| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −4,767−100.0% | Reduced |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Leonteq Securities AG | 2 | $474 | 0.00% | −150−98.7% | Reduced |
| Schubert & Co | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| Lenox Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Surevest, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Pacifica Partners Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 9 | $2.13K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | +4+40.0% | Added |
| Harbor Investment Advisory, LLC | 12 | $3.00K | 0.00% | +3+33.3% | Added |
| Loomis Sayles & Co L P | 12 | $3.00K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Column Capital Advisors, LLC | 17 | $4.00K | 0.00% | −5−22.7% | Reduced |
| Logan Capital Management Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 22 | $5.00K | 0.00% | −5−18.5% | Reduced |
| Cordant, Inc. | 23 | $5.00K | 0.00% | +23 | New |
| Laffer Tengler Investments | 22 | $5.22K | 0.00% | +22 | New |
| Brown Brothers Harriman & Co | 25 | $6.00K | 0.00% | −5−16.7% | Reduced |
| Zullo Investment Group, Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $6.00K | 0.00% | +17+242.9% | Added |
| TCI Wealth Advisors, Inc. | 31 | $7.00K | 0.00% | −11−26.2% | Reduced |
| Capital Directions Investment Advisors, LLC | 28 | $7.00K | 0.00% | +28 | New |
| Bartlett & Co. LLC | 30 | $7.00K | 0.00% | +30 | New |
| Bartlett & Co. Wealth Management LLC | 30 | $7.11K | 0.00% | +30 | New |
| Lazard Asset Management LLC | 34 | $8.00K | 0.00% | +21+161.5% | Added |
| Sutton Wealth Advisors Inc. | 35 | $8.30K | 0.00% | +4+12.9% | Added |
| TD Waterhouse Canada Inc. | 29 | $8.51K | 0.00% | −209−87.8% | Reduced |
| Fieldpoint Private Securities, LLC | 38 | $9.00K | 0.00% | −10−20.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $10.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 41 | $10.0K | 0.00% | +4+10.8% | Added |
| Massmutual Trust Co FSB | 49 | $12.0K | 0.00% | −9−15.5% | Reduced |
| Earnest Partners LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $14.0K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $15.0K | 0.00% | +17+37.0% | Added |
| Money Concepts Capital Corp | 64 | $15.0K | 0.00% | +64 | New |
| Harding Loevner LP | 78 | $16.0K | 0.00% | +78 | New |
| Oliver Lagore Vanvalin Investment Group | 66 | $16.0K | 0.01% | +66 | New |
| Spire Wealth Management | 73 | $17.0K | 0.00% | −153−67.7% | Reduced |
| Creative Financial Designs Inc | 75 | $18.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 84 | $20.0K | 0.00% | +84 | New |
| Proequities, Inc. | 88 | $21.0K | 0.00% | +3+3.5% | Added |
| Valley National Advisers Inc | 91 | $21.0K | 0.00% | +47+106.8% | Added |
| West Paces Advisors Inc. | 90 | $21.3K | 0.01% | +4+4.7% | Added |
| Tarbox Family Office, Inc. | 92 | $22.0K | 0.00% | −28−23.3% | Reduced |
| McClarren Financial Advisors, Inc. | 98 | $23.0K | 0.02% | −1−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 100 | $24.0K | 0.01% | −2−2.0% | Reduced |
| Wolff Wiese Magana LLC | 100 | $24.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 103 | $24.0K | 0.02% | +103 | New |
| Paloma Partners Management Co | 104 | $25.0K | 0.00% | −3,516−97.1% | Reduced |
| Raffa Wealth Management, LLC | 107 | $25.4K | 0.01% | −2−1.8% | Reduced |
| Addison Advisors LLC | 115 | $27.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 119 | $28.0K | 0.00% | +1+0.8% | Added |
| Benjamin Edwards Inc | 121 | $29.0K | 0.01% | +9+8.0% | Added |
| MV Capital Management, Inc. | 126 | $30.0K | 0.00% | −10−7.4% | Reduced |
| Harvest Fund Management Co., Ltd | 129 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 126 | $30.0K | 0.01% | +10+8.6% | Added |
| Optimum Investment Advisors | 134 | $32.0K | 0.01% | +34+34.0% | Added |
| Ossiam | 137 | $32.0K | 0.00% | +137 | New |
| Smithfield Trust Co | 136 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 142 | $33.6K | 0.01% | +1+0.7% | Added |
| Concord Wealth Partners | 147 | $35.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 146 | $35.0K | 0.00% | +2+1.4% | Added |
| IFP Advisors, Inc | 375 | $37.0K | 0.00% | +311+485.9% | Added |
| Whittier Trust Co of Nevada Inc | 172 | $41.0K | 0.00% | +47+37.6% | Added |
| TCWP LLC | 174 | $41.0K | 0.01% | +174 | New |
| Lindbrook Capital, LLC | 176 | $42.0K | 0.01% | −27−13.3% | Reduced |
| CIBC Private Wealth Group, LLC | 180 | $43.0K | 0.00% | +180 | New |
| First Horizon Advisors, Inc. | 184 | $44.0K | 0.00% | +23+14.3% | Added |
| Jones Financial Companies LLLP | 193 | $46.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 232 | $55.0K | 0.02% | +232 | New |
| CVA Family Office, LLC | 235 | $56.0K | 0.01% | +110+88.0% | Added |
| City State Bank | 250 | $59.0K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 204 | $60.0K | 0.03% | +204 | New |
| Versant Capital Management, Inc | 274 | $65.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 283 | $67.0K | 0.01% | −18−6.0% | Reduced |
| American Portfolios Advisors | 293 | $69.5K | 0.00% | +20+7.3% | Added |
| Aquatic Capital Management LLC | 300 | $71.0K | 0.11% | +300 | New |
| Ellis Investment Partners, LLC | 311 | $73.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 310 | $74.0K | 0.02% | +148+91.4% | Added |