| Sofos Investments, Inc. | 0 | $2 | 0.00% | −44−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 0 | $7 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 2 | $74 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 5 | $184 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $294 | 0.00% | −18−69.2% | Reduced |
| NewSquare Capital LLC | 10 | $368 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $439 | 0.00% | +10 | New |
| Perkins Coie Trust Co | 14 | $514 | 0.00% | +14 | New |
| Tucker Asset Management LLC | 14 | $515 | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $551 | 0.00% | +15 | New |
| Abound Wealth Management | 15 | $552 | 0.00% | −28−65.1% | Reduced |
| Raffa Wealth Management, LLC | 17 | $625 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $661 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 18 | $662 | 0.00% | +18 | New |
| Webster Bank, N. A. | 25 | $919 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 26 | $956 | 0.00% | +26 | New |
| Avion Wealth | 28 | $1.00K | 0.00% | −13−31.7% | Reduced |
| SkyView Investment Advisors, LLC | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| Asset Dedication, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $1.10K | 0.00% | +30 | New |
| Cedar Wealth Management, LLC | 33 | $1.21K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 33 | $1.21K | 0.00% | −197−85.7% | Reduced |
| Salem Investment Counselors Inc | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $1.29K | 0.00% | −1−2.6% | Reduced |
| HM Payson & Co | 45 | $1.66K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $1.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 56 | $2.06K | 0.00% | −13−18.8% | Reduced |
| Motco | 61 | $2.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 62 | $2.28K | 0.00% | −245−79.8% | Reduced |
| Johnson Midwest Financial, LLC | 67 | $2.46K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 76 | $2.79K | 0.00% | +76 | New |
| IAG Wealth Partners, LLC | 77 | $2.83K | 0.00% | +77 | New |
| Authentikos Wealth Advisory, LLC | 78 | $2.87K | 0.00% | +78 | New |
| Capital Analysts, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 82 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $3.02K | 0.00% | −17−17.2% | Reduced |
| Laurel Wealth Advisors LLC | 88 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 91 | $3.35K | 0.00% | +48+111.6% | Added |
| Stephens Consulting, LLC | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $3.68K | 0.00% | +95+1,900.0% | Added |
| Fortis Group Advisors, LLC | 100 | $3.68K | 0.00% | +100 | New |
| TD Capital Management LLC | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 111 | $4.08K | 0.00% | −211−65.5% | Reduced |
| Pacific Center for Financial Services | 123 | $4.52K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 128 | $4.71K | 0.00% | +93+265.7% | Added |
| Gradient Investments LLC | 131 | $4.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 102 | $5.00K | 0.00% | +30+41.7% | Added |
| Riggs Asset Managment Co. Inc. | 137 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $5.22K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 145 | $5.33K | 0.00% | +145 | New |
| TCTC Holdings, LLC | 150 | $5.51K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 152 | $5.59K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 158 | $5.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 170 | $6.25K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 178 | $6.54K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 182 | $6.69K | 0.00% | +96+111.6% | Added |
| Assetmark, Inc | 183 | $6.73K | 0.00% | +183 | New |
| Syntax Research, Inc. | 190 | $6.99K | 0.01% | +190 | New |
| Prestige Wealth Management Group LLC | 193 | $7.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $7.35K | 0.00% | −60−23.1% | Reduced |
| Kelly Financial Services LLC | 204 | $7.50K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 222 | $8.00K | 0.00% | −20−8.3% | Reduced |
| SRS Capital Advisors, Inc. | 235 | $8.64K | 0.00% | −205−46.6% | Reduced |
| Larson Financial Group LLC | 238 | $8.75K | 0.00% | +13+5.8% | Added |
| Front Row Advisors LLC | 238 | $8.75K | 0.00% | +174+271.9% | Added |
| Glass Jacobson Investment Advisors llc | 240 | $8.82K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 253 | $9.30K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 259 | $9.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 272 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 275 | $10.1K | 0.00% | −30−9.8% | Reduced |
| Aspire Private Capital, LLC | 277 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 284 | $10.4K | 0.00% | +9+3.3% | Added |
| Cedar Mountain Advisors, LLC | 287 | $10.6K | 0.00% | +287 | New |
| Smithfield Trust Co | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 300 | $11.0K | 0.00% | +300 | New |
| Global Financial Private Client, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 312 | $11.5K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 321 | $11.8K | 0.00% | +216+205.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 340 | $12.0K | 0.00% | +283+496.5% | Added |
| Impact Partnership Wealth, LLC | 340 | $12.5K | 0.00% | −130−27.7% | Reduced |
| Baystate Wealth Management LLC | 340 | $12.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 291 | $12.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 350 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 360 | $13.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 362 | $13.0K | 0.01% | +80+28.4% | Added |
| Lee Financial Co | 365 | $13.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 391 | $14.0K | 0.00% | +391 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $15.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 426 | $15.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 452 | $16.6K | 0.01% | −2,715−85.7% | Reduced |
| Arlington Trust Co LLC | 452 | $16.6K | 0.01% | +452 | New |
| Highlander Capital Management, LLC | 450 | $17.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 458 | $17.0K | 0.00% | +458 | New |
| Key Financial Inc | 470 | $17.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 479 | $17.6K | 0.00% | −235−32.9% | Reduced |
| Glassman Wealth Services | 479 | $17.6K | 0.00% | 00.0% | Unchanged |