| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $334 | 0.00% | – | – |
| McDonald Partners LLC | 2 | $669 | 0.00% | −5,207−100.0% | Reduced |
| Absolute Capital Management, LLC | 2 | $669 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −3,916−99.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Lenox Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Tyler-Stone Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Geneos Wealth Management Inc. | 8 | $2.00K | 0.00% | −350−97.8% | Reduced |
| Toth Financial Advisory Corp | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $3.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 10 | $3.34K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $3.68K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $4.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $6.00K | 0.00% | −17−50.0% | Reduced |
| Gradient Investments LLC | 18 | $6.00K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 17 | $6.00K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $7.00K | 0.00% | +23 | New |
| Delos Wealth Advisors, LLC | 22 | $7.00K | 0.01% | +22 | New |
| Confluence Wealth Services, Inc. | 22 | $7.00K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 23 | $8.00K | 0.00% | +3+15.0% | Added |
| Sierra Capital LLC | 25 | $8.00K | 0.00% | +25 | New |
| Widmann Financial Services, Inc. | 26 | $8.00K | 0.01% | +26 | New |
| Sutton Wealth Advisors Inc. | 27 | $9.03K | 0.00% | +1+3.8% | Added |
| Jones Financial Companies LLLP | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 32 | $11.0K | 0.01% | +3+10.3% | Added |
| MV Capital Management, Inc. | 32 | $11.0K | 0.00% | +7+28.0% | Added |
| Lindbrook Capital, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 37 | $12.0K | 0.00% | +37 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 39 | $12.0K | 0.04% | +39 | New |
| Smithfield Trust Co | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 38 | $13.0K | 0.00% | +38 | New |
| Concord Wealth Partners | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 43 | $14.0K | 0.01% | +43 | New |
| Farmers & Merchants Investments Inc | 45 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 53 | $17.0K | 0.00% | −41−43.6% | Reduced |
| Earnest Partners LLC | 52 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 50 | $17.0K | 0.00% | +7+16.3% | Added |
| JNBA Financial Advisors | 52 | $17.0K | 0.00% | +52 | New |
| Mechanics Financial Corp | 50 | $17.0K | 0.01% | +50 | New |
| West Branch Capital LLC | 64 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 65 | $22.0K | 0.00% | −20−23.5% | Reduced |
| Robbins Farley LLC | 65 | $22.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $22.0K | 0.00% | +66 | New |
| Stuart Chaussee & Associates, Inc. | 72 | $24.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 76 | $25.0K | 0.00% | −56−42.4% | Reduced |
| Ogorek Anthony Joseph | 77 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 78 | $26.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 78 | $26.0K | 0.00% | +1+1.3% | Added |
| TCI Wealth Advisors, Inc. | 78 | $26.0K | 0.00% | +6+8.3% | Added |
| BIT Capital GmbH | 79 | $26.4K | 0.00% | +79 | New |
| MBM Wealth Consultants, LLC | 81 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 83 | $28.0K | 0.01% | +83 | New |
| Ossiam | 91 | $30.0K | 0.00% | −1,925−95.5% | Reduced |
| Pacifica Partners Inc. | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 91 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 91 | $30.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 89 | $30.0K | 0.00% | +27+43.5% | Added |
| Aquatic Capital Management LLC | 100 | $33.0K | 0.06% | +100 | New |
| Front Row Advisors LLC | 102 | $34.0K | 0.01% | −5−4.7% | Reduced |
| Washington Trust Co | 107 | $36.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 111 | $37.0K | 0.01% | +111 | New |
| Kistler-Tiffany Companies, LLC | 113 | $38.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 115 | $38.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 119 | $40.0K | 0.06% | +119 | New |
| Atticus Wealth Management, LLC | 125 | $42.0K | 0.02% | −276−68.8% | Reduced |
| Bell Investment Advisors, Inc | 138 | $46.0K | 0.01% | +18+15.0% | Added |
| First Quadrant L P | 142 | $47.0K | 0.01% | −128−47.4% | Reduced |
| BerganKDV Wealth Management, LLC | 141 | $47.0K | 0.00% | +25+21.6% | Added |
| CVA Family Office, LLC | 140 | $47.0K | 0.01% | +140 | New |
| Covington Capital Management | 145 | $48.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 144 | $48.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 155 | $52.0K | 0.00% | −3,273−95.5% | Reduced |
| Webster Bank, N. A. | 156 | $52.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 160 | $53.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 159 | $53.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 183 | $61.0K | 0.00% | −123−40.2% | Reduced |
| Zullo Investment Group, Inc. | 183 | $61.0K | 0.03% | +183 | New |
| Washington Trust Advisors, Inc. | 192 | $64.0K | 0.00% | +192 | New |
| Caldwell Trust Co | 200 | $66.9K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 200 | $67.0K | 0.01% | −11−5.2% | Reduced |
| Parkside Financial Bank & Trust | 202 | $68.0K | 0.02% | +4+2.0% | Added |
| Column Capital Advisors, LLC | 220 | $74.0K | 0.01% | −98−30.8% | Reduced |
| IFP Advisors, Inc | 219 | $74.0K | 0.00% | −27−11.0% | Reduced |
| American Portfolios Advisors | 241 | $80.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 250 | $84.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 261 | $87.3K | 0.00% | +8+3.2% | Added |
| Proequities, Inc. | 270 | $90.0K | 0.01% | −20−6.9% | Reduced |