| Silicon Valley Capital Partners | 0 | $23 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 1 | $76 | 0.00% | −96−99.0% | Reduced |
| Macroview Investment Management LLC | 5 | $501 | 0.00% | +5 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $501 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $901 | 0.00% | +9 | New |
| Covestor Ltd | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Gradient Investments LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 10 | $1.00K | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $1.11K | 0.00% | +11 | New |
| Abound Wealth Management | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.45K | 0.00% | +10+100.0% | Added |
| Front Row Advisors LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 20 | $2.00K | 0.00% | −1,607−98.8% | Reduced |
| Bell Investment Advisors, Inc | 23 | $2.30K | 0.00% | −6−20.7% | Reduced |
| Earnest Partners LLC | 25 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $2.50K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $2.60K | 0.00% | +26 | New |
| Bessemer Group Inc | 25 | $3.00K | 0.00% | −105−80.8% | Reduced |
| USA Financial Portformulas Corp | 32 | $3.21K | 0.00% | +26+433.3% | Added |
| Steward Financial Group LLC | 40 | $4.00K | 0.00% | +40 | New |
| FinTrust Capital Advisors, LLC | 40 | $4.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $5.01K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 51 | $5.11K | 0.00% | −83−61.9% | Reduced |
| Private Trust Co NA | 53 | $5.31K | 0.00% | +19+55.9% | Added |
| Global Wealth Strategies & Associates | 56 | $5.61K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $7.00K | 0.00% | +66 | New |
| Park Place Capital Corp | 76 | $7.61K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 83 | $8.34K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 86 | $8.63K | 0.00% | +1+1.2% | Added |
| Farther Finance Advisors, LLC | 97 | $9.72K | 0.00% | +97 | New |
| Acadian Asset Management LLC | 147 | $14.0K | 0.00% | +147 | New |
| West Oak Capital, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 172 | $17.2K | 0.00% | +26+17.8% | Added |
| Byrne Asset Management LLC | 180 | $18.0K | 0.01% | +30+20.0% | Added |
| Pacer Advisors, Inc. | 186 | $18.6K | 0.00% | −23−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 189 | $18.9K | 0.00% | +5+2.7% | Added |
| Glassman Wealth Services | 199 | $19.9K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 319 | $31.6K | 0.00% | −2−0.6% | Reduced |
| AlphaMark Advisors, LLC | 350 | $35.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 360 | $36.1K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 371 | $37.1K | 0.00% | +9+2.5% | Added |
| CWM, LLC | 378 | $38.0K | 0.00% | +47+14.2% | Added |
| Highline Wealth Partners LLC | 403 | $40.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 405 | $40.6K | 0.00% | +402+13,400.0% | Added |
| Hantz Financial Services, Inc. | 545 | $55.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 555 | $55.6K | 0.03% | +555 | New |
| Proequities, Inc. | 579 | $58.0K | 0.00% | −86−12.9% | Reduced |
| STRS Ohio | 608 | $60.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 603 | $60.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 678 | $67.9K | 0.00% | +162+31.4% | Added |
| Allworth Financial LP | 701 | $70.2K | 0.00% | +89+14.5% | Added |
| Ronald Blue Trust, Inc. | 726 | $71.0K | 0.00% | +19+2.7% | Added |
| Compagnie Lombard Odier SCmA | 800 | $80.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 820 | $82.1K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 850 | $85.1K | 0.00% | −478−36.0% | Reduced |
| Lindbrook Capital, LLC | 915 | $91.6K | 0.01% | +45+5.2% | Added |
| Mizuho Securities Co. Ltd. | 930 | $93.1K | 0.44% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 952 | $95.4K | 0.00% | −140,896−99.3% | Reduced |
| C M Bidwell & Associates Ltd | 992 | $99.4K | 0.08% | +992 | New |
| AdvisorNet Financial, Inc | 1,000 | $100.2K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,064 | $106.6K | 0.00% | −2,310−68.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,375 | $150.9K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,578 | $158.1K | 0.16% | +1,578 | New |
| Knights of Columbus Asset Advisors LLC | 1,605 | $160.8K | 0.01% | +82+5.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,603 | $161.0K | 0.01% | −14−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 1,629 | $163.2K | 0.05% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 1,700 | $170.3K | 0.00% | +1,700 | New |
| Financial Perspectives, Inc | 1,821 | $182.3K | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,887 | $189.0K | 0.01% | −11,819−86.2% | Reduced |
| Parallel Advisors, LLC | 1,997 | $200.0K | 0.01% | +240+13.7% | Added |
| Moseley Investment Management Inc | 2,000 | $200.3K | 0.12% | +2,000 | New |
| Dakota Wealth Management | 2,000 | $200.3K | 0.01% | +2,000 | New |
| Pine Haven Investment Counsel, Inc | 2,000 | $200.3K | 0.21% | +2,000 | New |
| Royal Capital Wealth Management, LLC | 2,000 | $200.3K | 0.19% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 2,003 | $200.6K | 0.00% | +605+43.3% | Added |
| Mercer Global Advisors Inc | 2,100 | $210.0K | 0.00% | +2,100 | New |
| Ballentine Partners, LLC | 2,154 | $215.7K | 0.01% | +2,154 | New |
| Raymond James Financial Services Advisors, Inc. | 2,160 | $216.3K | 0.00% | −388−15.2% | Reduced |
| United Capital Financial Advisers, LLC | 2,162 | $216.6K | 0.00% | +21+1.0% | Added |
| Schechter Investment Advisors, LLC | 2,225 | $222.8K | 0.02% | +51+2.3% | Added |
| Two Sigma Securities, LLC | 2,245 | $224.9K | 0.01% | +2,245 | New |
| Mission Wealth Management, LP | 2,250 | $225.4K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,266 | $226.0K | 0.09% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,411 | $241.5K | 0.02% | −40−1.6% | Reduced |
| PDS Planning, Inc | 2,413 | $241.7K | 0.03% | +83+3.6% | Added |
| Sequoia Financial Advisors, LLC | 2,445 | $244.9K | 0.00% | −17−0.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,500 | $246.0K | 0.13% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,466 | $247.0K | 0.01% | +2,466 | New |
| Vestmark Advisory Solutions, Inc. | 2,566 | $257.0K | 0.02% | +6+0.2% | Added |
| Atomi Financial Group, Inc. | 2,684 | $268.8K | 0.09% | +2,684 | New |
