| High Note Wealth, LLC | 2 | $160 | 0.00% | +2 | New |
| Capital A Wealth Management, LLC | 2 | $160 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $239 | 0.00% | −8−72.7% | Reduced |
| NewSquare Capital LLC | 4 | $319 | 0.00% | +4 | New |
| Kohmann Bosshard Financial Services, LLC | 4 | $319 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $399 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $479 | 0.00% | +1+20.0% | Added |
| Riggs Asset Managment Co. Inc. | 6 | $479 | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 6 | $479 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $479 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 8 | $639 | 0.00% | −7−46.7% | Reduced |
| Private Wealth Management Group, LLC | 8 | $639 | 0.00% | +8 | New |
| Orion Capital Management LLC | 9 | $718 | 0.00% | +9 | New |
| Sachetta, LLC | 10 | $799 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $878 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $879 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 12 | $958 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15 | $1.20K | 0.00% | −15−50.0% | Reduced |
| Salem Investment Counselors Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.44K | 0.00% | +1+5.9% | Added |
| Bogart Wealth, LLC | 19 | $1.52K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 20 | $1.60K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 24 | $1.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $1.92K | 0.00% | +4+20.0% | Added |
| SWAN Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Financial Management Professionals, Inc. | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $2.08K | 0.00% | −1−3.7% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 38 | $3.03K | 0.00% | +38 | New |
| Motco | 40 | $3.19K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.19K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 43 | $3.46K | 0.00% | −2−4.4% | Reduced |
| Washington Trust Advisors, Inc. | 46 | $3.66K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 47 | $3.75K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 47 | $3.75K | 0.00% | +47 | New |
| Indiana Trust & Investment Management CO | 48 | $3.83K | 0.00% | +48 | New |
| R Squared Ltd | 50 | $3.99K | 0.00% | +50 | New |
| Caldwell Sutter Capital, Inc. | 51 | $4.07K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.07K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 53 | $4.23K | 0.00% | +53 | New |
| Frazier Financial Advisors, LLC | 53 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $4.33K | 0.00% | −871−94.2% | Reduced |
| American Capital Advisory, LLC | 54 | $4.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $4.87K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 61 | $4.97K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 64 | $5.11K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $5.19K | 0.00% | −120−64.9% | Reduced |
| Harbor Investment Advisory, LLC | 66 | $5.27K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 66 | $5.27K | 0.00% | +66 | New |
| Bellevue Asset Management, LLC | 74 | $5.91K | 0.00% | +74 | New |
| Bryn Mawr Trust Co | 81 | $6.46K | 0.00% | −3−3.6% | Reduced |
| Beacon Capital Management, LLC | 82 | $6.51K | 0.00% | +1+1.2% | Added |
| Synergy Investment Management, LLC | 83 | $6.63K | 0.00% | +83 | New |
| TD Private Client Wealth LLC | 94 | $7.50K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 94 | $7.50K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 99 | $7.90K | 0.00% | +15+17.9% | Added |
| Danske Bank A/S | 100 | $7.98K | 0.00% | −1,400−93.3% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 103 | $8.22K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 107 | $8.54K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 108 | $8.62K | 0.00% | +14+14.9% | Added |
| Leonteq Securities AG | 120 | $9.58K | 0.00% | +120 | New |
| Skopos Labs, Inc. | 120 | $9.58K | 0.00% | +21+21.2% | Added |
| Caitlin John, LLC | 121 | $9.68K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 122 | $9.74K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 122 | $9.74K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 130 | $10.0K | 0.00% | +40+44.4% | Added |
| SJS Investment Consulting Inc. | 130 | $10.4K | 0.00% | +94+261.1% | Added |
| Center for Financial Planning, Inc. | 149 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 182 | $15.0K | 0.01% | +1+0.6% | Added |
| Global Retirement Partners, LLC | 191 | $15.2K | 0.00% | +1+0.5% | Added |
| Ronald Blue Trust, Inc. | 194 | $15.5K | 0.00% | −969−83.3% | Reduced |
| Asset Planning,Inc | 200 | $16.0K | 0.01% | +200 | New |
| Lavaca Capital LLC | 203 | $16.2K | 0.01% | +203 | New |
| Parkside Financial Bank & Trust | 226 | $18.0K | 0.00% | +34+17.7% | Added |
| Continuum Advisory, LLC | 241 | $19.2K | 0.00% | +23+10.6% | Added |
| Newbridge Financial Services Group, Inc. | 244 | $19.5K | 0.00% | +244 | New |
| Quent Capital, LLC | 244 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 256 | $20.4K | 0.01% | +6+2.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264 | $20.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 265 | $21.2K | 0.00% | +45+20.5% | Added |
| Versant Capital Management, Inc | 287 | $22.9K | 0.00% | +187+187.0% | Added |
| Anchor Investment Management, LLC | 300 | $23.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 307 | $24.5K | 0.00% | +307 | New |
| Pathway Financial Advisers, LLC | 317 | $25.2K | 0.01% | +2+0.6% | Added |
| McIlrath & Eck, LLC | 322 | $25.7K | 0.00% | +13+4.2% | Added |
| EverSource Wealth Advisors, LLC | 359 | $28.7K | 0.00% | −2−0.6% | Reduced |
| Clark Wealth Partners | 385 | $30.7K | 0.02% | +385 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 389 | $31.1K | 0.00% | −218−35.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 418 | $33.3K | 0.02% | +2+0.5% | Added |
| IFP Advisors, Inc | 374 | $33.5K | 0.00% | +18+5.1% | Added |
| Quarry LP | 469 | $37.4K | 0.01% | +367+359.8% | Added |
| Mizuho Bank, Ltd. | 500 | $39.9K | 0.01% | +500 | New |
| Resona Asset Management Co.,Ltd. | 507 | $40.5K | 0.00% | +68+15.5% | Added |
| LGT Financial Advisors LLC | 527 | $42.1K | 0.09% | 00.0% | Unchanged |