| TCI Wealth Advisors, Inc. | 5 | $0 | 0.00% | +2+66.7% | Added |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6 | $0 | 0.00% | +6 | New |
| Asset Dedication, LLC | 9 | $0 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 13 | $670 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $867 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $1.00K | 0.00% | −385−95.3% | Reduced |
| Prestige Wealth Management Group LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Assetmark, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 29 | $1.00K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 43 | $2.00K | 0.00% | +10+30.3% | Added |
| Aspire Private Capital, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 46 | $2.35K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 67 | $3.00K | 0.00% | −194−74.3% | Reduced |
| McIlrath & Eck, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 65 | $3.00K | 0.00% | +60+1,200.0% | Added |
| Concord Wealth Partners | 54 | $3.00K | 0.00% | +54 | New |
| Cordant, Inc. | 57 | $3.00K | 0.00% | +57 | New |
| Byrne Asset Management LLC | 62 | $3.00K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 60 | $3.06K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 81 | $4.00K | 0.00% | −43−34.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 88 | $4.00K | 0.00% | −43−32.8% | Reduced |
| Cambridge Trust Co | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $4.00K | 0.00% | +11+15.5% | Added |
| Bogart Wealth, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 72 | $4.00K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 95 | $5.00K | 0.00% | −27−22.1% | Reduced |
| Hexagon Capital Partners LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $5.00K | 0.00% | +36+53.7% | Added |
| Clear Street Markets LLC | 98 | $5.00K | 0.00% | +98 | New |
| Core Alternative Capital | 102 | $5.00K | 0.00% | +102 | New |
| Glen Eagle Advisors, LLC | 103 | $5.25K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 115 | $5.87K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 123 | $6.00K | 0.00% | +30+32.3% | Added |
| CVA Family Office, LLC | 125 | $6.00K | 0.00% | +20+19.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 117 | $6.00K | 0.00% | +34+41.0% | Added |
| Cullen/Frost Bankers, Inc. | 126 | $6.00K | 0.00% | +106+530.0% | Added |
| Evoke Wealth, LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 159 | $8.00K | 0.00% | −5−3.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 150 | $8.00K | 0.00% | +12+8.7% | Added |
| Centerpoint Advisors, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 152 | $8.00K | 0.00% | +152 | New |
| Sutton Wealth Advisors Inc. | 159 | $8.11K | 0.00% | +2+1.3% | Added |
| Center for Financial Planning, Inc. | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 208 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 205 | $10.0K | 0.01% | +90+78.3% | Added |
| Exchange Traded Concepts, LLC | 194 | $10.0K | 0.00% | +194 | New |
| United Community Bank | 200 | $10.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 221 | $11.0K | 0.00% | +157+245.3% | Added |
| Motco | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 240 | $12.0K | 0.01% | +240 | New |
| Blue Bell Private Wealth Management, LLC | 261 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 251 | $13.0K | 0.01% | +1+0.4% | Added |
| Carolinas Wealth Consulting LLC | 259 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 260 | $13.0K | 0.01% | +118+83.1% | Added |
| Tarbox Family Office, Inc. | 280 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 271 | $14.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 311 | $15.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $15.3K | 0.01% | +300 | New |
| Toth Financial Advisory Corp | 318 | $16.0K | 0.00% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 337 | $17.0K | 0.00% | +337 | New |
| TCWP LLC | 349 | $17.0K | 0.00% | +349 | New |
| Lindbrook Capital, LLC | 358 | $18.0K | 0.00% | −10−2.7% | Reduced |
| Farmers & Merchants Investments Inc | 357 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 400 | $20.0K | 0.00% | −7−1.7% | Reduced |
| FourThought Financial, LLC | 383 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 437 | $22.0K | 0.00% | +425+3,541.7% | Added |
| Allworth Financial LP | 452 | $23.0K | 0.00% | −269−37.3% | Reduced |
| Accel Wealth Management | 453 | $23.0K | 0.01% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 444 | $23.0K | 0.01% | +176+65.7% | Added |
| Front Row Advisors LLC | 470 | $24.0K | 0.01% | +2+0.4% | Added |
| Lenox Wealth Advisors, LLC | 492 | $25.0K | 0.00% | −19−3.7% | Reduced |
| Prospera Financial Services Inc | 493 | $25.0K | 0.00% | +493 | New |
| Stephenson National Bank & Trust | 535 | $27.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 496 | $27.0K | 0.00% | +496 | New |
| Charter Oak Capital Management, LLC | 548 | $28.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 558 | $28.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 580 | $29.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 592 | $30.0K | 0.01% | +79+15.4% | Added |
| Legacy Bridge, LLC | 650 | $33.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 641 | $33.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 651 | $33.0K | 0.01% | +4+0.6% | Added |
| Leonteq Securities AG | 699 | $35.6K | 0.00% | +537+331.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 765 | $39.0K | 0.00% | −75,984−99.0% | Reduced |