| Whittier Trust Co of Nevada Inc | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| PFS Partners, LLC | 10 | $743 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $749 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $1.00K | 0.00% | −7−30.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 9 | $1.00K | 0.00% | +9 | New |
| Providence Capital Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $1.87K | 0.00% | −87−77.7% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $2.00K | 0.00% | −36−63.2% | Reduced |
| Core Alternative Capital | 32 | $2.00K | 0.00% | −9−22.0% | Reduced |
| Cambridge Trust Co | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 29 | $2.00K | 0.00% | +29 | New |
| Lee Financial Co | 22 | $2.00K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| NewSquare Capital LLC | 21 | $2.00K | 0.00% | +21 | New |
| Emerson Wealth Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $3.00K | 0.00% | +12+40.0% | Added |
| Ellevest, Inc. | 46 | $3.00K | 0.00% | +16+53.3% | Added |
| Tortoise Investment Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $4.00K | 0.00% | +20+50.0% | Added |
| Clear Street Markets LLC | 56 | $4.00K | 0.00% | +56 | New |
| Cordant, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Dark Forest Capital Management LP | 57 | $4.00K | 0.00% | +57 | New |
| Tarbox Family Office, Inc. | 63 | $5.00K | 0.00% | −39−38.2% | Reduced |
| Earnest Partners LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 66 | $5.00K | 0.00% | −6−8.3% | Reduced |
| Larson Financial Group LLC | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 62 | $5.00K | 0.00% | +1+1.6% | Added |
| Twin Lakes Capital Management, LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 79 | $6.00K | 0.00% | −37−31.9% | Reduced |
| TCI Wealth Advisors, Inc. | 86 | $6.00K | 0.00% | +1+1.2% | Added |
| IAG Wealth Partners, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $6.00K | 0.00% | +73+1,042.9% | Added |
| Sutton Wealth Advisors Inc. | 82 | $6.09K | 0.00% | +2+2.5% | Added |
| First Horizon Advisors, Inc. | 92 | $7.00K | 0.00% | −543−85.5% | Reduced |
| Country Trust Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $8.00K | 0.00% | −22−17.7% | Reduced |
| Private Ocean, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 112 | $8.00K | 0.00% | +90+409.1% | Added |
| South State Corp. | 122 | $9.00K | 0.00% | −11−8.3% | Reduced |
| Bedel Financial Consulting, Inc. | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 124 | $9.00K | 0.00% | +21+20.4% | Added |
| Goodwin Investment Advisory | 126 | $9.00K | 0.01% | +126 | New |
| American Portfolios Advisors | 132 | $9.78K | 0.00% | −625−82.6% | Reduced |
| Spire Wealth Management | 135 | $10.0K | 0.00% | −128−48.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 134 | $10.0K | 0.00% | −52−28.0% | Reduced |
| MV Capital Management, Inc. | 139 | $10.0K | 0.00% | +115+479.2% | Added |
| Coastal Capital Group, Inc. | 155 | $11.0K | 0.00% | −11−6.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 151 | $11.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 155 | $12.0K | 0.01% | −426−73.3% | Reduced |
| Financial Management Professionals, Inc. | 164 | $12.0K | 0.00% | +6+3.8% | Added |
| SOA Wealth Advisors, LLC. | 168 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 181 | $13.0K | 0.00% | −6−3.2% | Reduced |
| Asset Dedication, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $15.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 209 | $16.0K | 0.00% | −105−33.4% | Reduced |
| PrairieView Partners, LLC | 219 | $16.0K | 0.00% | −65−22.9% | Reduced |
| Addison Advisors LLC | 219 | $16.0K | 0.01% | +157+253.2% | Added |
| Semmax Financial Advisors Inc. | 216 | $16.0K | 0.01% | +216 | New |
| Covestor Ltd | 259 | $19.0K | 0.01% | +54+26.3% | Added |
| Lindbrook Capital, LLC | 326 | $24.0K | 0.00% | −7−2.1% | Reduced |
| Whittier Trust Co | 312 | $24.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 322 | $24.0K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 325 | $24.1K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 330 | $25.0K | 0.01% | +30+10.0% | Added |
| CIBC Private Wealth Group, LLC | 343 | $25.0K | 0.00% | +343 | New |
| Hudock, Inc. | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 390 | $29.0K | 0.01% | +75+23.8% | Added |
| Duncker Streett & Co Inc | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 443 | $33.0K | 0.01% | +1+0.2% | Added |