| Crewe Advisors LLC | 2 | $172 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $342 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $427 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 9 | $770 | 0.00% | −200−95.7% | Reduced |
| WestEnd Advisors, LLC | 9 | $770 | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 11 | $941 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $1.63K | 0.00% | +18 | New |
| Perkins Coie Trust Co | 20 | $1.71K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.22K | 0.00% | +9+52.9% | Added |
| SRS Capital Advisors, Inc. | 38 | $3.25K | 0.00% | −10−20.8% | Reduced |
| Pacifica Partners Inc. | 44 | $3.73K | 0.00% | −3−6.4% | Reduced |
| LWM Advisory Services, LLC | 44 | $3.76K | 0.00% | +44 | New |
| AlphaMark Advisors, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | +51+5,100.0% | Added |
| Optiver Holding B.V. | 50 | $4.28K | 0.00% | +50 | New |
| Godsey & Gibb Associates | 50 | $4.28K | 0.00% | −105−67.7% | Reduced |
| LGT Financial Advisors LLC | 53 | $4.53K | 0.01% | +53 | New |
| Moisand Fitzgerald Tamayo, LLC | 55 | $4.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $4.79K | 0.00% | +56 | New |
| Cutler Group LP | 62 | $5.00K | 0.00% | −389−86.3% | Reduced |
| Mascoma Wealth Management LLC | 67 | $5.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $5.73K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 73 | $6.00K | 0.00% | +73 | New |
| AdvisorNet Financial, Inc | 76 | $6.50K | 0.00% | −12−13.6% | Reduced |
| Rocky Mountain Advisers, LLC | 80 | $6.84K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 80 | $6.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 99 | $8.47K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $8.55K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 100 | $8.55K | 0.01% | +100 | New |
| Provenance Wealth Advisors, LLC | 100 | $8.55K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 104 | $8.89K | 0.00% | −60−36.6% | Reduced |
| Bollard Group LLC | 101 | $9.00K | 0.00% | +1+1.0% | Added |
| Tower View Investment Management & Research LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 107 | $9.15K | 0.00% | +12+12.6% | Added |
| Coppell Advisory Solutions LLC | 100 | $9.53K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 116 | $9.92K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 132 | $11.0K | 0.00% | −34−20.5% | Reduced |
| GW&K Investment Management, LLC | 127 | $11.0K | 0.00% | +14+12.4% | Added |
| Bell Investment Advisors, Inc | 141 | $12.1K | 0.00% | −29−17.1% | Reduced |
| Lee Financial Co | 147 | $12.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $12.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 153 | $13.1K | 0.01% | +153 | New |
| Sugarloaf Wealth Management, LLC | 163 | $13.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 168 | $14.4K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 175 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 185 | $15.8K | 0.00% | +23+14.2% | Added |
| Abound Wealth Management | 191 | $16.3K | 0.01% | −3−1.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 196 | $16.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 196 | $16.8K | 0.00% | +122+164.9% | Added |
| Glass Jacobson Investment Advisors llc | 197 | $16.9K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 200 | $17.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 205 | $17.5K | 0.00% | +105+105.0% | Added |
| Hartford Financial Management Inc. | 207 | $17.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $17.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 212 | $18.1K | 0.00% | −17−7.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 222 | $19.0K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 222 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 233 | $19.9K | 0.00% | +92+65.2% | Added |
| Maryland Capital Advisors Inc. | 234 | $20.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 241 | $20.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 244 | $20.9K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $21.4K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $21.4K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 253 | $21.6K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 267 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 264 | $22.6K | 0.00% | +264 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 274 | $23.0K | 0.00% | −323−54.1% | Reduced |
| Retirement Group, LLC | 271 | $23.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 275 | $23.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23,189 | $23.5K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 299 | $24.2K | 0.00% | +299 | New |
| Operose Advisors LLC | 283 | $24.2K | 0.01% | +283 | New |
| Sofos Investments, Inc. | 284 | $24.8K | 0.00% | +194+215.6% | Added |
| Duncker Streett & Co Inc | 300 | $25.7K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $25.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 300 | $25.7K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 300 | $25.7K | 0.01% | +300 | New |
| JFS Wealth Advisors, LLC | 303 | $25.9K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 310 | $26.5K | 0.00% | −79−20.3% | Reduced |
| Altshuler Shaham Ltd | 312 | $26.7K | 0.00% | −78−20.0% | Reduced |
| Tyler-Stone Wealth Management | 310 | $27.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 324 | $27.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 329 | $28.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 317 | $28.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 333 | $28.5K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 339 | $29.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 355 | $30.4K | 0.01% | +90+34.0% | Added |