| Wells Fargo & Company | 1 | $30 | 0.00% | +1 | New |
| Morgan Stanley | 1 | $52 | 0.00% | +1 | New |
| Evergreen Private Wealth LLC | 1 | $52 | 0.00% | +1 | New |
| FMR LLC | 2 | $105 | 0.00% | −47−95.9% | Reduced |
| Oakworth Capital, Inc. | 3 | $157 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $158 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 9 | $472 | 0.00% | +9 | New |
| Battery Global Advisors, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 36 | $1.89K | 0.00% | +36 | New |
| Signaturefd, LLC | 40 | $2.10K | 0.00% | +10+33.3% | Added |
| Castleview Partners, LLC | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $4.25K | 0.00% | +81 | New |
| Spectrum Wealth Counsel, LLC | 85 | $4.46K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 93 | $4.87K | 0.00% | +93 | New |
| Cornerstone Planning Group LLC | 151 | $7.07K | 0.00% | +151 | New |
| HighMark Wealth Management LLC | 160 | $8.39K | 0.01% | −35−17.9% | Reduced |
| IFP Advisors, Inc | 160 | $8.39K | 0.00% | +60+60.0% | Added |
| FSC Wealth Advisors, LLC | 161 | $8.45K | 0.01% | +161 | New |
| Hollencrest Capital Management | 170 | $8.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $8.92K | 0.00% | +170 | New |
| Ashton Thomas Private Wealth, LLC | 180 | $9.44K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 192 | $10.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $10.5K | 0.00% | +200 | New |
| New Millennium Group LLC | 208 | $10.9K | 0.01% | +208 | New |
| SJS Investment Consulting Inc. | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 250 | $13.1K | 0.00% | −450−64.3% | Reduced |
| Chris Bulman Inc | 250 | $13.1K | 0.01% | +250 | New |
| Pension & Wealth Management Advisors, Inc. | 262 | $13.7K | 0.01% | +19+7.8% | Added |
| Sound Income Strategies, LLC | 264 | $13.8K | 0.00% | +264 | New |
| Newbridge Financial Services Group, Inc. | 282 | $14.8K | 0.01% | +112+65.9% | Added |
| Colonial Trust Advisors | 300 | $15.7K | 0.00% | +100+50.0% | Added |
| Baldwin Brothers Inc | 310 | $16.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 352 | $18.0K | 0.00% | +177+101.1% | Added |
| Lynx Investment Advisory | 350 | $18.4K | 0.01% | +350 | New |
| Live Oak Investment Partners | – | $19.5K | 0.02% | – | New |
| Stonehage Fleming Financial Services Holdings Ltd | 378 | $19.8K | 0.00% | +378 | New |
| Trust Co of Vermont | 409 | $21.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 500 | $26.2K | 0.01% | +500 | New |
| Sofos Investments, Inc. | 512 | $26.9K | 0.01% | +512 | New |
| Jamison Private Wealth Management, Inc. | 571 | $30.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 600 | $31.5K | 0.00% | +600 | New |
| Pathway Financial Advisers, LLC | 623 | $32.6K | 0.01% | +2+0.3% | Added |
| Tower Research Capital LLC (TRC) | 625 | $32.8K | 0.00% | +540+635.3% | Added |
| AllSquare Wealth Management LLC | 665 | $34.9K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 765 | $40.1K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 774 | $40.6K | 0.00% | +774 | New |
| Sandy Spring Bank | 809 | $42.4K | 0.00% | +146+22.0% | Added |
| Atlantic Private Wealth, LLC | 823 | $43.2K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 789 | $43.6K | 0.00% | −857−52.1% | Reduced |
| Hantz Financial Services, Inc. | 880 | $46.0K | 0.00% | +880 | New |
| Asset Dedication, LLC | 1,188 | $62.3K | 0.00% | +1,188 | New |
| Archer Investment Corp | 1,201 | $63.0K | 0.02% | −7−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,227 | $64.4K | 0.01% | +85+7.4% | Added |
| Larson Financial Group LLC | 1,274 | $66.8K | 0.00% | +1,115+701.3% | Added |
| Umb Bank N A | 1,275 | $66.9K | 0.00% | +1,275 | New |
| Hobbs Group Advisors, LLC | 1,394 | $73.1K | 0.03% | +1,394 | New |
| Beacon Capital Management, LLC | 1,394 | $73.1K | 0.01% | +1,394 | New |
| Lindbrook Capital, LLC | 1,400 | $73.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,416 | $74.0K | 0.03% | +550+63.5% | Added |
| Covestor Ltd | 1,670 | $88.0K | 0.06% | −34−2.0% | Reduced |
| ORG Partners LLC | 1,596 | $88.2K | 0.01% | +1,596 | New |
| Tortoise Investment Management, LLC | 1,806 | $94.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,960 | $102.8K | 0.03% | −500−20.3% | Reduced |
| Avondale Wealth Management | 1,995 | $104.7K | 0.07% | +1,995 | New |
| The PNC Financial Services Group, Inc. | 2,097 | $110.0K | 0.00% | +169+8.8% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $122.7K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,373 | $124.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,434 | $127.7K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,487 | $130.5K | 0.05% | +2,487 | New |
| Spartan Fund Management Inc. | 2,500 | $131.2K | 0.37% | 00.0% | Unchanged |
| Vestor Capital, LLC | 3,102 | $163.0K | 0.01% | +775+33.3% | Added |
| Integrated Wealth Concepts LLC | 3,834 | $201.1K | 0.00% | +3,834 | New |
| Simplicity Wealth,LLC | 3,853 | $202.1K | 0.00% | +519+15.6% | Added |
| Bleakley Financial Group, LLC | 3,853 | $202.1K | 0.01% | +519+15.6% | Added |
| Clare Market Investments LLC | 3,875 | $203.3K | 0.06% | +3,875 | New |
| Wealthspire Advisors, LLC | 3,920 | $205.6K | 0.00% | +3,920 | New |
| First National Corp | 3,929 | $206.1K | 0.05% | +3,929 | New |
| Clearstead Advisors, LLC | 3,988 | $209.2K | 0.00% | +3,988 | New |
| Titleist Asset Management, LLC | 3,989 | $209.3K | 0.03% | +3,989 | New |
| Strait & Sound Wealth Management LLC | 4,000 | $209.8K | 0.11% | +4,000 | New |
| Atlas Financial Advisors, Inc. | 4,013 | $210.5K | 0.35% | +224+5.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,016 | $210.7K | 0.01% | +4,016 | New |
| Centaurus Financial, Inc. | 4,139 | $217.0K | 0.01% | −73−1.7% | Reduced |
| Florida Financial Advisors, LLC | 4,139 | $217.1K | 0.13% | −1,704−29.2% | Reduced |
| United Community Bank | 4,183 | $219.4K | 0.09% | +4,183 | New |
| BKD Wealth Advisors, LLC | 4,189 | $219.8K | 0.01% | +4,189 | New |
| Exchange Capital Management, Inc. | 4,300 | $225.6K | 0.04% | +4,300 | New |
| Concurrent Investment Advisors, LLC | 4,332 | $227.3K | 0.01% | +584+15.6% | Added |
| Brinker Capital Investments, LLC | 4,344 | $227.9K | 0.00% | +4,344 | New |
| Orion Portfolio Solutions, LLC | 4,344 | $227.9K | 0.00% | +4,344 | New |
| Walleye Capital LLC | 4,370 | $229.3K | 0.00% | +4,370 | New |
| Falcon Wealth Planning | 4,435 | $232.7K | 0.03% | +4,435 | New |
| Delap Wealth Advisory, LLC | 4,470 | $234.5K | 0.11% | +4,470 | New |
| Silverlake Wealth Management LLC | 4,492 | $235.7K | 0.10% | +4,492 | New |
| Buckingham Strategic Wealth, LLC | 4,570 | $239.7K | 0.00% | −154−3.3% | Reduced |
| Timber Creek Capital Management LLC | 4,612 | $242.0K | 0.07% | +4,612 | New |
| Headlands Technologies LLC | 4,666 | $244.8K | 0.03% | +2,838+155.3% | Added |
| Coston, McIsaac & Partners | 4,677 | $245.0K | 0.08% | +1,082+30.1% | Added |
