| Quadrant Capital Group LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $969 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| IFP Advisors, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $1.00K | 0.00% | +4 | New |
| Lindbrook Capital, LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Lee Financial Co | 9 | $2.00K | 0.00% | +9 | New |
| Eagle Bay Advisors LLC | 10 | $2.00K | 0.00% | +10 | New |
| Schubert & Co | 8 | $2.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 10 | $2.42K | 0.00% | +1+11.1% | Added |
| GPS Wealth Strategies Group, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Signaturefd, LLC | 16 | $4.00K | 0.00% | −2−11.1% | Reduced |
| Manchester Capital Management LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 28 | $7.00K | 0.00% | −11−28.2% | Reduced |
| First Horizon Advisors, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 32 | $8.00K | 0.00% | +7+28.0% | Added |
| Financial Management Professionals, Inc. | 36 | $9.00K | 0.00% | −2−5.3% | Reduced |
| Cambridge Trust Co | 38 | $9.00K | 0.00% | +38 | New |
| Institutional & Family Asset Management, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $10.0K | 0.00% | +20+95.2% | Added |
| Harbour Investments, Inc. | 45 | $11.0K | 0.00% | −32−41.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 60 | $15.0K | 0.01% | +60 | New |
| CVA Family Office, LLC | 68 | $16.0K | 0.00% | +68 | New |
| Stuart Chaussee & Associates, Inc. | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $21.0K | 0.00% | −27−23.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 88 | $21.0K | 0.01% | +88 | New |
| Washington Trust Advisors, Inc. | 92 | $22.0K | 0.00% | +92 | New |
| Huntington National Bank | 95 | $23.0K | 0.00% | +95 | New |
| TCI Wealth Advisors, Inc. | 99 | $24.0K | 0.00% | +25+33.8% | Added |
| Vigilant Capital Management, LLC | 124 | $30.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 141 | $34.0K | 0.00% | −240−63.0% | Reduced |
| National Bank of Canada | 141 | $34.0K | 0.00% | +141 | New |
| Catalyst Capital Advisors LLC | 148 | $36.0K | 0.00% | +78+111.4% | Added |
| Wolff Wiese Magana LLC | 158 | $38.0K | 0.02% | +6+3.9% | Added |
| Covestor Ltd | 155 | $38.0K | 0.05% | +155 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 160 | $39.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 163 | $39.0K | 0.00% | +8+5.2% | Added |
| Eaton Vance Management | 166 | $40.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 180 | $44.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 182 | $44.0K | 0.01% | +7+4.0% | Added |
| Nisa Investment Advisors, LLC | 260 | $47.0K | 0.00% | −890−77.4% | Reduced |
| Confluence Wealth Services, Inc. | 227 | $54.0K | 0.02% | +227 | New |
| Concord Wealth Partners | 234 | $57.0K | 0.01% | +234 | New |
| Fortitude Advisory Group L.L.C. | 247 | $60.0K | 0.03% | +247 | New |
| NEXT Financial Group, Inc | 283 | $68.0K | 0.00% | +66+30.4% | Added |
| Harvest Fund Management Co., Ltd | 299 | $71.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 296 | $72.0K | 0.01% | +296 | New |
| Ellevest, Inc. | 306 | $74.0K | 0.01% | +153+100.0% | Added |
| United Community Bank | 315 | $76.3K | 0.08% | +315 | New |
| Rockefeller Capital Management L.P. | 362 | $87.0K | 0.00% | −113−23.8% | Reduced |
| American Portfolios Advisors | 392 | $95.0K | 0.00% | −22−5.3% | Reduced |
| MUFG Americas Holdings Corp | 426 | $103.0K | 0.00% | +426 | New |
| Parallel Advisors, LLC | 446 | $108.0K | 0.00% | +6+1.4% | Added |
| Koshinski Asset Management, Inc. | 463 | $112.2K | 0.01% | +15+3.3% | Added |
| Snowden Capital Advisors LLC | 470 | $113.0K | 0.01% | −751−61.5% | Reduced |
| Harbor Investment Advisory, LLC | 502 | $122.0K | 0.02% | −153−23.4% | Reduced |
| Okabena Investment Services Inc | 576 | $140.0K | 0.05% | +576 | New |
| Dark Forest Capital Management LP | 580 | $141.0K | 0.05% | −768−57.0% | Reduced |
| Spire Wealth Management | 656 | $159.0K | 0.00% | +119+22.2% | Added |
| American International Group, Inc. | 663 | $161.0K | 0.00% | −23−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 725 | $176.0K | 0.00% | −112−13.4% | Reduced |
| State of Wyoming | 735 | $178.0K | 0.08% | +7+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 752 | $182.0K | 0.03% | 00.0% | Unchanged |
| Meritage Portfolio Management | 840 | $204.0K | 0.01% | +840 | New |
| Oak Thistle LLC | 848 | $205.0K | 0.16% | +848 | New |
| Cetera Advisor Networks LLC | 882 | $214.0K | 0.00% | +882 | New |
| Cypress Capital Group | 888 | $215.0K | 0.03% | +888 | New |
| Schroder Investment Management Group | 898 | $218.0K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 913 | $221.0K | 0.23% | +913 | New |
| Rehmann Capital Advisory Group | 914 | $221.4K | 0.02% | +914 | New |
| Intellectus Partners, LLC | 920 | $223.0K | 0.06% | −105−10.2% | Reduced |
| Lazard Asset Management LLC | 931 | $225.0K | 0.00% | −5,361−85.2% | Reduced |
| Van Eck Associates Corp | 942 | $228.0K | 0.00% | +942 | New |
| Modera Wealth Management, LLC | 980 | $237.0K | 0.01% | +980 | New |
| Verdence Capital Advisors LLC | 983 | $238.0K | 0.03% | +983 | New |
| Hardy Reed LLC | 995 | $241.0K | 0.04% | −115−10.4% | Reduced |
| Jag Capital Management, LLC | 993 | $241.0K | 0.02% | +993 | New |
| Eqis Capital Management, Inc. | 1,034 | $251.0K | 0.02% | −51−4.7% | Reduced |
| Private Portfolio Partners LLC | 1,077 | $260.9K | 0.07% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,100 | $267.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,105 | $268.0K | 0.00% | +1,105 | New |
| Mercer Global Advisors Inc | 1,120 | $271.0K | 0.00% | +1,120 | New |
| Commonwealth Equity Services, LLC | 1,135 | $274.0K | 0.00% | +1,135 | New |
| Jump Financial, LLC | 1,141 | $277.0K | 0.02% | +1,141 | New |
| Thrive Wealth Management, LLC | 1,143 | $277.0K | 0.09% | +1,143 | New |
| Presidio Capital Management, LLC | 1,177 | $285.0K | 0.24% | +1,177 | New |
| National Asset Management, Inc. | 1,217 | $295.0K | 0.01% | −216−15.1% | Reduced |
| Marco Investment Management LLC | 1,230 | $298.0K | 0.03% | −190−13.4% | Reduced |
| ASB Consultores, LLC | 1,257 | $305.0K | 0.15% | +1,257 | New |
| Lincoln National Corp | 1,309 | $317.0K | 0.01% | 00.0% | Unchanged |
