| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $333 | 0.00% | – | – |
| Itau Unibanco Holding S.A. | 4 | $1.00K | 0.00% | −183−97.9% | Reduced |
| HM Payson & Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Capstone Investment Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Harvest Group Wealth Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| GoalVest Advisory LLC | 2 | $1.00K | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Geneos Wealth Management Inc. | 9 | $2.00K | 0.00% | −100−91.7% | Reduced |
| Bellwether Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| USA Financial Portformulas Corp | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Addison Advisors LLC | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $3.00K | 0.00% | +8+800.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $3.00K | 0.00% | +8+800.0% | Added |
| Prospera Financial Services Inc | 8 | $3.00K | 0.00% | +8 | New |
| Cordant, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Tarbox Family Office, Inc. | 11 | $4.00K | 0.00% | −36−76.6% | Reduced |
| IMA Wealth, Inc. | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 18 | $6.00K | 0.00% | −3−14.3% | Reduced |
| Ci Investments Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 18 | $6.00K | 0.00% | +2+12.5% | Added |
| GW&K Investment Management, LLC | 19 | $6.00K | 0.00% | +19 | New |
| HighMark Wealth Management LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $8.00K | 0.00% | +15+166.7% | Added |
| Raffa Wealth Management, LLC | 26 | $8.66K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $9.00K | 0.00% | +27 | New |
| Manchester Capital Management LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $11.0K | 0.00% | −216−86.4% | Reduced |
| Jones Financial Companies LLLP | 34 | $11.0K | 0.00% | −17−33.3% | Reduced |
| TSFG, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $11.0K | 0.00% | +10+45.5% | Added |
| Core Alternative Capital | 33 | $11.0K | 0.00% | +22+200.0% | Added |
| MV Capital Management, Inc. | 39 | $13.0K | 0.00% | −4−9.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $14.7K | 0.01% | +10+29.4% | Added |
| Vigilant Capital Management, LLC | 45 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $17.0K | 0.01% | −170−77.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $17.0K | 0.00% | −125−71.4% | Reduced |
| Tortoise Investment Management, LLC | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $17.0K | 0.01% | +50 | New |
| Capital Advisory Group Advisory Services, LLC | 51 | $17.0K | 0.01% | +51 | New |
| Sandy Cove Advisors, LLC | 57 | $19.0K | 0.02% | +10+21.3% | Added |
| TCI Wealth Advisors, Inc. | 66 | $22.0K | 0.00% | −19−22.4% | Reduced |
| Lenox Wealth Advisors, LLC | 80 | $26.0K | 0.00% | −8−9.1% | Reduced |
| Dark Forest Capital Management LP | 81 | $26.0K | 0.01% | +81 | New |
| Farmers & Merchants Investments Inc | 80 | $27.0K | 0.00% | +2+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 80 | $29.0K | 0.01% | +80 | New |
| Cambridge Trust Co | 91 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 91 | $30.0K | 0.01% | +25+37.9% | Added |
| Lowe Wealth Advisors, LLC | 100 | $33.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 109 | $36.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 114 | $38.0K | 0.01% | −31−21.4% | Reduced |
| Zions Bancorporation, N.A. | 118 | $39.0K | 0.00% | +10+9.3% | Added |
| MCF Advisors LLC | 120 | $40.0K | 0.00% | +120 | New |
| West Paces Advisors Inc. | 125 | $41.7K | 0.01% | +9+7.8% | Added |
| FinTrust Capital Advisors, LLC | 127 | $42.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 125 | $42.0K | 0.08% | 00.0% | Unchanged |
| Lansing Street Advisors | 134 | $43.0K | 0.03% | +134 | New |
| Arlington Partners LLC | 139 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $50.0K | 0.00% | +150 | New |
| Private Ocean, LLC | 149 | $50.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $50.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 151 | $50.0K | 0.01% | +78+106.8% | Added |
| Bartlett & Co. LLC | 150 | $50.0K | 0.00% | +150 | New |
| Optiver Holding B.V. | 152 | $51.0K | 0.00% | −89−36.9% | Reduced |
| Glassman Wealth Services | 169 | $56.0K | 0.01% | +15+9.7% | Added |
| Valley National Advisers Inc | 171 | $57.0K | 0.01% | +52+43.7% | Added |
| CVA Family Office, LLC | 170 | $57.0K | 0.01% | +75+78.9% | Added |
| Stonebridge Capital Advisors LLC | 173 | $58.0K | 0.01% | −288−62.5% | Reduced |
| Hudock, Inc. | 175 | $58.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $60.0K | 0.00% | −8−4.3% | Reduced |
| Logan Capital Management Inc | 197 | $66.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 198 | $66.0K | 0.00% | +28+16.5% | Added |
| Parkside Financial Bank & Trust | 202 | $68.0K | 0.02% | +17+9.2% | Added |