| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | −1,543−99.7% | Reduced |
| NewSquare Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 14 | $0 | 0.00% | +14 | New |
| GoalVest Advisory LLC | 5 | $0 | 0.00% | +5 | New |
| CFS Investment Advisory Services, LLC | 14,008 | $0 | 0.00% | +14,008 | New |
| WestEnd Advisors, LLC | – | $83 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 17 | $713 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $1.00K | 0.00% | −359−91.1% | Reduced |
| Harvest Group Wealth Management, LLC | 30 | $1.00K | 0.00% | −10−25.0% | Reduced |
| Sierra Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 43 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 47 | $1.97K | 0.00% | +13+38.2% | Added |
| HM Payson & Co | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 50 | $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% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Asset Dedication, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Lenox Wealth Advisors, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Baron Financial Group, LLC | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 65 | $3.00K | 0.00% | +65 | New |
| IndexIQ Advisors LLC | 65 | $3.00K | 0.00% | +65 | New |
| Rockbridge Investment Management, LCC | 75 | $3.14K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 88 | $4.00K | 0.00% | −200−69.4% | Reduced |
| Institutional & Family Asset Management, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $5.00K | 0.00% | −7−4.8% | Reduced |
| Covington Capital Management | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 154 | $6.00K | 0.00% | +154 | New |
| Carmichael Hill & Associates, Inc. | 178 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 175 | $7.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 175 | $7.00K | 0.00% | +8+4.8% | Added |
| SRS Capital Advisors, Inc. | 174 | $7.00K | 0.00% | +45+34.9% | Added |
| American State Bank (Iowa) | 170 | $7.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 199 | $8.00K | 0.00% | −175−46.8% | Reduced |
| Bedel Financial Consulting, Inc. | 200 | $8.00K | 0.00% | −25−11.1% | Reduced |
| Tarbox Family Office, Inc. | 196 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 200 | $8.00K | 0.00% | −1−0.5% | Reduced |
| Fieldpoint Private Securities, LLC | 196 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 197 | $8.00K | 0.01% | +197 | New |
| Herold Advisors, Inc. | 200 | $8.39K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 231 | $10.0K | 0.00% | +231 | New |
| Macroview Investment Management LLC | 230 | $10.0K | 0.01% | +230 | New |
| Earnest Partners LLC | 259 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 266 | $11.0K | 0.00% | +27+11.3% | Added |
| Twin Lakes Capital Management, LLC | 253 | $11.0K | 0.01% | 00.0% | Unchanged |
| Concorde Financial Corp | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 277 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 320 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 335 | $14.0K | 0.00% | −50−13.0% | Reduced |
| Logan Capital Management Inc | 343 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 340 | $14.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 334 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $15.0K | 0.00% | +17+5.0% | Added |
| Tradition Wealth Management, LLC | 387 | $16.0K | 0.00% | +12+3.2% | Added |
| Resources Management Corp | 401 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 407 | $17.0K | 0.00% | −4−1.0% | Reduced |
| Penserra Capital Management LLC | 412 | $17.0K | 0.00% | +178+76.1% | Added |
| Sandy Spring Bank | 437 | $18.0K | 0.00% | −900−67.3% | Reduced |
| Ossiam | 438 | $18.0K | 0.00% | −777−64.0% | Reduced |
| Sargent Bickham Lagudis LLC | 429 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 437 | $18.0K | 0.00% | +437 | New |
| Arlington Partners LLC | 452 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 450 | $19.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 483 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 470 | $20.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 468 | $20.0K | 0.01% | +468 | New |
| Global Wealth Management Investment Advisory, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 495 | $21.0K | 0.00% | +91+22.5% | Added |
| DeDora Capital, Inc. | 554 | $23.0K | 0.01% | +554 | New |
| HighMark Wealth Management LLC | 572 | $24.0K | 0.02% | +500+694.4% | Added |
| Stonebridge Capital Advisors LLC | 605 | $25.0K | 0.00% | −150−19.9% | Reduced |
| Charter Oak Capital Management, LLC | 600 | $25.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 607 | $25.0K | 0.00% | +607 | New |