| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $469 | 0.00% | – | – |
| Assetmark, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4 | $2.00K | 0.00% | +4 | New |
| Core Alternative Capital | 4 | $2.00K | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 5 | $2.35K | 0.00% | +4+400.0% | Added |
| Baystate Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 8 | $4.00K | 0.00% | −5−38.5% | Reduced |
| Zions Bancorporation, N.A. | 9 | $4.00K | 0.00% | +5+125.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Selective Wealth Management, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 11 | $5.00K | 0.00% | +11 | New |
| Schubert & Co | 10 | $5.00K | 0.01% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $6.00K | 0.00% | +10+333.3% | Added |
| Amplius Wealth Advisors, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 13 | $6.10K | 0.00% | +13 | New |
| Plante Moran Financial Advisors, LLC | 15 | $7.00K | 0.00% | −25−62.5% | Reduced |
| Bellwether Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $7.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $8.00K | 0.00% | −3−14.3% | Reduced |
| Vigilant Capital Management, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 17 | $8.00K | 0.00% | +12+240.0% | Added |
| JNBA Financial Advisors | 16 | $8.00K | 0.00% | +16 | New |
| Tucker Asset Management LLC | 18 | $8.48K | 0.00% | +18 | New |
| Total Clarity Wealth Management, Inc. | 20 | $9.00K | 0.00% | +20 | New |
| Ranger Investment Management, L.P. | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $11.0K | 0.00% | −33−57.9% | Reduced |
| TFC Financial Management | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $11.0K | 0.01% | +19+475.0% | Added |
| Logan Capital Management Inc | 26 | $12.0K | 0.00% | +9+52.9% | Added |
| Rise Advisors, LLC | 26 | $12.2K | 0.01% | +26 | New |
| Financial Perspectives, Inc | 27 | $12.7K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 30 | $14.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $14.0K | 0.00% | +2+7.1% | Added |
| FinTrust Capital Advisors, LLC | 32 | $15.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 33 | $15.0K | 0.00% | +14+73.7% | Added |
| Solstein Capital, LLC | 34 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 36 | $17.0K | 0.00% | −124−77.5% | Reduced |
| West Paces Advisors Inc. | 38 | $17.8K | 0.01% | +3+8.6% | Added |
| Earnest Partners LLC | 39 | $18.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 40 | $19.0K | 0.00% | −101−71.6% | Reduced |
| Lee Financial Co | 42 | $20.0K | 0.00% | +42 | New |
| Curi Capital | 44 | $20.0K | 0.00% | +44 | New |
| BDO Wealth Advisors, LLC | 45 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $21.0K | 0.00% | +22+95.7% | Added |
| CVA Family Office, LLC | 45 | $21.0K | 0.01% | +45 | New |
| McDonald Partners LLC | 48 | $22.5K | 0.02% | +48 | New |
| Absolute Capital Management, LLC | 48 | $22.5K | 0.02% | +48 | New |
| First Financial Corp | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 49 | $23.0K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $23.0K | 0.01% | +50 | New |
| Lindbrook Capital, LLC | 55 | $26.0K | 0.00% | −4−6.8% | Reduced |
| Stonebridge Capital Advisors LLC | 55 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $26.0K | 0.00% | +6+12.0% | Added |
| Tilia Fiduciary Partners, Inc. | 56 | $26.0K | 0.02% | +56 | New |
| Monolith Advisors | 62 | $29.0K | 0.02% | +62 | New |
| American National Bank | 63 | $30.0K | 0.01% | +5+8.6% | Added |
| TCI Wealth Advisors, Inc. | 68 | $32.0K | 0.00% | +2+3.0% | Added |
| Bell Investment Advisors, Inc | 77 | $36.0K | 0.01% | +18+30.5% | Added |
| Signet Financial Management, LLC | 77 | $36.0K | 0.01% | +77 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $38.0K | 0.02% | −90−52.9% | Reduced |
| FourThought Financial, LLC | 81 | $38.0K | 0.00% | −33−28.9% | Reduced |
| Glassman Wealth Services | 80 | $38.0K | 0.01% | +7+9.6% | Added |
| Artemis Wealth Advisors, LLC | 85 | $40.0K | 0.00% | −18−17.5% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $43.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 96 | $44.0K | 0.00% | −5−5.0% | Reduced |
| Optimum Investment Advisors | 100 | $47.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 99 | $47.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $47.0K | 0.01% | +100 | New |
| West Branch Capital LLC | 105 | $49.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 106 | $49.0K | 0.02% | +106 | New |
| Dividend Assets Capital, LLC | 109 | $51.0K | 0.01% | +109 | New |
| Glen Eagle Advisors, LLC | 110 | $51.6K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 119 | $56.0K | 0.09% | +119 | New |
| Dark Forest Capital Management LP | 135 | $63.0K | 0.02% | +135 | New |
| Mark Sheptoff Financial Planning, LLC | 138 | $65.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $67.0K | 0.01% | +3+2.1% | Added |
| EverSource Wealth Advisors, LLC | 143 | $67.0K | 0.02% | +143 | New |
| Confluence Wealth Services, Inc. | 143 | $67.0K | 0.02% | +143 | New |
| Atticus Wealth Management, LLC | 147 | $69.0K | 0.03% | −295−66.7% | Reduced |
| Covestor Ltd | 151 | $71.0K | 0.10% | +151 | New |
| Brown Brothers Harriman & Co | 156 | $73.0K | 0.00% | +57+57.6% | Added |
| Tortoise Investment Management, LLC | 166 | $78.0K | 0.01% | −18−9.8% | Reduced |
| Gemmer Asset Management LLC | 169 | $79.0K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 199 | $93.0K | 0.00% | −248,900−99.9% | Reduced |
| Fieldpoint Private Securities, LLC | 211 | $99.0K | 0.02% | +9+4.5% | Added |
| Cullen/Frost Bankers, Inc. | 220 | $103.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 222 | $104.0K | 0.03% | +222 | New |
| PFG Private Wealth Management, LLC | 237 | $111.0K | 0.06% | −5−2.1% | Reduced |
| Private Capital Group, LLC | 246 | $115.0K | 0.02% | −1−0.4% | Reduced |