| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Snowden Capital Advisors LLC | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | – | – |
| Kelly Financial Services LLC | 5 | $445 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 6 | $1.00K | 0.00% | −35−85.4% | Reduced |
| FinTrust Capital Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $1.00K | 0.00% | −2−12.5% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | −14−70.0% | Reduced |
| ClariVest Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 10 | $1.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 14 | $1.00K | 0.00% | +14 | New |
| Amplius Wealth Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Edge Wealth Management LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $2.00K | 0.00% | −3−13.0% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Tradewinds Capital Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Widmann Financial Services, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| West Paces Advisors Inc. | 27 | $2.40K | 0.00% | +27 | New |
| Stephens Consulting, LLC | 32 | $2.85K | 0.00% | +32 | New |
| Howe & Rusling Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 65 | $5.00K | 0.00% | −39−37.5% | Reduced |
| C M Bidwell & Associates Ltd | 51 | $5.00K | 0.00% | −7−12.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 66 | $5.00K | 0.00% | +66 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 53 | $5.00K | 0.00% | +53 | New |
| TD Waterhouse Canada Inc. | 64 | $5.88K | 0.00% | +64 | New |
| Smithfield Trust Co | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $6.00K | 0.00% | +3+4.3% | Added |
| Harbor Investment Advisory, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $7.00K | 0.00% | −1−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 75 | $7.00K | 0.00% | +75 | New |
| Private Capital Group, LLC | 86 | $8.00K | 0.00% | −29−25.2% | Reduced |
| Global Financial Private Client, LLC | 99 | $8.80K | 0.00% | −30−23.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 101 | $9.00K | 0.00% | +101 | New |
| MUFG Americas Holdings Corp | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 98 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 135 | $12.0K | 0.00% | +75+125.0% | Added |
| Hudock, Inc. | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 148 | $13.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 155 | $14.0K | 0.01% | −1,250−89.0% | Reduced |
| Bogart Wealth, LLC | 156 | $14.0K | 0.00% | +156 | New |
| CVA Family Office, LLC | 160 | $14.0K | 0.00% | +160 | New |
| Gemmer Asset Management LLC | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 179 | $16.0K | 0.00% | −12−6.3% | Reduced |
| Tarbox Family Office, Inc. | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 185 | $16.0K | 0.00% | +185 | New |
| Sargent Bickham Lagudis LLC | 193 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 189 | $17.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 192 | $17.1K | 0.00% | −193−50.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 200 | $17.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 200 | $18.0K | 0.01% | +100+100.0% | Added |
| Signet Financial Management, LLC | 200 | $18.0K | 0.00% | +200 | New |
| HHM Wealth Advisors, LLC | 210 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 221 | $20.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 250 | $22.0K | 0.02% | +100+66.7% | Added |
| Fieldpoint Private Securities, LLC | 280 | $25.0K | 0.00% | +25+9.8% | Added |
| City Holding Co | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 285 | $25.0K | 0.00% | +40+16.3% | Added |
| First Horizon Advisors, Inc. | 302 | $26.0K | 0.00% | +10+3.4% | Added |
| Counterpoint Mutual Funds LLC | 290 | $26.0K | 0.02% | +290 | New |
| Column Capital Advisors, LLC | 303 | $27.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 320 | $28.0K | 0.00% | +320 | New |
| Glassman Wealth Services | 326 | $29.0K | 0.01% | +91+38.7% | Added |
| CWM, LLC | 336 | $30.0K | 0.00% | +336 | New |
| Brewin Dolphin Ltd | 349 | $31.0K | 0.00% | −25−6.7% | Reduced |
| Resources Management Corp | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 351 | $31.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 386 | $34.0K | 0.01% | +37+10.6% | Added |
| Valley National Advisers Inc | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 410 | $36.0K | 0.00% | +94+29.7% | Added |
| CoreCap Advisors, LLC | 400 | $36.0K | 0.00% | +400 | New |
| Quent Capital, LLC | 413 | $37.0K | 0.01% | +413 | New |
| EverSource Wealth Advisors, LLC | 435 | $38.0K | 0.01% | +435 | New |
| Solstein Capital, LLC | 451 | $40.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 463 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 476 | $42.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 481 | $42.0K | 0.01% | +481 | New |