| Strategic Wealth Partners, Ltd. | 1 | $192 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $229 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $231 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $456 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $457 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $457 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $457 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $457 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $457 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $457 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $685 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $686 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $686 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $914 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $914 | 0.00% | +3+300.0% | Added |
| Cassaday & Co Wealth Management LLC | 4 | $914 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $914 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $915 | 0.00% | +3+300.0% | Added |
| TD Private Client Wealth LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $1.14K | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.60K | 0.00% | +2+40.0% | Added |
| MCF Advisors LLC | 7 | $1.60K | 0.00% | +5+250.0% | Added |
| Private Wealth Management Group, LLC | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.06K | 0.00% | +1+12.5% | Added |
| Manchester Capital Management LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $2.29K | 0.00% | +5+100.0% | Added |
| Owl Creek Wealth Partners LLC | 10 | $2.29K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $2.51K | 0.00% | +1+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 12 | $2.74K | 0.00% | +6+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12 | $2.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $2.74K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $2.87K | 0.00% | +5+71.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16 | $3.66K | 0.00% | −387−96.0% | Reduced |
| Bell Investment Advisors, Inc | 16 | $3.66K | 0.00% | −3−15.8% | Reduced |
| Pier Capital, LLC | 17 | $3.88K | 0.00% | +6+54.5% | Added |
| ZRC Wealth Management, LLC | 18 | $4.11K | 0.00% | +3+20.0% | Added |
| Eastern Bank | 20 | $4.57K | 0.00% | −2−9.1% | Reduced |
| Triumph Capital Management | 20 | $4.57K | 0.00% | +20 | New |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $4.57K | 0.00% | +20 | New |
| Rossby Financial, LCC | 20 | $4.70K | 0.00% | +16+400.0% | Added |
| Harbour Investments, Inc. | 23 | $5.25K | 0.00% | +3+15.0% | Added |
| Sachetta, LLC | 23 | $5.26K | 0.00% | +3+15.0% | Added |
| Valued Wealth Advisors LLC | 24 | $5.48K | 0.00% | +13+118.2% | Added |
| Whittier Trust Co | 24 | $5.61K | 0.00% | −209−89.7% | Reduced |
| Caitlin John, LLC | 25 | $5.71K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 25 | $5.71K | 0.00% | +25 | New |
| Cedar Mountain Advisors, LLC | 26 | $5.94K | 0.00% | +26 | New |
| SBI Securities Co., Ltd. | 28 | $6.40K | 0.00% | −18−39.1% | Reduced |
| Kemnay Advisory Services Inc. | 30 | $6.85K | 0.00% | +30 | New |
| Bayban | 31 | $7.08K | 0.01% | −152−83.1% | Reduced |
| United Financial Planning Group LLC | 33 | $7.54K | 0.00% | +33 | New |
| Ronald Blue Trust, Inc. | 36 | $8.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $8.22K | 0.00% | +23+176.9% | Added |
| Ares Financial Consulting, LLC | 36 | $8.46K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 38 | $8.68K | 0.00% | +38 | New |
| JPL Wealth Management, LLC | 39 | $8.91K | 0.00% | +39 | New |
| Covestor Ltd | 38 | $9.00K | 0.01% | −85−69.1% | Reduced |
| Forum Finance Group S.A. | 50 | $9.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 43 | $9.82K | 0.00% | +4+10.3% | Added |
| CX Institutional | 45 | $10.0K | 0.00% | +45 | New |
| JNBA Financial Advisors | 44 | $10.1K | 0.00% | +44 | New |
| Atlantic Trust, LLC | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $11.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 48 | $11.0K | 0.00% | +9+23.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 52 | $11.9K | 0.00% | +52 | New |
| Birchwood Financial Partners, Inc. | 56 | $12.8K | 0.01% | −1−1.8% | Reduced |
| Massmutual Trust Co FSB | 61 | $13.9K | 0.00% | +2+3.4% | Added |
| Meramec Financial Planners, LLC | 61 | $15.1K | 0.01% | −12−16.4% | Reduced |
| Cornerstone Planning Group LLC | 67 | $15.2K | 0.00% | +3+4.7% | Added |
| Golden State Wealth Management, LLC | 67 | $15.3K | 0.00% | −15−18.3% | Reduced |
| Fortitude Family Office, LLC | 68 | $15.5K | 0.00% | +14+25.9% | Added |
| CVA Family Office, LLC | 68 | $15.5K | 0.00% | +68 | New |
| Quent Capital, LLC | 72 | $16.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $17.8K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 80 | $18.3K | 0.01% | +80 | New |
| International Assets Investment Management, LLC | 86 | $20.2K | 0.00% | −19−18.1% | Reduced |
| Sunrise Financial Services, LLC | 92 | $21.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 97 | $22.2K | 0.00% | +97 | New |
| Hilltop National Bank | 98 | $22.4K | 0.01% | +98 | New |
| Newbridge Financial Services Group, Inc. | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 110 | $25.1K | 0.00% | +42+61.8% | Added |
| Central Trust Co | 123 | $28.1K | 0.00% | −1−0.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 126 | $28.8K | 0.02% | +126 | New |
| Essex Investment Management Co LLC | 137 | $31.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 138 | $31.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 140 | $32.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 151 | $34.5K | 0.00% | −1−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 165 | $38.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $38.8K | 0.00% | +112+193.1% | Added |
| Wealth Preservation Advisors, LLC | 171 | $39.1K | 0.03% | +171 | New |
| Smithfield Trust Co | 173 | $40.0K | 0.00% | +113+188.3% | Added |