| Kelly Financial Services LLC | 2,234 | $4 | 0.00% | +2,221+17,084.6% | Added |
| WestEnd Advisors, LLC | – | $558 | 0.00% | – | New |
| FormulaFolio Investments, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | +1 | New |
| Spectrum Management Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Davidson Capital Management Inc. | 4 | $2.00K | 0.00% | −2,250−99.8% | Reduced |
| MayTech Global Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $2.00K | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 7 | $4.00K | 0.00% | −54−88.5% | Reduced |
| BerganKDV Wealth Management, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $4.00K | 0.00% | +1+14.3% | Added |
| Baystate Wealth Management LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 9 | $5.00K | 0.00% | +9 | New |
| Emfo, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Harding Loevner LP | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $6.00K | 0.00% | +5+100.0% | Added |
| Crewe Advisors LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $7.00K | 0.00% | +8+160.0% | Added |
| Ford Financial Group, LLC | 13 | $7.00K | 0.00% | +13 | New |
| Ellis Investment Partners, LLC | 13 | $7.00K | 0.00% | +13 | New |
| JNBA Financial Advisors | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 15 | $8.00K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 16 | $9.00K | 0.00% | +16 | New |
| Anfield Capital Management, LLC | 18 | $10.0K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 18 | $10.1K | 0.00% | +1+5.9% | Added |
| Tortoise Investment Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $11.0K | 0.00% | +9+81.8% | Added |
| Massmutual Trust Co FSB | 20 | $11.0K | 0.00% | +16+400.0% | Added |
| MV Capital Management, Inc. | 20 | $11.0K | 0.00% | +17+566.7% | Added |
| Aspire Private Capital, LLC | 20 | $11.0K | 0.00% | +20 | New |
| Baron Financial Group, LLC | 20 | $11.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 21 | $11.7K | 0.00% | +3+16.7% | Added |
| Private Ocean, LLC | 22 | $12.0K | 0.00% | −5−18.5% | Reduced |
| Lee Financial Co | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 24 | $13.0K | 0.00% | +4+20.0% | Added |
| Resolute Partners Group | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 25 | $14.0K | 0.00% | +25 | New |
| Endurance Wealth Management, Inc. | 30 | $16.0K | 0.00% | −2−6.3% | Reduced |
| Bellevue Asset Management, LLC | 29 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $16.0K | 0.01% | +4+16.7% | Added |
| Simon Quick Advisors, LLC | 32 | $17.0K | 0.00% | −21−39.6% | Reduced |
| Holloway Wealth Management, LLC | – | $17.0K | 0.01% | – | – |
| Whittier Trust Co of Nevada Inc | 30 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $17.0K | 0.01% | +17+121.4% | Added |
| Fieldpoint Private Securities, LLC | 30 | $18.0K | 0.00% | −70−70.0% | Reduced |
| Sutton Wealth Advisors Inc. | 35 | $19.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $20.0K | 0.00% | +9+33.3% | Added |
| Whittier Trust Co | 38 | $21.0K | 0.00% | −17−30.9% | Reduced |
| Zions Bancorporation, N.A. | 40 | $22.0K | 0.00% | −15−27.3% | Reduced |
| TSFG, LLC | 40 | $22.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 40 | $22.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 44 | $25.0K | 0.01% | −32−42.1% | Reduced |
| Global Financial Private Client, LLC | 44 | $25.3K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 48 | $27.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 49 | $27.0K | 0.03% | +2+4.3% | Added |
| Kings Point Capital Management | 50 | $28.0K | 0.00% | −20−28.6% | Reduced |
| Blume Capital Management, Inc. | 50 | $28.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 50 | $28.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 54 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 53 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $31.0K | 0.01% | −1−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56 | $31.0K | 0.01% | +10+21.7% | Added |
| Arkadios Wealth Advisors | 57 | $31.0K | 0.00% | +28+96.6% | Added |
| Gleason Group, Inc. | 55 | $31.0K | 0.01% | +55 | New |
| Castleview Partners, LLC | 59 | $33.0K | 0.01% | +59 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $33.5K | 0.04% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 61 | $34.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 62 | $34.0K | 0.00% | +50+416.7% | Added |
| Baillie Gifford & Co | 63 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $35.0K | 0.01% | +12+24.0% | Added |
| Catalyst Capital Advisors LLC | 65 | $36.0K | 0.00% | +3+4.8% | Added |
| Atticus Wealth Management, LLC | 68 | $38.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 70 | $39.0K | 0.01% | +70 | New |
| Optimum Investment Advisors | 75 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 75 | $42.0K | 0.03% | 00.0% | Unchanged |