% | +89 | New |
| CFS Investment Advisory Services, LLC | 2,368,406 | $15.0K | 0.07% | +2,353,231+15,507.3% | Added |
| WR Wealth Planners, LLC | 100 | $15.7K | 0.01% | +100 | New |
| Tarbox Family Office, Inc. | 102 | $16.0K | 0.00% | −53−34.2% | Reduced |
| SRS Capital Advisors, Inc. | 103 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 101 | $16.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $16.0K | 0.01% | +100 | New |
| Sutton Wealth Advisors Inc. | 106 | $16.6K | 0.01% | +1+1.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $17.0K | 0.01% | −200−64.5% | Reduced |
| Capital Directions Investment Advisors, LLC | 110 | $17.0K | 0.01% | +110 | New |
| Allworth Financial LP | 112 | $18.0K | 0.00% | −84−42.9% | Reduced |
| Retirement Group, LLC | 118 | $18.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 134 | $18.0K | 0.00% | +134 | New |
| First Financial Corp | 120 | $19.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 119 | $19.0K | 0.00% | +1+0.8% | Added |
| TCI Wealth Advisors, Inc. | 120 | $19.0K | 0.00% | +116+2,900.0% | Added |
| Stephens Consulting, LLC | 127 | $19.9K | 0.02% | +39+44.3% | Added |
| Rosenberg Matthew Hamilton | 319 | $20.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $20.0K | 0.01% | +17+15.2% | Added |
| Vectors Research Management, LLC | 135 | $21.0K | 0.00% | −115−46.0% | Reduced |
| GeoWealth Management, LLC | 134 | $21.0K | 0.00% | −73−35.3% | Reduced |
| Charter Oak Capital Management, LLC | 135 | $21.0K | 0.00% | +35+35.0% | Added |
| Motco | 136 | $21.0K | 0.00% | +136 | New |
| Jackson, Grant Investment Advisers, Inc. | 150 | $23.0K | 0.01% | +1+0.7% | Added |
| Logan Capital Management Inc | 150 | $24.0K | 0.00% | −7−4.5% | Reduced |
| Essex Investment Management Co LLC | 156 | $24.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 154 | $24.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 156 | $24.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 150 | $24.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $24.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 168 | $26.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 165 | $26.0K | 0.01% | +1+0.6% | Added |
| First Community Trust NA | 163 | $26.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 165 | $27.0K | 0.00% | −108−39.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 170 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 184 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 176 | $28.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 186 | $29.0K | 0.00% | +1+0.5% | Added |
| CVA Family Office, LLC | 190 | $30.0K | 0.01% | 00.0% | Unchanged |