| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −307−98.7% | Reduced |
| Montag A & Associates Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $119 | 0.00% | – | – |
| HM Payson & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 14 | $2.00K | 0.00% | −14−50.0% | Reduced |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Albion Financial Group | 20 | $2.00K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 15 | $2.00K | 0.00% | +15 | New |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Addison Advisors LLC | 13 | $2.00K | 0.00% | +13 | New |
| Schubert & Co | 13 | $2.00K | 0.00% | +13 | New |
| Western Pacific Wealth Management, LP | 21 | $2.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 21 | $2.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 21 | $2.51K | 0.00% | +21 | New |
| NVWM, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $3.00K | 0.00% | +1+4.3% | Added |
| Bellwether Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 21 | $3.00K | 0.00% | +21 | New |
| Amplius Wealth Advisors, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Washington Trust Co | 32 | $4.00K | 0.00% | −1−3.0% | Reduced |
| Endurance Wealth Management, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $4.00K | 0.00% | −2−5.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 30 | $4.00K | 0.00% | +11+57.9% | Added |
| Plante Moran Financial Advisors, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Sutton Wealth Advisors Inc. | 34 | $4.07K | 0.00% | +32+1,600.0% | Added |
| Tarbox Family Office, Inc. | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 42 | $5.00K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 50 | $6.00K | 0.00% | −80−61.5% | Reduced |
| South State Corp. | 46 | $6.00K | 0.00% | +46 | New |
| West Bancorporation Inc | 49 | $6.00K | 0.00% | +49 | New |
| Pittenger & Anderson Inc | 61 | $7.00K | 0.00% | +9+17.3% | Added |
| Covington Capital Management | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59 | $7.00K | 0.00% | +6+11.3% | Added |
| Laurel Wealth Advisors LLC | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 63 | $8.00K | 0.00% | −150−70.4% | Reduced |
| Orion Capital Management LLC | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 74 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 77 | $9.00K | 0.00% | +33+75.0% | Added |
| Earnest Partners LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $10.0K | 0.00% | +9+11.8% | Added |
| Larson Financial Group LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $10.0K | 0.00% | +43+110.3% | Added |
| Tortoise Investment Management, LLC | 90 | $11.0K | 0.00% | −550−85.9% | Reduced |
| Westside Investment Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 90 | $11.0K | 0.00% | +90 | New |
| TD Ameritrade Investment Management, LLC | 96 | $11.0K | 0.00% | +96 | New |
| Resolute Partners Group | 100 | $12.0K | 0.00% | −54−35.1% | Reduced |
| Tradition Wealth Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 99 | $12.0K | 0.00% | +48+94.1% | Added |
| Resources Management Corp | 97 | $12.0K | 0.00% | +56+136.6% | Added |
| Motley Fool Asset Management LLC | 104 | $12.0K | 0.00% | +104 | New |
| Covestor Ltd | 97 | $12.0K | 0.02% | +97 | New |
| Ellevest, Inc. | 111 | $13.0K | 0.00% | +111 | New |
| Dark Forest Capital Management LP | 115 | $14.0K | 0.01% | −409−78.1% | Reduced |
| Smithfield Trust Co | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 113 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 120 | $14.4K | 0.00% | +67+126.4% | Added |
| NEXT Financial Group, Inc | 127 | $15.0K | 0.00% | +4+3.3% | Added |
| Creative Financial Designs Inc | 135 | $16.0K | 0.00% | −639−82.6% | Reduced |
| Sandy Spring Bank | 142 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $17.0K | 0.00% | +140 | New |
| TD Private Client Wealth LLC | 146 | $17.5K | 0.00% | −8−5.2% | Reduced |
| Fieldpoint Private Securities, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $18.0K | 0.00% | +3+2.1% | Added |
| FourThought Financial, LLC | 147 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 154 | $18.0K | 0.00% | +154 | New |
| Cowen and Company, LLC | 163 | $20.0K | 0.00% | −16,771−99.0% | Reduced |
| Parkside Financial Bank & Trust | 164 | $20.0K | 0.00% | −211−56.3% | Reduced |
| Jones Financial Companies LLLP | 168 | $20.0K | 0.00% | +60+55.6% | Added |
| Crewe Advisors LLC | 175 | $21.0K | 0.00% | +75+75.0% | Added |
| Carroll Financial Associates, Inc. | 184 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 180 | $22.0K | 0.01% | +180 | New |
| Lindbrook Capital, LLC | 194 | $23.0K | 0.00% | +104+115.6% | Added |
| Rise Advisors, LLC | 194 | $23.2K | 0.02% | +194 | New |
| Ancora Advisors, LLC | 200 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 202 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 200 | $24.0K | 0.00% | +200 | New |
| Fortitude Advisory Group L.L.C. | 199 | $24.0K | 0.01% | +199 | New |
| Massmutual Trust Co FSB | 211 | $25.0K | 0.00% | +146+224.6% | Added |
| Cambridge Trust Co | 220 | $26.0K | 0.00% | +220 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 223 | $27.0K | 0.01% | +223 | New |
| RGT Wealth Advisors, LLC | 235 | $28.0K | 0.00% | +235 | New |
| TCI Wealth Advisors, Inc. | 269 | $32.0K | 0.00% | +68+33.8% | Added |
| CVA Family Office, LLC | 266 | $32.0K | 0.01% | +266 | New |