| Harbour Investments, Inc. | 2 | $160 | 0.00% | −22−91.7% | Reduced |
| High Note Wealth, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $300 | 0.00% | −2−33.3% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $401 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $401 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $401 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $481 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $481 | 0.00% | +6 | New |
| Private Trust Co NA | 8 | $642 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $642 | 0.00% | +8 | New |
| Orion Capital Management LLC | 9 | $722 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $722 | 0.00% | +5+125.0% | Added |
| Sachetta, LLC | 10 | $802 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $882 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 11 | $882 | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 11 | $883 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 12 | $962 | 0.00% | +12 | New |
| ROSS\JOHNSON & Associates LLC | 14 | $1.12K | 0.02% | +14 | New |
| Salem Investment Counselors Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.52K | 0.00% | +1+5.6% | Added |
| Cornerstone Planning Group LLC | 19 | $1.53K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $2.00K | 0.00% | −1−3.8% | Reduced |
| SWAN Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.08K | 0.00% | +7+36.8% | Added |
| Financial Management Professionals, Inc. | 26 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $2.17K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 28 | $2.25K | 0.00% | +28 | New |
| Halbert Hargrove Global Advisors, LLC | 30 | $2.41K | 0.00% | +30 | New |
| Private Wealth Asset Management, LLC | 33 | $2.65K | 0.00% | +33 | New |
| Rialto Wealth Management, LLC | 33 | $2.65K | 0.00% | +33 | New |
| Princeton Global Asset Management LLC | 38 | $3.05K | 0.00% | −27−41.5% | Reduced |
| Motco | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 40 | $3.21K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 44 | $3.49K | 0.00% | +1+2.3% | Added |
| Indiana Trust & Investment Management CO | 48 | $3.85K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 51 | $4.06K | 0.00% | +5+10.9% | Added |
| Caldwell Sutter Capital, Inc. | 51 | $4.09K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 53 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 53 | $4.25K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 54 | $4.37K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 61 | $4.63K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 59 | $4.73K | 0.00% | −23−28.0% | Reduced |
| Trust Co of Vermont | 62 | $4.97K | 0.00% | +62 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 64 | $5.13K | 0.00% | +64 | New |
| Colonial Trust Co | 64 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $5.29K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 66 | $5.29K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $5.45K | 0.00% | +68 | New |
| Hughes Financial Services, LLC | 73 | $5.90K | 0.00% | +73 | New |
| Bellevue Asset Management, LLC | 74 | $5.96K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 83 | $6.66K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 85 | $6.82K | 0.00% | +85 | New |
| HFM Investment Advisors, LLC | 89 | $7.14K | 0.00% | +89 | New |
| West Branch Capital LLC | 93 | $7.46K | 0.00% | +93 | New |
| DT Investment Partners, LLC | 94 | $7.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 94 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 94 | $7.54K | 0.00% | +94 | New |
| Bryn Mawr Trust Co | 97 | $7.78K | 0.00% | +16+19.8% | Added |
| Danske Bank A/S | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $8.02K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 101 | $8.13K | 0.00% | +47+87.0% | Added |
| Red Tortoise LLC | 103 | $8.26K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 107 | $8.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 107 | $8.58K | 0.00% | +46+75.4% | Added |
| Leonteq Securities AG | 120 | $9.62K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 122 | $9.79K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 122 | $9.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 130 | $10.4K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 135 | $10.8K | 0.01% | +135 | New |
| Atlantic Trust, LLC | 139 | $11.1K | 0.00% | +139 | New |
| Center for Financial Planning, Inc. | 149 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 187 | $14.0K | 0.00% | +57+43.8% | Added |
| Covestor Ltd | 185 | $15.0K | 0.01% | +3+1.6% | Added |
| Hoey Investments, Inc | 194 | $15.6K | 0.00% | +194 | New |
| Lavaca Capital LLC | 203 | $16.3K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 208 | $16.7K | 0.01% | +8+4.0% | Added |
| Skopos Labs, Inc. | 215 | $17.2K | 0.00% | +95+79.2% | Added |
| Smartleaf Asset Management LLC | 226 | $18.0K | 0.00% | −39−14.7% | Reduced |
| NBC Securities, Inc. | 238 | $19.0K | 0.00% | +238 | New |
| Newbridge Financial Services Group, Inc. | 245 | $19.6K | 0.00% | +1+0.4% | Added |
| N.E.W. Advisory Services LLC | 260 | $20.8K | 0.00% | +260 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264 | $21.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 266 | $21.3K | 0.00% | +266 | New |
| Truvestments Capital LLC | 271 | $21.7K | 0.00% | +271 | New |
| Ronald Blue Trust, Inc. | 280 | $22.5K | 0.00% | +86+44.3% | Added |
| Rise Advisors, LLC | 286 | $22.9K | 0.01% | −132−31.6% | Reduced |
| Quent Capital, LLC | 292 | $23.4K | 0.00% | +48+19.7% | Added |
| Anchor Investment Management, LLC | 300 | $24.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 323 | $25.9K | 0.00% | +1+0.3% | Added |
| Shell Asset Management Co | 326 | $26.0K | 0.00% | −2,092−86.5% | Reduced |
| Versant Capital Management, Inc | 335 | $26.9K | 0.00% | +48+16.7% | Added |
| Parkside Financial Bank & Trust | 343 | $27.5K | 0.00% | +117+51.8% | Added |