| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $82 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 1 | $82 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $330 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $495 | 0.00% | +6 | New |
| New England Capital Financial Advisors LLC | 5 | $496 | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 8 | $660 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $742 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $805 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10 | $825 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $907 | 0.00% | −2−15.4% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $990 | 0.00% | −39−76.5% | Reduced |
| Bell Investment Advisors, Inc | 12 | $990 | 0.00% | −28−70.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Ronald Blue Trust, Inc. | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| TD Private Client Wealth LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.32K | 0.00% | +3+23.1% | Added |
| Global Wealth Strategies & Associates | 20 | $1.65K | 0.00% | +20 | New |
| Zions Bancorporation, N.A. | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $1.81K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 23 | $1.87K | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 27 | $2.00K | 0.00% | −6−18.2% | Reduced |
| Glassman Wealth Services | 29 | $2.39K | 0.00% | +16+123.1% | Added |
| Schubert & Co | 35 | $2.89K | 0.00% | +5+16.7% | Added |
| Private Trust Co NA | 37 | $3.00K | 0.00% | −6−14.0% | Reduced |
| Hantz Financial Services, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 41 | $3.38K | 0.00% | +41 | New |
| Castleview Partners, LLC | 43 | $3.55K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $4.12K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $4.54K | 0.00% | +55 | New |
| Farther Finance Advisors, LLC | 56 | $4.62K | 0.00% | +56 | New |
| Sandy Spring Bank | 60 | $4.95K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 60 | $4.95K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 71 | $5.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $6.10K | 0.00% | +1+1.4% | Added |
| AdvisorNet Financial, Inc | 75 | $6.18K | 0.00% | −1,649−95.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 75 | $6.18K | 0.00% | +75 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $6.35K | 0.00% | −116−60.1% | Reduced |
| Tortoise Investment Management, LLC | 80 | $6.60K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 82 | $6.76K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $7.01K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 88 | $7.26K | 0.00% | −81−47.9% | Reduced |
| Register Financial Advisors LLC | 90 | $7.42K | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 91 | $7.50K | 0.00% | +10+12.3% | Added |
| Parkside Financial Bank & Trust | 93 | $7.67K | 0.00% | +13+16.3% | Added |
| Kenfarb & Co. | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 100 | $8.25K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 109 | $8.99K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $9.65K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 117 | $9.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 122 | $10.0K | 0.00% | +122 | New |
| Newbridge Financial Services Group, Inc. | 123 | $10.1K | 0.01% | +100+434.8% | Added |
| Quadrant Capital Group LLC | 126 | $10.4K | 0.00% | −148−54.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 128 | $10.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 130 | $10.7K | 0.00% | +130 | New |
| Bartlett & Co. LLC | 150 | $12.0K | 0.00% | −15−9.1% | Reduced |
| 1832 Asset Management L.P. | 150 | $12.4K | 0.00% | −100−40.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $12.4K | 0.00% | −15−9.1% | Reduced |
| Sittner & Nelson, LLC | 150 | $12.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 153 | $12.6K | 0.00% | +54+54.5% | Added |
| Lindbrook Capital, LLC | 155 | $12.8K | 0.00% | +76+96.2% | Added |
| Truvestments Capital LLC | 156 | $12.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 185 | $15.0K | 0.01% | +61+49.2% | Added |
| Cyrus J. Lawrence, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 193 | $16.0K | 0.00% | +193 | New |
| Sargent Bickham Lagudis LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 205 | $16.9K | 0.00% | +3+1.5% | Added |
| Harbour Investments, Inc. | 220 | $18.1K | 0.00% | +5+2.3% | Added |
| Creative Financial Designs Inc | 225 | $18.6K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 276 | $23.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 298 | $24.6K | 0.00% | +298 | New |
| Huntington National Bank | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 313 | $25.0K | 0.00% | −84−21.2% | Reduced |
| Highlander Capital Management, LLC | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 300 | $25.0K | 0.00% | +200+200.0% | Added |
| Clearview Wealth Advisors LLC | 385 | $31.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 400 | $33.0K | 0.01% | −200−33.3% | Reduced |
| Proequities, Inc. | 425 | $35.0K | 0.00% | +25+6.3% | Added |
| Carmichael Hill & Associates, Inc. | 426 | $35.1K | 0.02% | +10+2.4% | Added |
| Hanseatic Management Services Inc | 437 | $36.0K | 0.09% | +437 | New |
| EMC Capital Management | 500 | $41.0K | 0.04% | −500−50.0% | Reduced |
| Sierra Capital LLC | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 504 | $41.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 511 | $42.1K | 0.00% | +135+35.9% | Added |
| First Horizon Advisors, Inc. | 511 | $42.1K | 0.00% | +263+106.0% | Added |
| Gyon Technologies Capital Management, LP | 522 | $43.0K | 0.02% | −6,407−92.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 568 | $47.0K | 0.00% | 00.0% | Unchanged |