| ZRC Wealth Management, LLC | 0 | $25 | 0.00% | 0 | New |
| Lee Financial Co | 1 | $84 | 0.00% | −2−66.7% | Reduced |
| Pittenger & Anderson Inc | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 437 | $298 | 0.01% | +354+426.5% | Added |
| SOA Wealth Advisors, LLC. | 4 | $333 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $333 | 0.00% | – | – |
| Leonteq Securities AG | 5 | $416 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $500 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 6 | $530 | 0.00% | +6 | New |
| PSI Advisors, LLC | 8 | $666 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 9 | $749 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 9 | $771 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $999 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $999 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14 | $1.00K | 0.00% | −35,971−100.0% | Reduced |
| Lazard Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| SkyView Investment Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Investors Research Corp | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $1.33K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 20 | $1.66K | 0.00% | −15−42.9% | Reduced |
| Hallmark Capital Management Inc | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 24 | $1.95K | 0.00% | +24 | New |
| Loomis Sayles & Co L P | 24 | $2.00K | 0.00% | −415−94.5% | Reduced |
| TSFG, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $2.16K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $2.25K | 0.00% | −14−34.1% | Reduced |
| American National Bank | 30 | $2.50K | 0.00% | +20+200.0% | Added |
| Institutional & Family Asset Management, LLC | 30 | $2.50K | 0.00% | +30 | New |
| Oakworth Capital, Inc. | 32 | $2.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $2.66K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 34 | $2.84K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 33 | $2.87K | 0.00% | +1+3.1% | Added |
| Strengthening Families & Communities, LLC | 32 | $3.00K | 0.00% | +1+3.2% | Added |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $4.00K | 0.00% | +45 | New |
| Aspire Private Capital, LLC | 52 | $4.33K | 0.00% | −7−11.9% | Reduced |
| Abound Wealth Management | 53 | $4.41K | 0.00% | +25+89.3% | Added |
| Missouri Trust & Investment Co | 54 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 55 | $4.58K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.99K | 0.00% | +60 | New |
| Blue Bell Private Wealth Management, LLC | 62 | $5.16K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 66 | $5.49K | 0.00% | +66 | New |
| Creative Financial Designs Inc | 71 | $5.87K | 0.00% | +1+1.4% | Added |
| Delta Asset Management LLC | 75 | $6.24K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 79 | $6.65K | 0.00% | +6+8.2% | Added |
| FinTrust Capital Advisors, LLC | 90 | $7.46K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 90 | $7.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $7.74K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 93 | $7.91K | 0.00% | +90+3,000.0% | Added |
| TCI Wealth Advisors, Inc. | 96 | $7.99K | 0.00% | −18−15.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 100 | $8.32K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $8.32K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 103 | $8.60K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $8.65K | 0.00% | −255−71.0% | Reduced |
| Earnest Partners LLC | 112 | $9.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 112 | $9.32K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 114 | $9.48K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $9.57K | 0.01% | +115 | New |
| Colonial Trust Co | 119 | $9.64K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $10.2K | 0.00% | −28−18.5% | Reduced |
| JFS Wealth Advisors, LLC | 141 | $11.7K | 0.00% | +13+10.2% | Added |
| Paladin Advisory Group, LLC | 150 | $12.5K | 0.01% | +150 | New |
| Silicon Valley Capital Partners | 155 | $12.9K | 0.00% | +155 | New |
| Prestige Wealth Management Group LLC | 156 | $13.0K | 0.00% | +12+8.3% | Added |
| Pinnacle Financial Partners Inc | 160 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 164 | $13.6K | 0.01% | +164 | New |
| Sutton Wealth Advisors Inc. | 170 | $14.1K | 0.01% | −65−27.7% | Reduced |
| Riverview Trust Co | 188 | $15.6K | 0.01% | +188 | New |
| GHP Investment Advisors, Inc. | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 200 | $16.6K | 0.01% | +200 | New |
| Pathway Financial Advisers, LLC | 202 | $16.8K | 0.01% | −137−40.4% | Reduced |
| Valley National Advisers Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 212 | $17.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 220 | $18.3K | 0.00% | −6−2.7% | Reduced |
| Harbour Investments, Inc. | 228 | $19.0K | 0.00% | +127+125.7% | Added |
| Assetmark, Inc | 229 | $19.1K | 0.00% | +5+2.2% | Added |
| Bell Investment Advisors, Inc | 251 | $20.9K | 0.00% | −34−11.9% | Reduced |
| WealthPLAN Partners, LLC | 258 | $21.5K | 0.00% | −3,466−93.1% | Reduced |
| Compagnie Lombard Odier SCmA | 262 | $21.8K | 0.00% | −108−29.2% | Reduced |
| MV Capital Management, Inc. | 263 | $21.9K | 0.00% | +63+31.5% | Added |
| DB Wealth Management Group, LLC | 266 | $22.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 271 | $23.0K | 0.02% | −7−2.5% | Reduced |
| Costello Asset Management, INC | 280 | $23.3K | 0.02% | −175−38.5% | Reduced |
| Versant Capital Management, Inc | 282 | $23.4K | 0.01% | −22−7.2% | Reduced |
| Capital Advisors, Ltd. LLC | 289 | $24.0K | 0.00% | +71+32.6% | Added |
| Focused Wealth Management, Inc | 293 | $24.4K | 0.00% | +2+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 308 | $25.6K | 0.00% | +5+1.7% | Added |
| Grove Bank & Trust | 313 | $26.0K | 0.01% | +49+18.6% | Added |
| Key Financial Inc | 317 | $26.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 319 | $26.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 324 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 325 | $27.0K | 0.01% | +325 | New |