| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $49 | 0.00% | −299−99.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3 | $146 | 0.00% | +3 | New |
| Tidemark, LLC | 8 | $389 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $389 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $972 | 0.00% | −20−50.0% | Reduced |
| TD Capital Management LLC | 20 | $972 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $1.46K | 0.00% | +30 | New |
| ClariVest Asset Management LLC | 30 | $1.49K | 0.00% | +1+3.4% | Added |
| LRI Investments, LLC | 34 | $1.65K | 0.00% | +34 | New |
| North Star Investment Management Corp. | 35 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 41 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 41 | $2.00K | 0.00% | +41 | New |
| Legend Financial Advisors, Inc. | 45 | $2.19K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $2.43K | 0.00% | −1−2.0% | Reduced |
| Western Pacific Wealth Management, LP | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 52 | $2.53K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 53 | $2.58K | 0.00% | −5−8.6% | Reduced |
| Quent Capital, LLC | 59 | $2.87K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $2.87K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 62 | $3.01K | 0.00% | −8−11.4% | Reduced |
| Sandy Spring Bank | 63 | $3.06K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 65 | $3.17K | 0.00% | +53+441.7% | Added |
| Toth Financial Advisory Corp | 66 | $3.21K | 0.00% | −50−43.1% | Reduced |
| PSI Advisors, LLC | 74 | $3.60K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 75 | $3.65K | 0.00% | −75−50.0% | Reduced |
| MCF Advisors LLC | 76 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $3.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 85 | $4.13K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 90 | $4.37K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 91 | $4.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $4.52K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 98 | $4.76K | 0.00% | +27+38.0% | Added |
| Financial Perspectives, Inc | 100 | $4.86K | 0.00% | −295−74.7% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 108 | $5.25K | 0.00% | +108 | New |
| Key Financial Inc | 115 | $5.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $5.72K | 0.00% | −13−9.9% | Reduced |
| Bell Investment Advisors, Inc | 118 | $5.74K | 0.00% | +61+107.0% | Added |
| Salomon & Ludwin, LLC | 119 | $5.78K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $5.98K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 125 | $6.00K | 0.00% | +125 | New |
| Atlantic Edge Private Wealth Management, LLC | 124 | $6.03K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 125 | $6.08K | 0.00% | −410−76.6% | Reduced |
| Independence Bank of Kentucky | 134 | $6.51K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 138 | $6.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 140 | $6.80K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 142 | $6.90K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 165 | $7.49K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 159 | $7.73K | 0.00% | +159 | New |
| Private Ocean, LLC | 172 | $8.36K | 0.00% | +172 | New |
| HighMark Wealth Management LLC | 182 | $8.85K | 0.01% | +14+8.3% | Added |
| GPS Wealth Strategies Group, LLC | 194 | $9.43K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $9.72K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $9.72K | 0.00% | −11−5.2% | Reduced |
| Essex Investment Management Co LLC | 200 | $9.72K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 214 | $10.4K | 0.00% | +214 | New |
| Creative Financial Designs Inc | 226 | $11.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 229 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 242 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 242 | $11.9K | 0.00% | −10−4.0% | Reduced |
| Cambridge Trust Co | 248 | $12.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 256 | $12.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 263 | $12.8K | 0.00% | −109−29.3% | Reduced |
| Redmont Wealth Advisors LLC | 271 | $13.2K | 0.02% | +271 | New |
| Westside Investment Management, Inc. | 275 | $13.4K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 282 | $13.7K | 0.01% | −2−0.7% | Reduced |
| Baldwin Brothers Inc | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 315 | $15.0K | 0.00% | +20+6.8% | Added |
| 1832 Asset Management L.P. | 309 | $15.0K | 0.00% | −9,891−97.0% | Reduced |
| WR Wealth Planners, LLC | 329 | $16.0K | 0.00% | +329 | New |
| FIL Ltd | 331 | $16.1K | 0.00% | +38+13.0% | Added |
| Proequities, Inc. | 343 | $16.7K | 0.00% | −103−23.1% | Reduced |
| ICA Group Wealth Management, LLC | 360 | $17.5K | 0.00% | +295+453.8% | Added |
| Mather Group, LLC. | 353 | $17.6K | 0.00% | +353 | New |
| Salem Investment Counselors Inc | 362 | $17.6K | 0.00% | −171−32.1% | Reduced |
| JFS Wealth Advisors, LLC | 366 | $17.8K | 0.00% | +23+6.7% | Added |
| Bogart Wealth, LLC | 367 | $17.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 372 | $18.1K | 0.01% | −555−59.9% | Reduced |
| Montag A & Associates Inc | 372 | $18.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 383 | $18.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 398 | $19.3K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 422 | $20.5K | 0.01% | +105+33.1% | Added |
| Aspire Private Capital, LLC | 430 | $20.9K | 0.01% | +111+34.8% | Added |
| CBIZ Investment Advisory Services, LLC | 430 | $20.9K | 0.00% | +430 | New |