| Creekmur Asset Management LLC | 2 | $183 | 0.00% | −1−33.3% | Reduced |
| High Note Wealth, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 2 | $217 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 8 | $867 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $867 | 0.00% | +8 | New |
| Vision Financial Markets LLC | 11 | $1.19K | 0.00% | +11 | New |
| Bell Investment Advisors, Inc | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.32K | 0.00% | −1−7.7% | Reduced |
| Asset Dedication, LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $1.61K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $1.63K | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 15 | $1.65K | 0.00% | +15 | New |
| Private Wealth Asset Management, LLC | 16 | $1.74K | 0.00% | +16 | New |
| Comprehensive Financial Planning, Inc. | 19 | $2.06K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $2.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $3.25K | 0.00% | +9+42.9% | Added |
| Banque Transatlantique SA | 33 | $3.58K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 35 | $3.79K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 36 | $3.90K | 0.00% | −1,364−97.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 37 | $4.01K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 40 | $4.34K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $4.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $4.51K | 0.00% | +1+2.4% | Added |
| CVA Family Office, LLC | 42 | $4.55K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 42 | $4.55K | 0.00% | −18−30.0% | Reduced |
| St Germain D J Co Inc | 44 | $4.77K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $4.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $4.88K | 0.00% | +45 | New |
| SJS Investment Consulting Inc. | 45 | $4.88K | 0.00% | +45 | New |
| Addison Advisors LLC | 49 | $5.31K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 56 | $6.07K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 62 | $6.72K | 0.00% | +10+19.2% | Added |
| Fortitude Family Office, LLC | 63 | $6.83K | 0.00% | −113−64.2% | Reduced |
| Salem Investment Counselors Inc | 65 | $7.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 71 | $7.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 72 | $7.79K | 0.00% | −2−2.7% | Reduced |
| BNP Paribas | 75 | $8.15K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 78 | $8.46K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $9.32K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 87 | $9.43K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 87 | $9.43K | 0.00% | +87 | New |
| Beacon Capital Management, LLC | 88 | $9.54K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 88 | $9.54K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 91 | $9.87K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 101 | $10.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 105 | $11.4K | 0.00% | +105 | New |
| SWAN Capital LLC | 110 | $11.9K | 0.01% | +20+22.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 111 | $12.0K | 0.00% | +1+0.9% | Added |
| NewSquare Capital LLC | 113 | $12.3K | 0.00% | +97+606.3% | Added |
| Beaird Harris Wealth Management, LLC | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 124 | $13.4K | 0.00% | +124 | New |
| Aventura Private Wealth, LLC | 126 | $13.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 133 | $14.4K | 0.00% | −93−41.2% | Reduced |
| West Oak Capital, LLC | 150 | $16.3K | 0.01% | +150 | New |
| City State Bank | 159 | $17.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 233 | $18.2K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 172 | $18.6K | 0.00% | −135−44.0% | Reduced |
| Tobam | 121 | $19.0K | 0.01% | −9,412−98.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 178 | $19.3K | 0.00% | −965−84.4% | Reduced |
| Godsey & Gibb Associates | 178 | $19.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200 | $21.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 230 | $24.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $26.1K | 0.00% | +13+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 243 | $26.3K | 0.02% | +243 | New |
| MJT & Associates Financial Advisory Group, Inc. | 243 | $26.3K | 0.03% | +243 | New |
| Whipplewood Advisors, LLC | 257 | $27.1K | 0.02% | −243−48.6% | Reduced |
| Concord Wealth Partners | 251 | $27.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 254 | $27.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 258 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 269 | $29.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 283 | $30.7K | 0.00% | +232+454.9% | Added |
| IAG Wealth Partners, LLC | 285 | $30.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $32.5K | 0.01% | −112−27.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 311 | $33.7K | 0.00% | +211+211.0% | Added |
| Sawyer & Company, Inc | 325 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 323 | $35.0K | 0.03% | +10+3.2% | Added |
| Financial Management Professionals, Inc. | 335 | $36.3K | 0.00% | −115−25.6% | Reduced |
| Key Financial Inc | 338 | $36.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 355 | $38.1K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 363 | $39.4K | 0.01% | +363 | New |
| Hexagon Capital Partners LLC | 367 | $39.8K | 0.01% | +87+31.1% | Added |
| Financial Network Wealth Advisors LLC | 369 | $40.0K | 0.05% | +297+412.5% | Added |
| Islay Capital Management, LLC | 376 | $40.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 380 | $41.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 380 | $41.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 397 | $43.0K | 0.01% | +127+47.0% | Added |
| Cornerstone Planning Group LLC | 368 | $43.5K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 419 | $45.4K | 0.01% | +163+63.7% | Added |
| ORG Wealth Partners, LLC | 456 | $49.4K | 0.02% | +456 | New |
| Fifth Third Bancorp | 463 | $50.2K | 0.00% | +56+13.8% | Added |
| Montag A & Associates Inc | 500 | $54.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $54.2K | 0.01% | 00.0% | Unchanged |