| USA Financial Portformulas Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 18,847 | $130 | 0.01% | +18,717+14,397.7% | Added |
| WestEnd Advisors, LLC | – | $289 | 0.00% | – | New |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Carroll Financial Associates, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Benjamin Edwards Inc | 16 | $2.00K | 0.00% | −309−95.1% | Reduced |
| Manchester Capital Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 13 | $2.00K | 0.00% | +13 | New |
| True Link Financial Advisors, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Sound Income Strategies, LLC | 19 | $3.00K | 0.00% | −39−67.2% | Reduced |
| Reilly Financial Advisors, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Column Capital Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Alaethes Wealth LLC | 28 | $4.00K | 0.00% | +28 | New |
| Heritage Wealth Management, LLC | 38 | $5.00K | 0.00% | −30,045−99.9% | Reduced |
| Strategic Blueprint, LLC | 38 | $5.00K | 0.00% | +38 | New |
| Mizuho Securities Co. Ltd. | 49 | $7.00K | 0.00% | +1+2.1% | Added |
| NewSquare Capital LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $7.00K | 0.00% | +41+683.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $7.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 42 | $7.00K | 0.01% | +42 | New |
| Prestige Wealth Management Group LLC | 54 | $8.00K | 0.00% | −419−88.6% | Reduced |
| SOA Wealth Advisors, LLC. | 57 | $8.00K | 0.00% | +5+9.6% | Added |
| Endurance Wealth Management, Inc. | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 62 | $9.00K | 0.00% | +32+106.7% | Added |
| Clean Yield Group | 63 | $9.00K | 0.00% | +63 | New |
| CWM, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 68 | $10.0K | 0.00% | +68 | New |
| Castleview Partners, LLC | 71 | $10.0K | 0.00% | +71 | New |
| Optiver Holding B.V. | 78 | $11.0K | 0.00% | −2,624−97.1% | Reduced |
| Cordasco Financial Network | 80 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 85 | $12.3K | 0.00% | +8+10.4% | Added |
| Clearstead Advisors, LLC | 92 | $13.0K | 0.00% | −104−53.1% | Reduced |
| Ade, LLC | 91 | $13.0K | 0.01% | −25−21.6% | Reduced |
| Gradient Investments LLC | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 90 | $13.0K | 0.01% | +90 | New |
| Erste Asset Management GmbH | 95 | $13.7K | 0.00% | +95 | New |
| Enterprise Financial Services Corp | 95 | $14.0K | 0.00% | −22−18.8% | Reduced |
| Permanens Capital L.P. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $14.0K | 0.00% | +88+800.0% | Added |
| Atlas Private Wealth Advisors | 100 | $14.0K | 0.01% | +100 | New |
| First PREMIER Bank | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $15.0K | 0.01% | +8+8.2% | Added |
| Concord Wealth Partners | 105 | $15.0K | 0.00% | +9+9.4% | Added |
| Evoke Wealth, LLC | 103 | $15.0K | 0.00% | +15+17.0% | Added |
| Glassman Wealth Services | 101 | $15.0K | 0.00% | +31+44.3% | Added |
| Trust Co of Vermont | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 110 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 140 | $17.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 115 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 120 | $17.0K | 0.00% | +10+9.1% | Added |
| Resolute Partners Group | 122 | $18.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 123 | $18.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 131 | $18.9K | 0.01% | +131 | New |
| First Horizon Advisors, Inc. | 141 | $19.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 138 | $20.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 151 | $22.0K | 0.01% | −26−14.7% | Reduced |
| Bedel Financial Consulting, Inc. | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 150 | $22.0K | 0.00% | +5+3.4% | Added |
| Jones Financial Companies LLLP | 162 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 158 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 160 | $23.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 169 | $24.0K | 0.01% | −75−30.7% | Reduced |
| Laurel Wealth Advisors LLC | 165 | $24.0K | 0.01% | −15−8.3% | Reduced |
| Baystate Wealth Management LLC | 169 | $24.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 165 | $24.0K | 0.01% | +55+50.0% | Added |
| Front Row Advisors LLC | 176 | $25.0K | 0.01% | −170−49.1% | Reduced |
| Delta Asset Management LLC | 175 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 174 | $25.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 175 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 174 | $25.0K | 0.00% | +79+83.2% | Added |
| Salem Investment Counselors Inc | 180 | $26.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $27.0K | 0.00% | +5+2.7% | Added |
| Arlington Partners LLC | 187 | $27.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 189 | $27.0K | 0.00% | +64+51.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $28.9K | 0.03% | +200 | New |
| Global Retirement Partners, LLC | 203 | $29.0K | 0.00% | +3+1.5% | Added |
| Center for Financial Planning, Inc. | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 209 | $30.2K | 0.01% | +7+3.5% | Added |
| Lindbrook Capital, LLC | 215 | $31.0K | 0.01% | −7−3.2% | Reduced |
| Psagot Investment House Ltd. | 248 | $36.0K | 0.00% | 00.0% | Unchanged |