| Carroll Financial Associates, Inc. | 4 | $0 | 0.00% | −17−81.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Institutional & Family Asset Management, LLC | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Total Clarity Wealth Management, Inc. | 15 | $2.00K | 0.00% | −100−87.0% | Reduced |
| Brown Brothers Harriman & Co | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 16 | $2.00K | 0.00% | −2−11.1% | Reduced |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Allworth Financial LP | 28 | $3.00K | 0.00% | −97−77.6% | Reduced |
| State of Wyoming | 32 | $3.00K | 0.00% | −3−8.6% | Reduced |
| Lenox Wealth Advisors, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Newbridge Financial Services Group, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $4.00K | 0.00% | +36 | New |
| Steward Partners Investment Advisory, LLC | 50 | $5.00K | 0.00% | −10−16.7% | Reduced |
| Covington Capital Management | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Ahrens Investment Partners LLC | 42 | $5.00K | 0.00% | +42 | New |
| Plante Moran Financial Advisors, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Neo Ivy Capital Management | 58 | $6.00K | 0.01% | +58 | New |
| Snowden Capital Advisors LLC | 70 | $7.00K | 0.00% | −4,523−98.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $7.00K | 0.00% | +7+11.7% | Added |
| Cornerstone Advisory, LLC | 62 | $7.00K | 0.00% | +62 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 61 | $7.00K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 76 | $8.00K | 0.00% | −5−6.2% | Reduced |
| Howe & Rusling Inc | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $9.00K | 0.00% | +15+23.4% | Added |
| Delos Wealth Advisors, LLC | 86 | $9.00K | 0.01% | +86 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $10.0K | 0.00% | −5−5.3% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 112 | $12.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $13.0K | 0.00% | +124 | New |
| FourThought Financial, LLC | 131 | $14.0K | 0.00% | −171−56.6% | Reduced |
| MCF Advisors LLC | 127 | $14.0K | 0.30% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 131 | $14.0K | 0.00% | +131 | New |
| Jones Financial Companies LLLP | 143 | $15.0K | 0.00% | +96+204.3% | Added |
| Pinnacle Bancorp, Inc. | 161 | $17.0K | 0.01% | +19+13.4% | Added |
| JFS Wealth Advisors, LLC | 191 | $21.0K | 0.00% | −360−65.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 202 | $22.0K | 0.02% | +202 | New |
| Vigilant Capital Management, LLC | 218 | $23.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 213 | $23.0K | 0.00% | +173+432.5% | Added |
| Prestige Wealth Management Group LLC | 217 | $24.0K | 0.01% | −63−22.5% | Reduced |
| TCI Wealth Advisors, Inc. | 232 | $25.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 229 | $25.0K | 0.00% | +229 | New |
| West Paces Advisors Inc. | 236 | $25.4K | 0.01% | +23+10.8% | Added |
| JJJ Advisors Inc. | 240 | $26.0K | 0.01% | +8+3.4% | Added |
| Parallel Advisors, LLC | 246 | $27.0K | 0.00% | −83−25.2% | Reduced |
| GeoWealth Management, LLC | 262 | $28.0K | 0.00% | +3+1.2% | Added |
| Ellevest, Inc. | 290 | $31.0K | 0.00% | +161+124.8% | Added |
| North Star Investment Management Corp. | 300 | $32.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 318 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 320 | $34.0K | 0.01% | +47+17.2% | Added |
| Umb Bank N A | 313 | $34.0K | 0.00% | +313 | New |
| Rockefeller Capital Management L.P. | 344 | $36.0K | 0.00% | +63+22.4% | Added |
| Covestor Ltd | 340 | $37.0K | 0.05% | +340 | New |
| Citizens National Bank Trust Department | 348 | $38.0K | 0.01% | +348 | New |
| JNBA Financial Advisors | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 405 | $44.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 419 | $45.0K | 0.00% | +419 | New |
| Lloyd Advisory Services, LLC. | 466 | $50.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 460 | $50.0K | 0.01% | +460 | New |
| Edmond de Rothschild Holding S.A. | 470 | $51.0K | 0.00% | −1,360−74.3% | Reduced |
| Parkside Financial Bank & Trust | 484 | $52.0K | 0.01% | −58−10.7% | Reduced |
| AllSquare Wealth Management LLC | 495 | $53.0K | 0.03% | −90−15.4% | Reduced |
| Harbour Investments, Inc. | 510 | $55.0K | 0.00% | −261−33.9% | Reduced |
| Quadrant Capital Group LLC | 515 | $55.0K | 0.01% | +118+29.7% | Added |
| TD Waterhouse Canada Inc. | 525 | $55.8K | 0.00% | +525 | New |
| Washington Trust Advisors, Inc. | 574 | $62.0K | 0.00% | +574 | New |
| CoreCap Advisors, LLC | 586 | $63.0K | 0.00% | +586 | New |
| EverSource Wealth Advisors, LLC | 605 | $65.0K | 0.02% | +605 | New |
| Nkcfo LLC | 640 | $69.0K | 0.02% | +640 | New |
| Valley National Advisers Inc | 661 | $71.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 700 | $75.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 750 | $81.0K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 786 | $85.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 800 | $86.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 941 | $88.0K | 0.04% | +42+4.7% | Added |
| Whittier Trust Co | 948 | $102.0K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,074 | $115.0K | 0.05% | +1,074 | New |
| IFP Advisors, Inc | 1,073 | $116.0K | 0.00% | +10+0.9% | Added |
| Huntington National Bank | 1,086 | $117.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,131 | $122.0K | 0.06% | +1,131 | New |
| Key Financial Inc | 1,195 | $129.0K | 0.06% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,235 | $133.0K | 1.18% | +1,235 | New |
| Federation des caisses Desjardins du Quebec | 1,239 | $133.5K | 0.00% | +50+4.2% | Added |
| First Horizon Advisors, Inc. | 1,301 | $140.0K | 0.00% | −82−5.9% | Reduced |
