| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4 | $0 | 0.00% | +4 | New |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $121 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 4 | $485 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 8 | $969 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.00K | 0.00% | −746−99.3% | Reduced |
| Horan Securities, Inc. | 12 | $1.00K | 0.00% | −1−7.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Column Capital Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Urban Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Castleview Partners, LLC | 50 | $1.21K | 0.00% | +48+2,400.0% | Added |
| Heritage Wealth Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| JNBA Financial Advisors | 13 | $2.00K | 0.00% | −25−65.8% | Reduced |
| FinTrust Capital Advisors, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | −5−31.3% | Reduced |
| Asset Dedication, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $2.00K | 0.00% | +18 | New |
| Retirement Group, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Washington Trust Advisors, Inc. | 26 | $3.00K | 0.00% | −45−63.4% | Reduced |
| Hanson & Doremus Investment Management | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $3.00K | 0.00% | +6+28.6% | Added |
| Whittier Trust Co of Nevada Inc | 28 | $3.00K | 0.00% | +14+100.0% | Added |
| Enterprise Trust & Investment Co | 25 | $3.00K | 0.00% | +25 | New |
| Goodman Advisory Group, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 24 | $3.00K | 0.00% | +24 | New |
| Fieldpoint Private Securities, LLC | 35 | $4.00K | 0.00% | −80−69.6% | Reduced |
| MV Capital Management, Inc. | 36 | $4.00K | 0.00% | −4−10.0% | Reduced |
| Avondale Wealth Management | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 34 | $4.00K | 0.00% | +34 | New |
| Sargent Bickham Lagudis LLC | 31 | $4.00K | 0.00% | +31 | New |
| Bartlett & Co. Wealth Management LLC | 34 | $4.12K | 0.00% | +34 | New |
| TCI Wealth Advisors, Inc. | 43 | $5.00K | 0.00% | −6−12.2% | Reduced |
| Sierra Capital LLC | 38 | $5.00K | 0.00% | −13−25.5% | Reduced |
| First Community Trust NA | 41 | $5.00K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $5.00K | 0.00% | +31+238.5% | Added |
| Recurrent Investment Advisors LLC | 41 | $5.00K | 0.00% | +41 | New |
| Total Clarity Wealth Management, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| JJJ Advisors Inc. | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $6.00K | 0.01% | +28+116.7% | Added |
| Penserra Capital Management LLC | 56 | $6.00K | 0.00% | +56 | New |
| Oliver Lagore Vanvalin Investment Group | 54 | $7.00K | 0.00% | −50−48.1% | Reduced |
| Pinnacle Bancorp, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $7.00K | 0.00% | +50+500.0% | Added |
| Winch Advisory Services, LLC | 58 | $7.00K | 0.00% | +58 | New |
| Mascoma Wealth Management LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $8.00K | 0.00% | +22+53.7% | Added |
| Stonebridge Capital Advisors LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 71 | $9.00K | 0.00% | +13+22.4% | Added |
| Carolinas Wealth Consulting LLC | 80 | $10.0K | 0.00% | −144−64.3% | Reduced |
| Vigilant Capital Management, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 90 | $10.9K | 0.00% | +90 | New |
| Moisand Fitzgerald Tamayo, LLC | 88 | $11.0K | 0.00% | −30−25.4% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $12.0K | 0.01% | +100 | New |
| Macroview Investment Management LLC | 97 | $12.0K | 0.02% | +97 | New |
| Syverson Strege & Co | 100 | $12.0K | 0.00% | +100 | New |
| Crewe Advisors LLC | 98 | $12.0K | 0.00% | +98 | New |
| Financial Management Professionals, Inc. | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 109 | $13.0K | 0.01% | +22+25.3% | Added |
| Ancora Advisors, LLC | 110 | $13.0K | 0.00% | +28+34.1% | Added |
| Harbour Investments, Inc. | 115 | $14.0K | 0.00% | +115 | New |
| Ranger Investment Management, L.P. | 126 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 121 | $15.0K | 0.00% | +21+21.0% | Added |
| SOA Wealth Advisors, LLC. | 140 | $16.0K | 0.00% | +58+70.7% | Added |
| Strategic Asset Management, LLC | 150 | $18.0K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 159 | $19.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 122 | $19.0K | 0.01% | +122 | New |
| Money Concepts Capital Corp | 166 | $20.0K | 0.00% | −5,134−96.9% | Reduced |
| Tradition Wealth Management, LLC | 165 | $20.0K | 0.00% | +6+3.8% | Added |
| Sutton Wealth Advisors Inc. | 174 | $21.1K | 0.01% | +5+3.0% | Added |
| Institutional & Family Asset Management, LLC | 180 | $22.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 192 | $23.0K | 0.01% | +105+120.7% | Added |
| Trust Co of Vermont | 186 | $23.0K | 0.00% | +186 | New |
| Blume Capital Management, Inc. | 200 | $24.0K | 0.01% | −25−11.1% | Reduced |
| Activest Wealth Management | 210 | $25.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 228 | $28.0K | 0.00% | +3+1.3% | Added |
| JFS Wealth Advisors, LLC | 232 | $28.0K | 0.00% | +53+29.6% | Added |
| Private Trust Co NA | 227 | $28.0K | 0.00% | +227 | New |