| Eagle Bay Advisors LLC | 1 | $2.00K | 0.00% | −1−50.0% | Reduced |
| Barnett & Company, Inc. | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $2.00K | 0.00% | +1 | New |
| Surevest, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $2.00K | 0.00% | +1 | New |
| Horan Securities, Inc. | 1 | $2.00K | 0.00% | +1 | New |
| Core Alternative Capital | 1 | $2.00K | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $4.00K | 0.00% | −4−66.7% | Reduced |
| Clearstead Advisors, LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $4.00K | 0.00% | +1+100.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $4.00K | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 2 | $4.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $4.19K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $6.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $6.00K | 0.00% | +3 | New |
| Zullo Investment Group, Inc. | 3 | $6.00K | 0.00% | +3 | New |
| Carroll Financial Associates, Inc. | 4 | $8.00K | 0.00% | −42−91.3% | Reduced |
| Howe & Rusling Inc | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $8.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $8.00K | 0.00% | +1+33.3% | Added |
| Stonebridge Capital Advisors LLC | 4 | $8.00K | 0.00% | +4 | New |
| Tevis Investment Management | 4 | $8.00K | 0.01% | +4 | New |
| Stephens Consulting, LLC | 4 | $8.39K | 0.01% | +4 | New |
| Schubert & Co | 5 | $10.0K | 0.01% | +5 | New |
| Sandy Spring Bank | 6 | $12.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6 | $12.0K | 0.01% | +6 | New |
| Loomis Sayles & Co L P | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $13.0K | 0.00% | +1+20.0% | Added |
| Amplius Wealth Advisors, LLC | 7 | $14.0K | 0.00% | +7 | New |
| Reilly Financial Advisors, LLC | 7 | $15.0K | 0.00% | +5+250.0% | Added |
| Clearview Wealth Advisors LLC | 8 | $17.0K | 0.01% | +5+166.7% | Added |
| NVWM, LLC | 9 | $19.0K | 0.01% | +4+80.0% | Added |
| Arlington Partners LLC | 9 | $19.0K | 0.01% | +9 | New |
| Harbour Investments, Inc. | 10 | $21.0K | 0.00% | −233−95.9% | Reduced |
| Optimum Investment Advisors | 10 | $21.0K | 0.01% | −4−28.6% | Reduced |
| Atwood & Palmer Inc | 10 | $21.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $21.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 10 | $21.0K | 0.01% | +10 | New |
| Rocky Mountain Advisers, LLC | 11 | $23.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $23.0K | 0.00% | +4+57.1% | Added |
| Financial Management Professionals, Inc. | 12 | $25.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $25.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $25.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 12 | $25.0K | 0.01% | +3+33.3% | Added |
| Private Capital Group, LLC | 13 | $27.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $27.0K | 0.00% | +3+30.0% | Added |
| State of Wyoming | 13 | $27.0K | 0.01% | +13 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 15 | $27.0K | 0.02% | +15 | New |
| MUFG Americas Holdings Corp | 14 | $29.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 14 | $29.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $29.0K | 0.00% | +14 | New |
| Advocacy Wealth Management Services, LLC | 15 | $31.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15 | $31.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $31.0K | 0.01% | +15 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 15 | $32.0K | 0.00% | +15 | New |
| South State Corp. | 16 | $33.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 17 | $36.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 17 | $36.0K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 18 | $37.0K | 0.01% | +1+5.9% | Added |
| Valley National Advisers Inc | 18 | $37.0K | 0.01% | +5+38.5% | Added |
| Larson Financial Group LLC | 18 | $38.0K | 0.01% | +11+157.1% | Added |
| Sutton Wealth Advisors Inc. | 19 | $39.8K | 0.01% | −1−5.0% | Reduced |
| Rosenberg Matthew Hamilton | 19 | $40.0K | 0.01% | +14+280.0% | Added |
| Legacy Bridge, LLC | 20 | $42.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 20 | $42.0K | 0.00% | +12+150.0% | Added |
| Zions Bancorporation, N.A. | 21 | $44.0K | 0.00% | +1+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 22 | $46.0K | 0.00% | +14+175.0% | Added |
| Parkside Financial Bank & Trust | 23 | $48.0K | 0.01% | +1+4.5% | Added |
| Geneos Wealth Management Inc. | 24 | $50.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $52.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 25 | $52.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $55.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $57.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $57.0K | 0.01% | +26+2,600.0% | Added |
| Cranbrook Wealth Management, LLC | 28 | $59.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 30 | $61.0K | 0.01% | +16+114.3% | Added |
| Gemmer Asset Management LLC | 30 | $63.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $65.0K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 32 | $67.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 32 | $67.0K | 0.04% | +2+6.7% | Added |
| Atlas Capital Advisors LLC | 32 | $67.1K | 0.01% | +13+68.4% | Added |
| Key Financial Inc | 34 | $71.0K | 0.04% | 00.0% | Unchanged |