| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $265 | 0.00% | – | – |
| Covington Capital Management | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $1.00K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $1.00K | 0.00% | +7 | New |
| Column Capital Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Rather & Kittrell, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Surevest, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| HWG Holdings LP | 10 | $1.00K | 0.00% | +10 | New |
| Bedel Financial Consulting, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | +14 | New |
| Trust Co of Vermont | 17 | $2.00K | 0.00% | +17 | New |
| JNBA Financial Advisors | 16 | $2.00K | 0.00% | +16 | New |
| First Bank & Trust | 12 | $2.00K | 0.00% | +12 | New |
| Key Financial Inc | 14 | $2.00K | 0.00% | +14 | New |
| Morton Brown Family Wealth, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 26 | $3.00K | 0.00% | +20+333.3% | Added |
| Focused Wealth Management, Inc | 26 | $3.00K | 0.00% | +15+136.4% | Added |
| Lazard Asset Management LLC | 24 | $3.00K | 0.00% | +24 | New |
| Core Alternative Capital | 19 | $3.00K | 0.00% | +19 | New |
| Addison Advisors LLC | 21 | $3.00K | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 25 | $3.00K | 0.00% | +25 | New |
| Edge Wealth Management LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $4.00K | 0.00% | +30 | New |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 39 | $5.18K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $7.00K | 0.00% | +56 | New |
| Sutton Wealth Advisors Inc. | 54 | $7.18K | 0.00% | +3+5.9% | Added |
| Stonebridge Capital Advisors LLC | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 58 | $8.00K | 0.00% | +58 | New |
| Sound Income Strategies, LLC | 71 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 71 | $9.00K | 0.00% | +71 | New |
| Standard Family Office LLC | 65 | $9.00K | 0.08% | +65 | New |
| Harbour Investments, Inc. | 79 | $11.0K | 0.00% | +15+23.4% | Added |
| BerganKDV Wealth Management, LLC | 90 | $12.0K | 0.00% | +32+55.2% | Added |
| Signet Financial Management, LLC | 88 | $12.0K | 0.00% | +88 | New |
| Amplius Wealth Advisors, LLC | 98 | $13.0K | 0.00% | +98 | New |
| Zullo Investment Group, Inc. | 96 | $13.0K | 0.01% | +96 | New |
| Country Trust Bank | 107 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 105 | $14.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $14.0K | 0.00% | +9+9.5% | Added |
| Jones Financial Companies LLLP | 107 | $14.0K | 0.00% | +54+101.9% | Added |
| Tarbox Family Office, Inc. | 111 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 123 | $16.0K | 0.00% | −46−27.2% | Reduced |
| Versant Capital Management, Inc | 132 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 132 | $18.0K | 0.00% | +43+48.3% | Added |
| Carmichael Hill & Associates, Inc. | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 154 | $20.0K | 0.00% | +51+49.5% | Added |
| Bellwether Advisors, LLC | 159 | $21.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 166 | $22.0K | 0.00% | +26+18.6% | Added |
| Earnest Partners LLC | 172 | $23.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 189 | $25.0K | 0.00% | −36−16.0% | Reduced |
| Albion Financial Group | 191 | $25.0K | 0.00% | +25+15.1% | Added |
| Benjamin Edwards Inc | 185 | $25.0K | 0.01% | +83+81.4% | Added |
| Fieldpoint Private Securities, LLC | 195 | $26.0K | 0.01% | +75+62.5% | Added |
| Retirement Planning Co of New England, Inc. | 200 | $26.0K | 0.01% | +200 | New |
| Snowden Capital Advisors LLC | 209 | $27.0K | 0.00% | −1,706−89.1% | Reduced |
| Vigilant Capital Management, LLC | 211 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 212 | $28.0K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 210 | $28.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $28.0K | 0.00% | +10+5.0% | Added |
| Wolff Wiese Magana LLC | 221 | $29.0K | 0.02% | −29−11.6% | Reduced |
| Private Capital Group, LLC | 215 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 265 | $35.0K | 0.01% | +265 | New |
| First Horizon Advisors, Inc. | 292 | $38.0K | 0.00% | −6−2.0% | Reduced |
| Avion Wealth | 310 | $41.0K | 0.01% | −348−52.9% | Reduced |
| Proequities, Inc. | 306 | $41.0K | 0.00% | −10−3.2% | Reduced |
| Allworth Financial LP | 305 | $41.0K | 0.00% | +135+79.4% | Added |
| Whittier Trust Co of Nevada Inc | 308 | $41.0K | 0.00% | +208+208.0% | Added |
| Central Trust Co | 369 | $49.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 370 | $49.0K | 0.01% | +370 | New |
| Institutional & Family Asset Management, LLC | 390 | $52.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 401 | $53.0K | 0.01% | +47+13.3% | Added |
| Bell Investment Advisors, Inc | 414 | $55.0K | 0.02% | +92+28.6% | Added |
| Pinnacle Bancorp, Inc. | 442 | $59.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 451 | $60.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 502 | $67.0K | 0.00% | −21−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 506 | $67.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 519 | $69.0K | 0.00% | +492+1,822.2% | Added |
| Advisors Asset Management, Inc. | 533 | $70.8K | 0.00% | −710−57.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 535 | $71.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 606 | $81.0K | 0.02% | +74+13.9% | Added |
| KRS Capital Management, LLC | 625 | $83.0K | 0.07% | +625 | New |
| Dark Forest Capital Management LP | 639 | $85.0K | 0.03% | +639 | New |
| Eagle Bay Advisors LLC | 650 | $86.0K | 0.06% | −601−48.0% | Reduced |