| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Bourgeon Capital Management LLC | 9 | $0 | 0.00% | +9 | New |
| TD Waterhouse Canada Inc. | 5 | $380 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $537 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $558 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $966 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 18 | $1.00K | 0.00% | −67−78.8% | Reduced |
| Manchester Capital Management LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $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 |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 27 | $1.00K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Abound Wealth Management | 20 | $1.08K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $2.00K | 0.00% | −15−25.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 33 | $2.00K | 0.00% | +2+6.5% | Added |
| Baystate Wealth Management LLC | 32 | $2.00K | 0.00% | +1+3.2% | Added |
| 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 |
| Robbins Farley LLC | 33 | $2.00K | 0.00% | +33 | New |
| Heritage Wealth Advisors | 45 | $2.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $3.00K | 0.00% | −85−63.9% | Reduced |
| Capital Analysts, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 63 | $3.00K | 0.00% | +1+1.6% | Added |
| Loomis Sayles & Co L P | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 69 | $3.71K | 0.00% | −11−13.8% | Reduced |
| IAG Wealth Partners, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 67 | $4.00K | 0.00% | +1+1.5% | Added |
| MV Capital Management, Inc. | 80 | $4.00K | 0.00% | +66+471.4% | Added |
| Horan Securities, Inc. | 66 | $4.00K | 0.00% | +66 | New |
| Almanack Investment Partners, LLC. | 82 | $4.00K | 0.00% | +82 | New |
| Country Trust Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $5.00K | 0.00% | +12+13.6% | Added |
| Beaird Harris Wealth Management, LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 113 | $6.00K | 0.00% | −3−2.6% | Reduced |
| Dark Forest Capital Management LP | 116 | $6.00K | 0.00% | +116 | New |
| Spire Wealth Management | 136 | $7.00K | 0.00% | −18−11.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 134 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 122 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 137 | $7.00K | 0.00% | +13+10.5% | Added |
| EverSource Wealth Advisors, LLC | 123 | $7.00K | 0.00% | +56+83.6% | Added |
| Aspire Private Capital, LLC | 122 | $7.00K | 0.00% | +89+269.7% | Added |
| Goodwin Investment Advisory | 131 | $7.00K | 0.01% | +131 | New |
| American Portfolios Advisors | 133 | $7.12K | 0.00% | +1+0.8% | Added |
| AllSquare Wealth Management LLC | 155 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 152 | $8.00K | 0.00% | +29+23.6% | Added |
| First Personal Financial Services | 144 | $8.00K | 0.00% | +144 | New |
| CVA Family Office, LLC | 170 | $9.00K | 0.00% | −790−82.3% | Reduced |
| Evoke Wealth, LLC | 160 | $9.00K | 0.00% | +57+55.3% | Added |
| Eagle Bay Advisors LLC | 170 | $10.0K | 0.01% | −114−40.1% | Reduced |
| Addison Advisors LLC | 180 | $10.0K | 0.01% | +94+109.3% | Added |
| Asset Dedication, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $11.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $11.0K | 0.00% | +109+122.5% | Added |
| Massmutual Trust Co FSB | 201 | $11.0K | 0.00% | +140+229.5% | Added |
| Parkside Financial Bank & Trust | 214 | $12.0K | 0.00% | −12−5.3% | Reduced |
| Larson Financial Group LLC | 231 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 219 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 248 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 249 | $13.0K | 0.00% | +181+266.2% | Added |
| Pacer Advisors, Inc. | 263 | $14.0K | 0.00% | +55+26.4% | Added |
| Bessemer Group Inc | 299 | $16.0K | 0.00% | −431−59.0% | Reduced |
| Bangor Savings Bank | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 300 | $16.1K | 0.02% | +300 | New |
| Sargent Bickham Lagudis LLC | 319 | $17.0K | 0.00% | −21−6.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 322 | $17.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 311 | $17.0K | 0.02% | −10−3.1% | Reduced |
| Anchor Investment Management, LLC | 325 | $17.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 361 | $19.0K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 360 | $19.0K | 0.02% | +85+30.9% | Added |
| Geneos Wealth Management Inc. | 380 | $20.0K | 0.00% | −400−51.3% | Reduced |
| Semmax Financial Advisors Inc. | 345 | $20.0K | 0.01% | +345 | New |
| Duncker Streett & Co Inc | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 447 | $24.0K | 0.01% | +2+0.4% | Added |
| State of Wyoming | 438 | $24.0K | 0.01% | +27+6.6% | Added |
| Westside Investment Management, Inc. | 481 | $25.0K | 0.00% | +1+0.2% | Added |
| Storebrand Asset Management AS | 552 | $29.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 560 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 550 | $30.0K | 0.00% | 00.0% | Unchanged |