| Harbour Investments, Inc. | 5 | $0 | 0.00% | −172−97.2% | Reduced |
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| FinTrust Capital Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| First Bank & Trust | 1 | $0 | 0.00% | +1 | New |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $0 | 0.00% | +2 | New |
| FourThought Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 17 | $1.00K | 0.00% | −16−48.5% | Reduced |
| Choate Investment Advisors | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 22 | $1.00K | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Ellevest, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Private Capital Group, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Stephens Consulting, LLC | 19 | $1.20K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 31 | $2.00K | 0.00% | +22+244.4% | Added |
| Lazard Asset Management LLC | 39 | $2.00K | 0.00% | +39 | New |
| Harvest Group Wealth Management, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Lloyd Advisory Services, LLC. | 30 | $2.00K | 0.00% | +30 | New |
| Schubert & Co | 26 | $2.00K | 0.00% | +26 | New |
| Shore Point Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Zullo Investment Group, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Confluence Wealth Services, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Eagle Bay Advisors LLC | 47 | $3.00K | 0.00% | −61−56.5% | Reduced |
| Optimum Investment Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pecaut & Co. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 49 | $3.00K | 0.00% | +8+19.5% | Added |
| Aua Capital Management, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 44 | $3.00K | 0.00% | +27+158.8% | Added |
| South State Corp. | 42 | $3.00K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 54 | $3.00K | 0.00% | +54 | New |
| Hantz Financial Services, Inc. | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $4.00K | 0.00% | +39+150.0% | Added |
| Spire Wealth Management | 70 | $4.00K | 0.00% | +50+250.0% | Added |
| Plante Moran Financial Advisors, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Covestor Ltd | 70 | $4.00K | 0.01% | +70 | New |
| Sutton Wealth Advisors Inc. | 66 | $4.17K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 78 | $4.93K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 92 | $6.00K | 0.00% | +32+53.3% | Added |
| Northwestern Mutual Wealth Management Co | 127 | $8.00K | 0.00% | −111−46.6% | Reduced |
| Northwest Investment Counselors, LLC | 131 | $8.00K | 0.00% | +131 | New |
| CVA Family Office, LLC | 130 | $8.00K | 0.00% | +130 | New |
| Rockefeller Capital Management L.P. | 148 | $9.00K | 0.00% | −298−66.8% | Reduced |
| Snowden Capital Advisors LLC | 150 | $9.00K | 0.00% | +150 | New |
| Freedman Financial Associates, Inc. | 152 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 173 | $11.0K | 0.00% | −3−1.7% | Reduced |
| Red Cedar Capital, LLC | 177 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 198 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 205 | $13.0K | 0.00% | +21+11.4% | Added |
| Farmers & Merchants Investments Inc | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 267 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 266 | $17.0K | 0.00% | −54−16.9% | Reduced |
| Cranbrook Wealth Management, LLC | 265 | $17.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 269 | $17.0K | 0.00% | +109+68.1% | Added |
| Tower Research Capital LLC (TRC) | 285 | $18.0K | 0.00% | −233−45.0% | Reduced |
| Bell Investment Advisors, Inc | 295 | $19.0K | 0.01% | +17+6.1% | Added |
| Princeton Global Asset Management LLC | 315 | $20.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 339 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 409 | $26.0K | 0.00% | +282+222.0% | Added |
| Signaturefd, LLC | 424 | $27.0K | 0.00% | −850−66.7% | Reduced |
| CWM, LLC | 421 | $27.0K | 0.00% | +421 | New |
| Fortitude Advisory Group L.L.C. | 430 | $27.0K | 0.01% | +430 | New |
| Heritage Wealth Advisors | 436 | $28.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 442 | $28.0K | 0.00% | +442 | New |
| Whittier Trust Co | 469 | $30.0K | 0.00% | +15+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 498 | $31.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 565 | $36.0K | 0.00% | +565 | New |
| James Investment Research Inc | 589 | $37.0K | 0.00% | +589 | New |
| National Bank of Canada | 645 | $41.0K | 0.00% | +645 | New |
| Fifth Third Bancorp | 681 | $43.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 700 | $44.0K | 0.03% | +700 | New |
| Dougherty Wealth Advisers LLC | 735 | $46.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 841 | $53.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 874 | $55.0K | 0.01% | +874 | New |
| Huntington National Bank | 976 | $62.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,102 | $70.0K | 0.01% | +27+2.5% | Added |
| Danda Trouve Investment Management, Inc. | 1,204 | $76.0K | 0.09% | +371+44.5% | Added |