| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $233 | 0.00% | – | – |
| Sterling Investment Advisors, Ltd. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 6 | $1.00K | 0.00% | +6 | New |
| Lenox Wealth Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Focused Wealth Management, Inc | 11 | $1.00K | 0.00% | +11 | New |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Gerber Kawasaki Wealth & Investment Management | 16 | $1.00K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 23 | $3.00K | 0.00% | −12−34.3% | Reduced |
| Perkins Coie Trust Co | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 29 | $3.00K | 0.00% | +29 | New |
| Spire Wealth Management | 27 | $3.00K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 39 | $4.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 43 | $5.00K | 0.00% | +3+7.5% | Added |
| Global Retirement Partners, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 51 | $5.95K | 0.00% | +3+6.3% | Added |
| Jones Financial Companies LLLP | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 60 | $7.00K | 0.00% | +60 | New |
| Harbour Investments, Inc. | 64 | $7.00K | 0.00% | −5,726−98.9% | Reduced |
| Stonebridge Capital Advisors LLC | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 58 | $7.00K | 0.00% | +42+262.5% | Added |
| Green Harvest Asset Management LLC | 571 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 64 | $8.00K | 0.00% | +64 | New |
| Resolute Partners Group | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 76 | $9.00K | 0.00% | +76 | New |
| TCI Wealth Advisors, Inc. | 89 | $10.0K | 0.00% | +2+2.3% | Added |
| Plante Moran Financial Advisors, LLC | 98 | $11.0K | 0.00% | −202−67.3% | Reduced |
| Massmutual Trust Co FSB | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 105 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $12.0K | 0.00% | +31+43.1% | Added |
| Benjamin Edwards Inc | 102 | $12.0K | 0.01% | +88+628.6% | Added |
| Whittier Trust Co of Nevada Inc | 100 | $12.0K | 0.00% | +95+1,900.0% | Added |
| Country Trust Bank | 107 | $12.0K | 0.00% | +107 | New |
| Tarbox Family Office, Inc. | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 120 | $14.0K | 0.00% | −182−60.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 125 | $15.0K | 0.00% | −2,303−94.9% | Reduced |
| Versant Capital Management, Inc | 132 | $15.0K | 0.01% | −2−1.5% | Reduced |
| BDO Wealth Advisors, LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 159 | $18.0K | 0.01% | +159 | New |
| Smithfield Trust Co | 170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 166 | $19.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 169 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 172 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 170 | $20.0K | 0.00% | +170 | New |
| Farmers & Merchants Investments Inc | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 210 | $24.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 198 | $24.0K | 0.02% | +1+0.5% | Added |
| Private Capital Group, LLC | 215 | $25.0K | 0.01% | −60−21.8% | Reduced |
| Vigilant Capital Management, LLC | 211 | $25.0K | 0.00% | +211 | New |
| Sage Private Wealth Group, LLC | 212 | $25.0K | 0.03% | +212 | New |
| Assetmark, Inc | 225 | $26.0K | 0.00% | +20+9.8% | Added |
| Wolff Wiese Magana LLC | 250 | $29.0K | 0.02% | −50−16.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $29.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 278 | $32.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 298 | $34.0K | 0.00% | +132+79.5% | Added |
| Proequities, Inc. | 316 | $37.0K | 0.00% | −1,335−80.9% | Reduced |
| Bell Investment Advisors, Inc | 322 | $38.0K | 0.01% | +322 | New |
| Jacobi Capital Management LLC | 342 | $40.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 354 | $41.0K | 0.01% | +26+7.9% | Added |
| Central Trust Co | 369 | $43.0K | 0.00% | −26−6.6% | Reduced |
| Institutional & Family Asset Management, LLC | 390 | $45.0K | 0.01% | −9−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 391 | $45.0K | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 400 | $47.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 442 | $52.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 451 | $53.0K | 0.01% | 00.0% | Unchanged |
| Newfound Research LLC | 509 | $59.0K | 0.10% | −334−39.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 506 | $59.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 523 | $60.0K | 0.00% | +9+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 535 | $62.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 532 | $62.0K | 0.02% | +13+2.5% | Added |
| Systematic Alpha Investments, LLC | 537 | $70.0K | 0.00% | +537 | New |
| Avion Wealth | 658 | $77.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 750 | $87.0K | 0.01% | −99−11.7% | Reduced |
| Liberty Wealth Management LLC | 755 | $90.0K | 0.03% | +447+145.1% | Added |
| Bollard Group LLC | 798 | $93.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 800 | $93.0K | 0.02% | +800 | New |
| CX Institutional | 891 | $104.0K | 0.01% | +52+6.2% | Added |
| Exchange Traded Concepts, LLC | 913 | $106.0K | 0.00% | +85+10.3% | Added |
| FourThought Financial, LLC | 962 | $112.0K | 0.01% | −352−26.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,000 | $117.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,119 | $130.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,151 | $134.0K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,243 | $145.0K | 0.00% | −820−39.7% | Reduced |
| Eagle Bay Advisors LLC | 1,251 | $145.0K | 0.08% | +441+54.4% | Added |
| Harbor Investment Advisory, LLC | 1,253 | $146.0K | 0.02% | −33−2.6% | Reduced |
| International Assets Investment Management, LLC | 22,104 | $152.0K | 0.03% | +13+0.1% | Added |
| SOA Wealth Advisors, LLC. | 1,489 | $173.0K | 0.04% | +3+0.2% | Added |
| AdvisorNet Financial, Inc | 1,489 | $174.0K | 0.01% | +69+4.9% | Added |
| Belpointe Asset Management LLC | 1,500 | $175.0K | 0.01% | −135−8.3% | Reduced |
