| Migdal Insurance & Financial Holdings Ltd. | 4 | $0 | 0.00% | −53−93.0% | Reduced |
| Silicon Valley Capital Partners | 0 | $3 | 0.00% | 0 | Unchanged |
| Hoertkorn Richard Charles | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2 | $241 | 0.00% | +2 | New |
| Webster Bank, N. A. | 3 | $361 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $361 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $482 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $602 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $602 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $602 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $602 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $619 | 0.00% | −5−50.0% | Reduced |
| Global Financial Private Client, LLC | 7 | $841 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 7 | $841 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 7 | $843 | 0.00% | −15−68.2% | Reduced |
| Bank of New Hampshire | 8 | $963 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | +10+200.0% | Added |
| Highline Wealth Partners LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 9 | $1.08K | 0.00% | +9 | New |
| Deane Retirement Strategies, Inc. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 10 | $1.20K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.32K | 0.00% | −2−15.4% | Reduced |
| Chelsea Counsel Co | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $1.54K | 0.00% | −344−96.6% | Reduced |
| Motco | 13 | $1.56K | 0.00% | −33−71.7% | Reduced |
| Retirement Group, LLC | 13 | $1.56K | 0.00% | −10−43.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14 | $1.73K | 0.00% | −5,545−99.7% | Reduced |
| DT Investment Partners, LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $1.95K | 0.00% | +16 | New |
| Roble, Belko & Company, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 17 | $2.05K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 19 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 21 | $2.53K | 0.00% | −27−56.3% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $2.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.77K | 0.00% | +1+4.5% | Added |
| TFC Financial Management | 23 | $2.77K | 0.00% | −3−11.5% | Reduced |
| Front Row Advisors LLC | 25 | $3.01K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 26 | $3.13K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 27 | $3.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.37K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 28 | $3.37K | 0.00% | +28 | New |
| C M Bidwell & Associates Ltd | 30 | $3.61K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $3.61K | 0.00% | +30 | New |
| Investors Research Corp | 33 | $3.97K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 33 | $3.97K | 0.00% | +33 | New |
| Clear Street Markets LLC | 30 | $4.00K | 0.00% | −48−61.5% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 35 | $4.21K | 0.00% | +35 | New |
| Northwest Investment Counselors, LLC | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 39 | $4.76K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $4.80K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 42 | $5.06K | 0.00% | +42 | New |
| Lee Financial Co | 44 | $5.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $5.42K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 47 | $5.66K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 48 | $5.78K | 0.00% | +48 | New |
| Abound Wealth Management | 49 | $5.90K | 0.00% | +16+48.5% | Added |
| Versant Capital Management, Inc | 50 | $6.02K | 0.00% | −12−19.4% | Reduced |
| St Germain D J Co Inc | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $6.62K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 61 | $7.00K | 0.00% | −2−3.2% | Reduced |
| City State Bank | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 59 | $7.10K | 0.00% | −10−14.5% | Reduced |
| Legacy Bridge, LLC | 60 | $7.22K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $7.22K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 63 | $7.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 69 | $8.00K | 0.00% | +69 | New |
| Brown, Lisle/Cummings, Inc. | 71 | $8.55K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 72 | $8.67K | 0.00% | +1+1.4% | Added |
| West Paces Advisors Inc. | 76 | $9.15K | 0.00% | −26−25.5% | Reduced |
| Key Financial Inc | 77 | $9.27K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 80 | $9.63K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 86 | $10.4K | 0.00% | −4,909−98.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 91 | $11.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 92 | $11.1K | 0.00% | 00.0% | Unchanged |