| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | +2 | New |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Blue Bell Private Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Tompkins Financial Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10 | $2.00K | 0.00% | +10 | New |
| Central Trust Co | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| West Paces Advisors Inc. | 14 | $3.48K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16 | $4.00K | 0.00% | +4+33.3% | Added |
| Financial Management Professionals, Inc. | 18 | $4.00K | 0.00% | +13+260.0% | Added |
| Hanson & Doremus Investment Management | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 23 | $6.00K | 0.00% | −67−74.4% | Reduced |
| Freedman Financial Associates, Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 31 | $6.00K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 27 | $6.71K | 0.00% | +6+28.6% | Added |
| Newbridge Financial Services Group, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $7.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 30 | $7.00K | 0.00% | +22+275.0% | Added |
| GHP Investment Advisors, Inc. | 30 | $7.00K | 0.00% | +30 | New |
| TCWP LLC | 31 | $7.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 29 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $8.00K | 0.00% | +25+357.1% | Added |
| AdvisorNet Financial, Inc | 33 | $8.00K | 0.00% | +28+560.0% | Added |
| Money Concepts Capital Corp | 33 | $8.00K | 0.00% | +33 | New |
| Fieldpoint Private Securities, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $9.00K | 0.00% | +14+63.6% | Added |
| American National Bank | 35 | $9.00K | 0.00% | +35 | New |
| McCarthy Asset Management, Inc. | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 46 | $11.0K | 0.00% | +1+2.2% | Added |
| MV Capital Management, Inc. | 45 | $11.0K | 0.00% | +5+12.5% | Added |
| TCI Wealth Advisors, Inc. | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 53 | $13.0K | 0.00% | −17−24.3% | Reduced |
| Clear Street Markets LLC | 57 | $14.0K | 0.00% | −1,158−95.3% | Reduced |
| Massmutual Trust Co FSB | 56 | $14.0K | 0.00% | −60−51.7% | Reduced |
| Institutional & Family Asset Management, LLC | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 56 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $14.0K | 0.00% | +8+15.4% | Added |
| Earnest Partners LLC | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 65 | $16.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 66 | $16.0K | 0.00% | +66 | New |
| Global Financial Private Client, LLC | 65 | $16.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 72 | $18.0K | 0.00% | +72 | New |
| Northwest Investment Counselors, LLC | 79 | $20.0K | 0.01% | +7+9.7% | Added |
| Charter Oak Capital Management, LLC | 85 | $21.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 87 | $22.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $25.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $25.0K | 0.00% | +31+45.6% | Added |
| Parkside Financial Bank & Trust | 102 | $26.0K | 0.01% | +29+39.7% | Added |
| SRS Capital Advisors, Inc. | 107 | $27.0K | 0.00% | +1+0.9% | Added |
| Rise Advisors, LLC | 120 | $30.0K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 125 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 129 | $32.0K | 0.00% | −1,417−91.7% | Reduced |
| Riverview Trust Co | 130 | $32.0K | 0.02% | +130 | New |
| FourThought Financial, LLC | 132 | $33.0K | 0.00% | −7−5.0% | Reduced |
| IFP Advisors, Inc | 223 | $34.0K | 0.00% | +201+913.6% | Added |
| Old Second National Bank of Aurora | 140 | $35.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 150 | $37.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 155 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 158 | $39.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 185 | $46.0K | 0.00% | +47+34.1% | Added |
| Lindbrook Capital, LLC | 188 | $47.0K | 0.01% | +20+11.9% | Added |
| TD Private Client Wealth LLC | 196 | $48.7K | 0.00% | +20+11.4% | Added |
| Anson Funds Management LP | 210 | $52.0K | 0.01% | +210 | New |
| Arlington Partners LLC | 227 | $56.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 228 | $57.0K | 0.01% | +36+18.8% | Added |
| RPg Family Wealth Advisory, LLC | 232 | $58.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 250 | $62.0K | 0.01% | +16+6.8% | Added |
| First Horizon Advisors, Inc. | 275 | $69.0K | 0.00% | −2−0.7% | Reduced |
| Brown Brothers Harriman & Co | 278 | $69.0K | 0.00% | +278 | New |
| Geneos Wealth Management Inc. | 284 | $70.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 282 | $70.0K | 0.06% | +282 | New |
| Montag A & Associates Inc | 285 | $71.0K | 0.00% | +232+437.7% | Added |
| Covestor Ltd | 303 | $75.0K | 0.05% | +47+18.4% | Added |
| JJJ Advisors Inc. | 310 | $77.0K | 0.02% | +49+18.8% | Added |
| Muzinich & Co., Inc. | 354 | $88.0K | 0.06% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 363 | $90.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 375 | $94.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 387 | $96.0K | 0.03% | +211+119.9% | Added |
| Legacy Bridge, LLC | 400 | $99.0K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 412 | $102.0K | 0.02% | +192+87.3% | Added |
| Deseret Mutual Benefit Administrators | 415 | $103.0K | 0.02% | −90−17.8% | Reduced |