| Moisand Fitzgerald Tamayo, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2 | $0 | 0.00% | +2 | New |
| Coastal Capital Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| HM Payson & Co | 6 | $1.00K | 0.00% | −25−80.6% | Reduced |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.00K | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −166,060−100.0% | Reduced |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | −88−89.8% | Reduced |
| Macroview Investment Management LLC | 8 | $2.00K | 0.00% | −16−66.7% | Reduced |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $2.00K | 0.00% | +7 | New |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| TD Private Client Wealth LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 10 | $2.46K | 0.00% | +10 | New |
| Agf Investments Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 20 | $4.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $4.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 20 | $4.92K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $5.35K | 0.00% | +19 | New |
| Tarbox Family Office, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 23 | $6.00K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Moser Wealth Advisors, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Financial Perspectives, Inc | 25 | $6.14K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 30 | $7.00K | 0.01% | +30 | New |
| Caldwell Trust Co | 32 | $7.87K | 0.00% | +2+6.7% | Added |
| JCIC Asset Management Inc. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 31 | $8.00K | 0.00% | +31 | New |
| Carroll Financial Associates, Inc. | 38 | $9.00K | 0.00% | −1,749−97.9% | Reduced |
| HighMark Wealth Management LLC | 38 | $9.00K | 0.01% | +3+8.6% | Added |
| Syverson Strege & Co | 36 | $9.00K | 0.01% | +36 | New |
| Roble, Belko & Company, Inc | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 46 | $11.0K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 43 | $11.0K | 0.00% | +43 | New |
| Howe & Rusling Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $13.0K | 0.00% | −2−3.7% | Reduced |
| Liberty Wealth Management LLC | 56 | $14.0K | 0.00% | +5+9.8% | Added |
| Zions Bancorporation, N.A. | 56 | $14.0K | 0.00% | +20+55.6% | Added |
| Lake Point Wealth Management | 62 | $15.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $17.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 75 | $18.0K | 0.01% | +20+36.4% | Added |
| Evolution Wealth Advisors, LLC | 75 | $18.0K | 0.00% | +50+200.0% | Added |
| Atlantic Trust, LLC | 78 | $19.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $20.0K | 0.00% | +70+700.0% | Added |
| Hanseatic Management Services Inc | 83 | $20.0K | 0.03% | +83 | New |
| Hexagon Capital Partners LLC | 80 | $20.0K | 0.01% | +80 | New |
| South State Corp. | 86 | $21.0K | 0.00% | +86 | New |
| Holloway Wealth Management, LLC | – | $24.0K | 0.01% | – | – |
| Webster Bank, N. A. | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $25.0K | 0.00% | +100 | New |
| Institutional & Family Asset Management, LLC | 100 | $25.0K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 105 | $26.0K | 0.00% | −10−8.7% | Reduced |
| Bartlett & Co. LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $27.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 125 | $27.0K | 0.02% | +55+78.6% | Added |
| Bartlett & Co. Wealth Management LLC | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 112 | $28.0K | 0.01% | −163−59.3% | Reduced |
| Bedel Financial Consulting, Inc. | 115 | $28.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 115 | $28.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 119 | $29.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $29.0K | 0.00% | +10+9.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $29.5K | 0.04% | 00.0% | Unchanged |
| Baillie Gifford & Co | 125 | $31.0K | 0.00% | −13−9.4% | Reduced |
| Wagner Wealth Management, LLC | 111 | $31.0K | 0.02% | +18+19.4% | Added |
| WD Rutherford LLC | 130 | $32.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 131 | $32.0K | 0.00% | +131 | New |
| Montag A & Associates Inc | 136 | $33.0K | 0.00% | +29+27.1% | Added |
| CX Institutional | 139 | $34.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 141 | $35.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 142 | $35.0K | 0.01% | +11+8.4% | Added |