| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Bellwether Advisors, LLC | 1 | $35 | 0.00% | −65,527−100.0% | Reduced |
| Tfo-TDC, LLC | 5 | $176 | 0.00% | +3+150.0% | Added |
| Wolff Wiese Magana LLC | 5 | $177 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 7 | $246 | 0.00% | −1,156−99.4% | Reduced |
| Sutton Wealth Advisors Inc. | 7 | $247 | 0.00% | −9−56.3% | Reduced |
| Investors Research Corp | 8 | $282 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $317 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $318 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $388 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $423 | 0.00% | – | – |
| Leonteq Securities AG | 14 | $494 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $564 | 0.00% | +16 | New |
| JJJ Advisors Inc. | 18 | $632 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $706 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $777 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $882 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 25 | $882 | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $917 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| JNBA Financial Advisors | 29 | $1.02K | 0.00% | +29 | New |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.17K | 0.00% | −8−19.5% | Reduced |
| Disciplined Investments, LLC | 38 | $1.34K | 0.00% | −4−9.5% | Reduced |
| Baystate Wealth Management LLC | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Motco | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 76 | $2.00K | 0.00% | −92,893−99.9% | Reduced |
| Loomis Sayles & Co L P | 55 | $2.00K | 0.00% | −850−93.9% | Reduced |
| Schubert & Co | 69 | $2.44K | 0.00% | −2−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 77 | $2.72K | 0.00% | −345−81.8% | Reduced |
| Venturi Wealth Management, LLC | 78 | $2.75K | 0.00% | +78 | New |
| Castleview Partners, LLC | 82 | $2.89K | 0.00% | +50+156.3% | Added |
| AdvisorNet Financial, Inc | 83 | $2.93K | 0.00% | −191−69.7% | Reduced |
| Tortoise Investment Management, LLC | 84 | $2.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 84 | $2.96K | 0.00% | +34+68.0% | Added |
| DecisionPoint Financial, LLC | 88 | $3.10K | 0.00% | +88 | New |
| Optimum Investment Advisors | 89 | $3.14K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 91 | $3.21K | 0.00% | +1+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 112 | $3.95K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 123 | $4.00K | 0.00% | −18,454−99.3% | Reduced |
| Steward Financial Group LLC | 129 | $4.00K | 0.00% | +54+72.0% | Added |
| Webster Bank, N. A. | 120 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 130 | $5.00K | 0.00% | +130 | New |
| Cary Street Partners Asset Management LLC | 144 | $5.08K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 160 | $5.64K | 0.00% | −44−21.6% | Reduced |
| Sandy Spring Bank | 160 | $5.64K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 168 | $5.92K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 161 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 181 | $6.39K | 0.00% | +8+4.6% | Added |
| Ellevest, Inc. | 182 | $6.42K | 0.00% | −22−10.8% | Reduced |
| Abound Wealth Management | 182 | $6.43K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 185 | $6.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $6.56K | 0.00% | −24−11.4% | Reduced |
| Colonial Trust Co | 190 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 192 | $6.77K | 0.00% | +192 | New |
| RFP Financial Group LLC | 196 | $6.92K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 200 | $7.06K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 200 | $7.06K | 0.00% | +200 | New |
| Thomas J. Herzfeld Advisors, Inc. | 209 | $7.37K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 220 | $7.76K | 0.00% | −2,547−92.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 225 | $7.94K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 245 | $8.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $8.64K | 0.00% | +245 | New |
| Caldwell Trust Co | 250 | $8.82K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 282 | $9.95K | 0.00% | −28−9.0% | Reduced |
| Global Financial Private Client, LLC | 288 | $10.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 300 | $10.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 306 | $10.8K | 0.00% | −130−29.8% | Reduced |
| Washington Trust Advisors, Inc. | 330 | $11.6K | 0.00% | −101−23.4% | Reduced |
| US Asset Management LLC | 376 | $13.0K | 0.01% | −15−3.8% | Reduced |
| Strengthening Families & Communities, LLC | 371 | $13.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 375 | $13.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 380 | $13.4K | 0.00% | +380 | New |
| Farther Finance Advisors, LLC | 389 | $13.7K | 0.00% | +42+12.1% | Added |
| GeoWealth Management, LLC | 387 | $14.0K | 0.00% | −80−17.1% | Reduced |
| Proequities, Inc. | 417 | $14.8K | 0.00% | −895−68.2% | Reduced |
| Monetary Management Group Inc | 425 | $15.0K | 0.00% | +425 | New |
| China Universal Asset Management Co., Ltd. | 425 | $15.0K | 0.01% | +425 | New |
| Global Retirement Partners, LLC | 511 | $16.7K | 0.00% | +122+31.4% | Added |
| Smithfield Trust Co | 515 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 525 | $18.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 549 | $19.4K | 0.01% | +35+6.8% | Added |
| Parkside Financial Bank & Trust | 570 | $20.1K | 0.01% | −187−24.7% | Reduced |
| Farmers & Merchants Investments Inc | 585 | $20.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 604 | $21.3K | 0.01% | +380+169.6% | Added |
| AXS Investments LLC | 616 | $21.7K | 0.01% | +24+4.1% | Added |
| Pflug Koory, LLC | 633 | $22.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 670 | $23.6K | 0.01% | −33−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 691 | $24.4K | 0.00% | +63+10.0% | Added |
| TCI Wealth Advisors, Inc. | 751 | $26.5K | 0.00% | +76+11.3% | Added |
| Ahrens Investment Partners LLC | 759 | $26.8K | 0.01% | +759 | New |
| Covestor Ltd | 760 | $27.0K | 0.02% | +10+1.3% | Added |
| Front Row Advisors LLC | 753 | $27.0K | 0.01% | +30+4.1% | Added |
| Huntington National Bank | 766 | $27.0K | 0.00% | +308+67.2% | Added |
| Resurgent Financial Advisors LLC | 775 | $27.3K | 0.02% | −166−17.6% | Reduced |
