| SOA Wealth Advisors, LLC. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 300 | $0 | 0.00% | +300 | New |
| WestEnd Advisors, LLC | 1 | $134 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 5 | $671 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | −18−60.0% | Reduced |
| Eagle Bay Advisors LLC | 11 | $1.00K | 0.00% | −11−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| SkyView Investment Advisors, LLC | 134 | $1.00K | 0.00% | +134 | New |
| Sandy Cove Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 14 | $2.00K | 0.00% | −11−44.0% | Reduced |
| Howe & Rusling Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Signet Financial Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Sierra Capital LLC | 16 | $2.00K | 0.00% | +16 | New |
| Schubert & Co | 17 | $2.00K | 0.00% | +17 | New |
| Stephens Consulting, LLC | 19 | $2.55K | 0.00% | +19 | New |
| Toth Financial Advisory Corp | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Amplius Wealth Advisors, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 24 | $3.22K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 28 | $4.00K | 0.00% | +28 | New |
| KB Financial Partners, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 36 | $5.00K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 36 | $5.00K | 0.00% | +30+500.0% | Added |
| Kelly Financial Services LLC | 40 | $5.39K | 0.00% | +40 | New |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $6.00K | 0.00% | +46 | New |
| Retirement Planning Co of New England, Inc. | 52 | $6.00K | 0.00% | +52 | New |
| Exane Derivatives | 48 | $6.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $7.00K | 0.00% | −38−40.9% | Reduced |
| Confluence Wealth Services, Inc. | 56 | $7.00K | 0.00% | +56 | New |
| Zullo Investment Group, Inc. | 58 | $8.00K | 0.00% | +58 | New |
| Sandy Spring Bank | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $11.0K | 0.00% | −116−58.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $11.0K | 0.00% | −3−3.6% | Reduced |
| TCI Wealth Advisors, Inc. | 87 | $12.0K | 0.00% | −32−26.9% | Reduced |
| Cordasco Financial Network | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 95 | $13.0K | 0.00% | +3+3.3% | Added |
| Gemmer Asset Management LLC | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 105 | $14.0K | 0.01% | +105 | New |
| Salem Investment Counselors Inc | 110 | $15.0K | 0.00% | +110 | New |
| Newbridge Financial Services Group, Inc. | 113 | $15.0K | 0.01% | +113 | New |
| KRS Capital Management, LLC | 115 | $15.0K | 0.01% | +115 | New |
| Glassman Wealth Services | 118 | $16.0K | 0.00% | +24+25.5% | Added |
| Baillie Gifford & Co | 126 | $17.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 130 | $17.0K | 0.00% | +130 | New |
| JNBA Financial Advisors | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 134 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 143 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 146 | $19.0K | 0.00% | +104+247.6% | Added |
| Simon Quick Advisors, LLC | 152 | $20.0K | 0.01% | −415−73.2% | Reduced |
| Carolinas Wealth Consulting LLC | 147 | $20.0K | 0.00% | +65+79.3% | Added |
| Brewin Dolphin Ltd | 161 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 162 | $22.0K | 0.00% | +12+8.0% | Added |
| Lindbrook Capital, LLC | 165 | $22.0K | 0.00% | +16+10.7% | Added |
| Zions Bancorporation, N.A. | 172 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 168 | $23.0K | 0.03% | +168 | New |
| Western Pacific Wealth Management, LP | 180 | $24.0K | 0.02% | +180 | New |
| Benjamin F. Edwards & Company, Inc. | 188 | $25.0K | 0.00% | +81+75.7% | Added |
| Mascoma Wealth Management LLC | 185 | $25.0K | 0.01% | +185 | New |
| Prestige Wealth Management Group LLC | 191 | $26.0K | 0.01% | +13+7.3% | Added |
| AdvisorNet Financial, Inc | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 200 | $27.0K | 0.03% | +200 | New |
| Tevis Investment Management | 234 | $29.0K | 0.03% | +234 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $30.2K | 0.02% | +225 | New |
| Kayne Anderson Rudnick Investment Management LLC | 257 | $35.0K | 0.00% | +17+7.1% | Added |
| HBC Financial Services, PLLC | 277 | $36.0K | 0.02% | +1+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 268 | $36.0K | 0.01% | +268 | New |
| CoreCap Advisors, LLC | 274 | $37.0K | 0.00% | +274 | New |
| BDO Wealth Advisors, LLC | 285 | $38.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 286 | $38.0K | 0.00% | +5+1.8% | Added |
| Fieldpoint Private Securities, LLC | 282 | $38.0K | 0.01% | +75+36.2% | Added |
| Cambridge Trust Co | 286 | $38.0K | 0.00% | +286 | New |
| PrairieView Partners, LLC | 292 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 298 | $40.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $40.0K | 0.01% | +300 | New |
| Artemis Wealth Advisors, LLC | 306 | $41.0K | 0.01% | +306 | New |
| Gradient Investments LLC | 310 | $42.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 320 | $43.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 325 | $44.0K | 0.00% | +170+109.7% | Added |
| Blume Capital Management, Inc. | 332 | $45.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 333 | $45.0K | 0.02% | +333 | New |
| Kings Point Capital Management | 348 | $47.0K | 0.00% | −24−6.5% | Reduced |
| State of Wyoming | 362 | $49.0K | 0.02% | +362 | New |
| Quent Capital, LLC | 372 | $50.0K | 0.01% | +372 | New |