| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1 | $164 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $164 | 0.00% | +1 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $327 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $328 | 0.00% | +2 | New |
| Atlantic Trust, LLC | 2 | $328 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $328 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $491 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $492 | 0.00% | +3 | New |
| South State Corp. | 4 | $656 | 0.00% | −19−82.6% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $656 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 4 | $656 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $820 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.31K | 0.00% | +8 | New |
| Manchester Capital Management LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 8 | $1.31K | 0.00% | +8 | New |
| Golden State Wealth Management, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.64K | 0.00% | +3+42.9% | Added |
| Webster Bank, N. A. | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $2.29K | 0.00% | +14 | New |
| Kilter Group LLC | 16 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $2.66K | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 17 | $2.79K | 0.00% | +11+183.3% | Added |
| Fortitude Family Office, LLC | 19 | $3.12K | 0.00% | +9+90.0% | Added |
| Wolff Wiese Magana LLC | 21 | $3.44K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 21 | $3.44K | 0.00% | +21 | New |
| JDM Financial Group LLC | 21 | $3.44K | 0.00% | +21 | New |
| True Wealth Design, LLC | 22 | $3.61K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $3.61K | 0.00% | +8+57.1% | Added |
| Colonial Trust Co | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $4.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $4.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $4.92K | 0.00% | −1−3.2% | Reduced |
| Rothschild Investment LLC | 30 | $4.92K | 0.00% | +11+57.9% | Added |
| Farmers & Merchants Investments Inc | 32 | $5.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 39 | $6.39K | 0.00% | −1−2.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $6.56K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 40 | $6.56K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 40 | $6.56K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $6.56K | 0.00% | +6+17.6% | Added |
| Basecamp Wealth Advisors LLC | 41 | $6.72K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 44 | $7.21K | 0.00% | +9+25.7% | Added |
| Roble, Belko & Company, Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $8.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $8.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $8.20K | 0.00% | +6+13.6% | Added |
| Brown Brothers Harriman & Co | 51 | $8.36K | 0.00% | −69−57.5% | Reduced |
| Parkside Financial Bank & Trust | 51 | $8.36K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 53 | $8.69K | 0.00% | +2+3.9% | Added |
| Keating Financial Advisory Services, Inc. | 55 | $9.02K | 0.00% | −7−11.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 55 | $9.02K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 79 | $13.0K | 0.00% | −13−14.1% | Reduced |
| Huntington National Bank | 85 | $13.9K | 0.00% | −8−8.6% | Reduced |
| Westside Investment Management, Inc. | 92 | $15.2K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 94 | $15.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 96 | $15.8K | 0.00% | +96 | New |
| Cornerstone Planning Group LLC | 95 | $15.9K | 0.00% | +15+18.8% | Added |
| Creative Financial Designs Inc | 100 | $16.4K | 0.00% | −4−3.8% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $16.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $17.1K | 0.00% | −11−9.6% | Reduced |
| LRI Investments, LLC | 113 | $18.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 146 | $23.9K | 0.00% | +1+0.7% | Added |
| Los Angeles Capital Management LLC | 149 | $24.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 157 | $25.7K | 0.00% | +82+109.3% | Added |
| Signaturefd, LLC | 166 | $27.2K | 0.00% | +1+0.6% | Added |
| Farther Finance Advisors, LLC | 166 | $27.6K | 0.00% | −54−24.5% | Reduced |
| Clarity Asset Management, Inc. | 170 | $27.9K | 0.01% | −14−7.6% | Reduced |
| First Horizon Corp | 174 | $28.5K | 0.00% | −2−1.1% | Reduced |
| Versant Capital Management, Inc | 177 | $29.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 198 | $32.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $32.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $32.8K | 0.00% | +200 | New |
| Penserra Capital Management LLC | 206 | $33.0K | 0.00% | +6+3.0% | Added |
| Parallel Advisors, LLC | 216 | $35.4K | 0.00% | −33−13.3% | Reduced |
| Larson Financial Group LLC | 223 | $36.6K | 0.00% | +13+6.2% | Added |
| JFS Wealth Advisors, LLC | 253 | $41.5K | 0.00% | +2+0.8% | Added |
| SRS Capital Advisors, Inc. | 258 | $42.3K | 0.00% | −32−11.0% | Reduced |
| Harbour Investments, Inc. | 295 | $48.4K | 0.00% | +295 | New |
| Wall Street Access Asset Management, LLC | 310 | $50.8K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 354 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 398 | $65.0K | 0.05% | −266−40.1% | Reduced |
| Bayforest Capital Ltd | 404 | $66.2K | 0.07% | −1,641−80.2% | Reduced |
| EverSource Wealth Advisors, LLC | 465 | $76.2K | 0.00% | +134+40.5% | Added |
| Nomura Asset Management Co Ltd | 516 | $84.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 552 | $90.5K | 0.00% | +156+39.4% | Added |
| Horizon Investments, LLC | 563 | $92.3K | 0.00% | +563 | New |