| Financial Management Professionals, Inc. | 4 | $0 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 2 | $213 | 0.00% | +2 | New |
| Glassman Wealth Services | 4 | $425 | 0.00% | −1−20.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $425 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $425 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $532 | 0.00% | −7−58.3% | Reduced |
| Bell Investment Advisors, Inc | 6 | $638 | 0.00% | −8−57.1% | Reduced |
| TFC Financial Management | 6 | $638 | 0.00% | +6 | New |
| Abich Financial Wealth Management LLC | 7 | $744 | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 8 | $851 | 0.00% | +8 | New |
| Sachetta, LLC | 12 | $1.28K | 0.00% | +12 | New |
| M&R Capital Management Inc | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | +20 | New |
| Gradient Investments LLC | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.02K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 21 | $2.23K | 0.00% | +21 | New |
| Assetmark, Inc | 22 | $2.34K | 0.00% | −3−12.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 31 | $3.29K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $3.29K | 0.00% | +31 | New |
| CVA Family Office, LLC | 35 | $3.72K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 38 | $4.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $4.36K | 0.00% | −55−57.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 43 | $4.57K | 0.00% | +43 | New |
| Ronald Blue Trust, Inc. | 52 | $5.00K | 0.00% | −124−70.5% | Reduced |
| Aspire Private Capital, LLC | 48 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $5.31K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 51 | $5.43K | 0.00% | −314−86.0% | Reduced |
| FinTrust Capital Advisors, LLC | 56 | $5.95K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 60 | $6.38K | 0.00% | −2,794−97.9% | Reduced |
| Quent Capital, LLC | 66 | $7.01K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 70 | $7.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 71 | $7.55K | 0.00% | −11−13.4% | Reduced |
| Hexagon Capital Partners LLC | 74 | $7.87K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 75 | $7.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 80 | $8.00K | 0.00% | +5+6.7% | Added |
| Harbor Investment Advisory, LLC | 80 | $8.50K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 82 | $8.58K | 0.00% | +82 | New |
| Fairfield, Bush & Co. | 84 | $8.93K | 0.01% | +84 | New |
| Private Wealth Management Group, LLC | 91 | $9.67K | 0.00% | +91 | New |
| Wiser Advisor Group LLC | 94 | $9.94K | 0.02% | +94 | New |
| Brown Brothers Harriman & Co | 96 | $10.2K | 0.00% | +23+31.5% | Added |
| Salomon & Ludwin, LLC | 123 | $10.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 97 | $10.3K | 0.00% | +18+22.8% | Added |
| Whittier Trust Co | 105 | $11.2K | 0.00% | −320−75.3% | Reduced |
| Peregrine Capital Management LLC | 110 | $11.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $11.7K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 110 | $11.7K | 0.01% | +110 | New |
| GW&K Investment Management, LLC | 109 | $12.0K | 0.00% | +45+70.3% | Added |
| Jones Financial Companies LLLP | 120 | $12.8K | 0.00% | +120 | New |
| Criterion Capital Advisors, LLC | 121 | $12.9K | 0.01% | +121 | New |
| Covestor Ltd | 128 | $14.0K | 0.01% | −66−34.0% | Reduced |
| Bessemer Group Inc | 129 | $14.0K | 0.00% | +38+41.8% | Added |
| Montag A & Associates Inc | 141 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 155 | $15.7K | 0.00% | +118+318.9% | Added |
| Huntington National Bank | 152 | $16.2K | 0.00% | −68−30.9% | Reduced |
| Concord Wealth Partners | 161 | $17.1K | 0.00% | −384−70.5% | Reduced |
| Geneos Wealth Management Inc. | 169 | $18.0K | 0.00% | −190−52.9% | Reduced |
| Sound Income Strategies, LLC | 169 | $18.0K | 0.00% | +100+144.9% | Added |
| Massmutual Trust Co FSB | 176 | $18.7K | 0.00% | +20+12.8% | Added |
| EverSource Wealth Advisors, LLC | 185 | $19.7K | 0.00% | +35+23.3% | Added |
| AdvisorNet Financial, Inc | 186 | $19.8K | 0.00% | +125+204.9% | Added |
| Whittier Trust Co of Nevada Inc | 187 | $19.9K | 0.00% | +187 | New |
| GPS Wealth Strategies Group, LLC | 189 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $22.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 215 | $22.9K | 0.00% | +80+59.3% | Added |
| IFP Advisors, Inc | 238 | $25.3K | 0.00% | −49−17.1% | Reduced |
| Addison Advisors LLC | 240 | $25.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $26.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 275 | $29.2K | 0.00% | −50−15.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 281 | $29.9K | 0.01% | +281 | New |
| Asset Management One Co.,Ltd. | 296 | $31.9K | 0.00% | −22−6.9% | Reduced |
| Quarry LP | 322 | $34.2K | 0.02% | +133+70.4% | Added |
| Eagle Bay Advisors LLC | 325 | $34.5K | 0.02% | −215−39.8% | Reduced |
| Ancora Advisors, LLC | 330 | $35.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 340 | $36.1K | 0.00% | −104−23.4% | Reduced |
| Washington Trust Co | 350 | $37.2K | 0.00% | −7−2.0% | Reduced |
| Umb Bank N A | 370 | $39.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $42.5K | 0.00% | +400 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 417 | $44.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 430 | $45.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 528 | $56.1K | 0.00% | +132+33.3% | Added |
| Arlington Trust Co LLC | 532 | $56.5K | 0.02% | +532 | New |
| Rise Advisors, LLC | 547 | $58.1K | 0.04% | +62+12.8% | Added |
| Missouri Trust & Investment Co | 550 | $58.5K | 0.02% | −40−6.8% | Reduced |
| Institutional & Family Asset Management, LLC | 619 | $65.8K | 0.01% | +21+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 637 | $68.0K | 0.00% | +86+15.6% | Added |
| Parallel Advisors, LLC | 699 | $74.3K | 0.00% | −2−0.3% | Reduced |
| Baystate Wealth Management LLC | 699 | $74.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 708 | $75.2K | 0.01% | +3+0.4% | Added |
| Central Trust Co | 712 | $75.7K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 750 | $79.7K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 761 | $80.9K | 0.00% | +199+35.4% | Added |
| REAP Financial Group, LLC | 773 | $82.2K | 0.02% | +773 | New |
| Qube Research & Technologies Ltd | 832 | $88.4K | 0.00% | −83,434−99.0% | Reduced |
| Coppell Advisory Solutions LLC | 907 | $96.4K | 0.02% | +907 | New |
| Signaturefd, LLC | 1,004 | $106.7K | 0.00% | +511+103.7% | Added |
| Quadrant Capital Group LLC | 1,193 | $126.8K | 0.01% | +1,023+601.8% | Added |
| Jamison Private Wealth Management, Inc. | 1,230 | $130.7K | 0.02% | −157−11.3% | Reduced |
| CWM, LLC | 1,256 | $133.0K | 0.00% | +883+236.7% | Added |
