| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 2 | $215 | 0.00% | −30−93.8% | Reduced |
| Capstone Investment Advisors, LLC | 2 | $215 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $324 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4 | $430 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $539 | 0.00% | – | – |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −27,474−100.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 10 | $1.08K | 0.00% | −4−28.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $1.61K | 0.00% | −13−46.4% | Reduced |
| Baker Avenue Asset Management, LP | 15 | $1.62K | 0.00% | +4+36.4% | Added |
| Arlington Partners LLC | 16 | $1.72K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 18 | $1.94K | 0.00% | +17+1,700.0% | Added |
| KB Financial Partners, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $2.37K | 0.00% | +22 | New |
| Schubert & Co | 24 | $2.59K | 0.00% | −3−11.1% | Reduced |
| Mascoma Wealth Management LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 25 | $2.69K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 33 | $3.56K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.56K | 0.00% | +13+65.0% | Added |
| Red Tortoise LLC | 37 | $3.99K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $4.30K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 44 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 45 | $4.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 48 | $5.00K | 0.00% | +24+100.0% | Added |
| Tradition Wealth Management, LLC | 48 | $5.00K | 0.00% | +48 | New |
| Abound Wealth Management | 48 | $5.19K | 0.00% | +32+200.0% | Added |
| NewSquare Capital LLC | 52 | $5.60K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 55 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 57 | $6.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 58 | $6.25K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 58 | $6.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $6.57K | 0.00% | +6+10.9% | Added |
| SOA Wealth Advisors, LLC. | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 68 | $7.33K | 0.00% | +68 | New |
| Prestige Wealth Management Group LLC | 69 | $7.43K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 71 | $7.65K | 0.00% | −43−37.7% | Reduced |
| MV Capital Management, Inc. | 80 | $8.62K | 0.00% | −3−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 83 | $8.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 83 | $8.94K | 0.00% | +25+43.1% | Added |
| Asset Dedication, LLC | 80 | $9.00K | 0.00% | −3−3.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 86 | $9.27K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 93 | $10.0K | 0.00% | +93 | New |
| North Star Investment Management Corp. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 102 | $11.0K | 0.00% | +1+1.0% | Added |
| Gradient Investments LLC | 112 | $12.1K | 0.00% | +6+5.7% | Added |
| Evermay Wealth Management LLC | 114 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 115 | $12.4K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 116 | $12.5K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 121 | $13.0K | 0.01% | +121 | New |
| Focused Wealth Management, Inc | 122 | $13.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $13.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 125 | $13.5K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 130 | $14.0K | 0.00% | +130 | New |
| Glassman Wealth Services | 130 | $14.0K | 0.00% | +17+15.0% | Added |
| Farther Finance Advisors, LLC | 138 | $14.9K | 0.00% | +31+29.0% | Added |
| Ronald Blue Trust, Inc. | 133 | $15.0K | 0.00% | −25−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 142 | $15.3K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 143 | $15.4K | 0.01% | −1−0.7% | Reduced |
| Washington Trust Co | 145 | $15.6K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 148 | $15.9K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 150 | $16.2K | 0.02% | −179−54.4% | Reduced |
| Covestor Ltd | 158 | $17.0K | 0.01% | +10+6.8% | Added |
| Atlas Capital Advisors LLC | 172 | $18.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 178 | $19.2K | 0.00% | +100+128.2% | Added |
| Duncker Streett & Co Inc | 179 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 179 | $19.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 180 | $19.4K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 182 | $19.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 184 | $19.8K | 0.00% | −49−21.0% | Reduced |
| Earnest Partners LLC | 190 | $20.5K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 201 | $21.7K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $22.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 206 | $22.2K | 0.00% | −1−0.5% | Reduced |
| Norwood Financial Corp | 210 | $22.6K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 217 | $23.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 235 | $25.0K | 0.00% | +214+1,019.0% | Added |
| CVA Family Office, LLC | 245 | $26.4K | 0.01% | +35+16.7% | Added |
| Trust Co of Vermont | 245 | $26.4K | 0.00% | +245 | New |
| Field & Main Bank | 252 | $27.1K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 274 | $29.5K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 275 | $29.6K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 281 | $30.4K | 0.03% | +2+0.7% | Added |
| Aspire Private Capital, LLC | 284 | $30.6K | 0.01% | +75+35.9% | Added |
| Missouri Trust & Investment Co | 295 | $31.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 296 | $31.9K | 0.01% | +12+4.2% | Added |
| Caldwell Sutter Capital, Inc. | 300 | $32.3K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 307 | $33.0K | 0.02% | 00.0% | Unchanged |