| Key Financial Inc | 1 | $92 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $92 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $369 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $462 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $463 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $465 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $554 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $555 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $739 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $832 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | +7+350.0% | Added |
| SRS Capital Advisors, Inc. | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $1.20K | 0.00% | −17−56.7% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $1.45K | 0.00% | +8+88.9% | Added |
| Colonial Trust Co | 27 | $1.54K | 0.00% | +27 | New |
| Zions Bancorporation, N.A. | 19 | $1.76K | 0.00% | −2−9.5% | Reduced |
| Anchor Investment Management, LLC | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.94K | 0.00% | +7+50.0% | Added |
| Steward Financial Group LLC | 25 | $2.00K | 0.00% | +25 | New |
| Colonial Trust Advisors | 22 | $2.03K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 31 | $2.87K | 0.00% | +2+6.9% | Added |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $3.14K | 0.00% | +34 | New |
| Venturi Wealth Management, LLC | 37 | $3.42K | 0.00% | +37 | New |
| Earnest Partners LLC | 39 | $3.60K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $3.97K | 0.00% | −157−78.5% | Reduced |
| Clearstead Advisors, LLC | 50 | $4.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $4.62K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $4.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $5.00K | 0.00% | +4+7.5% | Added |
| Valley National Advisers Inc | 53 | $5.00K | 0.00% | +45+562.5% | Added |
| Harbor Investment Advisory, LLC | 55 | $5.08K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $5.30K | 0.00% | −20−26.0% | Reduced |
| Provence Wealth Management Group | 63 | $5.82K | 0.00% | +63 | New |
| Carmel Capital Partners, LLC | 70 | $6.47K | 0.00% | −30−30.0% | Reduced |
| JFS Wealth Advisors, LLC | 71 | $6.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 72 | $6.65K | 0.00% | −363−83.4% | Reduced |
| AdvisorNet Financial, Inc | 75 | $6.93K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 80 | $7.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 83 | $7.67K | 0.00% | −1−1.2% | Reduced |
| Syntax Research, Inc. | 89 | $8.22K | 0.01% | +89 | New |
| Register Financial Advisors LLC | 90 | $8.32K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 98 | $9.00K | 0.00% | −3,198−97.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $9.33K | 0.00% | −22−17.9% | Reduced |
| Washington Trust Co | 106 | $9.79K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 108 | $10.0K | 0.00% | +90+500.0% | Added |
| Ancora Advisors, LLC | 112 | $10.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $10.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 120 | $11.1K | 0.00% | −6−4.8% | Reduced |
| Exchange Traded Concepts, LLC | 120 | $11.1K | 0.00% | +120 | New |
| RFP Financial Group LLC | 122 | $11.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 123 | $11.4K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 128 | $11.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $13.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 147 | $14.0K | 0.00% | +11+8.1% | Added |
| Truvestments Capital LLC | 153 | $14.1K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 176 | $16.0K | 0.01% | +56+46.7% | Added |
| Geneos Wealth Management Inc. | 184 | $17.0K | 0.00% | −613−76.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 193 | $17.8K | 0.01% | +193 | New |
| Umb Bank N A | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $18.5K | 0.01% | +200 | New |
| Loomis Sayles & Co L P | 208 | $19.0K | 0.00% | +42+25.3% | Added |
| Carmichael Hill & Associates, Inc. | 211 | $19.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 212 | $19.6K | 0.00% | +38+21.8% | Added |
| Quadrant Capital Group LLC | 219 | $20.2K | 0.00% | +83+61.0% | Added |
| Harbour Investments, Inc. | 232 | $21.4K | 0.00% | +12+5.5% | Added |
| Bartlett & Co. LLC | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 250 | $23.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 259 | $23.9K | 0.00% | −3,487−93.1% | Reduced |
| Tfo-TDC, LLC | 234 | $24.7K | 0.01% | +3+1.3% | Added |
| Dividend Assets Capital, LLC | 280 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 277 | $26.0K | 0.00% | +1+0.4% | Added |
| Federated Hermes, Inc. | 295 | $27.3K | 0.00% | −58−16.4% | Reduced |
| Sunbelt Securities, Inc. | 307 | $28.4K | 0.00% | +300+4,285.7% | Added |
| Proequities, Inc. | 350 | $32.3K | 0.00% | −75−17.6% | Reduced |
| Huntington National Bank | 355 | $32.8K | 0.00% | −215−37.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 391 | $36.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 400 | $37.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 404 | $37.3K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 458 | $42.3K | 0.08% | −4,074−89.9% | Reduced |
| EverSource Wealth Advisors, LLC | 466 | $43.1K | 0.00% | −48−9.3% | Reduced |
| RVW Wealth, LLC | 510 | $47.1K | 0.01% | +510 | New |
| Spire Wealth Management | 510 | $47.1K | 0.00% | −548−51.8% | Reduced |
| First Horizon Advisors, Inc. | 516 | $47.7K | 0.00% | −56−9.8% | Reduced |
| Global Retirement Partners, LLC | 545 | $48.1K | 0.00% | +20+3.8% | Added |
| Penserra Capital Management LLC | 536 | $49.0K | 0.00% | −619−53.6% | Reduced |
| Sentry Investment Management LLC | 563 | $52.0K | 0.02% | −136−19.5% | Reduced |
| Systematic Alpha Investments, LLC | 614 | $56.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 625 | $58.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 637 | $58.9K | 0.00% | −7,581−92.2% | Reduced |
| Costello Asset Management, INC | 662 | $61.2K | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 683 | $63.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 700 | $64.7K | 0.00% | −500−41.7% | Reduced |
| Capital Investment Advisory Services, LLC | 740 | $68.4K | 0.01% | +740 | New |