| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Arcadia Investment Advisors LLC | 2 | $1.60K | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 3 | $2.00K | 0.00% | −5−62.5% | Reduced |
| Pittenger & Anderson Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Personal Wealth Partners | 3 | $2.00K | 0.00% | +3 | New |
| Strategic Blueprint, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $2.39K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.41K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 4 | $3.00K | 0.00% | −41−91.1% | Reduced |
| Edge Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5 | $4.00K | 0.00% | −1,383−99.6% | Reduced |
| Hoover Financial Advisors, Inc. | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $4.00K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $4.01K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5 | $4.01K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6 | $5.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 6 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $5.00K | 0.00% | +5+500.0% | Added |
| True Link Financial Advisors, LLC | 6 | $5.00K | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 10 | $8.00K | 0.00% | −18−64.3% | Reduced |
| Salem Investment Counselors Inc | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $8.00K | 0.00% | +10 | New |
| Private Ocean, LLC | 13 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $10.0K | 0.01% | +12 | New |
| Raffa Wealth Management, LLC | 14 | $11.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $13.0K | 0.00% | +13+433.3% | Added |
| Kistler-Tiffany Companies, LLC | 18 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 18 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $14.0K | 0.01% | +14+466.7% | Added |
| Castleview Partners, LLC | 18 | $14.0K | 0.01% | +18 | New |
| Sugarloaf Wealth Management, LLC | 20 | $16.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $16.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 24 | $19.0K | 0.02% | −11−31.4% | Reduced |
| Stonebridge Financial Planning Group, LLC | 23 | $19.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 24 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 29 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $23.0K | 0.00% | +11+61.1% | Added |
| American Research & Management Co. | 30 | $24.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $24.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 30 | $24.1K | 0.00% | −30−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 32 | $26.0K | 0.00% | −2−5.9% | Reduced |
| Column Capital Advisors, LLC | 33 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 34 | $27.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 34 | $28.0K | 0.01% | −1−2.9% | Reduced |
| Baystate Wealth Management LLC | 34 | $28.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 37 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $29.0K | 0.01% | +9+33.3% | Added |
| Key Financial Inc | 37 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 37 | $30.0K | 0.00% | +37 | New |
| Exchange Traded Concepts, LLC | 39 | $31.0K | 0.00% | +39 | New |
| Glen Eagle Advisors, LLC | 39 | $31.3K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 40 | $32.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 40 | $32.0K | 0.00% | +40 | New |
| Pinnacle Wealth Advisors | 40 | $32.0K | 0.00% | +40 | New |
| Heritage Wealth Management, LLC | 41 | $33.0K | 0.01% | −11−21.2% | Reduced |
| GoalVest Advisory LLC | 42 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 43 | $34.0K | 0.00% | +1+2.4% | Added |
| Enterprise Financial Services Corp | 43 | $35.0K | 0.01% | −3−6.5% | Reduced |
| Reilly Financial Advisors, LLC | 44 | $35.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $36.0K | 0.00% | +22+95.7% | Added |
| Ellevest, Inc. | 45 | $36.0K | 0.00% | +30+200.0% | Added |
| Carroll Financial Associates, Inc. | 48 | $38.0K | 0.00% | +4+9.1% | Added |
| Loomis Sayles & Co L P | 47 | $38.0K | 0.00% | +7+17.5% | Added |
| Assetmark, Inc | 49 | $39.0K | 0.00% | −512−91.3% | Reduced |
| Jones Financial Companies LLLP | 48 | $39.0K | 0.00% | +3+6.7% | Added |
| Wolff Wiese Magana LLC | 48 | $39.0K | 0.03% | +3+6.7% | Added |
| Trustcore Financial Services, LLC | 50 | $40.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $40.0K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 50 | $40.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 51 | $40.9K | 0.01% | −10−16.4% | Reduced |
| Better Money Decisions, LLC | 56 | $45.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 59 | $47.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 58 | $47.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 56 | $47.0K | 0.04% | +56 | New |