| USA Financial Portformulas Corp | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Highline Wealth Partners LLC | 2 | $644 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $645 | 0.00% | +2 | New |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6 | $2.00K | 0.00% | −200−97.1% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Goodman Advisory Group, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| HWG Holdings LP | 5 | $2.00K | 0.00% | +5 | New |
| Standard Family Office LLC | 7 | $2.00K | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 10 | $3.00K | 0.00% | −4−28.6% | Reduced |
| Money Concepts Capital Corp | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3.00K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $3.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $4.00K | 0.00% | +2+20.0% | Added |
| Newbridge Financial Services Group, Inc. | 14 | $5.00K | 0.00% | −5−26.3% | Reduced |
| Evoke Wealth, LLC | 16 | $5.00K | 0.00% | −1−5.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 16 | $5.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $5.00K | 0.00% | +5+45.5% | Added |
| Capstone Investment Advisors, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Credential Qtrade Securities Inc. | 17 | $5.47K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $6.00K | 0.00% | +19 | New |
| Blue Bell Private Wealth Management, LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $7.00K | 0.00% | +7+46.7% | Added |
| Loomis Sayles & Co L P | 23 | $7.00K | 0.00% | +23 | New |
| Solstein Capital, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $8.00K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 25 | $8.00K | 0.00% | +20+400.0% | Added |
| Quent Capital, LLC | 24 | $8.00K | 0.00% | +21+700.0% | Added |
| Ellevest, Inc. | 24 | $8.00K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 25 | $8.00K | 0.00% | +25 | New |
| Vigilant Capital Management, LLC | 26 | $8.00K | 0.00% | +26 | New |
| Harbour Investments, Inc. | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $9.00K | 0.00% | +15+115.4% | Added |
| First Horizon Advisors, Inc. | 31 | $10.0K | 0.00% | −15−32.6% | Reduced |
| Ancora Advisors, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 37 | $11.0K | 0.01% | +12+48.0% | Added |
| Crewe Advisors LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 38 | $12.0K | 0.01% | +38 | New |
| Farmers & Merchants Investments Inc | 43 | $14.0K | 0.00% | −62−59.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 43 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $14.0K | 0.01% | +43 | New |
| Almanack Investment Partners, LLC. | 44 | $14.0K | 0.00% | +44 | New |
| Benjamin F. Edwards & Company, Inc. | 49 | $16.0K | 0.00% | −18−26.9% | Reduced |
| First National Bank of South Miami | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 49 | $16.0K | 0.00% | +2+4.3% | Added |
| MUFG Americas Holdings Corp | 51 | $16.0K | 0.00% | +11+27.5% | Added |
| Ronald Blue Trust, Inc. | 57 | $17.0K | 0.00% | +6+11.8% | Added |
| Covestor Ltd | 53 | $17.0K | 0.02% | −5−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 51 | $17.0K | 0.00% | +4+8.5% | Added |
| BDO Wealth Advisors, LLC | 60 | $19.0K | 0.00% | +35+140.0% | Added |
| Heritage Wealth Advisors | 60 | $19.3K | 0.00% | −60−50.0% | Reduced |
| AdvisorNet Financial, Inc | 63 | $20.0K | 0.00% | −3−4.5% | Reduced |
| RWM Asset Management, LLC | 63 | $20.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 65 | $20.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 66 | $21.0K | 0.00% | +1+1.5% | Added |
| Raffa Wealth Management, LLC | 69 | $22.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 72 | $23.0K | 0.01% | +72 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $24.0K | 0.00% | +25+48.1% | Added |
| Industrial Alliance Investment Management Inc. | 75 | $24.0K | 0.00% | +75 | New |
| State of Wyoming | 82 | $26.0K | 0.01% | −32−28.1% | Reduced |
| Estabrook Capital Management | 82 | $26.4K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 86 | $28.0K | 0.04% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 89 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $28.0K | 0.01% | +9+11.7% | Added |
| Private Trust Co NA | 90 | $29.0K | 0.00% | −35−28.0% | Reduced |
| Point72 Hong Kong Ltd | 89 | $29.0K | 0.00% | +89 | New |
| Tortoise Investment Management, LLC | 93 | $30.0K | 0.01% | −9−8.8% | Reduced |
| First Personal Financial Services | 92 | $30.0K | 0.01% | +92 | New |
| Sutton Wealth Advisors Inc. | 95 | $30.6K | 0.01% | +1+1.1% | Added |