| Simon Quick Advisors, LLC | 2 | $0 | 0.00% | −148−98.7% | Reduced |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| Wit, LLC | 1 | $281 | 0.01% | +1 | New |
| TSFG, LLC | 6 | $1.00K | 0.00% | −40−87.0% | Reduced |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Washington Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Itau Unibanco Holding S.A. | 6 | $1.00K | 0.00% | +6 | New |
| Horan Securities, Inc. | 7 | $2.00K | 0.00% | −59−89.4% | Reduced |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | −16−61.5% | Reduced |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Coastal Capital Group, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $2.00K | 0.00% | +5+100.0% | Added |
| Clean Yield Group | 8 | $2.00K | 0.00% | +8 | New |
| Bogart Wealth, LLC | 10 | $2.00K | 0.00% | +10 | New |
| AllSquare Wealth Management LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $3.00K | 0.00% | +2+20.0% | Added |
| Lee Financial Co | 12 | $3.00K | 0.00% | +8+200.0% | Added |
| Ogorek Anthony Joseph | 14 | $3.00K | 0.00% | +14 | New |
| TCTC Holdings, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Tradition Wealth Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 15 | $3.41K | 0.00% | −8−34.8% | Reduced |
| Rockbridge Investment Management, LCC | 16 | $3.65K | 0.00% | −50−75.8% | Reduced |
| Cedar Wealth Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 16 | $4.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $4.09K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 22 | $5.00K | 0.00% | −54−71.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 23 | $5.00K | 0.00% | −20−46.5% | Reduced |
| Econ Financial Services Corp | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 25 | $5.68K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 25 | $6.00K | 0.00% | −60−70.6% | Reduced |
| PSI Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 27 | $6.00K | 0.01% | +7+35.0% | Added |
| Caldwell Trust Co | 30 | $6.81K | 0.00% | −2−6.3% | Reduced |
| Lenox Wealth Advisors, LLC | 30 | $7.00K | 0.00% | −7−18.9% | Reduced |
| Gould Capital, LLC | 33 | $7.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 30 | $7.00K | 0.00% | +30 | New |
| Activest Wealth Management | 30 | $7.00K | 0.00% | +30 | New |
| Lake Point Wealth Management | 37 | $8.00K | 0.00% | −25−40.3% | Reduced |
| JCIC Asset Management Inc. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 39 | $9.00K | 0.01% | −4−9.3% | Reduced |
| Princeton Global Asset Management LLC | 40 | $9.00K | 0.00% | +40 | New |
| Piscataqua Savings Bank | 40 | $9.00K | 0.01% | +40 | New |
| Gradient Investments LLC | 44 | $10.0K | 0.00% | −9−17.0% | Reduced |
| FinTrust Capital Advisors, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 48 | $11.0K | 0.00% | −60−55.6% | Reduced |
| Webster Bank, N. A. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 50 | $11.0K | 0.00% | +5+11.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 59 | $11.0K | 0.01% | +59 | New |
| Carmichael Hill & Associates, Inc. | 50 | $12.0K | 0.01% | +13+35.1% | Added |
| Cohen & Steers, Inc. | 63 | $14.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 59 | $14.0K | 0.00% | +42+247.1% | Added |
| Islay Capital Management, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 70 | $16.0K | 0.00% | +70 | New |
| Dravo Bay LLC | 72 | $16.4K | 0.01% | +72 | New |
| Smithfield Trust Co | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 76 | $17.0K | 0.01% | +76 | New |
| Gordian Capital Singapore Pte Ltd | 101 | $18.0K | 0.01% | −100−49.8% | Reduced |
| Earnest Partners LLC | 80 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 80 | $18.0K | 0.00% | +22+37.9% | Added |
| Carolinas Wealth Consulting LLC | 81 | $18.0K | 0.00% | +23+39.7% | Added |
| TD Private Client Wealth LLC | 80 | $18.2K | 0.00% | +70+700.0% | Added |
| South State Corp. | 86 | $19.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 323 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 98 | $22.0K | 0.02% | −20−16.9% | Reduced |
| Macroview Investment Management LLC | 96 | $22.0K | 0.03% | −7−6.8% | Reduced |
| Holloway Wealth Management, LLC | – | $22.0K | 0.01% | – | – |
| Aquatic Capital Management LLC | 100 | $23.0K | 0.03% | −400−80.0% | Reduced |
| BerganKDV Wealth Management, LLC | 102 | $23.0K | 0.00% | +1+1.0% | Added |
| NewSquare Capital LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $23.0K | 0.02% | +100 | New |
| Siena Capital LLC | 100 | $23.0K | 0.01% | +100 | New |
| Tradewinds Capital Management, LLC | 105 | $24.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 104 | $24.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 106 | $24.0K | 0.00% | +106 | New |
| Bartlett & Co. Wealth Management LLC | 110 | $25.0K | 0.00% | +110 | New |
| Fortitude Advisory Group L.L.C. | 110 | $25.0K | 0.01% | −515−82.4% | Reduced |