| CBIZ Investment Advisory Services, LLC | 0 | $13 | 0.00% | −10−100.0% | Reduced |
| Copeland Capital Management, LLC | 0 | $134 | 0.00% | −941−100.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $160 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $161 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $161 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $320 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $321 | 0.00% | −3,011−99.9% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $321 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $321 | 0.00% | +1+100.0% | Added |
| SOA Wealth Advisors, LLC. | 2 | $334 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $478 | 0.00% | −1−25.0% | Reduced |
| NVWM, LLC | 3 | $481 | 0.00% | −2−40.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $481 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $481 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $580 | 0.00% | +1+33.3% | Added |
| Sittner & Nelson, LLC | 4 | $641 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $641 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $641 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $642 | 0.00% | −2−33.3% | Reduced |
| Wood Tarver Financial Group, LLC | 4 | $642 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 150 | $801 | 0.00% | +145+2,900.0% | Added |
| Horizon Financial Services, LLC | 5 | $801 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $802 | 0.00% | −7−58.3% | Reduced |
| Garde Capital, Inc. | 5 | $802 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $962 | 0.00% | +6 | New |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Activest Wealth Management | 7 | $1.12K | 0.00% | +7 | New |
| Transce3nd, LLC | 8 | $1.28K | 0.00% | −6−42.9% | Reduced |
| Sound Income Strategies, LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.60K | 0.00% | +6+150.0% | Added |
| Cherry Tree Wealth Management, LLC | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.95K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Harbor Investment Advisory, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 13 | $2.08K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 14 | $2.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $2.24K | 0.00% | +6+75.0% | Added |
| Washington Trust Co | 15 | $2.40K | 0.00% | −5−25.0% | Reduced |
| Wolff Wiese Magana LLC | 15 | $2.40K | 0.00% | −5−25.0% | Reduced |
| Godsey & Gibb Associates | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.56K | 0.00% | +2+14.3% | Added |
| CoreCap Advisors, LLC | 17 | $2.72K | 0.00% | −556−97.0% | Reduced |
| Cornerstone Planning Group LLC | 18 | $2.79K | 0.00% | +15+500.0% | Added |
| Dunhill Financial, LLC | 17 | $2.79K | 0.00% | −3−15.0% | Reduced |
| City State Bank | 18 | $2.88K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 19 | $3.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $3.21K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $3.21K | 0.00% | +20 | New |
| Sierra Ocean, LLC | 20 | $3.22K | 0.00% | −6−23.1% | Reduced |
| Hollencrest Capital Management | 22 | $3.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $3.69K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $4.00K | 0.00% | −17−39.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 23 | $4.00K | 0.00% | +14+155.6% | Added |
| FSA Wealth Management LLC | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $4.36K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 28 | $4.49K | 0.00% | +28 | New |
| First Pacific Financial | 28 | $4.49K | 0.00% | +22+366.7% | Added |
| Front Row Advisors LLC | 30 | $4.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 32 | $5.10K | 0.00% | −3−8.6% | Reduced |
| Sunbelt Securities, Inc. | 33 | $5.29K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 33 | $5.29K | 0.00% | +6+22.2% | Added |
| Rocky Mountain Advisers, LLC | 34 | $5.45K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 36 | $5.77K | 0.00% | +36 | New |
| Compass Planning Associates Inc | 36 | $5.82K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $6.00K | 0.00% | +34 | New |
| Sofos Investments, Inc. | 38 | $6.09K | 0.00% | +38 | New |
| Abound Wealth Management | 41 | $6.59K | 0.00% | −12−22.6% | Reduced |
| Manchester Capital Management LLC | 42 | $6.73K | 0.00% | +16+61.5% | Added |
| Private Wealth Management Group, LLC | 47 | $7.53K | 0.00% | −10−17.5% | Reduced |
| Synergy Investment Management, LLC | 50 | $7.97K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 51 | $8.17K | 0.00% | +39+325.0% | Added |
| Saudi Central Bank | 52 | $8.33K | 0.04% | +52 | New |
| Avalon Trust Co | 53 | $8.54K | 0.00% | +28+112.0% | Added |
| Hexagon Capital Partners LLC | 58 | $9.29K | 0.00% | +1+1.8% | Added |
| Stuart Chaussee & Associates, Inc. | 60 | $9.62K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 60 | $9.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 60 | $9.62K | 0.00% | +23+62.2% | Added |
| Ulland Investment Advisors, LLC | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 66 | $10.6K | 0.00% | +62+1,550.0% | Added |
| Stephenson National Bank & Trust | 68 | $10.9K | 0.00% | +16+30.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 69 | $11.0K | 0.00% | −20−22.5% | Reduced |
| Sandy Spring Bank | 72 | $11.5K | 0.00% | −7−8.9% | Reduced |
| Asset Dedication, LLC | 72 | $11.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $12.0K | 0.01% | −58−43.6% | Reduced |
| Riverview Trust Co | 77 | $12.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 78 | $12.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $12.7K | 0.00% | +6+8.2% | Added |
| SBI Securities Co., Ltd. | 79 | $12.7K | 0.00% | +17+27.4% | Added |
| DT Investment Partners, LLC | 80 | $12.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 86 | $13.8K | 0.01% | 00.0% | Unchanged |