| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −2,212−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Surevest, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cornerstone Advisory, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Horan Securities, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Quent Capital, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Washington Trust Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $2.00K | 0.00% | +5 | New |
| Robeco Institutional Asset Management B.V. | 6 | $3.00K | 0.00% | −4,217−99.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $3.00K | 0.00% | −856−99.3% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9 | $3.00K | 0.00% | +9 | New |
| Jones Financial Companies LLLP | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| Core Alternative Capital | 8 | $4.00K | 0.00% | +8 | New |
| Sierra Capital LLC | 10 | $4.00K | 0.00% | +10 | New |
| Arlington Partners LLC | 12 | $5.00K | 0.00% | −43−78.2% | Reduced |
| First Command Bank | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $5.00K | 0.00% | +1+9.1% | Added |
| JFS Wealth Advisors, LLC | 12 | $5.00K | 0.00% | +7+140.0% | Added |
| First Command Financial Services, Inc. | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $6.00K | 0.00% | +2+18.2% | Added |
| Evoke Wealth, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $6.00K | 0.00% | +14 | New |
| Fortitude Advisory Group L.L.C. | 13 | $6.00K | 0.00% | +13 | New |
| Roble, Belko & Company, Inc | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 19 | $8.00K | 0.00% | −60−75.9% | Reduced |
| Crewe Advisors LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 18 | $8.00K | 0.00% | +4+28.6% | Added |
| Tilia Fiduciary Partners, Inc. | 19 | $8.00K | 0.01% | +19 | New |
| Prestige Wealth Management Group LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $10.0K | 0.00% | −704−96.8% | Reduced |
| Covestor Ltd | 22 | $10.0K | 0.01% | +22 | New |
| Sterling Investment Advisors, Ltd. | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 26 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $11.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $13.0K | 0.00% | −2,980−99.0% | Reduced |
| Dividend Assets Capital, LLC | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 29 | $13.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 29 | $13.0K | 0.00% | +29 | New |
| Kenfarb & Co. | 30 | $13.0K | 0.01% | +30 | New |
| Koshinski Asset Management, Inc. | 30 | $13.2K | 0.00% | −100−76.9% | Reduced |
| First Horizon Advisors, Inc. | 34 | $14.0K | 0.00% | −250−88.0% | Reduced |
| Clearstead Advisors, LLC | 32 | $14.0K | 0.00% | −117−78.5% | Reduced |
| Earnest Partners LLC | 31 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 32 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 43 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $16.0K | 0.00% | +38 | New |
| Curi Capital | 40 | $17.0K | 0.00% | +40 | New |
| Amplius Wealth Advisors, LLC | 39 | $17.0K | 0.00% | +39 | New |
| MUFG Americas Holdings Corp | 40 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 43 | $19.0K | 0.00% | +11+34.4% | Added |
| Reilly Financial Advisors, LLC | 46 | $20.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $20.0K | 0.00% | +45 | New |
| Lee Financial Co | 46 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $22.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 55 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 55 | $24.0K | 0.00% | +3+5.8% | Added |
| Parkside Financial Bank & Trust | 56 | $25.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 56 | $25.0K | 0.00% | +56 | New |
| GPS Wealth Strategies Group, LLC | 61 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 62 | $27.0K | 0.02% | +15+31.9% | Added |
| Caldwell Trust Co | 65 | $28.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 65 | $29.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $29.0K | 0.00% | +65 | New |
| Ossiam | 67 | $30.0K | 0.00% | +41+157.7% | Added |
| Raffa Wealth Management, LLC | 69 | $30.4K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 70 | $31.0K | 0.03% | +70 | New |
| Marshall Wace, LLP | 72 | $32.0K | 0.00% | +72 | New |
| Estabrook Capital Management | 82 | $36.1K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 84 | $37.0K | 0.04% | +84 | New |
| Pin Oak Investment Advisors Inc | 86 | $38.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 88 | $39.0K | 0.01% | +88 | New |
| KB Financial Partners, LLC | 90 | $40.0K | 0.01% | +90 | New |
| Bellwether Advisors, LLC | 95 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 94 | $41.0K | 0.00% | +94 | New |
| Charter Oak Capital Management, LLC | 96 | $42.0K | 0.00% | +1+1.1% | Added |
| Versant Capital Management, Inc | 95 | $42.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $44.0K | 0.01% | 00.0% | Unchanged |