| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 3 | $1.17K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Morton Brown Family Wealth, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Surevest, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Bellevue Asset Management, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $4.00K | 0.00% | +9 | New |
| Zullo Investment Group, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Washington Trust Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $5.00K | 0.00% | +13 | New |
| Allworth Financial LP | 16 | $6.00K | 0.00% | −24−60.0% | Reduced |
| Accel Wealth Management | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 16 | $6.00K | 0.00% | +1+6.7% | Added |
| Jones Financial Companies LLLP | 16 | $6.00K | 0.00% | +16 | New |
| Column Capital Advisors, LLC | 18 | $7.00K | 0.00% | −2−10.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $7.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $7.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 22 | $9.00K | 0.00% | +22 | New |
| Kistler-Tiffany Companies, LLC | 25 | $10.0K | 0.00% | −12−32.4% | Reduced |
| Selective Wealth Management, Inc. | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $10.0K | 0.00% | +7+38.9% | Added |
| Standard Family Office LLC | 25 | $10.0K | 0.09% | +25 | New |
| Delos Wealth Advisors, LLC | 26 | $10.0K | 0.01% | +26 | New |
| McDonald Partners LLC | 27 | $10.5K | 0.01% | +27 | New |
| Absolute Capital Management, LLC | 27 | $10.5K | 0.01% | +27 | New |
| MV Capital Management, Inc. | 31 | $12.0K | 0.00% | +2+6.9% | Added |
| McIlrath & Eck, LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 30 | $12.0K | 0.00% | +30 | New |
| EverSource Wealth Advisors, LLC | 33 | $13.0K | 0.00% | +33 | New |
| Sutton Wealth Advisors Inc. | 35 | $13.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 36 | $14.0K | 0.00% | +4+12.5% | Added |
| Core Alternative Capital | 37 | $14.0K | 0.00% | +37 | New |
| Amplius Wealth Advisors, LLC | 36 | $14.0K | 0.00% | +36 | New |
| Harbour Investments, Inc. | 39 | $15.0K | 0.00% | −443−91.9% | Reduced |
| Massmutual Trust Co FSB | 38 | $15.0K | 0.00% | +3+8.6% | Added |
| Hillsdale Investment Management Inc. | 40 | $16.0K | 0.00% | −1,800−97.8% | Reduced |
| Alpha Paradigm Partners, LLC | 41 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 39 | $16.0K | 0.02% | +39 | New |
| TD Ameritrade Investment Management, LLC | 43 | $17.0K | 0.00% | +21+95.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 45 | $18.0K | 0.01% | +7+18.4% | Added |
| Ahrens Investment Partners LLC | 50 | $19.0K | 0.01% | +50 | New |
| Outfitter Financial LLC | 50 | $19.0K | 0.01% | +50 | New |
| Snowden Capital Advisors LLC | 52 | $20.0K | 0.00% | −1,061−95.3% | Reduced |
| Clean Yield Group | 51 | $20.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 51 | $20.0K | 0.00% | +5+10.9% | Added |
| Arlington Partners LLC | 51 | $20.0K | 0.01% | +51 | New |
| Geneos Wealth Management Inc. | 54 | $21.0K | 0.00% | −6−10.0% | Reduced |
| Smithfield Trust Co | 57 | $21.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 54 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 55 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 57 | $23.0K | 0.01% | −40−41.2% | Reduced |
| First Horizon Advisors, Inc. | 60 | $23.0K | 0.00% | −4−6.3% | Reduced |
| Bell Investment Advisors, Inc | 61 | $24.0K | 0.01% | −21−25.6% | Reduced |
| AdvisorNet Financial, Inc | 61 | $24.0K | 0.00% | +61 | New |
| Stonebridge Financial Planning Group, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 68 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 70 | $27.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 79 | $30.0K | 0.01% | +79 | New |
| South State Corp. | 79 | $31.0K | 0.00% | +19+31.7% | Added |
| Tarbox Family Office, Inc. | 89 | $35.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 95 | $37.0K | 0.00% | +73+331.8% | Added |
| CVA Family Office, LLC | 95 | $37.0K | 0.01% | +95 | New |
| Carroll Financial Associates, Inc. | 101 | $38.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 99 | $39.0K | 0.03% | +99 | New |
| Capital Analysts, LLC | 103 | $40.0K | 0.00% | +103 | New |
| Quent Capital, LLC | 106 | $41.0K | 0.01% | +106 | New |
| Pinnacle Bancorp, Inc. | 107 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 109 | $42.0K | 0.00% | +109 | New |
| Fortitude Advisory Group L.L.C. | 111 | $43.0K | 0.02% | +111 | New |
| Parkside Financial Bank & Trust | 116 | $45.0K | 0.01% | +2+1.8% | Added |
| Plante Moran Financial Advisors, LLC | 116 | $45.0K | 0.01% | +116 | New |
| Gemmer Asset Management LLC | 124 | $48.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $49.0K | 0.00% | −6−4.6% | Reduced |
| Lindbrook Capital, LLC | 126 | $49.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 125 | $49.0K | 0.01% | +125 | New |
| Trustcore Financial Services, LLC | 132 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 142 | $55.0K | 0.01% | −9−6.0% | Reduced |
| BDO Wealth Advisors, LLC | 145 | $56.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 150 | $58.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 149 | $58.0K | 0.00% | +7+4.9% | Added |
| Glen Eagle Advisors, LLC | 154 | $59.9K | 0.02% | 00.0% | Unchanged |