| Penserra Capital Management LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $226 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $395 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $452 | 0.00% | −12,969−99.9% | Reduced |
| TD Private Client Wealth LLC | 9 | $508 | 0.00% | −11−55.0% | Reduced |
| Larson Financial Group LLC | 10 | $564 | 0.00% | +10 | New |
| Farther Finance Advisors, LLC | 10 | $564 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 12 | $677 | 0.00% | 00.0% | Unchanged |
| Motco | 17 | $959 | 0.00% | +17 | New |
| Institutional & Family Asset Management, LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $1.13K | 0.00% | +20 | New |
| Tucker Asset Management LLC | 22 | $1.24K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $1.37K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 29 | $1.64K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 30 | $1.69K | 0.00% | +1+3.4% | Added |
| SRS Capital Advisors, Inc. | 31 | $1.77K | 0.00% | −43−58.1% | Reduced |
| Wolff Wiese Magana LLC | 35 | $1.98K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $2.26K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $2.82K | 0.00% | +50 | New |
| PrairieView Partners, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $3.61K | 0.00% | +4+6.7% | Added |
| Coppell Advisory Solutions LLC | 65 | $3.63K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 69 | $3.90K | 0.00% | −34−33.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 70 | $4.00K | 0.00% | +70 | New |
| FinTrust Capital Advisors, LLC | 74 | $4.16K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $4.46K | 0.00% | +60+315.8% | Added |
| PFS Partners, LLC | 80 | $4.52K | 0.00% | −30−27.3% | Reduced |
| Hexagon Capital Partners LLC | 85 | $4.80K | 0.00% | −12−12.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $5.64K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $5.64K | 0.00% | +100 | New |
| HM Payson & Co | 103 | $5.81K | 0.00% | −97−48.5% | Reduced |
| GWM Advisors LLC | 111 | $6.26K | 0.00% | −147−57.0% | Reduced |
| RFP Financial Group LLC | 121 | $6.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 125 | $7.05K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 127 | $7.17K | 0.00% | +127 | New |
| Manchester Capital Management LLC | 130 | $7.34K | 0.00% | +130 | New |
| Massmutual Trust Co FSB | 133 | $7.51K | 0.00% | +49+58.3% | Added |
| Cranbrook Wealth Management, LLC | 138 | $7.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 154 | $8.69K | 0.00% | +24+18.5% | Added |
| Valley Forge Investment Consultants Inc Adv | 155 | $8.75K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 165 | $9.31K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 173 | $9.76K | 0.00% | +173 | New |
| Ancora Advisors, LLC | 190 | $10.7K | 0.00% | −200−51.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 190 | $10.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 188 | $11.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $11.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 205 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 239 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 357 | $14.1K | 0.00% | −2−0.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 269 | $15.2K | 0.00% | +29+12.1% | Added |
| Bessemer Group Inc | 285 | $16.0K | 0.00% | +230+418.2% | Added |
| Creative Financial Designs Inc | 289 | $16.3K | 0.00% | +2+0.7% | Added |
| Anchor Investment Management, LLC | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 306 | $17.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 314 | $17.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 318 | $17.9K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 322 | $18.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 347 | $19.6K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 360 | $20.3K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 360 | $20.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 385 | $21.7K | 0.01% | +100+35.1% | Added |
| Brown Brothers Harriman & Co | 387 | $21.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 415 | $23.4K | 0.01% | +154+59.0% | Added |
| Ridgewood Investments LLC | 452 | $25.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 454 | $25.6K | 0.00% | −6−1.3% | Reduced |
| JJJ Advisors Inc. | 457 | $25.8K | 0.01% | −25−5.2% | Reduced |
| Zions Bancorporation, N.A. | 465 | $26.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 494 | $27.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $28.0K | 0.00% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 500 | $28.2K | 0.00% | +500 | New |
| Jones Financial Companies LLLP | 503 | $28.4K | 0.00% | −203−28.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 423 | $31.6K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 575 | $32.0K | 0.00% | +40+7.5% | Added |
| Headlands Technologies LLC | 589 | $33.2K | 0.01% | +589 | New |
| Kelly Financial Services LLC | 600 | $33.9K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $34.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 629 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 720 | $39.0K | 0.00% | −929−56.3% | Reduced |
| Hillsdale Investment Management Inc. | 700 | $39.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 728 | $41.1K | 0.00% | +32+4.6% | Added |
| Quadrant Capital Group LLC | 742 | $41.9K | 0.00% | −3−0.4% | Reduced |
| Leonteq Securities AG | 752 | $42.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 770 | $43.5K | 0.00% | +770 | New |
| Compass Wealth Management LLC | 800 | $45.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 830 | $46.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 832 | $47.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 847 | $48.0K | 0.01% | +647+323.5% | Added |
| EverSource Wealth Advisors, LLC | 880 | $49.7K | 0.01% | +500+131.6% | Added |
| S.A. Mason LLC | 937 | $50.2K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 942 | $53.2K | 0.00% | −156,882−99.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 976 | $55.0K | 0.00% | +9+0.9% | Added |
| Montag A & Associates Inc | 998 | $56.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,003 | $56.6K | 0.01% | −7−0.7% | Reduced |
| Parallel Advisors, LLC | 1,221 | $68.9K | 0.00% | +49+4.2% | Added |
| Washington Trust Co | 1,222 | $69.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,423 | $80.0K | 0.00% | +44+3.2% | Added |
| CKW Financial Group | 1,429 | $81.0K | 0.01% | +6+0.4% | Added |