| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| Washington Trust Advisors, Inc. | 41 | $0 | 0.00% | +41 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Lenox Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| South State Corp. | 4 | $1.00K | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Evoke Wealth, LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| McCarthy Grittinger Financial Group, LLC | 12 | $2.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 15 | $3.00K | 0.00% | +15 | New |
| Surevest, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 14 | $3.12K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $3.12K | 0.00% | +14 | New |
| Lloyd Advisory Services, LLC. | – | $4.00K | 0.00% | – | – |
| Dixon Hughes Goodman Wealth Advisors LLC | 19 | $4.00K | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Covington Capital Management | 25 | $6.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 27 | $6.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $7.00K | 0.00% | +6+25.0% | Added |
| Hexagon Capital Partners LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $10.0K | 0.00% | +3+7.5% | Added |
| MV Capital Management, Inc. | 44 | $10.0K | 0.00% | +6+15.8% | Added |
| Core Alternative Capital | 43 | $10.0K | 0.00% | +43 | New |
| Global Financial Private Client, LLC | 45 | $10.0K | 0.00% | +45 | New |
| Atlas Capital Advisors LLC | 46 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 45 | $11.0K | 0.00% | +25+125.0% | Added |
| Wolff Wiese Magana LLC | 55 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $12.0K | 0.00% | +54 | New |
| Brewin Dolphin Ltd | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 62 | $13.0K | 0.00% | +62 | New |
| Lee Financial Co | 66 | $15.0K | 0.00% | +66 | New |
| Glassman Wealth Services | 72 | $16.0K | 0.00% | +19+35.8% | Added |
| Addison Advisors LLC | 73 | $16.0K | 0.01% | +59+421.4% | Added |
| Umb Bank N A | 74 | $16.0K | 0.00% | +74 | New |
| Cambridge Trust Co | 70 | $16.0K | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $17.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 83 | $18.0K | 0.01% | +1+1.2% | Added |
| Caldwell Trust Co | 85 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 83 | $19.0K | 0.00% | +45+118.4% | Added |
| IAG Wealth Partners, LLC | 94 | $21.0K | 0.01% | +94 | New |
| Kistler-Tiffany Companies, LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 97 | $22.0K | 0.01% | +3+3.2% | Added |
| TD Ameritrade Investment Management, LLC | 97 | $22.0K | 0.00% | +59+155.3% | Added |
| FourThought Financial, LLC | 105 | $23.0K | 0.00% | −7−6.3% | Reduced |
| BDO Wealth Advisors, LLC | 101 | $23.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 106 | $24.0K | 0.01% | −19−15.2% | Reduced |
| TCI Wealth Advisors, Inc. | 107 | $24.0K | 0.00% | +12+12.6% | Added |
| Tarbox Family Office, Inc. | 115 | $26.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 123 | $27.0K | 0.01% | −174−58.6% | Reduced |
| Confluence Wealth Services, Inc. | 123 | $27.0K | 0.01% | +123 | New |
| First Horizon Advisors, Inc. | 125 | $28.0K | 0.00% | −47−27.3% | Reduced |
| Bell Investment Advisors, Inc | 124 | $28.0K | 0.01% | +4+3.3% | Added |
| Front Row Advisors LLC | 145 | $32.0K | 0.01% | −4−2.7% | Reduced |
| Snowden Capital Advisors LLC | 147 | $32.0K | 0.00% | +147 | New |
| State of Wyoming | 149 | $33.0K | 0.02% | +31+26.3% | Added |
| Gables Capital Management Inc. | 190 | $42.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 191 | $43.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 194 | $43.0K | 0.03% | +194 | New |
| Parallax Volatility Advisers, L.P. | 196 | $44.0K | 0.00% | −213−52.1% | Reduced |
| Signet Financial Management, LLC | 203 | $45.0K | 0.01% | +203 | New |
| Bessemer Group Inc | 217 | $48.0K | 0.00% | −3−1.4% | Reduced |
| Cordasco Financial Network | 215 | $48.0K | 0.03% | +215 | New |
| Capstone Investment Advisors, LLC | 221 | $49.0K | 0.00% | −7,517−97.1% | Reduced |
| AIA Group Ltd | 218 | $49.0K | 0.00% | +218 | New |
| MUFG Americas Holdings Corp | 240 | $54.0K | 0.00% | +18+8.1% | Added |
| Covestor Ltd | 247 | $55.0K | 0.08% | +247 | New |
| Harbour Investments, Inc. | 255 | $57.0K | 0.00% | −43−14.4% | Reduced |
| Capital Analysts, LLC | 256 | $57.0K | 0.00% | +1+0.4% | Added |
| Fortitude Advisory Group L.L.C. | 261 | $58.0K | 0.03% | +261 | New |
| NEXT Financial Group, Inc | 282 | $63.0K | 0.00% | +19+7.2% | Added |
| TD Private Client Wealth LLC | 303 | $67.6K | 0.00% | −4−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 313 | $70.0K | 0.04% | +60+23.7% | Added |
| Deseret Mutual Benefit Administrators | 332 | $74.0K | 0.01% | +127+62.0% | Added |
| Private Capital Group, LLC | 344 | $77.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 397 | $88.0K | 0.04% | +3+0.8% | Added |
| Manchester Capital Management LLC | 400 | $89.0K | 0.01% | +45+12.7% | Added |
| Federated Hermes, Inc. | 397 | $89.0K | 0.00% | +46+13.1% | Added |
| Eii Capital Management, Inc. | 403 | $90.0K | 11.63% | −19,902−98.0% | Reduced |
| Spire Wealth Management | 407 | $91.0K | 0.00% | +120+41.8% | Added |
| Tobam | 425 | $95.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 459 | $103.0K | 0.01% | −8−1.7% | Reduced |
| Advisors Asset Management, Inc. | 475 | $105.9K | 0.00% | −105−18.1% | Reduced |
| National Bank of Canada | 481 | $107.0K | 0.00% | +481 | New |
| Farmers & Merchants Investments Inc | 512 | $114.0K | 0.00% | −148−22.4% | Reduced |
| SRS Capital Advisors, Inc. | 576 | $128.0K | 0.02% | +15+2.7% | Added |