| Private Ocean, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Van Eck Associates Corp | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1.00K | 0.00% | −2−15.4% | Reduced |
| PYA Waltman Capital, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 134 | $1.10K | 0.00% | +99+282.9% | Added |
| Sutton Wealth Advisors Inc. | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.74K | 0.00% | +10 | New |
| First Bank & Trust | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Federated Hermes, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 18 | $3.00K | 0.00% | +3+20.0% | Added |
| Valley National Advisers Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 22 | $4.00K | 0.00% | +22 | New |
| Morton Brown Family Wealth, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Asset Dedication, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $5.00K | 0.00% | +14+87.5% | Added |
| Sugarloaf Wealth Management, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 33 | $6.00K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 32 | $6.00K | 0.00% | +32 | New |
| Macquarie Group Ltd | 39 | $7.00K | 0.00% | −5−11.4% | Reduced |
| Arcadia Investment Management Corp | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $7.00K | 0.00% | +16+72.7% | Added |
| Truvestments Capital LLC | 40 | $7.00K | 0.00% | +40 | New |
| Enterprise Trust & Investment Co | 41 | $7.00K | 0.00% | +41 | New |
| CVA Family Office, LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $8.71K | 0.00% | +50 | New |
| Blue Bell Private Wealth Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 54 | $9.00K | 0.01% | +54 | New |
| Stephens Consulting, LLC | 56 | $9.75K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $10.0K | 0.00% | −41−40.6% | Reduced |
| IAG Wealth Partners, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 61 | $11.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 69 | $12.0K | 0.00% | +1+1.5% | Added |
| Tyler-Stone Wealth Management | 69 | $12.0K | 0.01% | +19+38.0% | Added |
| Meeder Asset Management Inc | 73 | $13.0K | 0.00% | −42−36.5% | Reduced |
| North Star Investment Management Corp. | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $13.0K | 0.01% | +48+177.8% | Added |
| Coston, McIsaac & Partners | 73 | $13.0K | 0.01% | +73 | New |
| Sageworth Trust Co of South Dakota | 81 | $14.0K | 0.03% | +49+153.1% | Added |
| Prestige Wealth Management Group LLC | 87 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 90 | $16.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 94 | $16.0K | 0.00% | +32+51.6% | Added |
| Accel Wealth Management | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 98 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 95 | $17.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 100 | $17.0K | 0.01% | +100 | New |
| Standard Family Office LLC | 97 | $17.0K | 0.17% | +97 | New |
| Cascade Investment Advisors, Inc. | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 103 | $18.0K | 0.00% | −66−39.1% | Reduced |
| Pacifica Partners Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 109 | $18.0K | 0.00% | +109 | New |
| Clearview Wealth Advisors LLC | 111 | $19.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 110 | $19.2K | 0.01% | +6+5.8% | Added |
| Vigilant Capital Management, LLC | 114 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 113 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 115 | $20.0K | 0.01% | +1+0.9% | Added |
| Marquette Asset Management, LLC | 121 | $21.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 119 | $21.0K | 0.02% | +1+0.8% | Added |
| FinTrust Capital Advisors, LLC | 125 | $22.0K | 0.01% | −8−6.0% | Reduced |
| BDO Wealth Advisors, LLC | 124 | $22.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 125 | $22.0K | 0.02% | +67+115.5% | Added |
| Adirondack Trust Co | 134 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $24.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 136 | $24.0K | 0.02% | +1+0.7% | Added |
| Atwood & Palmer Inc | 143 | $25.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 144 | $25.0K | 0.05% | +47+48.5% | Added |
| Wolff Wiese Magana LLC | 146 | $25.0K | 0.02% | +84+135.5% | Added |
| Money Concepts Capital Corp | 148 | $26.0K | 0.00% | −286−65.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 151 | $26.0K | 0.00% | −73−32.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 152 | $26.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 150 | $26.1K | 0.03% | 00.0% | Unchanged |
| Lansing Street Advisors | 154 | $27.0K | 0.02% | +1+0.7% | Added |
| Motco | 168 | $29.0K | 0.00% | −20−10.6% | Reduced |
| Howe & Rusling Inc | 165 | $29.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 165 | $29.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 175 | $30.0K | 0.01% | −1,075−86.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 174 | $30.3K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 179 | $31.0K | 0.01% | +1+0.6% | Added |