| Schubert & Co | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Assetmark, Inc | 1 | $0 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| HBC Financial Services, PLLC | 5 | $1.00K | 0.00% | −12−70.6% | Reduced |
| Duncker Streett & Co Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | +5 | New |
| Capital Advisory Group Advisory Services, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Liberty One Investment Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Macroview Investment Management LLC | 7 | $2.00K | 0.00% | −52−88.1% | Reduced |
| Lake Point Wealth Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $2.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 11 | $2.65K | 0.00% | +5+83.3% | Added |
| Raffa Wealth Management, LLC | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $2.95K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $3.00K | 0.00% | −152−92.7% | Reduced |
| Clearstead Advisors, LLC | 11 | $3.00K | 0.00% | −30−73.2% | Reduced |
| Larson Financial Group LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $4.00K | 0.00% | −4,142−99.6% | Reduced |
| First Horizon Advisors, Inc. | 15 | $4.00K | 0.00% | −274−94.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 18 | $4.00K | 0.00% | −10−35.7% | Reduced |
| Mizuho Securities Co. Ltd. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $4.00K | 0.00% | +2+12.5% | Added |
| Beaird Harris Wealth Management, LLC | 18 | $4.00K | 0.00% | +6+50.0% | Added |
| Ogorek Anthony Joseph | 20 | $4.00K | 0.00% | +20 | New |
| Byrne Asset Management LLC | 22 | $5.00K | 0.00% | −18−45.0% | Reduced |
| Proequities, Inc. | 25 | $6.00K | 0.00% | −100−80.0% | Reduced |
| Econ Financial Services Corp | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 30 | $7.00K | 0.00% | −12−28.6% | Reduced |
| Moser Wealth Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $8.00K | 0.00% | −2−5.6% | Reduced |
| CVA Family Office, LLC | 35 | $8.00K | 0.00% | +5+16.7% | Added |
| Versant Capital Management, Inc | 39 | $9.00K | 0.00% | −4−9.3% | Reduced |
| Rocky Mountain Advisers, LLC | 37 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 36 | $9.00K | 0.00% | +36 | New |
| Hartford Financial Management Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 40 | $10.0K | 0.00% | +40 | New |
| Earnest Partners LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $11.0K | 0.00% | +3+7.0% | Added |
| Highlander Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $13.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 59 | $14.0K | 0.02% | +4+7.3% | Added |
| Beacon Capital Management, LLC | 62 | $15.0K | 0.00% | +62 | New |
| Stonebridge Capital Advisors LLC | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 69 | $16.0K | 0.00% | +69 | New |
| Dark Forest Capital Management LP | 72 | $17.0K | 0.00% | +72 | New |
| Siena Capital LLC | 70 | $17.0K | 0.01% | +70 | New |
| Rise Advisors, LLC | 75 | $18.0K | 0.02% | +5+7.1% | Added |
| Riverview Trust Co | 76 | $18.0K | 0.01% | +76 | New |
| Covestor Ltd | 80 | $19.0K | 0.01% | −229−74.1% | Reduced |
| Parkside Financial Bank & Trust | 76 | $19.0K | 0.01% | +11+16.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $19.0K | 0.00% | +80 | New |
| Hantz Financial Services, Inc. | 85 | $21.0K | 0.00% | +85 | New |
| Lindbrook Capital, LLC | 93 | $22.0K | 0.00% | −65−41.1% | Reduced |
| Mascoma Wealth Management LLC | 97 | $23.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 95 | $23.0K | 0.01% | +95 | New |
| Catalyst Capital Advisors LLC | 101 | $24.0K | 0.00% | +101 | New |
| Tradition Wealth Management, LLC | 105 | $25.0K | 0.00% | −8−7.1% | Reduced |
| Creative Financial Designs Inc | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 103 | $25.0K | 0.00% | +11+12.0% | Added |
| Arlington Partners LLC | 109 | $26.0K | 0.01% | +60+122.4% | Added |
| Edmond de Rothschild Holding S.A. | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 125 | $30.0K | 0.01% | −625−83.3% | Reduced |
| Center for Financial Planning, Inc. | 124 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $30.0K | 0.01% | +26+26.5% | Added |
| Meeder Asset Management Inc | 125 | $30.0K | 0.00% | +125 | New |
| San Luis Wealth Advisors LLC | 92 | $30.0K | 0.01% | +92 | New |
| JFS Wealth Advisors, LLC | 130 | $31.0K | 0.00% | +25+23.8% | Added |
| AdvisorNet Financial, Inc | 134 | $32.0K | 0.00% | +105+362.1% | Added |
| Quent Capital, LLC | 137 | $33.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $36.0K | 0.01% | −3,960−96.4% | Reduced |
| Ahrens Investment Partners LLC | 150 | $36.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 148 | $36.0K | 0.00% | +37+33.3% | Added |
| Proffitt & Goodson Inc | 150 | $36.0K | 0.01% | +150 | New |
| Winch Advisory Services, LLC | 152 | $37.0K | 0.01% | +40+35.7% | Added |
| Carmichael Hill & Associates, Inc. | 169 | $41.0K | 0.02% | +9+5.6% | Added |
| Brewin Dolphin Ltd | 185 | $45.0K | 0.00% | −185−50.0% | Reduced |
| Whittier Trust Co | 200 | $48.0K | 0.00% | +200 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $48.0K | 0.02% | +200 | New |
| Allworth Financial LP | 204 | $49.0K | 0.00% | +29+16.6% | Added |