| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $270 | 0.00% | −172−99.4% | Reduced |
| TFC Financial Management | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $542 | 0.00% | +1+100.0% | Added |
| Jones Financial Companies LLLP | 2 | $542 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 2 | $542 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $621 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $1.02K | 0.00% | −59−93.7% | Reduced |
| Continuum Advisory, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $1.39K | 0.00% | +1+25.0% | Added |
| Horizon Investments, LLC | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.63K | 0.00% | +6 | New |
| RFP Financial Group LLC | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $2.71K | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.98K | 0.00% | +1+10.0% | Added |
| SJS Investment Consulting Inc. | 15 | $4.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 18 | $4.90K | 0.00% | +18 | New |
| Colonial Trust Co | 18 | $4.92K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 19 | $5.15K | 0.00% | +19 | New |
| IAG Wealth Partners, LLC | 20 | $5.42K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $5.69K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 23 | $5.89K | 0.00% | +23 | New |
| CVA Family Office, LLC | 22 | $5.96K | 0.00% | +7+46.7% | Added |
| Prestige Wealth Management Group LLC | 22 | $5.97K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 24 | $6.50K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 24 | $6.50K | 0.01% | +24 | New |
| Umb Bank N A | 26 | $7.04K | 0.00% | +4+18.2% | Added |
| FinTrust Capital Advisors, LLC | 31 | $8.40K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 32 | $8.67K | 0.01% | +32 | New |
| TSFG, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 34 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37 | $9.47K | 0.00% | +36+3,600.0% | Added |
| Richardson Financial Services Inc. | 35 | $9.48K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 41 | $11.1K | 0.00% | −1,257−96.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 44 | $11.9K | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 44 | $11.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $12.7K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $13.0K | 0.01% | −48−50.5% | Reduced |
| Parkside Financial Bank & Trust | 49 | $13.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $14.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 58 | $15.7K | 0.00% | +58 | New |
| Northwestern Mutual Wealth Management Co | 59 | $16.0K | 0.00% | −5−7.8% | Reduced |
| Lindbrook Capital, LLC | 59 | $16.0K | 0.00% | +9+18.0% | Added |
| Meeder Asset Management Inc | 61 | $16.5K | 0.00% | +40+190.5% | Added |
| Innealta Capital, LLC | 63 | $17.1K | 0.01% | +63 | New |
| Simplex Trading, LLC | 67 | $18.0K | 0.00% | −1,226−94.8% | Reduced |
| Altshuler Shaham Ltd | 73 | $19.8K | 0.00% | +73 | New |
| Contravisory Investment Management, Inc. | 80 | $21.7K | 0.00% | −40−33.3% | Reduced |
| Trust Co of Vermont | 80 | $21.7K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 81 | $22.0K | 0.01% | −1−1.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 82 | $22.0K | 0.00% | −11−11.8% | Reduced |
| Smartleaf Asset Management LLC | 82 | $22.4K | 0.00% | +67+446.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $23.3K | 0.00% | +67+352.6% | Added |
| Rise Advisors, LLC | 91 | $24.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $25.7K | 0.00% | +30+46.2% | Added |
| Versant Capital Management, Inc | 103 | $27.9K | 0.01% | +101+5,050.0% | Added |
| GPS Wealth Strategies Group, LLC | 110 | $29.8K | 0.00% | +110 | New |
| Cedar Mountain Advisors, LLC | 128 | $34.7K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 132 | $35.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 134 | $36.3K | 0.01% | +25+22.9% | Added |
| Nomura Asset Management Co Ltd | 140 | $37.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 159 | $43.1K | 0.00% | +159 | New |
| First Horizon Advisors, Inc. | 178 | $48.2K | 0.00% | −9−4.8% | Reduced |
| 1832 Asset Management L.P. | 187 | $50.7K | 0.00% | −6,832−97.3% | Reduced |
| Parallel Advisors, LLC | 212 | $57.5K | 0.00% | +16+8.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 212 | $57.5K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 203 | $58.0K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 225 | $61.0K | 0.00% | +51+29.3% | Added |
| Orion Capital Management LLC | 248 | $67.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 252 | $68.3K | 0.03% | +161+176.9% | Added |
| EverSource Wealth Advisors, LLC | 241 | $71.0K | 0.00% | +119+97.5% | Added |
| Daiwa Securities Group Inc. | 270 | $73.0K | 0.00% | +270 | New |
| GAMMA Investing LLC | 270 | $73.2K | 0.01% | +13+5.1% | Added |
| Harbour Investments, Inc. | 281 | $76.1K | 0.00% | +1+0.4% | Added |
| South State Corp. | 282 | $76.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 346 | $93.8K | 0.01% | +12+3.6% | Added |
| Evolution Advisers, Inc. | 350 | $94.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 372 | $100.8K | 0.00% | −23−5.8% | Reduced |
| Global Retirement Partners, LLC | 372 | $100.8K | 0.00% | +8+2.2% | Added |
| HHM Wealth Advisors, LLC | 400 | $108.4K | 0.02% | +400 | New |
| Washington Trust Advisors, Inc. | 420 | $113.7K | 0.01% | +1+0.2% | Added |
| Oakworth Capital, Inc. | 424 | $114.9K | 0.01% | −16−3.6% | Reduced |
| Montag A & Associates Inc | 438 | $118.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 463 | $125.5K | 0.00% | +163+54.3% | Added |
| Globeflex Capital L P | 465 | $126.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $135.5K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 500 | $136.1K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 537 | $145.5K | 0.00% | +65+13.8% | Added |
