| Covington Capital Management | 3 | $0 | 0.00% | −94−96.9% | Reduced |
| Fortis Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $132 | 0.00% | – | – |
| Harbour Investments, Inc. | 6 | $1.00K | 0.00% | −1,768−99.7% | Reduced |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Econ Financial Services Corp | 11 | $1.00K | 0.00% | +11 | New |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Ellis Investment Partners, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Optimum Investment Advisors | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Sierra Capital LLC | 20 | $3.00K | 0.00% | +20 | New |
| JJJ Advisors Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Marshall Wace, LLP | 40 | $5.00K | 0.00% | −33,916−99.9% | Reduced |
| Vectors Research Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 43 | $6.00K | 0.00% | +23+115.0% | Added |
| Atticus Wealth Management, LLC | 45 | $6.00K | 0.00% | +45 | New |
| Washington Trust Advisors, Inc. | 42 | $6.00K | 0.00% | +42 | New |
| Reilly Financial Advisors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $7.00K | 0.00% | +8+19.0% | Added |
| Arlington Partners LLC | 52 | $7.00K | 0.00% | +52 | New |
| Bedel Financial Consulting, Inc. | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 64 | $9.00K | 0.00% | +1+1.6% | Added |
| Financial Management Professionals, Inc. | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 64 | $9.00K | 0.00% | +64 | New |
| Hoese & Co LLP | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 72 | $10.0K | 0.00% | +70+3,500.0% | Added |
| Retirement Planning Co of New England, Inc. | 75 | $10.0K | 0.00% | +75 | New |
| Amplius Wealth Advisors, LLC | 76 | $10.0K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 84 | $11.0K | 0.00% | −9−9.7% | Reduced |
| Sittner & Nelson, LLC | 85 | $11.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 89 | $12.0K | 0.00% | −2−2.2% | Reduced |
| Massmutual Trust Co FSB | 90 | $12.0K | 0.00% | +10+12.5% | Added |
| Lenox Wealth Advisors, LLC | 89 | $12.0K | 0.00% | +8+9.9% | Added |
| WFA Asset Management Corp | 91 | $12.1K | 0.01% | +91 | New |
| Stephens Consulting, LLC | 95 | $12.6K | 0.01% | +95 | New |
| Delta Asset Management LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 98 | $13.0K | 0.00% | +52+113.0% | Added |
| Retirement Group, LLC | 100 | $13.0K | 0.01% | +100 | New |
| Twin Lakes Capital Management, LLC | 100 | $13.0K | 0.01% | +100 | New |
| West Paces Advisors Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 109 | $14.0K | 0.01% | −77−41.4% | Reduced |
| Tarbox Family Office, Inc. | 103 | $14.0K | 0.00% | −1−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $14.0K | 0.00% | +4+4.0% | Added |
| Covestor Ltd | 102 | $14.0K | 0.02% | +102 | New |
| Zions Bancorporation, N.A. | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 110 | $15.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 118 | $15.0K | 0.00% | +18+18.0% | Added |
| Clear Perspectives Financial Planning, LLC | 125 | $17.0K | 0.01% | +125 | New |
| Baldrige Asset Management LLC | 142 | $19.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 161 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 155 | $21.0K | 0.00% | +102+192.5% | Added |
| Lindbrook Capital, LLC | 169 | $22.0K | 0.00% | +20+13.4% | Added |
| Signet Financial Management, LLC | 170 | $23.0K | 0.00% | +170 | New |
| Pittenger & Anderson Inc | 199 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 200 | $26.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 205 | $27.0K | 0.00% | −188−47.8% | Reduced |
| Caldwell Trust Co | 216 | $28.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 217 | $28.8K | 0.00% | +27+14.2% | Added |
| Dividend Assets Capital, LLC | 228 | $30.0K | 0.01% | −235−50.8% | Reduced |
| Bogart Wealth, LLC | 229 | $30.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $30.6K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 235 | $31.0K | 0.01% | +37+18.7% | Added |
| KB Financial Partners, LLC | 237 | $31.0K | 0.01% | +237 | New |
| Pin Oak Investment Advisors Inc | 240 | $32.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 250 | $33.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 247 | $33.0K | 0.00% | +247 | New |
| Dark Forest Capital Management LP | 245 | $33.0K | 0.01% | +245 | New |
| Cassady Schiller Wealth Management, LLC | 250 | $33.0K | 0.02% | +250 | New |
| Johnson Financial Group, Inc. | 283 | $38.0K | 0.00% | +283 | New |
| Quent Capital, LLC | 283 | $38.0K | 0.01% | +283 | New |
| BerganKDV Wealth Management, LLC | 290 | $39.0K | 0.00% | +92+46.5% | Added |
| Zullo Investment Group, Inc. | 297 | $39.0K | 0.02% | +297 | New |
| Hanson & Doremus Investment Management | 300 | $40.0K | 0.01% | +300 | New |
| CoreCap Advisors, LLC | 300 | $40.0K | 0.00% | +300 | New |
| Northwest Investment Counselors, LLC | 310 | $41.0K | 0.01% | +310 | New |
| Sterling Investment Advisors, Ltd. | 325 | $43.0K | 0.01% | +325 | New |
| Acima Private Wealth, LLC | 345 | $46.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 350 | $47.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 350 | $47.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 350 | $47.0K | 0.00% | +12+3.6% | Added |