| Glen Eagle Advisors, LLC | 1 | $147 | 0.00% | −200−99.5% | Reduced |
| Clearstead Advisors, LLC | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $147 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $294 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $294 | 0.00% | +2 | New |
| Heritage Wealth Advisors | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $435 | 0.00% | +4 | New |
| Aspire Private Capital, LLC | 3 | $440 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $441 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3 | $478 | 0.00% | +3 | New |
| Denali Advisors LLC | 4 | $588 | 0.00% | −4−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $588 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $588 | 0.00% | +4 | New |
| State of Wyoming | 5 | $735 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $735 | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 5 | $735 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $882 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $882 | 0.00% | +3+100.0% | Added |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 7 | $1.03K | 0.00% | −10−58.8% | Reduced |
| Addison Advisors LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $1.32K | 0.00% | −13−59.1% | Reduced |
| Scarborough Advisors, LLC | 9 | $1.37K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.76K | 0.00% | −3−20.0% | Reduced |
| First Horizon Advisors, Inc. | 15 | $2.20K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $2.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.35K | 0.00% | −5−23.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $2.35K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $2.95K | 0.00% | +22 | New |
| AdvisorNet Financial, Inc | 24 | $3.53K | 0.00% | +2+9.1% | Added |
| Farmers & Merchants Investments Inc | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 27 | $3.97K | 0.01% | +27 | New |
| Prestige Wealth Management Group LLC | 29 | $4.26K | 0.00% | −1−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 32 | $4.70K | 0.00% | −49−60.5% | Reduced |
| TFC Financial Management | 32 | $4.70K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 33 | $4.85K | 0.00% | −61−64.9% | Reduced |
| Parkside Financial Bank & Trust | 33 | $4.85K | 0.00% | −3−8.3% | Reduced |
| Hantz Financial Services, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 37 | $5.44K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 37 | $5.44K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $5.44K | 0.00% | +36+3,600.0% | Added |
| Armstrong Advisory Group, Inc | 40 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $6.00K | 0.00% | +43 | New |
| Rakuten Investment Management, Inc. | 44 | $6.49K | 0.00% | +44 | New |
| Private Wealth Management Group, LLC | 45 | $6.61K | 0.00% | +45 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 45 | $6.61K | 0.00% | +45 | New |
| City State Bank | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.35K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 53 | $7.79K | 0.00% | +28+112.0% | Added |
| Bell Investment Advisors, Inc | 54 | $7.94K | 0.00% | −5−8.5% | Reduced |
| Brown Brothers Harriman & Co | 59 | $8.67K | 0.00% | −118−66.7% | Reduced |
| Trust Co | 60 | $8.82K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 60 | $8.82K | 0.00% | +21+53.8% | Added |
| BKM Wealth Management, LLC | 70 | $10.3K | 0.00% | +70 | New |
| Arrow Financial Corp | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 79 | $11.6K | 0.00% | −11−12.2% | Reduced |
| First Beijing Investment Ltd | 80 | $11.8K | 0.00% | +80 | New |
| Vermillion & White Wealth Management Group, LLC | 80 | $11.8K | 0.01% | +80 | New |
| Hobbs Group Advisors, LLC | 80 | $11.8K | 0.01% | +80 | New |
| CarsonAllaria Wealth Management, Ltd. | 80 | $11.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $12.0K | 0.01% | −69−46.9% | Reduced |
| Pin Oak Investment Advisors Inc | 80 | $12.0K | 0.01% | +80 | New |
| Massmutual Trust Co FSB | 85 | $12.5K | 0.00% | −32−27.4% | Reduced |
| Northwest Financial Advisors | 87 | $12.8K | 0.01% | +87 | New |
| Lindbrook Capital, LLC | 93 | $13.7K | 0.00% | +5+5.7% | Added |
| Winthrop Capital Management, LLC | 95 | $14.0K | 0.00% | +95 | New |
| Tradition Wealth Management, LLC | 93 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 97 | $14.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 99 | $14.5K | 0.01% | +99 | New |
| Umb Bank N A | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $14.8K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 105 | $15.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 114 | $16.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 115 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 120 | $17.8K | 0.00% | +120 | New |
| Private Trust Co NA | 122 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $18.0K | 0.00% | +120 | New |
| Principal Securities, Inc. | 130 | $19.1K | 0.00% | +130 | New |
| Turtle Creek Wealth Advisors, LLC | 133 | $19.5K | 0.01% | +133 | New |
| Centerpoint Advisors, LLC | 138 | $20.0K | 0.01% | +37+36.6% | Added |
| JFS Wealth Advisors, LLC | 140 | $20.6K | 0.00% | −8−5.4% | Reduced |
| NBC Securities, Inc. | 168 | $24.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 178 | $26.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 190 | $28.3K | 0.00% | +140+280.0% | Added |
| Sandy Spring Bank | 200 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 293 | $31.0K | 0.00% | +206+236.8% | Added |
| Laurel Wealth Advisors LLC | 212 | $31.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 231 | $33.0K | 0.00% | −38−14.1% | Reduced |
| Harbour Investments, Inc. | 234 | $34.4K | 0.00% | +2+0.9% | Added |
| Farther Finance Advisors, LLC | 237 | $34.9K | 0.00% | +28+13.4% | Added |
| JJJ Advisors Inc. | 241 | $35.5K | 0.01% | 00.0% | Unchanged |