| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $921 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $1.00K | 0.00% | −27−79.4% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Cedar Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 4 | $1.00K | 0.00% | +4 | New |
| Siena Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tompkins Financial Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $2.00K | 0.00% | +5+38.5% | Added |
| Disciplined Investments, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Beacon Capital Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Leonteq Securities AG | 17 | $2.24K | 0.00% | −144−89.4% | Reduced |
| Fieldpoint Private Securities, LLC | 23 | $3.00K | 0.00% | −245−91.4% | Reduced |
| CVA Family Office, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Cordant, Inc. | 29 | $4.00K | 0.00% | +29 | New |
| Rockbridge Investment Management, LCC | 35 | $4.59K | 0.00% | −635−94.8% | Reduced |
| Spire Wealth Management | 35 | $5.00K | 0.00% | −6,386−99.5% | Reduced |
| Howe & Rusling Inc | 36 | $5.00K | 0.00% | −7−16.3% | Reduced |
| Column Capital Advisors, LLC | 39 | $5.00K | 0.00% | −4−9.3% | Reduced |
| Evoke Wealth, LLC | 41 | $5.00K | 0.00% | +16+64.0% | Added |
| GW&K Investment Management, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Sutton Wealth Advisors Inc. | 44 | $5.79K | 0.00% | +22+100.0% | Added |
| Salem Investment Counselors Inc | 42 | $6.00K | 0.00% | −457−91.6% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $6.00K | 0.00% | −10−19.2% | Reduced |
| Smithfield Trust Co | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $6.45K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 50 | $7.00K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $7.00K | 0.00% | +55 | New |
| HighMark Wealth Management LLC | 64 | $8.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 67 | $9.00K | 0.00% | +3+4.7% | Added |
| EverSource Wealth Advisors, LLC | 68 | $9.00K | 0.00% | +9+15.3% | Added |
| Creative Financial Designs Inc | 66 | $9.00K | 0.00% | +66 | New |
| Baldwin Brothers Inc | 65 | $9.00K | 0.00% | +65 | New |
| Newbridge Financial Services Group, Inc. | 67 | $9.00K | 0.00% | +67 | New |
| TCI Wealth Advisors, Inc. | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $12.0K | 0.01% | +90 | New |
| Zullo Investment Group, Inc. | 97 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $13.0K | 0.00% | +25+33.3% | Added |
| Optimum Investment Advisors | 100 | $13.0K | 0.01% | +100 | New |
| Earnest Partners LLC | 103 | $14.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 114 | $15.0K | 0.01% | +114 | New |
| Glassman Wealth Services | 114 | $15.0K | 0.00% | +3+2.7% | Added |
| Ancora Advisors, LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $18.0K | 0.00% | −4−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 135 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 148 | $19.0K | 0.00% | −47−24.1% | Reduced |
| First National Bank of South Miami | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 154 | $20.0K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 161 | $21.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 160 | $21.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 164 | $22.0K | 0.01% | +164 | New |
| Whittier Trust Co of Nevada Inc | 180 | $24.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $26.0K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 201 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 201 | $26.0K | 0.00% | +1+0.5% | Added |
| West Oak Capital, LLC | 200 | $26.0K | 0.01% | +200 | New |
| Gemmer Asset Management LLC | 248 | $32.0K | 0.00% | −30−10.8% | Reduced |
| First PREMIER Bank | 240 | $32.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 253 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 250 | $33.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 260 | $34.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 261 | $34.0K | 0.00% | +261 | New |
| Simon Quick Advisors, LLC | 275 | $36.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 270 | $36.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 304 | $40.0K | 0.04% | +1+0.3% | Added |
| First Horizon Advisors, Inc. | 321 | $42.0K | 0.00% | −358−52.7% | Reduced |
| Koshinski Asset Management, Inc. | 325 | $42.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 351 | $47.0K | 0.01% | +175+99.4% | Added |
| TD Private Client Wealth LLC | 371 | $48.8K | 0.00% | +1+0.3% | Added |
| Tobam | 376 | $49.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 400 | $53.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 500 | $55.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 465 | $61.0K | 0.02% | +34+7.9% | Added |
| High Net Worth Advisory Group LLC | 465 | $61.0K | 0.02% | +465 | New |
| Financial Connections Group, Inc. | 500 | $65.0K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 606 | $80.0K | 0.06% | +175+40.6% | Added |
| Clear Street Markets LLC | 652 | $86.0K | 0.03% | +652 | New |
| State of Wyoming | 696 | $92.0K | 0.05% | +46+7.1% | Added |
| NuWave Investment Management, LLC | 697 | $92.0K | 0.12% | +697 | New |