| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $180 | 0.00% | – | – |
| Psagot Value Holdings Ltd. / (Israel) | 8 | $1.00K | 0.00% | −1,286−99.4% | Reduced |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | −44−91.7% | Reduced |
| Highlander Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.00K | 0.00% | +8 | New |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bedel Financial Consulting, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| Widmann Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Shore Point Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Fieldpoint Private Securities, LLC | 12 | $2.00K | 0.00% | −5−29.4% | Reduced |
| Optimum Investment Advisors | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $2.00K | 0.00% | −5−35.7% | Reduced |
| Carolinas Wealth Consulting LLC | 11 | $2.00K | 0.00% | +7+175.0% | Added |
| BDO Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Old North State Trust, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Missouri Trust & Investment Co | 10 | $2.00K | 0.00% | +10 | New |
| Sandy Cove Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 15 | $2.71K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 15 | $3.00K | 0.00% | −662−97.8% | Reduced |
| Eagle Bay Advisors LLC | 16 | $3.00K | 0.00% | −16−50.0% | Reduced |
| M&R Capital Management Inc | 18 | $3.00K | 0.00% | −6−25.0% | 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 |
| Lee Financial Co | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 16 | $3.00K | 0.00% | +16 | New |
| Level Financial Advisors, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Plante Moran Financial Advisors, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Annapolis Financial Services, LLC | 22 | $4.00K | 0.00% | +22 | New |
| MBM Wealth Consultants, LLC | 30 | $5.00K | 0.00% | −53−63.9% | Reduced |
| 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% | 00.0% | Unchanged |
| Covington Capital Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 25 | $5.00K | 0.00% | +19+316.7% | Added |
| Massmutual Trust Co FSB | 28 | $5.00K | 0.00% | +28 | New |
| Aquire Wealth Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Zullo Investment Group, Inc. | 26 | $5.00K | 0.00% | +26 | New |
| Corbenic Partners LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 34 | $6.00K | 0.00% | +34 | New |
| Northwest Investment Counselors, LLC | 32 | $6.00K | 0.00% | +32 | New |
| Cornerstone Advisory, LLC | 34 | $6.00K | 0.00% | +34 | New |
| Trustcore Financial Services, LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 46 | $8.00K | 0.01% | +46 | New |
| MV Capital Management, Inc. | 49 | $9.00K | 0.00% | +40+444.4% | Added |
| West Paces Advisors Inc. | 55 | $9.94K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 59 | $10.0K | 0.00% | +59 | New |
| Mystic Asset Management, Inc. | 57 | $10.0K | 0.00% | +57 | New |
| Standard Family Office LLC | 61 | $11.0K | 0.10% | +61 | New |
| Delos Wealth Advisors, LLC | 63 | $11.0K | 0.01% | +63 | New |
| Farmers & Merchants Investments Inc | 67 | $12.0K | 0.00% | −3−4.3% | Reduced |
| Princeton Global Asset Management LLC | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $12.0K | 0.00% | +46+200.0% | Added |
| Tyler-Stone Wealth Management | 68 | $12.0K | 0.01% | +68 | New |
| Assetmark, Inc | 73 | $13.0K | 0.00% | +35+92.1% | Added |
| Operose Advisors LLC | 72 | $13.0K | 0.01% | +72 | New |
| Financial Management Professionals, Inc. | 79 | $14.0K | 0.00% | −22−21.8% | Reduced |
| Clear Perspectives Financial Planning, LLC | 77 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 76 | $14.0K | 0.00% | +76 | New |
| CVA Family Office, LLC | 75 | $14.0K | 0.00% | +75 | New |
| EverSource Wealth Advisors, LLC | 80 | $15.0K | 0.00% | +80 | New |
| Sutton Wealth Advisors Inc. | 86 | $15.5K | 0.01% | −2−2.3% | Reduced |
| Tarbox Family Office, Inc. | 93 | $17.0K | 0.00% | −2−2.1% | Reduced |
| HHM Wealth Advisors, LLC | 96 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 95 | $17.0K | 0.00% | +26+37.7% | Added |
| Baystate Wealth Management LLC | 95 | $17.0K | 0.00% | +62+187.9% | Added |
| Erste Asset Management GmbH | 94 | $17.1K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 102 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 100 | $18.0K | 0.44% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $18.0K | 0.00% | +100 | New |
| Cornerstone Management, Inc. | 100 | $18.1K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 105 | $19.0K | 0.00% | +15+16.7% | Added |
| Perkins Coie Trust Co | 110 | $20.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 112 | $20.0K | 0.00% | +50+80.6% | Added |
| Covestor Ltd | 111 | $20.0K | 0.03% | +111 | New |
| Raffa Wealth Management, LLC | 114 | $20.6K | 0.01% | +2+1.8% | Added |
| Snowden Capital Advisors LLC | 123 | $22.0K | 0.00% | +123 | New |
| Ancora Advisors, LLC | 128 | $23.0K | 0.00% | −86−40.2% | Reduced |
| TCI Wealth Advisors, Inc. | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 127 | $23.0K | 0.00% | +127 | New |