| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $817 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | −35−87.5% | Reduced |
| HighMark Wealth Management LLC | 5 | $2.00K | 0.00% | −3−37.5% | Reduced |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| Sugarloaf Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $4.00K | 0.00% | +7+233.3% | Added |
| Syverson Strege & Co | 10 | $4.00K | 0.00% | +10 | New |
| Burleson & Company, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 10 | $4.00K | 0.00% | +10 | New |
| Edge Wealth Management LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $5.00K | 0.00% | +3+30.0% | Added |
| Atlas Private Wealth Advisors | 12 | $5.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $5.00K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 13 | $5.31K | 0.00% | −5,384−99.8% | Reduced |
| Tucker Asset Management LLC | 12 | $5.98K | 0.00% | +12 | New |
| RPG Investment Advisory, LLC | 14 | $6.00K | 0.00% | −3−17.6% | Reduced |
| Massmutual Trust Co FSB | 15 | $6.00K | 0.00% | +3+25.0% | Added |
| Harbor Investment Advisory, LLC | 15 | $6.00K | 0.00% | +5+50.0% | Added |
| Jones Financial Companies LLLP | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 17 | $7.00K | 0.00% | +17 | New |
| Altshuler Shaham Ltd | 18 | $7.00K | 0.00% | +18 | New |
| Catalyst Capital Advisors LLC | 16 | $7.00K | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 18 | $7.36K | 0.00% | +1+5.9% | Added |
| SRS Capital Advisors, Inc. | 20 | $8.00K | 0.00% | −14−41.2% | Reduced |
| Financial Management Professionals, Inc. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 20 | $8.00K | 0.00% | +20 | New |
| Annapolis Financial Services, LLC | 20 | $8.00K | 0.00% | +20 | New |
| Resolute Partners Group | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 18 | $9.00K | 0.00% | +18 | New |
| Better Money Decisions, LLC | 30 | $12.0K | 0.01% | +30 | New |
| Earnest Partners LLC | 33 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $14.0K | 0.00% | −57−62.6% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $14.0K | 0.00% | +4+13.3% | Added |
| Glassman Wealth Services | 37 | $15.0K | 0.00% | +8+27.6% | Added |
| Fieldpoint Private Securities, LLC | 46 | $19.0K | 0.00% | +6+15.0% | Added |
| Baystate Wealth Management LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $20.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $20.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 48 | $20.0K | 0.02% | +16+50.0% | Added |
| Monetary Management Group Inc | 50 | $20.0K | 0.01% | +50 | New |
| Plante Moran Financial Advisors, LLC | 48 | $20.0K | 0.00% | +48 | New |
| Stonebridge Capital Advisors LLC | 50 | $20.0K | 0.00% | +50 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $20.0K | 0.01% | +50 | New |
| Global Financial Private Client, LLC | 50 | $20.2K | 0.01% | +25+100.0% | Added |
| State of Wyoming | 52 | $21.0K | 0.01% | −136−72.3% | Reduced |
| D'Orazio & Associates, Inc. | 52 | $21.0K | 0.01% | +52 | New |
| Cahill Financial Advisors Inc | 57 | $23.0K | 0.00% | +57 | New |
| Northwestern Mutual Wealth Management Co | 59 | $24.0K | 0.00% | +54+1,080.0% | Added |
| MCF Advisors LLC | 61 | $25.0K | 0.00% | +3+5.2% | Added |
| American National Bank | 61 | $25.0K | 0.01% | +22+56.4% | Added |
| Winch Advisory Services, LLC | 64 | $26.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $26.0K | 0.00% | +62 | New |
| Bogart Wealth, LLC | 65 | $27.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 63 | $29.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 73 | $30.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 75 | $31.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 79 | $32.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 82 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $34.0K | 0.01% | +81+2,700.0% | Added |
| Meridian Wealth Partners, LLC | 83 | $34.0K | 0.01% | +83 | New |
| FinTrust Capital Advisors, LLC | 90 | $37.0K | 0.01% | −25−21.7% | Reduced |
| AdvisorNet Financial, Inc | 90 | $37.0K | 0.00% | +74+462.5% | Added |
| North Star Investment Management Corp. | 100 | $41.0K | 0.00% | −100−50.0% | Reduced |
| Optimum Investment Advisors | 100 | $41.0K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $41.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $41.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $41.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 101 | $41.3K | 0.01% | +4+4.1% | Added |
| Corbenic Partners LLC | 102 | $42.0K | 0.01% | +12+13.3% | Added |
| Farmers & Merchants Investments Inc | 110 | $45.0K | 0.00% | +1+0.9% | Added |
| MV Capital Management, Inc. | 116 | $47.0K | 0.01% | +6+5.5% | Added |
| Total Clarity Wealth Management, Inc. | 116 | $47.0K | 0.02% | +116 | New |
| Quadrant Capital Group LLC | 121 | $49.0K | 0.01% | +15+14.2% | Added |
| BDO Wealth Advisors, LLC | 125 | $51.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 139 | $56.8K | 0.00% | +31+28.7% | Added |
| Geneos Wealth Management Inc. | 147 | $59.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 157 | $64.0K | 0.02% | −4−2.5% | Reduced |
| BBVA USA | 166 | $68.0K | 0.00% | +30+22.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 171 | $70.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $72.0K | 0.00% | +157+872.2% | Added |
| Berman Capital Advisors, LLC | 183 | $74.0K | 0.01% | +67+57.8% | Added |
| Brewin Dolphin Ltd | 200 | $81.7K | 0.00% | +15+8.1% | Added |
| Carroll Financial Associates, Inc. | 202 | $82.0K | 0.00% | −60−22.9% | Reduced |
| Tobam | 206 | $84.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 206 | $84.2K | 0.01% | +206 | New |
| Sandy Spring Bank | 230 | $94.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 243 | $99.3K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 258 | $105.0K | 0.00% | +108+72.0% | Added |
| CX Institutional | 266 | $109.0K | 0.01% | +16+6.4% | Added |