| Larson Financial Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,097 | $26 | 0.00% | +2,071+7,965.4% | Added |
| Arcadia Investment Advisors LLC | 7 | $565 | 0.00% | +7 | New |
| Evoke Wealth, LLC | 18 | $1.00K | 0.00% | −19−51.4% | Reduced |
| Savior LLC | 13 | $1.00K | 0.00% | −19−59.4% | Reduced |
| Liberty Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Wealth Quarterback LLC | 14 | $1.00K | 0.00% | +14 | New |
| Atlas Capital Advisors LLC | 17 | $1.37K | 0.00% | +17 | New |
| Baystate Wealth Management LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $2.00K | 0.00% | +20 | New |
| Parallax Volatility Advisers, L.P. | 20 | $2.00K | 0.00% | +20 | New |
| Ford Financial Group, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 28 | $2.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 31 | $3.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 39 | $3.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $3.95K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $4.00K | 0.00% | −2−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 46 | $4.00K | 0.00% | −11−19.3% | Reduced |
| Clearview Wealth Advisors LLC | 48 | $4.00K | 0.00% | +1+2.1% | Added |
| Parkside Financial Bank & Trust | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 56 | $5.00K | 0.00% | −543−90.7% | Reduced |
| Creative Financial Designs Inc | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 56 | $5.00K | 0.00% | +56 | New |
| Strategic Blueprint, LLC | 58 | $5.00K | 0.00% | +58 | New |
| FourThought Financial, LLC | 75 | $6.00K | 0.00% | −131−63.6% | Reduced |
| Earnest Partners LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $6.00K | 0.00% | +9+15.0% | Added |
| Rocky Mountain Advisers, LLC | 88 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 92 | $7.00K | 0.00% | −2−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 98 | $8.00K | 0.00% | −1,240−92.7% | Reduced |
| Optimum Investment Advisors | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 96 | $8.00K | 0.00% | +96 | New |
| San Francisco Sentry Investment Group (Ca) | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 113 | $9.00K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 120 | $10.0K | 0.00% | −146−54.9% | Reduced |
| Old North State Trust, LLC | 123 | $10.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 135 | $10.0K | 0.00% | +1+0.7% | Added |
| Isthmus Partners, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Oakworth Capital, Inc. | 132 | $11.0K | 0.00% | −13−9.0% | Reduced |
| Cordasco Financial Network | 137 | $11.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 133 | $11.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 140 | $11.0K | 0.00% | +140 | New |
| Cribstone Capital Management, LLC | 146 | $12.0K | 0.01% | −125−46.1% | Reduced |
| Danda Trouve Investment Management, Inc. | 143 | $12.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 162 | $13.0K | 0.00% | −135−45.5% | Reduced |
| Sargent Bickham Lagudis LLC | 157 | $13.0K | 0.00% | −54−25.6% | Reduced |
| Harbor Investment Advisory, LLC | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 165 | $13.0K | 0.01% | +165 | New |
| Whittier Trust Co | 173 | $14.0K | 0.00% | −37−17.6% | Reduced |
| Jones Financial Companies LLLP | 186 | $15.0K | 0.00% | −85−31.4% | Reduced |
| Firestone Capital Management | 183 | $15.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 196 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 210 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 216 | $17.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 221 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 253 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 242 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 255 | $21.0K | 0.00% | +2+0.8% | Added |
| Baldwin Brothers Inc | 266 | $21.0K | 0.00% | +266 | New |
| Horan Securities, Inc. | 275 | $22.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 273 | $22.0K | 0.00% | +71+35.1% | Added |
| Allworth Financial LP | 274 | $22.0K | 0.00% | +81+42.0% | Added |
| Bedel Financial Consulting, Inc. | 284 | $23.0K | 0.01% | +18+6.8% | Added |
| Truvestments Capital LLC | 311 | $25.0K | 0.01% | −121−28.0% | Reduced |
| Delta Asset Management LLC | 313 | $25.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 306 | $25.0K | 0.02% | +306 | New |
| Ellevest, Inc. | 324 | $26.0K | 0.00% | +178+121.9% | Added |
| Heritage Wealth Advisors | 333 | $26.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 333 | $26.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 333 | $26.9K | 0.01% | −25,468−98.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 333 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 333 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 331 | $27.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 351 | $28.0K | 0.00% | −2,155−86.0% | Reduced |
| Dividend Assets Capital, LLC | 346 | $28.0K | 0.01% | 00.0% | Unchanged |