| JJJ Advisors Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $198 | 0.00% | – | New |
| Global Financial Private Client, LLC | 7 | $712 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 15 | $1.00K | 0.00% | −5−25.0% | Reduced |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $1.00K | 0.00% | +11+137.5% | Added |
| Bartlett & Co. Wealth Management LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $2.00K | 0.00% | −100−80.0% | Reduced |
| Creative Financial Designs Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $2.00K | 0.00% | +2+9.5% | Added |
| Carolinas Wealth Consulting LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Trustcore Financial Services, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Strategic Blueprint, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 23 | $2.29K | 0.00% | −115−83.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $3.00K | 0.00% | +30 | New |
| San Francisco Sentry Investment Group (Ca) | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 44 | $4.00K | 0.00% | +44 | New |
| West Paces Advisors Inc. | 47 | $4.67K | 0.00% | +47 | New |
| Global Retirement Partners, LLC | 54 | $5.00K | 0.00% | −100−64.9% | Reduced |
| Brown Brothers Harriman & Co | 46 | $5.00K | 0.00% | −16−25.8% | Reduced |
| Selective Wealth Management, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $5.46K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $7.00K | 0.00% | +50+200.0% | Added |
| CWM, LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 81 | $8.00K | 0.00% | +80+8,000.0% | Added |
| Washington Trust Co | 81 | $8.00K | 0.00% | +51+170.0% | Added |
| Financial Perspectives, Inc | 90 | $8.94K | 0.00% | −9,021−99.0% | Reduced |
| Loomis Sayles & Co L P | 93 | $9.00K | 0.00% | −21−18.4% | Reduced |
| Gemmer Asset Management LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 100 | $10.0K | 0.01% | −100−50.0% | Reduced |
| Solstein Capital, LLC | 102 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Front Row Advisors LLC | 103 | $11.0K | 0.00% | −32−23.7% | Reduced |
| Twin Lakes Capital Management, LLC | 108 | $11.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 111 | $11.0K | 0.00% | +111 | New |
| First Horizon Corp | 129 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 131 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 152 | $15.0K | 0.00% | +16+11.8% | Added |
| MV Capital Management, Inc. | 155 | $15.0K | 0.00% | +148+2,114.3% | Added |
| Lindbrook Capital, LLC | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 160 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 158 | $16.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 160 | $16.0K | 0.00% | +40+33.3% | Added |
| Enterprise Financial Services Corp | 172 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 183 | $18.0K | 0.00% | −889−82.9% | Reduced |
| BDO Wealth Advisors, LLC | 193 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 192 | $19.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 187 | $19.0K | 0.00% | +187 | New |
| Gradient Investments LLC | 200 | $20.0K | 0.00% | −243−54.9% | Reduced |
| KB Financial Partners, LLC | 203 | $20.0K | 0.01% | −72−26.2% | Reduced |
| Tarbox Family Office, Inc. | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 202 | $20.0K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 200 | $20.0K | 0.02% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 206 | $20.5K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 215 | $21.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 208 | $21.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 217 | $22.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 230 | $23.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 241 | $24.0K | 0.00% | +241 | New |
| Sandy Spring Bank | 251 | $25.0K | 0.00% | +251 | New |
| Arkadios Wealth Advisors | 268 | $26.0K | 0.00% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 260 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 271 | $27.0K | 0.01% | −559−67.3% | Reduced |
| Smithfield Trust Co | 275 | $27.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 302 | $30.0K | 0.00% | +1+0.3% | Added |
| Better Money Decisions, LLC | 298 | $30.0K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 315 | $31.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 315 | $31.0K | 0.00% | +315 | New |
| NuWave Investment Management, LLC | 312 | $31.0K | 0.03% | +312 | New |
| Jacobi Capital Management LLC | 318 | $32.0K | 0.00% | +74+30.3% | Added |
| Covington Capital Management | 350 | $35.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 358 | $36.0K | 0.00% | −36−9.1% | Reduced |
| Ellis Investment Partners, LLC | 363 | $36.0K | 0.01% | +1+0.3% | Added |
| Parkside Financial Bank & Trust | 377 | $37.0K | 0.01% | +23+6.5% | Added |
| Ellevest, Inc. | 382 | $38.0K | 0.00% | −133−25.8% | Reduced |
| Pin Oak Investment Advisors Inc | 391 | $39.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 400 | $40.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $40.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 400 | $40.0K | 0.02% | +400 | New |
| Evermay Wealth Management LLC | 415 | $41.0K | 0.01% | +415 | New |
| MUFG Americas Holdings Corp | 431 | $43.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 445 | $44.0K | 0.01% | +110+32.8% | Added |