| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $105 | 0.00% | – | – |
| Global Financial Private Client, LLC | 9 | $949 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6 | $1.00K | 0.00% | +6 | New |
| Patriot Financial Group Insurance Agency, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Heritage Financial Services, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.70K | 0.00% | +16 | New |
| Loomis Sayles & Co L P | 19 | $2.00K | 0.00% | −20−51.3% | Reduced |
| Evoke Wealth, LLC | 16 | $2.00K | 0.00% | −25−61.0% | Reduced |
| JNBA Financial Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $2.00K | 0.00% | +3+16.7% | Added |
| Carolinas Wealth Consulting LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| Fieldpoint Private Securities, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Oliver Lagore Vanvalin Investment Group | 15 | $2.00K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 24 | $2.54K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | −100−80.0% | Reduced |
| Sierra Capital LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 27 | $3.00K | 0.00% | +23+575.0% | Added |
| Atlas Capital Advisors LLC | 30 | $3.18K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 41 | $4.00K | 0.00% | −25−37.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $4.00K | 0.00% | +19+126.7% | Added |
| Sargent Bickham Lagudis LLC | 39 | $4.00K | 0.00% | +39 | New |
| Byrne Asset Management LLC | 42 | $4.00K | 0.00% | +42 | New |
| Bartlett & Co. Wealth Management LLC | 45 | $4.77K | 0.00% | +45 | New |
| Brown Brothers Harriman & Co | 47 | $5.00K | 0.00% | −2,345−98.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $5.00K | 0.00% | −1−2.0% | Reduced |
| Karlinski Andrew C | 47 | $5.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $5.00K | 0.00% | +13+39.4% | Added |
| Financial Management Professionals, Inc. | 44 | $5.00K | 0.00% | +20+83.3% | Added |
| Bartlett & Co. LLC | 45 | $5.00K | 0.00% | +45 | New |
| Ahrens Investment Partners LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $6.00K | 0.00% | +60 | New |
| Trustcore Financial Services, LLC | 59 | $6.00K | 0.00% | +59 | New |
| Total Clarity Wealth Management, Inc. | 60 | $6.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 53 | $6.00K | 0.00% | +53 | New |
| Wolff Wiese Magana LLC | 62 | $7.00K | 0.01% | +5+8.8% | Added |
| GHP Investment Advisors, Inc. | 66 | $7.00K | 0.00% | +66 | New |
| Sutton Wealth Advisors Inc. | 80 | $8.47K | 0.00% | +3+3.9% | Added |
| First Bank & Trust | 88 | $9.00K | 0.00% | −20−18.5% | Reduced |
| Charter Oak Capital Management, LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 82 | $9.00K | 0.01% | +43+110.3% | Added |
| Tfo-TDC, LLC | 85 | $9.00K | 0.00% | +85 | New |
| Steward Financial Group LLC | 93 | $9.00K | 0.01% | +93 | New |
| Core Alternative Capital | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 103 | $10.9K | 0.00% | −179−63.5% | Reduced |
| JJJ Advisors Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 100 | $11.0K | 0.01% | +64+177.8% | Added |
| Salem Investment Counselors Inc | 116 | $12.0K | 0.00% | +116 | New |
| RWM Asset Management, LLC | 125 | $13.0K | 0.00% | +125 | New |
| PFS Partners, LLC | 127 | $13.4K | 0.01% | +1+0.8% | Added |
| Proequities, Inc. | 136 | $14.0K | 0.00% | +3+2.3% | Added |
| Baystate Wealth Management LLC | 131 | $14.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 131 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 138 | $15.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 144 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 148 | $16.0K | 0.00% | +18+13.8% | Added |
| Newbridge Financial Services Group, Inc. | 164 | $17.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 161 | $17.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 158 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 156 | $17.0K | 0.00% | +16+11.4% | Added |
| Money Concepts Capital Corp | 161 | $17.0K | 0.00% | +147+1,050.0% | Added |
| Parkside Financial Bank & Trust | 175 | $18.0K | 0.01% | −37−17.5% | Reduced |
| Focused Wealth Management, Inc | 170 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 166 | $18.0K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 185 | $20.0K | 0.00% | −8−4.1% | Reduced |
| Investors Asset Management of Georgia Inc | 189 | $20.0K | 0.01% | +189 | New |
| KB Financial Partners, LLC | 198 | $21.0K | 0.01% | +198 | New |
| JFS Wealth Advisors, LLC | 205 | $22.0K | 0.00% | +88+75.2% | Added |
| Bangor Savings Bank | 221 | $23.0K | 0.00% | +221 | New |
| Washington Trust Advisors, Inc. | 224 | $24.0K | 0.00% | −36−13.8% | Reduced |
| Front Row Advisors LLC | 226 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $25.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 248 | $26.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 245 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 249 | $26.0K | 0.01% | +26+11.7% | Added |
| Field & Main Bank | 250 | $26.0K | 0.02% | +250 | New |
| Prospera Financial Services Inc | 257 | $27.0K | 0.00% | +50+24.2% | Added |
| CVA Family Office, LLC | 275 | $29.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 322 | $34.0K | 0.00% | +203+170.6% | Added |