| Harbour Investments, Inc. | 1 | $0 | 0.00% | −235−99.6% | Reduced |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Confluence Wealth Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $253 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $508 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Cornerstone Advisory, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | +2 | New |
| TFC Financial Management | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Core Alternative Capital | 6 | $2.00K | 0.00% | +6 | New |
| Koshinski Asset Management, Inc. | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $3.00K | 0.00% | +11+550.0% | Added |
| Private Capital Group, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $4.00K | 0.00% | +17 | New |
| Amplius Wealth Advisors, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 18 | $4.57K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $5.00K | 0.00% | +9+81.8% | Added |
| Salem Investment Counselors Inc | 20 | $5.00K | 0.00% | +20 | New |
| CVA Family Office, LLC | 20 | $5.00K | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Ellevest, Inc. | 23 | $6.00K | 0.00% | −307−93.0% | Reduced |
| C M Bidwell & Associates Ltd | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $6.00K | 0.00% | +25 | New |
| Cambridge Trust Co | 29 | $7.00K | 0.00% | +29 | New |
| Snowden Capital Advisors LLC | 31 | $7.00K | 0.00% | +31 | New |
| FinTrust Capital Advisors, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 31 | $8.00K | 0.00% | +31 | New |
| Harbor Investment Advisory, LLC | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 44 | $11.2K | 0.00% | +2+4.8% | Added |
| Estabrook Capital Management | 50 | $12.7K | 0.00% | +50 | New |
| Credit Agricole S A | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $13.0K | 0.02% | +50 | New |
| Family CFO Inc | 50 | $13.0K | 0.01% | +50 | New |
| Earnest Partners LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 59 | $15.0K | 0.00% | −75−56.0% | Reduced |
| Catalyst Capital Advisors LLC | 62 | $16.0K | 0.00% | −5−7.5% | Reduced |
| MUFG Americas Holdings Corp | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 63 | $16.0K | 0.00% | +50+384.6% | Added |
| EverSource Wealth Advisors, LLC | 64 | $16.0K | 0.00% | +64 | New |
| Westpac Banking Corp | 64 | $16.2K | 0.00% | −12,985−99.5% | Reduced |
| Signet Financial Management, LLC | 67 | $17.0K | 0.00% | +67 | New |
| Seldon Capital LP | 72 | $18.0K | 0.01% | +72 | New |
| Solstein Capital, LLC | 78 | $20.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 77 | $20.0K | 0.01% | +59+327.8% | Added |
| Trustcore Financial Services, LLC | 82 | $21.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $21.0K | 0.00% | +48+141.2% | Added |
| Financial Management Professionals, Inc. | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 88 | $22.0K | 0.01% | +4+4.8% | Added |
| HM Payson & Co | 89 | $23.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 93 | $23.6K | 0.02% | +93 | New |
| Tradewinds Capital Management, LLC | 93 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 93 | $24.0K | 0.02% | +93 | New |
| Reilly Financial Advisors, LLC | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $25.4K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 102 | $26.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 109 | $27.0K | 0.01% | +26+31.3% | Added |
| Tarbox Family Office, Inc. | 112 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 113 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 118 | $30.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 118 | $30.0K | 0.01% | +32+37.2% | Added |
| Concord Wealth Partners | 121 | $31.0K | 0.01% | +121 | New |
| Carroll Financial Associates, Inc. | 132 | $33.0K | 0.00% | −1−0.8% | Reduced |
| Bell Investment Advisors, Inc | 135 | $34.0K | 0.01% | +13+10.7% | Added |
| Washington Trust Advisors, Inc. | 133 | $34.0K | 0.00% | +133 | New |
| Plante Moran Financial Advisors, LLC | 138 | $35.0K | 0.01% | +38+38.0% | Added |
| Parkside Financial Bank & Trust | 143 | $36.0K | 0.01% | +20+16.3% | Added |
| Clearstead Advisors, LLC | 150 | $38.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 159 | $40.0K | 0.00% | −1−0.6% | Reduced |
| Tobam | 162 | $41.0K | 0.00% | +162 | New |
| Zions Bancorporation, N.A. | 172 | $44.0K | 0.00% | +22+14.7% | Added |
| Versant Capital Management, Inc | 210 | $53.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 206 | $53.0K | 0.00% | +10+5.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 213 | $54.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 233 | $59.0K | 0.04% | −42−15.3% | Reduced |
| Brewin Dolphin Ltd | 235 | $60.0K | 0.00% | −20−7.8% | Reduced |
| TD Private Client Wealth LLC | 241 | $61.2K | 0.00% | −14−5.5% | Reduced |
| SOA Wealth Advisors, LLC. | 253 | $64.0K | 0.02% | 00.0% | Unchanged |