| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $35 | 0.00% | −46−100.0% | Reduced |
| Colonial Trust Advisors | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 0 | $132 | 0.00% | −384−100.0% | Reduced |
| Tfo-TDC, LLC | 2 | $195 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $307 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $613 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $716 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $717 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | +13 | New |
| Cary Street Partner Investment Advisory LLC | 10 | $1.02K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.64K | 0.00% | −5−23.8% | Reduced |
| Baker Avenue Asset Management, LP | 17 | $1.74K | 0.00% | +6+54.5% | Added |
| Farther Finance Advisors, LLC | 19 | $1.94K | 0.00% | −96−83.5% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $1.94K | 0.00% | −2−9.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.46K | 0.00% | +9+60.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 27 | $2.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $2.97K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.07K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $3.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $3.27K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 32 | $3.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $3.48K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $3.68K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 42 | $4.30K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 43 | $4.40K | 0.00% | +43 | New |
| Hexagon Capital Partners LLC | 46 | $4.71K | 0.00% | −7−13.2% | Reduced |
| Steward Financial Group LLC | 57 | $5.00K | 0.00% | +57 | New |
| CNB Bank | 50 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 51 | $5.22K | 0.00% | +37+264.3% | Added |
| Luken Investment Analytics, LLC | 52 | $5.32K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $5.52K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 56 | $5.73K | 0.00% | −10,538−99.5% | Reduced |
| Grove Bank & Trust | 57 | $5.83K | 0.00% | −200−77.8% | Reduced |
| Delta Asset Management LLC | 57 | $5.83K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $5.93K | 0.00% | −20−25.6% | Reduced |
| Harvest Fund Management Co., Ltd | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $6.48K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $7.00K | 0.00% | +9+14.8% | Added |
| Valley National Advisers Inc | 70 | $7.00K | 0.00% | +65+1,300.0% | Added |
| Assetmark, Inc | 69 | $7.06K | 0.00% | −117−62.9% | Reduced |
| Earnest Partners LLC | 73 | $7.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $7.67K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 80 | $8.18K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 84 | $8.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 84 | $8.59K | 0.00% | +11+15.1% | Added |
| West Tower Group, LLC | 87 | $8.90K | 0.00% | −526−85.8% | Reduced |
| Massmutual Trust Co FSB | 93 | $9.51K | 0.00% | +46+97.9% | Added |
| Farmers & Merchants Investments Inc | 99 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 100 | $10.2K | 0.00% | +100 | New |
| Legacy Financial Group LLC | 100 | $10.2K | 0.00% | +100 | New |
| American National Bank | 115 | $11.8K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 115 | $11.8K | 0.01% | +115 | New |
| Carmel Capital Partners, LLC | 116 | $11.9K | 0.01% | +116 | New |
| Hazlett, Burt & Watson, Inc. | 114 | $12.0K | 0.01% | +19+20.0% | Added |
| JNBA Financial Advisors | 120 | $12.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 122 | $12.5K | 0.00% | −1−0.8% | Reduced |
| Riverview Trust Co | 130 | $13.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 132 | $13.5K | 0.00% | +51+63.0% | Added |
| Covestor Ltd | 139 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 140 | $14.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $15.3K | 0.00% | +1+0.7% | Added |
| Parkside Financial Bank & Trust | 174 | $17.8K | 0.00% | +31+21.7% | Added |
| GoalVest Advisory LLC | 175 | $17.9K | 0.01% | +65+59.1% | Added |
| Carolinas Wealth Consulting LLC | 6,862 | $18.4K | 0.00% | −31−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 184 | $18.8K | 0.00% | +43+30.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $20.0K | 0.01% | +194 | New |
| Asset Dedication, LLC | 200 | $20.0K | 0.00% | +50+33.3% | Added |
| Newbridge Financial Services Group, Inc. | 209 | $21.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 215 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 267 | $27.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 295 | $30.2K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 298 | $30.5K | 0.00% | +159+114.4% | Added |
| AM Squared Ltd | 300 | $30.7K | 0.05% | −900−75.0% | Reduced |
| Bangor Savings Bank | 300 | $30.7K | 0.00% | −46−13.3% | Reduced |
| JJJ Advisors Inc. | 302 | $31.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 310 | $31.7K | 0.00% | −188−37.8% | Reduced |
| Deseret Mutual Benefit Administrators | 326 | $33.3K | 0.02% | −17−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 338 | $34.6K | 0.02% | −3−0.9% | Reduced |
| McClarren Financial Advisors, Inc. | 365 | $37.0K | 0.03% | +3+0.8% | Added |
| Quarry LP | 367 | $37.5K | 0.02% | +302+464.6% | Added |
| AdvisorNet Financial, Inc | 380 | $38.9K | 0.00% | −5−1.3% | Reduced |
| Smithfield Trust Co | 380 | $39.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 386 | $39.0K | 0.00% | +386 | New |
| Hanson & Doremus Investment Management | 390 | $40.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 394 | $40.3K | 0.00% | −18−4.4% | Reduced |