| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| SOA Wealth Advisors, LLC. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $142 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $155 | 0.00% | −18−81.8% | Reduced |
| Colonial Trust Advisors | 7 | $253 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $362 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $362 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $362 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $398 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $398 | 0.00% | +11 | New |
| Naples Money Management LLC | 15 | $542 | 0.00% | +15 | New |
| American National Bank | 19 | $687 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $687 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $687 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 23 | $831 | 0.00% | +23 | New |
| West Branch Capital LLC | 24 | $868 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $949 | 0.00% | +26 | New |
| Kelly Financial Services LLC | 27 | $976 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $982 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 40 | $1.00K | 0.00% | −20−33.3% | Reduced |
| Long Island Wealth Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Sachetta, LLC | 28 | $1.01K | 0.00% | +28 | New |
| Tucker Asset Management LLC | 29 | $1.05K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 32 | $1.15K | 0.00% | +1+3.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 33 | $1.19K | 0.00% | +33 | New |
| New Millennium Group LLC | 34 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.42K | 0.00% | +37+1,850.0% | Added |
| Key Financial Inc | 40 | $1.45K | 0.00% | −63−61.2% | Reduced |
| Macroview Investment Management LLC | 42 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $1.70K | 0.00% | +47 | New |
| Cranbrook Wealth Management, LLC | 48 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 51 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $1.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 55 | $1.99K | 0.00% | +55 | New |
| GW&K Investment Management, LLC | 67 | $2.00K | 0.00% | +8+13.6% | Added |
| Financial Management Professionals, Inc. | 52 | $2.00K | 0.00% | +6+13.0% | Added |
| MCF Advisors LLC | 57 | $2.06K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $2.10K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $2.13K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $2.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $2.24K | 0.00% | −3−4.6% | Reduced |
| Cornerstone Planning Group LLC | 76 | $2.74K | 0.00% | +1+1.3% | Added |
| Abound Wealth Management | 77 | $2.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $2.82K | 0.00% | −1,000−92.8% | Reduced |
| Baystate Wealth Management LLC | 78 | $2.82K | 0.00% | +1+1.3% | Added |
| PFG Private Wealth Management, LLC | 79 | $2.86K | 0.00% | −75−48.7% | Reduced |
| Pin Oak Investment Advisors Inc | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 79 | $3.00K | 0.00% | +79 | New |
| Main Street Group, LTD | 87 | $3.15K | 0.00% | +87 | New |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $3.55K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $3.62K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 104 | $3.76K | 0.00% | −9,859−99.0% | Reduced |
| AdvisorNet Financial, Inc | 105 | $3.80K | 0.00% | −550−84.0% | Reduced |
| Mascoma Wealth Management LLC | 109 | $3.94K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 118 | $4.26K | 0.00% | +2+1.7% | Added |
| SRS Capital Advisors, Inc. | 121 | $4.38K | 0.00% | −28−18.8% | Reduced |
| Clean Yield Group | 125 | $4.52K | 0.00% | +125 | New |
| Oakworth Capital, Inc. | 132 | $4.77K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 133 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $4.84K | 0.00% | −8−5.6% | Reduced |
| Planning Capital Management Corp | 135 | $4.89K | 0.00% | +135 | New |
| Nemes Rush Group LLC | 144 | $5.21K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $5.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 166 | $6.00K | 0.00% | −4−2.4% | Reduced |
| Coppell Advisory Solutions LLC | 167 | $6.04K | 0.00% | +165+8,250.0% | Added |
| Larson Financial Group LLC | 170 | $6.15K | 0.00% | −4−2.3% | Reduced |
| M&R Capital Management Inc | 172 | $6.20K | 0.00% | +136+377.8% | Added |
| National Pension Service | 172 | $6.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $6.43K | 0.00% | −3−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 190 | $6.87K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 191 | $6.90K | 0.00% | +3+1.6% | Added |
| Spire Wealth Management | 190 | $6.98K | 0.00% | +85+81.0% | Added |
| Centerpoint Advisors, LLC | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 199 | $7.19K | 0.00% | +140+237.3% | Added |
| Park Circle Co | 200 | $7.23K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.23K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 203 | $7.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 208 | $7.52K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 208 | $7.52K | 0.01% | +208 | New |
| Scarborough Advisors, LLC | 211 | $7.63K | 0.00% | +211 | New |
| Raleigh Capital Management Inc. | 212 | $7.67K | 0.00% | +177+505.7% | Added |
| Pacific Center for Financial Services | 220 | $7.95K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 220 | $7.95K | 0.00% | +220 | New |
| Fortitude Family Office, LLC | 224 | $8.10K | 0.01% | +224 | New |
| Quent Capital, LLC | 233 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 240 | $8.68K | 0.00% | −250−51.0% | Reduced |
| Financial Perspectives, Inc | 250 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 250 | $9.04K | 0.01% | +250 | New |
| Farmers & Merchants Investments Inc | 252 | $9.11K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 255 | $9.22K | 0.01% | −4,327−94.4% | Reduced |
| Sound Income Strategies, LLC | 263 | $9.49K | 0.00% | +98+59.4% | Added |
| Syntax Research, Inc. | 275 | $9.94K | 0.01% | +275 | New |
| 1832 Asset Management L.P. | 299 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 300 | $10.8K | 0.00% | 00.0% | Unchanged |