| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $155 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $349 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $465 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4 | $620 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $975 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $1.31K | 0.00% | +6+150.0% | Added |
| North Star Investment Management Corp. | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Avion Wealth | 20 | $2.00K | 0.00% | +8+66.7% | Added |
| Coppell Advisory Solutions LLC | 15 | $2.05K | 0.00% | −590−97.5% | Reduced |
| Highline Wealth Partners LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $2.17K | 0.00% | +14 | New |
| Hollencrest Capital Management | 15 | $2.32K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $2.48K | 0.00% | +16 | New |
| Carmichael Hill & Associates, Inc. | 16 | $2.52K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $3.00K | 0.00% | −42−67.7% | Reduced |
| Bollard Group LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 25 | $3.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $4.49K | 0.00% | +11+61.1% | Added |
| Grove Bank & Trust | 34 | $5.27K | 0.00% | −10−22.7% | Reduced |
| Avondale Wealth Management | 35 | $5.42K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 36 | $5.58K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 36 | $5.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 38 | $5.88K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 39 | $6.04K | 0.00% | −14−26.4% | Reduced |
| GHP Investment Advisors, Inc. | 38 | $6.33K | 0.00% | +38 | New |
| First Community Trust NA | 41 | $6.35K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 44 | $7.00K | 0.00% | −24−35.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $8.02K | 0.00% | −65−56.5% | Reduced |
| Western Pacific Wealth Management, LP | 52 | $8.05K | 0.01% | −321−86.1% | Reduced |
| Pinnacle Bancorp, Inc. | 54 | $8.36K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 56 | $8.65K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $9.00K | 0.01% | +2+3.8% | Added |
| Red Tortoise LLC | 61 | $9.45K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $9.60K | 0.00% | +7+12.7% | Added |
| Winch Advisory Services, LLC | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 71 | $11.0K | 0.01% | +50+238.1% | Added |
| Rogco, LP | 75 | $11.6K | 0.01% | +75 | New |
| Distillate Capital Partners LLC | 78 | $12.1K | 3.05% | −2−2.5% | Reduced |
| Ancora Advisors, LLC | 82 | $12.7K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 87 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 85 | $13.2K | 0.00% | +4+4.9% | Added |
| Colonial Trust Co | 86 | $13.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $13.8K | 0.02% | +89 | New |
| Abound Wealth Management | 91 | $14.1K | 0.01% | +3+3.4% | Added |
| Gradient Investments LLC | 92 | $14.2K | 0.00% | +6+7.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $14.7K | 0.01% | +95 | New |
| GW&K Investment Management, LLC | 98 | $15.0K | 0.00% | −58−37.2% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $15.5K | 0.00% | −100−50.0% | Reduced |
| Investors Research Corp | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $15.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 104 | $16.1K | 0.01% | +31+42.5% | Added |
| Riverview Trust Co | 105 | $16.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 106 | $16.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 112 | $17.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 117 | $18.1K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 122 | $18.9K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 123 | $19.1K | 0.00% | −5,840−97.9% | Reduced |
| Ranger Investment Management, L.P. | 126 | $19.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 134 | $20.8K | 0.00% | +33+32.7% | Added |
| Capital Analysts, LLC | 135 | $21.0K | 0.00% | +20+17.4% | Added |
| First Personal Financial Services | 137 | $21.2K | 0.01% | −97−41.5% | Reduced |
| Creative Financial Designs Inc | 142 | $21.9K | 0.00% | −149−51.2% | Reduced |
| IMA Wealth, Inc. | 150 | $23.2K | 0.01% | −100−40.0% | Reduced |
| Albion Financial Group | 159 | $24.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 159 | $24.6K | 0.01% | +63+65.6% | Added |
| SOA Wealth Advisors, LLC. | 160 | $24.7K | 0.01% | −49−23.4% | Reduced |
| TFC Financial Management | 164 | $25.4K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 170 | $26.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 173 | $26.8K | 0.00% | +20+13.1% | Added |
| Stonebridge Capital Advisors LLC | 175 | $27.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 177 | $27.4K | 0.00% | −13−6.8% | Reduced |
| Institutional & Family Asset Management, LLC | 180 | $27.9K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 184 | $28.5K | 0.03% | +184 | New |
| Sutton Wealth Advisors Inc. | 186 | $28.8K | 0.01% | +27+17.0% | Added |
| Focused Wealth Management, Inc | 190 | $29.4K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 209 | $32.4K | 0.01% | +209 | New |
| Caption Management, LLC | 213 | $33.0K | 0.00% | +213 | New |
| Dividend Assets Capital, LLC | 210 | $33.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 215 | $33.3K | 0.02% | −10−4.4% | Reduced |