| Carroll Financial Associates, Inc. | 5 | $0 | 0.00% | −242−98.0% | Reduced |
| Eagle Bay Advisors LLC | 2 | $0 | 0.00% | −28−93.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $372 | 0.00% | – | – |
| Hudock, Inc. | 10 | $1.00K | 0.00% | −20−66.7% | Reduced |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $1.00K | 0.00% | +5 | New |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bedel Financial Consulting, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Morton Brown Family Wealth, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 16 | $2.00K | 0.00% | −537−97.1% | Reduced |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | −10−47.6% | Reduced |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Bellwether Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 15 | $2.00K | 0.00% | +15 | New |
| Schubert & Co | 10 | $2.00K | 0.00% | +10 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| Blue Bell Private Wealth Management, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Tyler-Stone Wealth Management | 14 | $3.00K | 0.00% | +14 | New |
| Sageworth Trust Co | 23 | $4.00K | 0.00% | −77−77.0% | Reduced |
| Ranger Investment Management, L.P. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 20 | $4.00K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Surevest, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 24 | $4.47K | 0.00% | +12+100.0% | Added |
| Leonteq Securities AG | 24 | $4.47K | 0.00% | +24 | New |
| North Star Investment Management Corp. | 29 | $5.00K | 0.00% | +29 | New |
| Robbins Farley LLC | 25 | $5.00K | 0.00% | +25 | New |
| Amplius Wealth Advisors, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Ci Investments Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Lake Point Wealth Management | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 40 | $7.00K | 0.00% | +40 | New |
| Ahrens Investment Partners LLC | 38 | $7.00K | 0.00% | +38 | New |
| Core Alternative Capital | 37 | $7.00K | 0.00% | +37 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $8.20K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 50 | $9.00K | 0.01% | +50 | New |
| Professional Financial Advisors, LLC | 64 | $12.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 62 | $12.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 69 | $13.0K | 0.00% | +69 | New |
| Sageworth Trust Co of South Dakota | 71 | $13.0K | 0.02% | +71 | New |
| BDO Wealth Advisors, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $14.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 80 | $15.0K | 0.01% | +80 | New |
| Tarbox Family Office, Inc. | 85 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 99 | $19.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $19.0K | 0.00% | +100 | New |
| Costello Asset Management, INC | 100 | $19.0K | 0.01% | +100 | New |
| Zions Bancorporation, N.A. | 108 | $20.0K | 0.00% | +17+18.7% | Added |
| MV Capital Management, Inc. | 108 | $20.0K | 0.00% | +34+45.9% | Added |
| Covestor Ltd | 110 | $21.0K | 0.03% | +110 | New |
| Proffitt & Goodson Inc | 119 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 139 | $26.0K | 0.01% | +139 | New |
| Farmers & Merchants Investments Inc | 147 | $27.0K | 0.00% | −5−3.3% | Reduced |
| Earnest Partners LLC | 148 | $28.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 179 | $33.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 175 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 180 | $34.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 185 | $34.0K | 0.01% | +185 | New |
| Clearview Wealth Advisors LLC | 189 | $35.0K | 0.02% | +7+3.8% | Added |
| Tilia Fiduciary Partners, Inc. | 194 | $36.0K | 0.03% | +194 | New |
| Vigilant Capital Management, LLC | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $37.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $37.0K | 0.02% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $37.0K | 0.02% | +200 | New |
| Financial Management Professionals, Inc. | 202 | $38.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 216 | $40.0K | 0.01% | +10+4.9% | Added |
| FinTrust Capital Advisors, LLC | 225 | $42.0K | 0.01% | −205−47.7% | Reduced |
| Glassman Wealth Services | 225 | $42.0K | 0.01% | +51+29.3% | Added |
| Bell Investment Advisors, Inc | 234 | $44.0K | 0.01% | +6+2.6% | Added |
| Allworth Financial LP | 241 | $45.0K | 0.00% | +138+134.0% | Added |
| Loomis Sayles & Co L P | 246 | $46.0K | 0.00% | −24−8.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 250 | $47.0K | 0.01% | −9−3.5% | Reduced |
| Clear Investment Research, LLC | 250 | $47.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 266 | $50.0K | 0.01% | +3+1.1% | Added |
| TCI Wealth Advisors, Inc. | 289 | $54.0K | 0.01% | +90+45.2% | Added |
| Gemmer Asset Management LLC | 297 | $55.0K | 0.01% | −35−10.5% | Reduced |
| Lloyd Advisory Services, LLC. | 297 | $55.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 302 | $56.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $56.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 326 | $61.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 331 | $61.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 334 | $62.0K | 0.00% | −278−45.4% | Reduced |
| AllSquare Wealth Management LLC | 339 | $63.0K | 0.04% | −62−15.5% | Reduced |
| Global Financial Private Client, LLC | 346 | $64.5K | 0.03% | 00.0% | Unchanged |