| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | −250−98.0% | Reduced |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | +1+20.0% | Added |
| WestEnd Advisors, LLC | – | $163 | 0.00% | – | – |
| MV Capital Management, Inc. | 9 | $1.00K | 0.00% | −9−50.0% | Reduced |
| Highlander Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Guidance Point Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Optimum Investment Advisors | 12 | $2.00K | 0.00% | −250−95.4% | Reduced |
| Gradient Investments LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $2.00K | 0.00% | +12 | New |
| Lee Financial Co | 15 | $2.00K | 0.00% | +15 | New |
| Sonora Investment Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Kowal Investment Group, LLC | 15 | $2.00K | 0.00% | +15 | New |
| M&R Capital Management Inc | 24 | $3.00K | 0.00% | −3−11.1% | Reduced |
| Red Cedar Capital, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| First Horizon Advisors, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Sittner & Nelson, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $4.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 23 | $4.00K | 0.00% | +23 | New |
| Central Trust Co | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 31 | $5.00K | 0.00% | −1−3.1% | Reduced |
| Baystate Wealth Management LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Assetmark, Inc | 38 | $6.00K | 0.00% | −4−9.5% | Reduced |
| Cedar Wealth Management, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 32 | $6.00K | 0.00% | +16+100.0% | Added |
| TD Ameritrade Investment Management, LLC | 67 | $6.00K | 0.00% | +67 | New |
| Corbenic Partners LLC | 35 | $6.00K | 0.00% | +35 | New |
| Meridian Wealth Partners, LLC | 41 | $6.00K | 0.00% | +41 | New |
| Howe & Rusling Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Sargent Bickham Lagudis LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 48 | $8.00K | 0.00% | +48 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $8.20K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 56 | $9.00K | 0.00% | +16+40.0% | Added |
| Consolidated Planning Corp | 54 | $9.00K | 0.01% | +54 | New |
| West Paces Advisors Inc. | 55 | $9.02K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 60 | $9.83K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $10.0K | 0.00% | −34−34.7% | Reduced |
| Glassman Wealth Services | 62 | $10.0K | 0.00% | −29−31.9% | Reduced |
| FinTrust Capital Advisors, LLC | 69 | $11.0K | 0.00% | −45−39.5% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $11.0K | 0.00% | +3+4.5% | Added |
| Lindbrook Capital, LLC | 72 | $12.0K | 0.00% | −18−20.0% | Reduced |
| Hudock, Inc. | 78 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 85 | $13.0K | 0.00% | −2,045−96.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 77 | $13.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 83 | $14.0K | 0.01% | +53+176.7% | Added |
| Sutton Wealth Advisors Inc. | 88 | $14.4K | 0.01% | +2+2.3% | Added |
| Zions Bancorporation, N.A. | 90 | $15.0K | 0.00% | −8−8.2% | Reduced |
| MCF Advisors LLC | 93 | $15.0K | 0.00% | +24+34.8% | Added |
| Erste Asset Management GmbH | 94 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $16.0K | 0.00% | +50+100.0% | Added |
| Wealthstreet Investment Advisors, LLC | 100 | $16.0K | 0.44% | +100 | New |
| HHM Wealth Advisors, LLC | 96 | $16.0K | 0.00% | +96 | New |
| Graves-Light Private Wealth Management, Inc. | 102 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $17.0K | 0.00% | +45+80.4% | Added |
| Perkins Coie Trust Co | 110 | $18.0K | 0.01% | −19−14.7% | Reduced |
| Raffa Wealth Management, LLC | 112 | $18.4K | 0.01% | +4+3.7% | Added |
| TCI Wealth Advisors, Inc. | 125 | $20.0K | 0.00% | −8−6.0% | Reduced |
| Alpha Paradigm Partners, LLC | 132 | $22.0K | 0.01% | −1,603−92.4% | Reduced |
| Spire Wealth Management | 139 | $23.0K | 0.00% | −1,135−89.1% | Reduced |
| Key Financial Inc | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 139 | $23.0K | 0.01% | +21+17.8% | Added |
| Newbridge Financial Services Group, Inc. | 165 | $27.0K | 0.02% | −3−1.8% | Reduced |
| Baillie Gifford & Co | 165 | $27.0K | 0.00% | +165 | New |
| Sandy Spring Bank | 169 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 173 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 170 | $29.0K | 0.01% | −1,129−86.9% | Reduced |
| Benjamin Edwards Inc | 184 | $30.0K | 0.02% | +3+1.7% | Added |
| Joseph P. Lucia & Associates, LLC | 183 | $30.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 193 | $32.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 200 | $33.0K | 0.00% | −200−50.0% | Reduced |
| Ancora Advisors, LLC | 214 | $35.0K | 0.00% | +71+49.7% | Added |
| Clearstead Advisors, LLC | 256 | $42.0K | 0.00% | −214−45.5% | Reduced |
| James Investment Research Inc | 256 | $42.0K | 0.00% | +256 | New |
| Whittier Trust Co of Nevada Inc | 284 | $47.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 295 | $48.0K | 0.01% | −1,678−85.0% | Reduced |
| Heritage Wealth Management, LLC | 301 | $49.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 296 | $49.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 318 | $52.0K | 0.03% | −22−6.5% | Reduced |
| CX Institutional | 336 | $55.0K | 0.00% | +40+13.5% | Added |