| NewSquare Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $170 | 0.00% | – | New |
| Raffa Wealth Management, LLC | 17 | $725 | 0.00% | −2−10.5% | Reduced |
| Ironwood Financial, llc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 25 | $1.00K | 0.00% | −15−37.5% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Truvestments Capital LLC | 27 | $1.00K | 0.00% | +27 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | +15 | New |
| Heritage Wealth Advisors | 25 | $1.07K | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 43 | $1.83K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 43 | $1.83K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $2.00K | 0.00% | −1−2.6% | Reduced |
| TCTC Holdings, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Clean Yield Group | 50 | $2.00K | 0.00% | +50 | New |
| St. Johns Investment Management Company, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Baron Financial Group, LLC | 55 | $2.35K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 68 | $3.00K | 0.00% | +68 | New |
| Tradition Wealth Management, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Hexavest Inc. | 99 | $4.00K | 0.00% | −162−62.1% | Reduced |
| First Horizon Corp | 97 | $4.00K | 0.00% | −9−8.5% | Reduced |
| TD Capital Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 105 | $4.00K | 0.00% | +30+40.0% | Added |
| Hexagon Capital Partners LLC | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $4.00K | 0.00% | +71+355.0% | Added |
| Ford Financial Group, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Castleview Partners, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 112 | $5.00K | 0.00% | −125−52.7% | Reduced |
| Pacific Center for Financial Services | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 115 | $5.00K | 0.00% | +115 | New |
| Personal Wealth Partners | 111 | $5.00K | 0.00% | +111 | New |
| TD Ameritrade Investment Management, LLC | 130 | $6.00K | 0.00% | −56−30.1% | Reduced |
| McIlrath & Eck, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 132 | $6.00K | 0.00% | +132 | New |
| Fieldpoint Private Securities, LLC | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 175 | $7.00K | 0.00% | +175 | New |
| American State Bank (Iowa) | 170 | $7.25K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 196 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 201 | $9.00K | 0.00% | +1+0.5% | Added |
| Joseph P. Lucia & Associates, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 260 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 259 | $11.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 253 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 253 | $11.0K | 0.00% | +111+78.2% | Added |
| Laurel Wealth Advisors LLC | 288 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 277 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 277 | $12.0K | 0.00% | +16+6.1% | Added |
| Atlas Private Wealth Advisors | 299 | $13.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $14.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 333 | $14.0K | 0.00% | +43+14.8% | Added |
| Smithfield Trust Co | 320 | $14.0K | 0.00% | +70+28.0% | Added |
| Logan Capital Management Inc | 343 | $15.0K | 0.00% | +343 | New |
| Baystate Wealth Management LLC | 340 | $15.0K | 0.00% | +340 | New |
| Crewe Advisors LLC | 372 | $16.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 371 | $16.0K | 0.00% | +371 | New |
| Resources Management Corp | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 400 | $17.1K | 0.62% | +400 | New |
| Key Financial Inc | 470 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 429 | $18.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 430 | $18.0K | 0.00% | +74+20.8% | Added |
| Gradient Investments LLC | 418 | $18.0K | 0.00% | +150+56.0% | Added |
| Salem Investment Counselors Inc | 435 | $19.0K | 0.00% | −2,500−85.2% | Reduced |
| Johnson Financial Group, Inc. | 456 | $19.0K | 0.00% | +456 | New |
| CVA Family Office, LLC | 465 | $20.0K | 0.01% | +315+210.0% | Added |
| Huntington National Bank | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 483 | $21.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 486 | $21.0K | 0.00% | +486 | New |
| Global Wealth Management Investment Advisory, Inc. | 500 | $21.0K | 0.01% | +500 | New |
| Brewin Dolphin Ltd | 575 | $24.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 580 | $25.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 598 | $26.0K | 0.03% | −10,724−94.7% | Reduced |
| Ellevest, Inc. | 612 | $26.0K | 0.00% | −99−13.9% | Reduced |
| Charter Oak Capital Management, LLC | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 635 | $27.0K | 0.00% | +13+2.1% | Added |
| Glassman Wealth Services | 668 | $28.0K | 0.01% | +360+116.9% | Added |
| MCF Advisors LLC | 684 | $29.0K | 0.00% | −18−2.6% | Reduced |
| Zions Bancorporation, N.A. | 674 | $29.0K | 0.00% | −1−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 680 | $29.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 700 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 789 | $30.0K | 0.00% | +789 | New |
| BDO Wealth Advisors, LLC | 726 | $31.0K | 0.00% | +75+11.5% | Added |
| Heritage Wealth Management, LLC | 750 | $32.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 773 | $32.0K | 0.00% | +234+43.4% | Added |