| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| WestEnd Advisors, LLC | 1 | $106 | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 7 | $1.00K | 0.00% | −800−99.1% | Reduced |
| SRS Capital Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $1.07K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 18 | $1.92K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Schubert & Co | 23 | $2.00K | 0.00% | +23 | New |
| TD Ameritrade Investment Management, LLC | 31 | $3.00K | 0.00% | −602−95.1% | Reduced |
| Ellevest, Inc. | 30 | $3.00K | 0.00% | −181−85.8% | Reduced |
| Jones Financial Companies LLLP | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $3.00K | 0.00% | +1+4.3% | Added |
| Cambridge Trust Co | 24 | $3.00K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 30 | $3.00K | 0.00% | +30 | New |
| KB Financial Partners, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 30 | $3.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $4.00K | 0.00% | +33 | New |
| GPS Wealth Strategies Group, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Core Alternative Capital | 41 | $4.00K | 0.00% | +41 | New |
| Zullo Investment Group, Inc. | 42 | $4.00K | 0.00% | +42 | New |
| Confluence Wealth Services, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| Heritage Wealth Advisors | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 57 | $6.00K | 0.00% | +36+171.4% | Added |
| Twin Lakes Capital Management, LLC | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 62 | $7.00K | 0.00% | +50+416.7% | Added |
| Albion Financial Group | 70 | $7.00K | 0.00% | +70 | New |
| Capital Analysts, LLC | 61 | $7.00K | 0.00% | +61 | New |
| Washington Trust Advisors, Inc. | 66 | $7.00K | 0.00% | +66 | New |
| Earnest Partners LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 72 | $8.00K | 0.00% | +17+30.9% | Added |
| Larson Financial Group LLC | 71 | $8.00K | 0.00% | +48+208.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Sutton Wealth Advisors Inc. | 80 | $8.55K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 100 | $11.0K | 0.00% | +100 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Amplius Wealth Advisors, LLC | 106 | $11.0K | 0.00% | +106 | New |
| Private Ocean, LLC | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $12.0K | 0.00% | +43+58.9% | Added |
| Bedel Financial Consulting, Inc. | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 124 | $13.0K | 0.00% | +9+7.8% | Added |
| CoreCap Advisors, LLC | 121 | $13.0K | 0.00% | +121 | New |
| Beaird Harris Wealth Management, LLC | 118 | $13.0K | 0.00% | +118 | New |
| South State Corp. | 133 | $14.0K | 0.00% | −247−65.0% | Reduced |
| TD Waterhouse Canada Inc. | 112 | $14.9K | 0.00% | +112 | New |
| Crescent Capital Consulting, LLC | 144 | $15.0K | 0.00% | +144 | New |
| Selective Wealth Management, Inc. | 151 | $16.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 168 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 158 | $17.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 166 | $18.0K | 0.00% | +1+0.6% | Added |
| Independence Bank of Kentucky | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 187 | $20.0K | 0.00% | −1,499−88.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 186 | $20.0K | 0.00% | +52+38.8% | Added |
| Asset Dedication, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $21.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 203 | $22.0K | 0.00% | +3+1.5% | Added |
| Covestor Ltd | 205 | $22.0K | 0.03% | +205 | New |
| GeoWealth Management, LLC | 228 | $24.0K | 0.00% | −5−2.1% | Reduced |
| Clearstead Advisors, LLC | 250 | $27.0K | 0.00% | +250 | New |
| Spire Wealth Management | 263 | $28.0K | 0.00% | +28+11.9% | Added |
| PrairieView Partners, LLC | 284 | $30.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 300 | $32.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $32.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 314 | $34.0K | 0.01% | −105−25.1% | Reduced |
| Sargent Bickham Lagudis LLC | 319 | $34.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 312 | $34.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $34.0K | 0.01% | +121+62.4% | Added |
| RE Dickinson Investment Advisors, LLC | 322 | $34.0K | 0.03% | +322 | New |
| Anchor Investment Management, LLC | 325 | $34.7K | 0.00% | +200+160.0% | Added |
| TD Private Client Wealth LLC | 334 | $35.7K | 0.00% | +21+6.7% | Added |
| Lindbrook Capital, LLC | 333 | $36.0K | 0.01% | +7+2.1% | Added |
| IFP Advisors, Inc | 376 | $41.0K | 0.00% | +8+2.2% | Added |