| Sound Income Strategies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $339 | 0.00% | – | – |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | −450−98.9% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Cassady Schiller Wealth Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Morton Brown Family Wealth, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $2.00K | 0.00% | −12−52.2% | Reduced |
| Jones Financial Companies LLLP | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 9 | $2.00K | 0.00% | −7−43.8% | Reduced |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $2.00K | 0.00% | +7+140.0% | Added |
| South State Corp. | 10 | $2.00K | 0.00% | +10 | New |
| Bedel Financial Consulting, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Schubert & Co | 11 | $2.00K | 0.00% | +11 | New |
| Koshinski Asset Management, Inc. | 13 | $2.21K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $3.00K | 0.00% | +20 | New |
| Equitec Proprietary Markets, LLC | 18 | $3.00K | 0.00% | +18 | New |
| JNBA Financial Advisors | 19 | $3.00K | 0.00% | +19 | New |
| Elmwood Wealth Management, Inc. | 25 | $4.00K | 0.00% | +25 | New |
| Core Alternative Capital | 23 | $4.00K | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 26 | $4.41K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $5.00K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 37 | $6.00K | 0.00% | +20+117.6% | Added |
| Altshuler Shaham Ltd | 44 | $7.00K | 0.00% | −4,406−99.0% | Reduced |
| SOA Wealth Advisors, LLC. | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 41 | $7.00K | 0.00% | +16+64.0% | Added |
| Exchange Traded Concepts, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 41 | $7.00K | 0.00% | +41 | New |
| Global Financial Private Client, LLC | 43 | $7.30K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 48 | $8.00K | 0.00% | +7+17.1% | Added |
| Lee Financial Co | 49 | $8.00K | 0.00% | +49 | New |
| Retirement Planning Co of New England, Inc. | 50 | $8.00K | 0.00% | +50 | New |
| Patriot Financial Group Insurance Agency, LLC | 54 | $9.00K | 0.00% | +25+86.2% | Added |
| Wolff Wiese Magana LLC | 55 | $9.00K | 0.01% | +55 | New |
| United Community Bank | 55 | $9.33K | 0.01% | +55 | New |
| Eagle Bay Advisors LLC | 60 | $10.0K | 0.01% | −49−45.0% | Reduced |
| MV Capital Management, Inc. | 60 | $10.0K | 0.00% | +12+25.0% | Added |
| Raleigh Capital Management Inc. | 59 | $10.0K | 0.01% | +59 | New |
| Sargent Bickham Lagudis LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 63 | $11.0K | 0.00% | +6+10.5% | Added |
| JFS Wealth Advisors, LLC | 64 | $11.0K | 0.00% | +22+52.4% | Added |
| Valley National Advisers Inc | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 69 | $12.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 72 | $12.0K | 0.00% | +72 | New |
| Beaird Harris Wealth Management, LLC | 69 | $12.0K | 0.00% | +69 | New |
| Earnest Partners LLC | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 76 | $13.0K | 0.02% | +76 | New |
| Zullo Investment Group, Inc. | 74 | $13.0K | 0.01% | +74 | New |
| TCI Wealth Advisors, Inc. | 81 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 92 | $15.0K | 0.01% | +92 | New |
| Gradient Investments LLC | 92 | $16.0K | 0.00% | −28−23.3% | Reduced |
| Delta Asset Management LLC | 92 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 100 | $17.0K | 0.01% | +100 | New |
| Ogorek Anthony Joseph | 109 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $18.0K | 0.00% | +52+98.1% | Added |
| Baystate Wealth Management LLC | 114 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $19.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 110 | $19.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 119 | $20.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 118 | $20.0K | 0.00% | +100+555.6% | Added |
| Clean Yield Group | 119 | $20.0K | 0.01% | +119 | New |
| Proffitt & Goodson Inc | 124 | $21.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $21.0K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 128 | $21.7K | 0.02% | +128 | New |
| Absolute Capital Management, LLC | 128 | $21.7K | 0.02% | +128 | New |
| Gemmer Asset Management LLC | 132 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 130 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $22.1K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 140 | $24.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $24.0K | 0.01% | +9+6.7% | Added |
| Concord Wealth Partners | 141 | $24.0K | 0.01% | +93+193.8% | Added |
| Washington Trust Advisors, Inc. | 140 | $24.0K | 0.00% | +140 | New |
| Stuart Chaussee & Associates, Inc. | 162 | $27.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $29.0K | 0.01% | −2−1.1% | Reduced |
| Versant Capital Management, Inc | 171 | $29.0K | 0.01% | +10+6.2% | Added |
| Sandy Spring Bank | 179 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 174 | $30.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 182 | $31.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 181 | $31.0K | 0.00% | +181 | New |
| Evoke Wealth, LLC | 188 | $32.0K | 0.00% | +150+394.7% | Added |
| Trust Co | 202 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $34.0K | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 216 | $37.0K | 0.03% | +216 | New |
| Country Trust Bank | 225 | $38.0K | 0.00% | +225 | New |
| Snowden Capital Advisors LLC | 244 | $41.0K | 0.00% | −2,176−89.9% | Reduced |
| Aua Capital Management, LLC | 241 | $41.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 255 | $43.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 280 | $48.0K | 0.00% | +66+30.8% | Added |
