| Avion Wealth | 6 | $0 | 0.00% | −18−75.0% | Reduced |
| Colonial Trust Advisors | 2 | $150 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $307 | 0.00% | −79−96.3% | Reduced |
| Atlas Capital Advisors LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $375 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $449 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $524 | 0.00% | +7 | New |
| NewSquare Capital LLC | 9 | $673 | 0.00% | +9 | New |
| Glass Jacobson Investment Advisors llc | 9 | $674 | 0.00% | +8+800.0% | Added |
| TFC Financial Management | 10 | $749 | 0.00% | −1−9.1% | Reduced |
| Sunbelt Securities, Inc. | 13 | $973 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $973 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $1.00K | 0.00% | −13−52.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $1.00K | 0.00% | −2−9.1% | Reduced |
| Financial Management Professionals, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 14 | $1.05K | 0.00% | +4+40.0% | Added |
| Trifecta Capital Advisors, LLC | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $1.56K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 30 | $2.00K | 0.00% | −35−53.8% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $2.02K | 0.00% | −9−25.0% | Reduced |
| Eagle Bay Advisors LLC | 28 | $2.06K | 0.00% | +1+3.7% | Added |
| Stonebridge Capital Advisors LLC | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 30 | $2.24K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 30 | $2.25K | 0.00% | −37−55.2% | Reduced |
| Raffa Wealth Management, LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $2.32K | 0.00% | +5+19.2% | Added |
| Key Financial Inc | 33 | $2.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $2.99K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 40 | $2.99K | 0.00% | −2,363−98.3% | Reduced |
| Steward Financial Group LLC | 47 | $3.00K | 0.00% | +47 | New |
| Beacon Capital Management, LLC | 38 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $4.57K | 0.00% | −6−9.0% | Reduced |
| Washington Trust Advisors, Inc. | 68 | $5.09K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 70 | $5.24K | 0.00% | +1+1.4% | Added |
| City State Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 89 | $7.06K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $7.48K | 0.00% | −881−89.8% | Reduced |
| Godsey & Gibb Associates | 100 | $7.48K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $7.48K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $7.48K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $7.48K | 0.00% | +100 | New |
| WFA Asset Management Corp | 103 | $7.70K | 0.00% | +1+1.0% | Added |
| Gs Investments, Inc. | 103 | $7.71K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $7.72K | 0.00% | +2+1.9% | Added |
| West Paces Advisors Inc. | 110 | $8.23K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 119 | $8.88K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 123 | $9.21K | 0.00% | +32+35.2% | Added |
| Sutton Wealth Advisors Inc. | 128 | $9.58K | 0.00% | −11−7.9% | Reduced |
| GW&K Investment Management, LLC | 129 | $10.0K | 0.00% | +1+0.8% | Added |
| Investors Research Corp | 136 | $10.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 137 | $10.3K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 142 | $10.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $11.0K | 0.00% | +141+2,350.0% | Added |
| Highlander Capital Management, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 155 | $11.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 170 | $12.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 186 | $13.9K | 0.00% | −41−18.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 193 | $14.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 194 | $14.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 199 | $14.9K | 0.00% | −20−9.1% | Reduced |
| Union Savings Bank | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 200 | $15.0K | 0.02% | +200 | New |
| GPS Wealth Strategies Group, LLC | 202 | $15.1K | 0.00% | +1+0.5% | Added |
| Gradient Investments LLC | 211 | $15.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 213 | $15.9K | 0.00% | +74+53.2% | Added |
| Silvant Capital Management LLC | 214 | $16.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 214 | $16.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 225 | $16.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 233 | $17.4K | 0.00% | +15+6.9% | Added |
| Marquette Asset Management, LLC | 233 | $17.4K | 0.00% | +37+18.9% | Added |
| Platinum Investment Management Ltd | 235 | $17.6K | 0.00% | +235 | New |
| Beaird Harris Wealth Management, LLC | 237 | $17.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 240 | $18.0K | 0.01% | +240 | New |
| Cherry Tree Wealth Management, LLC | 246 | $18.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 249 | $18.6K | 0.01% | +1+0.4% | Added |
| Covestor Ltd | 266 | $20.0K | 0.02% | −24−8.3% | Reduced |
| Capital Advisors, Ltd. LLC | 267 | $20.0K | 0.00% | +16+6.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 275 | $20.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 275 | $20.6K | 0.01% | +2+0.7% | Added |
| Lindbrook Capital, LLC | 278 | $20.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 279 | $20.9K | 0.00% | +129+86.0% | Added |
| Venturi Wealth Management, LLC | 293 | $21.9K | 0.00% | −41−12.3% | Reduced |
| Centennial Bank | 300 | $22.4K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 336 | $25.1K | 0.01% | +336 | New |
| Bangor Savings Bank | 350 | $26.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 350 | $26.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 350 | $26.2K | 0.01% | +240+218.2% | Added |
| Zions Bancorporation, N.A. | 386 | $28.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 393 | $29.4K | 0.00% | −19−4.6% | Reduced |
| Pathway Financial Advisers, LLC | 412 | $30.8K | 0.01% | +412 | New |