| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $869 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $1.00K | 0.00% | −8−80.0% | Reduced |
| Trustcore Financial Services, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 4 | $2.00K | 0.00% | −23,175−100.0% | Reduced |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Parkside Financial Bank & Trust | 4 | $2.00K | 0.00% | +3+300.0% | Added |
| Clearstead Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Asset Dedication, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Consolidated Planning Corp | 4 | $2.00K | 0.00% | +4 | New |
| Cordant, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Jacobi Capital Management LLC | 7 | $3.00K | 0.00% | −41−85.4% | Reduced |
| Manchester Capital Management LLC | 8 | $3.00K | 0.00% | −27−77.1% | Reduced |
| Pacifica Partners Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $3.00K | 0.00% | +8 | New |
| Your Advocates Ltd., LLP | 8 | $3.00K | 0.00% | +8 | New |
| RWM Asset Management, LLC | 8 | $3.00K | 0.00% | +8 | New |
| GPS Wealth Strategies Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 10 | $4.00K | 0.00% | +10 | New |
| Concord Wealth Partners | 12 | $5.00K | 0.00% | −27−69.2% | Reduced |
| First Manhattan Co | 12 | $5.00K | 0.00% | −12−50.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| West Paces Advisors Inc. | 12 | $5.21K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $6.00K | 0.00% | +14 | New |
| Brewin Dolphin Ltd | 16 | $6.95K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $7.00K | 0.00% | +16 | New |
| JNBA Financial Advisors | 15 | $7.00K | 0.00% | +15 | New |
| Private Capital Group, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 20 | $9.00K | 0.00% | +20 | New |
| FinTrust Capital Advisors, LLC | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 22 | $10.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $10.0K | 0.00% | +24 | New |
| C M Bidwell & Associates Ltd | 26 | $11.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $11.0K | 0.00% | +2+8.7% | Added |
| Crescent Capital Consulting, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 28 | $12.0K | 0.00% | −3−9.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $13.0K | 0.00% | +6+24.0% | Added |
| Huntington National Bank | 30 | $13.0K | 0.00% | +18+150.0% | Added |
| TCI Wealth Advisors, Inc. | 35 | $15.0K | 0.00% | +3+9.4% | Added |
| Bell Investment Advisors, Inc | 37 | $16.0K | 0.00% | +37 | New |
| Private Ocean, LLC | 38 | $17.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 41 | $18.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $19.0K | 0.00% | +6+16.2% | Added |
| Front Row Advisors LLC | 47 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 46 | $20.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 46 | $20.0K | 0.02% | +46 | New |
| IMA Wealth, Inc. | 49 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 49 | $21.0K | 0.01% | +32+188.2% | Added |
| Anchor Investment Management, LLC | 50 | $21.7K | 0.00% | −102−67.1% | Reduced |
| Archer Investment Corp | 50 | $21.7K | 0.01% | +50 | New |
| American National Bank | 54 | $23.0K | 0.01% | +18+50.0% | Added |
| MUFG Americas Holdings Corp | 55 | $24.0K | 0.00% | +47+587.5% | Added |
| Vigilant Capital Management, LLC | 56 | $24.0K | 0.00% | +56 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $26.0K | 0.02% | +60 | New |
| Ancora Advisors, LLC | 62 | $27.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 67 | $29.0K | 0.01% | +37+123.3% | Added |
| Delta Asset Management LLC | 70 | $30.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 68 | $30.0K | 0.02% | +39+134.5% | Added |
| MV Capital Management, Inc. | 71 | $31.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 76 | $33.0K | 0.00% | −11−12.6% | Reduced |
| IndexIQ Advisors LLC | 75 | $33.0K | 0.00% | −2−2.6% | Reduced |
| Harvest Fund Management Co., Ltd | 79 | $34.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 76 | $37.0K | 0.01% | +71+1,420.0% | Added |
| Farmers & Merchants Investments Inc | 98 | $43.0K | 0.00% | +23+30.7% | Added |
| Strategic Asset Management, LLC | 100 | $45.0K | 0.06% | +100 | New |
| Global Retirement Partners, LLC | 106 | $46.0K | 0.00% | +42+65.6% | Added |
| Simon Quick Advisors, LLC | 108 | $47.0K | 0.01% | +43+66.2% | Added |
| AdvisorNet Financial, Inc | 110 | $48.0K | 0.00% | −726−86.8% | Reduced |
| Column Capital Advisors, LLC | 110 | $48.0K | 0.01% | −16−12.7% | Reduced |
| Berman Capital Advisors, LLC | 113 | $49.0K | 0.01% | +26+29.9% | Added |
| Lake Point Wealth Management | 115 | $50.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 118 | $51.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 132 | $57.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 137 | $60.0K | 0.00% | +5+3.8% | Added |
| Penserra Capital Management LLC | 141 | $61.0K | 0.00% | +14+11.0% | Added |
| Benjamin Edwards Inc | 147 | $64.0K | 0.04% | +73+98.6% | Added |
| HM Payson & Co | 150 | $65.0K | 0.00% | −50−25.0% | Reduced |
| Geneos Wealth Management Inc. | 156 | $68.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 160 | $70.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 168 | $73.0K | 0.12% | +36+27.3% | Added |
| Quadrant Capital Group LLC | 173 | $75.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 177 | $77.0K | 0.03% | −22−11.1% | Reduced |
| Meeder Asset Management Inc | 183 | $79.0K | 0.00% | −13−6.6% | Reduced |
| Credit Agricole S A | 191 | $83.0K | 0.00% | −2,650−93.3% | Reduced |
| Duncker Streett & Co Inc | 212 | $92.0K | 0.02% | +152+253.3% | Added |
| Koshinski Asset Management, Inc. | 212 | $92.1K | 0.01% | +212 | New |