| Lazard Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Bedel Financial Consulting, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Tyler-Stone Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $1.27K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $1.91K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3 | $2.00K | 0.00% | −3−50.0% | Reduced |
| Creative Financial Designs Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| Harvest Group Wealth Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Ahrens Investment Partners LLC | 3 | $2.00K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $3.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | +5 | New |
| Zullo Investment Group, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $4.00K | 0.00% | −5−45.5% | Reduced |
| Financial Management Professionals, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $4.00K | 0.00% | +7 | New |
| RE Dickinson Investment Advisors, LLC | 7 | $4.00K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $5.00K | 0.00% | +8 | New |
| Amplius Wealth Advisors, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Koshinski Asset Management, Inc. | 9 | $5.73K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $7.00K | 0.00% | +8+266.7% | Added |
| Delos Wealth Advisors, LLC | 11 | $7.00K | 0.01% | +11 | New |
| Ellis Investment Partners, LLC | 13 | $8.00K | 0.00% | −34−72.3% | Reduced |
| Trustcore Financial Services, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $9.00K | 0.00% | +14 | New |
| Private Capital Group, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $10.0K | 0.00% | +15 | New |
| Snowden Capital Advisors LLC | 17 | $10.0K | 0.00% | +17 | New |
| Confluence Wealth Services, Inc. | 17 | $10.0K | 0.00% | +17 | New |
| Global Trust Asset Management, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $11.0K | 0.02% | +17 | New |
| Professional Financial Advisors, LLC | 19 | $12.0K | 0.01% | +19 | New |
| Curi Capital | 19 | $12.0K | 0.00% | +19 | New |
| Lee Financial Co | 20 | $13.0K | 0.00% | +15+300.0% | Added |
| Earnest Partners LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 24 | $15.0K | 0.00% | +4+20.0% | Added |
| Massmutual Trust Co FSB | 25 | $16.0K | 0.00% | −12−32.4% | Reduced |
| Howe & Rusling Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $16.0K | 0.00% | −1−3.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 25 | $16.0K | 0.00% | +18+257.1% | Added |
| Sterling Investment Advisors, Ltd. | 25 | $16.0K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 27 | $17.0K | 0.00% | +11+68.8% | Added |
| Quent Capital, LLC | 27 | $17.0K | 0.00% | +27 | New |
| Equitec Proprietary Markets, LLC | 29 | $18.0K | 0.01% | +29 | New |
| SJS Investment Consulting Inc. | 29 | $18.0K | 0.01% | +29 | New |
| McDonald Partners LLC | 29 | $18.5K | 0.02% | +29 | New |
| Absolute Capital Management, LLC | 29 | $18.5K | 0.02% | +29 | New |
| NEXT Financial Group, Inc | 30 | $19.0K | 0.00% | +4+15.4% | Added |
| Loomis Sayles & Co L P | 31 | $20.0K | 0.00% | −3−8.8% | Reduced |
| Smithfield Trust Co | 32 | $21.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 34 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $24.0K | 0.01% | +38 | New |
| CenterStar Asset Management, LLC | – | $25.0K | 0.02% | – | – |
| First Horizon Advisors, Inc. | 40 | $25.0K | 0.00% | −2−4.8% | Reduced |
| Evoke Wealth, LLC | 40 | $25.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 42 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 47 | $30.0K | 0.00% | −70−59.8% | Reduced |
| Proequities, Inc. | 50 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 50 | $32.0K | 0.00% | +50 | New |
| Tfo-TDC, LLC | 54 | $32.0K | 0.01% | +54 | New |
| Carroll Financial Associates, Inc. | 54 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $34.0K | 0.01% | +2+3.8% | Added |
| Lindbrook Capital, LLC | 53 | $34.0K | 0.01% | +1+1.9% | Added |
| Duncker Streett & Co Inc | 55 | $35.0K | 0.01% | +55 | New |
| Farmers & Merchants Investments Inc | 56 | $36.0K | 0.00% | +19+51.4% | Added |
| Pittenger & Anderson Inc | 58 | $37.0K | 0.00% | +33+132.0% | Added |
| FourThought Financial, LLC | 60 | $38.0K | 0.00% | −13−17.8% | Reduced |
| Exchange Traded Concepts, LLC | 62 | $39.0K | 0.00% | +8+14.8% | Added |
| Seldon Capital LP | 69 | $44.0K | 0.03% | +69 | New |
| Ten Capital Wealth Advisors, LLC | 76 | $48.0K | 0.02% | +76 | New |