| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Mach-1 Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Caldwell Trust Co | 5 | $1.17K | 0.00% | +5 | New |
| Dark Forest Capital Management LP | 7 | $2.00K | 0.00% | −221−96.9% | Reduced |
| Eagle Bay Advisors LLC | 9 | $2.00K | 0.00% | −9−50.0% | Reduced |
| Versant Capital Management, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Mark Sheptoff Financial Planning, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $2.82K | 0.00% | +6+100.0% | Added |
| Massmutual Trust Co FSB | 11 | $3.00K | 0.00% | −6−35.3% | Reduced |
| Retirement Group, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 14 | $3.00K | 0.00% | +3+27.3% | Added |
| Fieldpoint Private Securities, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| KB Financial Partners, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Schubert & Co | 12 | $3.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 16 | $4.00K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Amplius Wealth Advisors, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Rise Advisors, LLC | 17 | $4.04K | 0.00% | +17 | New |
| Kelly Financial Services LLC | 19 | $4.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $4.46K | 0.00% | +19 | New |
| Selective Wealth Management, Inc. | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 20 | $5.00K | 0.00% | +3+17.6% | Added |
| Lee Financial Co | 20 | $5.00K | 0.00% | +9+81.8% | Added |
| Country Trust Bank | 21 | $5.00K | 0.00% | +21 | New |
| GPS Wealth Strategies Group, LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 27 | $6.34K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 34 | $7.00K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $8.00K | 0.00% | +4+14.3% | Added |
| EverSource Wealth Advisors, LLC | 34 | $8.00K | 0.00% | +34 | New |
| Brown Brothers Harriman & Co | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $9.00K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 49 | $11.0K | 0.00% | −349−87.7% | Reduced |
| Asset Dedication, LLC | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 45 | $11.0K | 0.00% | +45 | New |
| Investmark Advisory Group LLC | 50 | $11.0K | 0.01% | +50 | New |
| Pacific Center for Financial Services | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 51 | $12.0K | 0.01% | +1+2.0% | Added |
| HHM Wealth Advisors, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 52 | $12.0K | 0.01% | +52 | New |
| Fortitude Advisory Group L.L.C. | 50 | $12.0K | 0.01% | +50 | New |
| Delta Asset Management LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $13.0K | 0.00% | +55 | New |
| AdvisorNet Financial, Inc | 60 | $14.0K | 0.00% | −58−49.2% | Reduced |
| Hartford Financial Management Inc. | 58 | $14.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 71 | $17.0K | 0.00% | +1+1.4% | Added |
| First Command Bank | 88 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 77 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 81 | $19.0K | 0.00% | +7+9.5% | Added |
| Mascoma Wealth Management LLC | 80 | $19.0K | 0.01% | +80 | New |
| Truvestments Capital LLC | 84 | $20.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 89 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $21.1K | 0.02% | +90 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $23.0K | 0.01% | +100 | New |
| Geneos Wealth Management Inc. | 104 | $24.0K | 0.00% | −22−17.5% | Reduced |
| Trustcore Financial Services, LLC | 106 | $25.0K | 0.00% | −15−12.4% | Reduced |
| Proequities, Inc. | 107 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $25.0K | 0.00% | +1+1.0% | Added |
| Adirondack Trust Co | 110 | $26.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 110 | $26.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 112 | $26.0K | 0.00% | +102+1,020.0% | Added |
| Salem Investment Counselors Inc | 111 | $26.0K | 0.00% | +111 | New |
| Harbour Investments, Inc. | 117 | $27.0K | 0.00% | −13,733−99.2% | Reduced |
| Hudock, Inc. | 130 | $30.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 130 | $31.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 135 | $31.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 141 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 140 | $33.0K | 0.03% | +140 | New |
| Concord Wealth Partners | 146 | $34.0K | 0.01% | +146 | New |
| American Portfolios Advisors | 149 | $34.9K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 148 | $35.0K | 0.01% | +1+0.7% | Added |
| Bedel Financial Consulting, Inc. | 155 | $36.0K | 0.01% | −10−6.1% | Reduced |
| Webster Bank, N. A. | 155 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 198 | $37.0K | 0.02% | +1+0.5% | Added |
| TD Waterhouse Canada Inc. | 158 | $37.8K | 0.00% | +158 | New |
| Alpha Paradigm Partners, LLC | 162 | $38.0K | 0.02% | +162 | New |
| Professional Financial Advisors, LLC | 169 | $40.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 180 | $42.0K | 0.05% | +180 | New |
| Optiver Holding B.V. | 186 | $44.0K | 0.00% | +186 | New |
| Patriot Financial Group Insurance Agency, LLC | 198 | $46.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 200 | $47.0K | 0.02% | 00.0% | Unchanged |