| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Dark Forest Capital Management LP | 1 | $1.00K | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $2.00K | 0.00% | −152−97.4% | Reduced |
| Parkside Financial Bank & Trust | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $2.00K | 0.00% | +4 | New |
| Valley National Advisers Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.00K | 0.00% | +5 | New |
| Schubert & Co | 5 | $3.00K | 0.00% | +5 | New |
| Pacifica Partners Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 7 | $4.00K | 0.00% | +2+40.0% | Added |
| Alaska Permanent Fund Corp | 9 | $4.00K | 0.00% | +9 | New |
| GPS Wealth Strategies Group, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $5.00K | 0.00% | +9 | New |
| Ahrens Investment Partners LLC | 9 | $5.00K | 0.00% | +9 | New |
| First Manhattan Co | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $6.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 14 | $7.92K | 0.00% | +2+16.7% | Added |
| Orion Capital Management LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $8.00K | 0.00% | +3+27.3% | Added |
| Lenox Wealth Advisors, LLC | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 22 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $14.0K | 0.00% | +25 | New |
| Ten Capital Wealth Advisors, LLC | 25 | $14.0K | 0.01% | +25 | New |
| TD Waterhouse Canada Inc. | 23 | $14.4K | 0.00% | +23 | New |
| Lindbrook Capital, LLC | 27 | $15.0K | 0.00% | −4−12.9% | Reduced |
| C M Bidwell & Associates Ltd | 26 | $15.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 29 | $16.0K | 0.00% | −1−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 30 | $16.0K | 0.00% | +2+7.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $17.0K | 0.01% | −30−50.0% | Reduced |
| West Branch Capital LLC | 30 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 31 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 31 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 33 | $19.0K | 0.01% | +8+32.0% | Added |
| Federated Hermes, Inc. | 34 | $19.0K | 0.00% | +34 | New |
| Curi Capital | 35 | $19.0K | 0.00% | +35 | New |
| Sageworth Trust Co | 36 | $20.0K | 0.00% | −124−77.5% | Reduced |
| Private Ocean, LLC | 38 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $22.0K | 0.01% | +1+2.7% | Added |
| Marshall Wace, LLP | 41 | $23.0K | 0.00% | −25,811−99.8% | Reduced |
| Whittier Trust Co | 41 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 41 | $23.0K | 0.00% | +6+17.1% | Added |
| Castleview Partners, LLC | 13,018 | $23.0K | 0.00% | +13,018 | New |
| Cordasco Financial Network | 46 | $26.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 46 | $26.0K | 0.00% | +3+7.0% | Added |
| Front Row Advisors LLC | 47 | $27.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $27.0K | 0.01% | +47 | New |
| Snowden Capital Advisors LLC | 48 | $27.0K | 0.00% | +48 | New |
| American National Bank | 50 | $28.0K | 0.01% | −4−7.4% | Reduced |
| IMA Wealth, Inc. | 49 | $28.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 50 | $28.0K | 0.01% | +30+150.0% | Added |
| Anchor Investment Management, LLC | 50 | $28.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $28.3K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 55 | $31.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 56 | $32.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 56 | $32.0K | 0.03% | +56 | New |
| Signet Financial Management, LLC | 58 | $33.0K | 0.00% | +58 | New |
| IndexIQ Advisors LLC | 62 | $35.0K | 0.00% | −13−17.3% | Reduced |
| Ancora Advisors, LLC | 62 | $35.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 65 | $37.0K | 0.01% | −43−39.8% | Reduced |
| Baillie Gifford & Co | 66 | $37.0K | 0.00% | −10−13.2% | Reduced |
| Kings Point Capital Management | 66 | $37.0K | 0.00% | +66 | New |
| Evermay Wealth Management LLC | 67 | $38.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 70 | $40.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 71 | $40.0K | 0.03% | +3+4.4% | Added |
| MV Capital Management, Inc. | 78 | $44.0K | 0.01% | +7+9.9% | Added |
| Fieldpoint Private Securities, LLC | 87 | $49.0K | 0.01% | −460−84.1% | Reduced |
| Harbour Investments, Inc. | 95 | $54.0K | 0.00% | −131−58.0% | Reduced |
| Umb Bank N A | 96 | $54.0K | 0.00% | +96 | New |
| Farmers & Merchants Investments Inc | 98 | $55.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $57.0K | 0.08% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 110 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 112 | $63.0K | 0.01% | +63+128.6% | Added |
| Lake Point Wealth Management | 116 | $65.0K | 0.03% | +1+0.9% | Added |
| Tradewinds Capital Management, LLC | 118 | $67.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 119 | $67.0K | 0.00% | +119 | New |
| Sageworth Trust Co of South Dakota | 119 | $67.0K | 0.10% | +119 | New |
| Tobam | 132 | $75.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 138 | $78.0K | 0.03% | −39−22.0% | Reduced |