| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Colonial Trust Advisors | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $472 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $478 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $478 | 0.00% | +2 | New |
| Motco | 3 | $717 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $717 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $717 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 3 | $887 | 0.00% | −4−57.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $955 | 0.00% | −4−50.0% | Reduced |
| True Wealth Design, LLC | 4 | $956 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $956 | 0.00% | +4 | New |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $1.91K | 0.00% | −21−72.4% | Reduced |
| Fortitude Family Office, LLC | 8 | $1.91K | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.14K | 0.00% | +9 | New |
| Blue Bell Private Wealth Management, LLC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $2.15K | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $2.39K | 0.00% | −19−65.5% | Reduced |
| South State Corp. | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $2.39K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $2.39K | 0.00% | +10 | New |
| Aspect Partners, LLC | 10 | $2.39K | 0.00% | +10 | New |
| Connectus Wealth, LLC | 10,888 | $2.60K | 0.00% | +10,888 | New |
| ClariVest Asset Management LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $2.87K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 12 | $2.87K | 0.00% | +12 | New |
| Clear Street Markets LLC | 13 | $3.00K | 0.00% | −3−18.8% | Reduced |
| VitalStone Financial, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 13 | $3.11K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $3.21K | 0.00% | −18−58.1% | Reduced |
| SRS Capital Advisors, Inc. | 14 | $3.26K | 0.00% | −1,556−99.1% | Reduced |
| SOA Wealth Advisors, LLC. | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $3.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $3.82K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $4.00K | 0.00% | −3−14.3% | Reduced |
| Coppell Advisory Solutions LLC | 19 | $4.54K | 0.00% | +19 | New |
| Rakuten Securities, Inc. | 19 | $4.54K | 0.00% | +19 | New |
| First Manhattan Co | 20 | $4.78K | 0.00% | +10+100.0% | Added |
| JNBA Financial Advisors | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $5.02K | 0.00% | −6−22.2% | Reduced |
| Globeflex Capital L P | 21 | $5.02K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 21 | $5.02K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $5.02K | 0.00% | +1+5.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $5.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $5.25K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 23 | $5.49K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 24 | $5.73K | 0.00% | +12+100.0% | Added |
| Your Advocates Ltd., LLP | 25 | $5.97K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 25 | $6.00K | 0.00% | +25 | New |
| Clear Investment Research, LLC | 26 | $6.21K | 0.01% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $6.45K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $6.45K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $6.45K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 30 | $7.17K | 0.00% | +30 | New |
| Tyler-Stone Wealth Management | 30 | $7.17K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 30 | $7.17K | 0.01% | +30 | New |
| Asset Dedication, LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 37 | $8.84K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $9.08K | 0.00% | −12−24.0% | Reduced |
| Center for Financial Planning, Inc. | 38 | $9.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $9.08K | 0.01% | +38 | New |
| Newbridge Financial Services Group, Inc. | 38 | $9.09K | 0.00% | +13+52.0% | Added |
| Evergreen Private Wealth LLC | 39 | $9.32K | 0.01% | +39 | New |
| Valued Wealth Advisors LLC | 40 | $9.50K | 0.01% | +40 | New |
| Trust Co of Vermont | 40 | $9.55K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 41 | $9.79K | 0.01% | +41 | New |
| American National Bank | 44 | $10.5K | 0.00% | −59−57.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 45 | $11.0K | 0.01% | +45 | New |
| Parallax Volatility Advisers, L.P. | 47 | $11.2K | 0.00% | +47 | New |
| Core Alternative Capital | 47 | $11.2K | 0.00% | −11−19.0% | Reduced |
| Kelly Financial Services LLC | 48 | $11.4K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $11.9K | 0.00% | +1+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $11.9K | 0.01% | +50 | New |
| GW&K Investment Management, LLC | 49 | $12.0K | 0.00% | −5−9.3% | Reduced |
| City State Bank | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $13.9K | 0.00% | +18+45.0% | Added |
| Harbour Investments, Inc. | 59 | $14.1K | 0.00% | +17+40.5% | Added |
| Sachetta, LLC | 60 | $14.4K | 0.01% | +60 | New |
| Annapolis Financial Services, LLC | 61 | $14.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $14.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $14.8K | 0.00% | −24−27.9% | Reduced |
| MCF Advisors LLC | 63 | $15.0K | 0.00% | +31+96.9% | Added |
| JFS Wealth Advisors, LLC | 71 | $17.0K | 0.00% | +4+6.0% | Added |
| FinTrust Capital Advisors, LLC | 75 | $17.9K | 0.00% | −3−3.8% | Reduced |
| Quent Capital, LLC | 75 | $17.9K | 0.00% | +37+97.4% | Added |
| TSFG, LLC | 73 | $18.0K | 0.01% | 00.0% | Unchanged |