| BOK Financial Private Wealth, Inc. | 0 | $12 | 0.00% | 0 | New |
| Rakuten Securities, Inc. | 1 | $35 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 4 | $140 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 5 | $173 | 0.00% | +5 | New |
| Creekmur Asset Management LLC | 7 | $244 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $522 | 0.00% | −7−31.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 27 | $940 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 39 | $1.36K | 0.00% | +39 | New |
| Coppell Advisory Solutions LLC | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 46 | $1.59K | 0.00% | −186−80.2% | Reduced |
| SOA Wealth Advisors, LLC. | 48 | $1.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $1.95K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 57 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 58 | $2.02K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 73 | $2.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 74 | $2.58K | 0.00% | +74 | New |
| Darwin Advisors, LLC | 74 | $2.58K | 0.00% | +74 | New |
| Quent Capital, LLC | 82 | $2.85K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $3.03K | 0.00% | −2−2.2% | Reduced |
| Sound Income Strategies, LLC | 93 | $3.24K | 0.00% | −177−65.6% | Reduced |
| CVA Family Office, LLC | 95 | $3.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 98 | $3.41K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $3.63K | 0.00% | −250−69.1% | Reduced |
| Bell Investment Advisors, Inc | 109 | $3.79K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 109 | $3.79K | 0.00% | +90+473.7% | Added |
| Cedar Mountain Advisors, LLC | 134 | $4.66K | 0.00% | +134 | New |
| Peterson Financial Group, Inc. | 136 | $4.73K | 0.02% | +136 | New |
| Reston Wealth Management LLC | 137 | $4.77K | 0.00% | +137 | New |
| Resources Management Corp | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $5.22K | 0.00% | 00.0% | Unchanged |
| City State Bank | 155 | $5.39K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 155 | $5.39K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 159 | $5.65K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 166 | $5.84K | 0.00% | +166 | New |
| Hobbs Group Advisors, LLC | 172 | $5.99K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 178 | $6.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 188 | $6.55K | 0.00% | −63−25.1% | Reduced |
| Trust Co of Vermont | 194 | $6.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $6.96K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $6.96K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 200 | $6.96K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 205 | $7.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 225 | $7.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 232 | $8.07K | 0.00% | +32+16.0% | Added |
| Asset Dedication, LLC | 245 | $8.53K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $8.70K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 256 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 264 | $9.19K | 0.00% | −214−44.8% | Reduced |
| Robinswood Financial LLC | 265 | $9.22K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 300 | $10.4K | 0.00% | +300 | New |
| Newbridge Financial Services Group, Inc. | 338 | $11.8K | 0.00% | +7+2.1% | Added |
| Community Bank, N.A. | 340 | $11.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 354 | $12.3K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 359 | $12.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 360 | $12.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 363 | $12.6K | 0.00% | −152−29.5% | Reduced |
| Smartleaf Asset Management LLC | 372 | $13.1K | 0.00% | +194+109.0% | Added |
| Beutel, Goodman & Co Ltd. | 409 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $14.0K | 0.00% | +400 | New |
| Pflug Koory, LLC | 410 | $14.3K | 0.01% | +410 | New |
| Daiwa Securities Group Inc. | 450 | $16.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 476 | $16.6K | 0.00% | +476 | New |
| Richard W. Paul & Associates, LLC | 478 | $16.6K | 0.01% | −2−0.4% | Reduced |
| Cromwell Holdings LLC | 481 | $16.7K | 0.01% | +481 | New |
| Danske Bank A/S | 489 | $17.0K | 0.00% | +489 | New |
| Old Point Trust & Financial Services N A | 500 | $17.4K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 530 | $18.0K | 0.00% | −290−35.4% | Reduced |
| Larson Financial Group LLC | 538 | $18.7K | 0.00% | +349+184.7% | Added |
| St Germain D J Co Inc | 549 | $19.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 553 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 564 | $19.6K | 0.00% | −103−15.4% | Reduced |
| Financial Management Professionals, Inc. | 572 | $20.0K | 0.00% | +61+11.9% | Added |
| Guardian Wealth Management, Inc. | 599 | $20.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 599 | $20.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 617 | $21.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 635 | $22.1K | 0.01% | +635 | New |
| Manchester Capital Management LLC | 637 | $22.2K | 0.00% | +133+26.4% | Added |
| FSC Wealth Advisors, LLC | 649 | $22.6K | 0.02% | +14+2.2% | Added |
| Fortitude Family Office, LLC | 670 | $23.3K | 0.01% | +670 | New |
| Jackson, Grant Investment Advisers, Inc. | 740 | $25.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 773 | $26.9K | 0.00% | −862−52.7% | Reduced |
| Whittier Trust Co | 800 | $27.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 830 | $28.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 806 | $28.0K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 915 | $31.8K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 940 | $32.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,003 | $34.9K | 0.01% | +1,003 | New |
| Dixon Mitchell Investment Counsel Inc. | 1,000 | $35.5K | 0.00% | −1,123−52.9% | Reduced |
| Bogart Wealth, LLC | 1,117 | $38.9K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,128 | $39.3K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,151 | $40.0K | 0.01% | +182+18.8% | Added |
| Massmutual Trust Co FSB | 1,182 | $41.1K | 0.00% | +108+10.1% | Added |
| Hexagon Capital Partners LLC | 1,232 | $42.9K | 0.01% | +675+121.2% | Added |
| Compagnie Lombard Odier SCmA | 1,280 | $44.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,284 | $44.7K | 0.00% | +59+4.8% | Added |
| Aspire Private Capital, LLC | 1,452 | $50.5K | 0.01% | +8+0.6% | Added |
| Brown Brothers Harriman & Co | 1,466 | $51.0K | 0.00% | +1,466 | New |
| Legacy Investment Solutions, LLC | 1,875 | $51.0K | 0.03% | +1,875 | New |