| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 6 | $713 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TSFG, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Hexagon Capital Partners LLC | 12 | $1.00K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Steward Financial Group LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $2.00K | 0.00% | −1−5.3% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | +11+275.0% | Added |
| Covington Capital Management | 19 | $2.00K | 0.00% | +19 | New |
| Lee Financial Co | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 23 | $2.74K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 26 | $3.00K | 0.00% | −1−3.7% | Reduced |
| Sound Income Strategies, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 27 | $3.00K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 22 | $3.00K | 0.00% | +22 | New |
| Bivin & Associates, Inc. | 34 | $4.00K | 0.00% | −3−8.1% | Reduced |
| Dividend Assets Capital, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $5.00K | 0.00% | +43 | New |
| CNB Bank | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $6.00K | 0.00% | +2+4.3% | Added |
| Schubert & Co | 54 | $6.00K | 0.01% | +34+170.0% | Added |
| Sargent Bickham Lagudis LLC | 50 | $6.00K | 0.00% | +50 | New |
| Halpern Financial, Inc. | 54 | $6.42K | 0.00% | +54 | New |
| Glassman Wealth Services | 57 | $7.00K | 0.00% | +2+3.6% | Added |
| American Portfolios Advisors | 62 | $7.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 70 | $8.00K | 0.00% | +4+6.1% | Added |
| RWM Asset Management, LLC | 78 | $9.00K | 0.00% | −776−90.9% | Reduced |
| Farmers & Merchants Investments Inc | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 76 | $9.00K | 0.00% | −6−7.3% | Reduced |
| Earnest Partners LLC | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $10.0K | 0.00% | +19+27.5% | Added |
| Mechanics Financial Corp | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 110 | $13.0K | 0.01% | −2−1.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 112 | $13.0K | 0.00% | +1+0.9% | Added |
| Investors Asset Management of Georgia Inc | 110 | $13.0K | 0.01% | +110 | New |
| TCI Wealth Advisors, Inc. | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 120 | $14.0K | 0.00% | +45+60.0% | Added |
| Gladius Capital Management LP | 112 | $14.0K | 0.00% | +112 | New |
| State of Wyoming | 122 | $15.0K | 0.01% | −399−76.6% | Reduced |
| Private Capital Group, LLC | 136 | $16.0K | 0.01% | −443−76.5% | Reduced |
| First Manhattan Co | 142 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $16.0K | 0.00% | +1+0.7% | Added |
| Kelly Financial Services LLC | 140 | $16.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $18.0K | 0.01% | −130−46.3% | Reduced |
| Better Money Decisions, LLC | 155 | $18.0K | 0.02% | +155 | New |
| Curi Capital | 156 | $19.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 170 | $20.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 165 | $20.0K | 0.01% | +49+42.2% | Added |
| Carolinas Wealth Consulting LLC | 6,861 | $21.0K | 0.01% | +6,746+5,866.1% | Added |
| SRS Capital Advisors, Inc. | 188 | $22.0K | 0.00% | +44+30.6% | Added |
| Heritage Wealth Advisors | 196 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 190 | $23.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 190 | $23.0K | 0.05% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 200 | $24.0K | 0.01% | −135−40.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 231 | $27.0K | 0.03% | −83−26.4% | Reduced |
| Rosenberg Matthew Hamilton | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 245 | $29.0K | 0.00% | −314−56.2% | Reduced |
| TD Private Client Wealth LLC | 246 | $29.3K | 0.00% | −36−12.8% | Reduced |
| JJJ Advisors Inc. | 311 | $30.0K | 0.01% | +288+1,252.2% | Added |
| Larson Financial Group LLC | 250 | $30.0K | 0.01% | +250 | New |
| Cambridge Trust Co | 270 | $32.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $32.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 274 | $33.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 280 | $33.0K | 0.03% | +280 | New |
| Bangor Savings Bank | 300 | $36.0K | 0.00% | +300 | New |
| Clear Street Markets LLC | 311 | $37.0K | 0.01% | +250+409.8% | Added |
| NuWave Investment Management, LLC | 339 | $40.0K | 0.05% | +339 | New |
| Ronald Blue Trust, Inc. | 303 | $41.0K | 0.00% | +303 | New |
| CX Institutional | 377 | $45.0K | 0.00% | +377 | New |
| Hanson & Doremus Investment Management | 390 | $46.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 388 | $46.0K | 0.00% | +8+2.1% | Added |
| Smithfield Trust Co | 395 | $47.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 400 | $48.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 412 | $49.0K | 0.00% | +1+0.2% | Added |
| Money Concepts Capital Corp | 412 | $50.0K | 0.00% | −1,030−71.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 424 | $50.0K | 0.00% | −3−0.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 430 | $51.0K | 0.04% | +430 | New |
| Washington Trust Co | 436 | $52.0K | 0.00% | −1−0.2% | Reduced |