| Cutler Group LP | 31 | $0 | 0.00% | −716−95.9% | Reduced |
| GW&K Investment Management, LLC | 13 | $0 | 0.00% | −17−56.7% | Reduced |
| Johnson Financial Group, Inc. | 2 | $40 | 0.00% | +2 | New |
| AllSquare Wealth Management LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $156 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $195 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 15 | $291 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $350 | 0.00% | +16+800.0% | Added |
| Sofos Investments, Inc. | 18 | $380 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 22 | $428 | 0.00% | +22 | New |
| Aspect Partners, LLC | 23 | $448 | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 26 | $506 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26 | $506 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $604 | 0.00% | +31 | New |
| Raleigh Capital Management Inc. | 35 | $681 | 0.00% | +35 | New |
| TFC Financial Management | 37 | $721 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $721 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 39 | $760 | 0.00% | −24−38.1% | Reduced |
| Dunhill Financial, LLC | 48 | $930 | 0.00% | +48 | New |
| FSC Wealth Advisors, LLC | 49 | $954 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $1.00K | 0.00% | +65 | New |
| FSA Wealth Management LLC | 45 | $1.00K | 0.00% | +45 | New |
| Smartleaf Asset Management LLC | 65 | $1.28K | 0.00% | +65 | New |
| Sachetta, LLC | 70 | $1.38K | 0.00% | +70 | New |
| Cape Investment Advisory, Inc. | 72 | $1.40K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 91 | $1.77K | 0.00% | +91 | New |
| Versant Capital Management, Inc | 94 | $1.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $1.85K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 96 | $1.88K | 0.00% | +3+3.2% | Added |
| GHP Investment Advisors, Inc. | 97 | $1.89K | 0.00% | +1+1.0% | Added |
| Cambridge Trust Co | 102 | $1.99K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 102 | $1.99K | 0.00% | −98−49.0% | Reduced |
| Bell Investment Advisors, Inc | 104 | $2.02K | 0.00% | +21+25.3% | Added |
| Macroview Investment Management LLC | 118 | $2.30K | 0.00% | +1+0.9% | Added |
| Global Retirement Partners, LLC | 123 | $2.44K | 0.00% | −76−38.2% | Reduced |
| Geneos Wealth Management Inc. | 128 | $2.49K | 0.00% | +26+25.5% | Added |
| ICA Group Wealth Management, LLC | 134 | $2.61K | 0.00% | +134 | New |
| Moisand Fitzgerald Tamayo, LLC | 155 | $3.02K | 0.00% | −69−30.8% | Reduced |
| Armstrong Advisory Group, Inc | 159 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 161 | $3.13K | 0.00% | +161 | New |
| Glass Jacobson Investment Advisors llc | 162 | $3.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 165 | $3.21K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 168 | $3.27K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 194 | $3.78K | 0.00% | +98+102.1% | Added |
| Barrett & Company, Inc. | 195 | $3.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 200 | $3.89K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 189 | $4.00K | 0.00% | +171+950.0% | Added |
| Tidemark, LLC | 231 | $4.50K | 0.00% | +231 | New |
| Investors Research Corp | 233 | $4.54K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 239 | $4.65K | 0.00% | +63+35.8% | Added |
| Asset Dedication, LLC | 242 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 265 | $5.16K | 0.00% | −37−12.3% | Reduced |
| Gradient Investments LLC | 265 | $5.16K | 0.00% | −20−7.0% | Reduced |
| Red Tortoise LLC | 265 | $5.16K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 286 | $5.57K | 0.00% | +286 | New |
| Harbour Investments, Inc. | 307 | $5.98K | 0.00% | +139+82.7% | Added |
| Financial Management Professionals, Inc. | 317 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 347 | $6.76K | 0.00% | −92−21.0% | Reduced |
| Capital Advisors, Ltd. LLC | 362 | $7.00K | 0.00% | −344−48.7% | Reduced |
| VitalStone Financial, LLC | 357 | $7.00K | 0.01% | +357 | New |
| TD Waterhouse Canada Inc. | 373 | $7.34K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 390 | $7.59K | 0.01% | +390 | New |
| Fortitude Family Office, LLC | 393 | $7.65K | 0.01% | +393 | New |
| Kelly Financial Services LLC | 437 | $8.51K | 0.00% | +2+0.5% | Added |
| Frazier Financial Advisors, LLC | 438 | $8.53K | 0.01% | +438 | New |
| Steward Partners Investment Advisory, LLC | 479 | $9.33K | 0.00% | +27+6.0% | Added |
| HHM Wealth Advisors, LLC | 479 | $9.33K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 492 | $9.80K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 511 | $9.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 541 | $10.0K | 0.00% | +295+119.9% | Added |
| Farmers & Merchants Investments Inc | 530 | $10.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 537 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 543 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 543 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 540 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 572 | $11.1K | 0.00% | −2−0.3% | Reduced |
| PFS Partners, LLC | 587 | $11.4K | 0.01% | +6+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 600 | $11.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 602 | $11.7K | 0.00% | −122−16.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 667 | $13.0K | 0.00% | −23−3.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 698 | $13.6K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 709 | $13.8K | 0.02% | +709 | New |
| Peregrine Capital Management LLC | 790 | $15.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 882 | $17.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 900 | $17.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 904 | $17.6K | 0.00% | +135+17.6% | Added |
| Harvest Fund Management Co., Ltd | 1,163 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 934 | $18.2K | 0.00% | −409−30.5% | Reduced |
| DecisionPoint Financial, LLC | 935 | $18.2K | 0.01% | +120+14.7% | Added |
| Massmutual Trust Co FSB | 1,114 | $21.7K | 0.00% | +69+6.6% | Added |
| S.A. Mason LLC | 1,130 | $22.0K | 0.01% | +540+91.5% | Added |
| Rothschild Investment LLC | 1,145 | $22.3K | 0.00% | +1,145 | New |
| Parkside Financial Bank & Trust | 1,171 | $22.8K | 0.00% | −579−33.1% | Reduced |
| GWM Advisors LLC | 1,227 | $23.9K | 0.00% | +865+239.0% | Added |
| RFP Financial Group LLC | 1,232 | $24.0K | 0.01% | +645+109.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,250 | $24.3K | 0.01% | +1,250 | New |
| Garner Asset Management Corp | 1,278 | $24.5K | 0.01% | +1,278 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,239 | $24.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,335 | $26.0K | 0.01% | +1,335 | New |