| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | – | $66 | 0.00% | – | – |
| Atticus Wealth Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $132 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $198 | 0.00% | +3 | New |
| True Wealth Design, LLC | 5 | $331 | 0.00% | −74−93.7% | Reduced |
| USA Financial Portformulas Corp | 5 | $331 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 7 | $448 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $661 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $662 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $727 | 0.00% | −300−96.5% | Reduced |
| Baystate Wealth Management LLC | 12 | $812 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 13 | $860 | 0.00% | +1+8.3% | Added |
| West Paces Advisors Inc. | 15 | $992 | 0.00% | +15 | New |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Core Alternative Capital | 16 | $1.06K | 0.00% | +16 | New |
| Tucker Asset Management LLC | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $1.37K | 0.00% | +1+5.0% | Added |
| Rosenberg Matthew Hamilton | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 23 | $1.52K | 0.00% | +23 | New |
| Central Bank & Trust Co | 24 | $1.59K | 0.00% | +24 | New |
| MCF Advisors LLC | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 24 | $1.59K | 0.00% | +24 | New |
| Focused Wealth Management, Inc | 26 | $1.75K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 30 | $1.98K | 0.00% | +30 | New |
| Winch Advisory Services, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $2.12K | 0.00% | −71−68.9% | Reduced |
| JNBA Financial Advisors | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $2.12K | 0.00% | +6+23.1% | Added |
| RFP Financial Group LLC | 37 | $2.45K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $2.65K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $2.84K | 0.00% | +23+115.0% | Added |
| Truvestments Capital LLC | 44 | $2.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $3.00K | 0.00% | +23+62.2% | Added |
| Strengthening Families & Communities, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Sutton Wealth Advisors Inc. | 47 | $3.11K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $3.17K | 0.00% | +8+20.0% | Added |
| Accel Wealth Management | 62 | $4.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 78 | $4.10K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 66 | $4.36K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $4.43K | 0.00% | +33+97.1% | Added |
| Beaird Harris Wealth Management, LLC | 68 | $4.50K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 81 | $5.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $5.55K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 96 | $6.35K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $6.61K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $6.61K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $6.61K | 0.00% | +100 | New |
| Colonial Trust Co | 103 | $6.69K | 0.00% | −100−49.3% | Reduced |
| Center for Financial Planning, Inc. | 103 | $6.81K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 110 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $7.34K | 0.00% | +27+32.1% | Added |
| Financial Perspectives, Inc | 112 | $7.42K | 0.00% | +1+0.9% | Added |
| North Star Investment Management Corp. | 114 | $7.54K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 118 | $7.80K | 0.00% | +118 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 125 | $8.27K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $8.40K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 128 | $8.46K | 0.00% | +13+11.3% | Added |
| Ridgewood Investments LLC | 134 | $8.89K | 0.01% | +134 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 145 | $9.59K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 153 | $10.1K | 0.00% | −26−14.5% | Reduced |
| SRS Capital Advisors, Inc. | 163 | $10.8K | 0.00% | +2+1.2% | Added |
| 1832 Asset Management L.P. | 165 | $10.9K | 0.00% | +165 | New |
| Quent Capital, LLC | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 171 | $11.3K | 0.01% | 00.0% | Unchanged |
| Motco | 176 | $11.6K | 0.00% | −71,886−99.8% | Reduced |
| Crewe Advisors LLC | 176 | $11.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 193 | $13.0K | 0.01% | −31−13.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $13.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 204 | $13.3K | 0.00% | +204 | New |
| Morton Brown Family Wealth, LLC | 211 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 214 | $14.2K | 0.00% | −32−13.0% | Reduced |
| Dividend Assets Capital, LLC | 280 | $15.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 233 | $15.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 240 | $15.9K | 0.00% | +24+11.1% | Added |
| Tilia Fiduciary Partners, Inc. | 262 | $17.3K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 269 | $17.8K | 0.00% | +8+3.1% | Added |
| Valley National Advisers Inc | 313 | $18.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 267 | $18.0K | 0.00% | −28−9.5% | Reduced |
| Carolinas Wealth Consulting LLC | 282 | $18.8K | 0.00% | −105−27.1% | Reduced |
| Chilton Capital Management LLC | 290 | $19.2K | 0.00% | +290 | New |
| West Branch Capital LLC | 292 | $19.3K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 298 | $19.7K | 0.00% | 00.0% | Unchanged |