| Salem Investment Counselors Inc | 15 | $0 | 0.00% | −81,740−100.0% | Reduced |
| Central Trust Co | 35 | $0 | 0.00% | −1,240−97.3% | Reduced |
| Cranbrook Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $0 | 0.00% | +5 | New |
| Retirement Group, LLC | 13 | $0 | 0.00% | +13 | New |
| Future Financial Wealth Managment LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 16 | $0 | 0.00% | +16 | New |
| WestEnd Advisors, LLC | 2 | $47 | 0.00% | – | – |
| Global Financial Private Client, LLC | 25 | $589 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 43 | $1.00K | 0.00% | −325−88.3% | Reduced |
| TCI Wealth Advisors, Inc. | 48 | $1.00K | 0.00% | −278−85.3% | Reduced |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| First Bank & Trust | 24 | $1.00K | 0.00% | +24 | New |
| Key Financial Inc | 30 | $1.00K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Cassady Schiller Wealth Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Shore Point Advisors, LLC | 41 | $1.00K | 0.00% | +41 | New |
| Sutton Wealth Advisors Inc. | 63 | $1.48K | 0.00% | +63 | New |
| Harbour Investments, Inc. | 95 | $2.00K | 0.00% | −857−90.0% | Reduced |
| Laurel Wealth Advisors LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $2.00K | 0.00% | +73+429.4% | Added |
| Harbor Investment Advisory, LLC | 91 | $2.00K | 0.00% | +91 | New |
| Amplius Wealth Advisors, LLC | 87 | $2.00K | 0.00% | +87 | New |
| Systematic Financial Management LP | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 112 | $3.00K | 0.00% | +92+460.0% | Added |
| Plante Moran Financial Advisors, LLC | 123 | $3.00K | 0.00% | +123 | New |
| Zullo Investment Group, Inc. | 133 | $3.00K | 0.00% | +133 | New |
| Signaturefd, LLC | 180 | $4.00K | 0.00% | −7−3.7% | Reduced |
| Aspire Private Capital, LLC | 149 | $4.00K | 0.00% | −9−5.7% | Reduced |
| Massmutual Trust Co FSB | 151 | $4.00K | 0.00% | +90+147.5% | Added |
| MV Capital Management, Inc. | 189 | $4.00K | 0.00% | +112+145.5% | Added |
| Bell Investment Advisors, Inc | 164 | $4.00K | 0.00% | +79+92.9% | Added |
| Caldwell Trust Co | 200 | $4.71K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 204 | $5.00K | 0.00% | −3,450−94.4% | Reduced |
| FinTrust Capital Advisors, LLC | 192 | $5.00K | 0.00% | +12+6.7% | Added |
| Investors Research Corp | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 233 | $5.00K | 0.00% | +188+417.8% | Added |
| North Star Investment Management Corp. | 200 | $5.00K | 0.00% | +200 | New |
| Northwest Investment Counselors, LLC | 197 | $5.00K | 0.00% | +197 | New |
| Lenox Wealth Advisors, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Sargent Bickham Lagudis LLC | 248 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 253 | $6.00K | 0.01% | +253 | New |
| Stephens Consulting, LLC | 276 | $6.50K | 0.01% | +276 | New |
| Allworth Financial LP | 310 | $7.00K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 277 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 311 | $7.00K | 0.00% | +48+18.3% | Added |
| Pinnacle Bancorp, Inc. | 286 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 377 | $8.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 330 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 339 | $8.00K | 0.00% | +60+21.5% | Added |
| Farmers & Merchants Investments Inc | 355 | $8.00K | 0.00% | +251+241.3% | Added |
| Glassman Wealth Services | 330 | $8.00K | 0.00% | +263+392.5% | Added |
| American Portfolios Advisors | 373 | $8.78K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $9.00K | 0.00% | −389−49.3% | Reduced |
| Red Cedar Capital, LLC | 385 | $9.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 370 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 371 | $9.00K | 0.00% | +207+126.2% | Added |
| Motco | 409 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 437 | $10.0K | 0.00% | +437 | New |
| Snowden Capital Advisors LLC | 450 | $10.0K | 0.00% | +450 | New |
| MUFG Americas Holdings Corp | 463 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 447 | $11.0K | 0.00% | +224+100.4% | Added |
| Clear Perspectives Financial Planning, LLC | 509 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 568 | $13.0K | 0.00% | −3,700−86.7% | Reduced |
| Parallel Advisors, LLC | 566 | $13.0K | 0.00% | +258+83.8% | Added |
| Gables Capital Management Inc. | 580 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 610 | $14.0K | 0.00% | +610 | New |
| Antonetti Capital Management LLC | 656 | $15.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 683 | $16.0K | 0.00% | −300−30.5% | Reduced |
| CVA Family Office, LLC | 742 | $17.0K | 0.00% | +742 | New |
| KB Financial Partners, LLC | 735 | $17.0K | 0.00% | +735 | New |
| Whittier Trust Co of Nevada Inc | 770 | $18.0K | 0.00% | +383+99.0% | Added |
| Boit C F David | 1,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,061 | $25.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,043 | $25.0K | 0.01% | +1,043 | New |
| Smithfield Trust Co | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,233 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,290 | $30.0K | 0.00% | +724+127.9% | Added |
| Neo Ivy Capital Management | 1,363 | $32.0K | 0.05% | −6,271−82.1% | Reduced |
| Sentry Investment Management LLC | 1,367 | $32.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,358 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,364 | $32.0K | 0.01% | +54+4.1% | Added |
| Confluence Wealth Services, Inc. | 1,416 | $33.0K | 0.01% | +1,416 | New |
| Wolff Wiese Magana LLC | 1,492 | $35.0K | 0.02% | 00.0% | Unchanged |