| Kelly Financial Services LLC | 8,881 | $51 | 0.00% | +8,830+17,313.7% | Added |
| WestEnd Advisors, LLC | – | $174 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 3 | $524 | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Personal Wealth Partners | 8 | $1.00K | 0.00% | +8 | New |
| Lloyd Advisory Services, LLC. | 6 | $1.00K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 6 | $1.05K | 0.00% | +6 | New |
| Stonebridge Capital Advisors LLC | 9 | $2.00K | 0.00% | −10−52.6% | Reduced |
| Aua Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $2.00K | 0.00% | +14 | New |
| True Link Financial Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Performa Ltd (US), LLC | 15 | $3.00K | 0.00% | −10−40.0% | Reduced |
| Evolution Wealth Advisors, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| PNC Managed Account Solutions, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 21 | $3.67K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $4.00K | 0.00% | +14+127.3% | Added |
| MV Capital Management, Inc. | 24 | $4.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 30 | $5.00K | 0.00% | −4−11.8% | Reduced |
| Enterprise Financial Services Corp | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $5.00K | 0.00% | +4+15.4% | Added |
| West Branch Capital LLC | 27 | $5.00K | 0.00% | +27 | New |
| Optiver Holding B.V. | 30 | $5.00K | 0.00% | +30 | New |
| Lenox Wealth Advisors, LLC | 34 | $6.00K | 0.00% | −40−54.1% | Reduced |
| Valley National Advisers Inc | 34 | $6.00K | 0.00% | +34 | New |
| Red Door Wealth Management, LLC | 39 | $6.00K | 0.00% | +39 | New |
| Center for Financial Planning, Inc. | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $8.00K | 0.00% | −4−8.0% | Reduced |
| Versant Capital Management, Inc | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 39 | $8.00K | 0.01% | +39 | New |
| Sutton Wealth Advisors Inc. | 48 | $8.39K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 54 | $9.00K | 0.00% | −1,465−96.4% | Reduced |
| Jones Financial Companies LLLP | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 49 | $9.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 57 | $10.0K | 0.01% | +57 | New |
| Geneos Wealth Management Inc. | 64 | $11.0K | 0.00% | −219−77.4% | Reduced |
| Lindbrook Capital, LLC | 65 | $11.0K | 0.00% | −16−19.8% | Reduced |
| Tarbox Family Office, Inc. | 64 | $11.0K | 0.00% | −3−4.5% | Reduced |
| Earnest Partners LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 60 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $11.0K | 0.00% | +31+103.3% | Added |
| BDO Wealth Advisors, LLC | 66 | $12.0K | 0.00% | −15−18.5% | Reduced |
| First Financial Corp | 68 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $13.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $13.0K | 0.00% | +29+58.0% | Added |
| RPg Family Wealth Advisory, LLC | 79 | $13.8K | 0.01% | +79 | New |
| Carolinas Wealth Consulting LLC | 79 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 85 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $15.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $17.0K | 0.00% | −15−13.0% | Reduced |
| West Oak Capital, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 100 | $17.0K | 0.00% | +4+4.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $17.5K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 105 | $18.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 116 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 115 | $20.0K | 0.00% | +115 | New |
| Creative Financial Designs Inc | 128 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 127 | $22.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $23.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 140 | $24.0K | 0.02% | −45−24.3% | Reduced |
| Vigilant Capital Management, LLC | 151 | $26.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 154 | $26.0K | 0.00% | +3+2.0% | Added |
| Ancora Advisors, LLC | 155 | $27.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 162 | $28.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 163 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 166 | $29.0K | 0.00% | +41+32.8% | Added |
| Freedman Financial Associates, Inc. | 187 | $33.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 214 | $37.0K | 0.00% | +126+143.2% | Added |
| Glassman Wealth Services | 235 | $41.0K | 0.01% | +11+4.9% | Added |
| TCI Wealth Advisors, Inc. | 239 | $42.0K | 0.01% | −9−3.6% | Reduced |
| Ford Financial Group, LLC | 249 | $43.0K | 0.02% | +249 | New |
| San Francisco Sentry Investment Group (Ca) | 260 | $45.0K | 0.02% | −18−6.5% | Reduced |
| Private Capital Group, LLC | 256 | $45.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 265 | $46.0K | 0.00% | +1+0.4% | Added |
| Capital Directions Investment Advisors, LLC | 270 | $47.0K | 0.01% | +100+58.8% | Added |
| Venturi Wealth Management, LLC | 274 | $48.0K | 0.00% | −1,290−82.5% | Reduced |
| HM Payson & Co | 300 | $52.0K | 0.00% | −80−21.1% | Reduced |
| Sargent Bickham Lagudis LLC | 300 | $52.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,178 | $53.0K | 0.01% | −20,009−49.8% | Reduced |
| Harbour Investments, Inc. | 302 | $53.0K | 0.00% | +33+12.3% | Added |
| Mirova | 314 | $54.0K | 0.01% | +51+19.4% | Added |