| Prestige Wealth Management Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $623 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $726 | 0.00% | +7 | New |
| Proequities, Inc. | 5 | $1.00K | 0.00% | −250−98.0% | Reduced |
| TCI Wealth Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Reilly Financial Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Hudock, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| Edge Wealth Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16 | $2.00K | 0.00% | +7+77.8% | Added |
| TD Waterhouse Canada Inc. | 20 | $2.08K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 43 | $4.00K | 0.00% | −27−38.6% | Reduced |
| SRS Capital Advisors, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 36 | $4.00K | 0.00% | +5+16.1% | Added |
| Lindbrook Capital, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Gradient Investments LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 46 | $5.00K | 0.00% | +10+27.8% | Added |
| Vestcor Inc | 52 | $5.00K | 0.00% | +52 | New |
| Masso Torrence Wealth Management Inc. | 53 | $5.00K | 0.00% | +53 | New |
| Byrne Asset Management LLC | 50 | $5.00K | 0.00% | +50 | New |
| Ahrens Investment Partners LLC | 54 | $6.00K | 0.00% | +54 | New |
| Sageworth Trust Co | 67 | $7.00K | 0.00% | −223−76.9% | Reduced |
| Institutional & Family Asset Management, LLC | 64 | $7.00K | 0.00% | −17−21.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 67 | $7.00K | 0.00% | +57+570.0% | Added |
| Quadrant Capital Group LLC | 80 | $8.00K | 0.00% | −5−5.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 77 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 77 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $8.00K | 0.00% | +5+7.1% | Added |
| Jones Financial Companies LLLP | 78 | $8.00K | 0.00% | +34+77.3% | Added |
| CVA Family Office, LLC | 77 | $8.00K | 0.00% | +77 | New |
| Clearview Wealth Advisors LLC | 86 | $9.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 95 | $10.0K | 0.00% | +95 | New |
| Tyler-Stone Wealth Management | 101 | $10.0K | 0.01% | +101 | New |
| Resources Management Corp | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 110 | $11.0K | 0.00% | +110 | New |
| Gemmer Asset Management LLC | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 133 | $14.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 154 | $16.0K | 0.00% | −5−3.1% | Reduced |
| Carolinas Wealth Consulting LLC | 157 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 150 | $16.0K | 0.01% | +150 | New |
| Signaturefd, LLC | 163 | $17.0K | 0.00% | +158+3,160.0% | Added |
| Creative Financial Designs Inc | 173 | $18.0K | 0.00% | −250−59.1% | Reduced |
| Washington Trust Advisors, Inc. | 173 | $18.0K | 0.00% | +173 | New |
| Signet Financial Management, LLC | 196 | $20.0K | 0.00% | +196 | New |
| Country Trust Bank | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 223 | $23.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 218 | $23.0K | 0.00% | +1+0.5% | Added |
| NEXT Financial Group, Inc | 222 | $23.0K | 0.00% | +17+8.3% | Added |
| Wolff Wiese Magana LLC | 219 | $23.0K | 0.01% | +7+3.3% | Added |
| Sageworth Trust Co of South Dakota | 217 | $23.0K | 0.04% | +217 | New |
| Paragon Capital Management Ltd | 250 | $26.0K | 0.00% | +250 | New |
| Northwestern Mutual Wealth Management Co | 270 | $27.0K | 0.00% | +1+0.4% | Added |
| Benjamin Edwards Inc | 268 | $28.0K | 0.01% | +20+8.1% | Added |
| Quent Capital, LLC | 278 | $29.0K | 0.01% | +278 | New |
| Geneos Wealth Management Inc. | 295 | $30.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 318 | $32.0K | 0.00% | −496−60.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 311 | $32.0K | 0.02% | +311 | New |
| Harbour Investments, Inc. | 363 | $38.0K | 0.00% | −9,576−96.3% | Reduced |
| Rockefeller Capital Management L.P. | 379 | $39.0K | 0.00% | −157−29.3% | Reduced |
| First Horizon Advisors, Inc. | 427 | $44.0K | 0.00% | −23−5.1% | Reduced |
| Leonteq Securities AG | 454 | $47.1K | 0.00% | +222+95.7% | Added |
| Covestor Ltd | 478 | $50.0K | 0.07% | +478 | New |
| Stonebridge Capital Advisors LLC | 500 | $52.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 500 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 508 | $53.0K | 0.00% | −1,535−75.1% | Reduced |
| Confluence Wealth Services, Inc. | 513 | $53.0K | 0.02% | +513 | New |
| JFS Wealth Advisors, LLC | 527 | $55.0K | 0.01% | +527 | New |
| BerganKDV Wealth Management, LLC | 555 | $58.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 578 | $60.0K | 0.00% | +4+0.7% | Added |
| Eagle Bay Advisors LLC | 581 | $60.0K | 0.04% | +13+2.3% | Added |
| Parallax Volatility Advisers, L.P. | 619 | $64.0K | 0.00% | +219+54.8% | Added |
| CWM, LLC | 657 | $68.0K | 0.00% | +657 | New |
| Spire Wealth Management | 698 | $72.0K | 0.00% | +358+105.3% | Added |
| CoreCap Advisors, LLC | 690 | $72.0K | 0.00% | +690 | New |
| Lazard Asset Management LLC | 728 | $75.0K | 0.00% | +270+59.0% | Added |
| Eaton Vance Management | 725 | $75.0K | 0.00% | −178−19.7% | Reduced |
| Snowden Capital Advisors LLC | 744 | $77.0K | 0.00% | −1,074−59.1% | Reduced |
| Dark Forest Capital Management LP | 843 | $87.0K | 0.03% | +696+473.5% | Added |
| Castleview Partners, LLC | 9,027 | $87.0K | 0.00% | +9,027 | New |
| Lake Point Wealth Management | 881 | $91.0K | 0.04% | −400−31.2% | Reduced |