| Avion Wealth | 14 | $0 | 0.00% | −39−73.6% | Reduced |
| Lazard Asset Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $0 | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $0 | 0.00% | +5 | New |
| Motco | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $63 | 0.00% | +1+100.0% | Added |
| Cambridge Trust Co | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $194 | 0.00% | +4+400.0% | Added |
| Key Financial Inc | 8 | $273 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $274 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $444 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $479 | 0.00% | +14 | New |
| SOA Wealth Advisors, LLC. | 19 | $638 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $649 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $650 | 0.00% | +19 | New |
| Perkins Coie Trust Co | 21 | $717 | 0.00% | +21 | New |
| LGT Financial Advisors LLC | 21 | $718 | 0.00% | +21 | New |
| Federated Hermes, Inc. | 23 | $786 | 0.00% | −18,606−99.9% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $923 | 0.00% | −48−64.0% | Reduced |
| Oakworth Capital, Inc. | 27 | $923 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 29 | $1.03K | 0.00% | +29 | New |
| Carolinas Wealth Consulting LLC | 31 | $1.10K | 0.00% | −2,930−99.0% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.26K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 37 | $1.26K | 0.00% | +37 | New |
| USA Financial Portformulas Corp | 39 | $1.33K | 0.00% | −9−18.8% | Reduced |
| Bell Investment Advisors, Inc | 40 | $1.37K | 0.00% | −26−39.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 41 | $1.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.44K | 0.00% | −113−72.9% | Reduced |
| Evermay Wealth Management LLC | 43 | $1.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 44 | $1.49K | 0.00% | −77−63.6% | Reduced |
| JJJ Advisors Inc. | 44 | $1.50K | 0.00% | +44 | New |
| First Financial Corp | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $1.71K | 0.00% | −50−50.0% | Reduced |
| RFP Financial Group LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $1.71K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $1.78K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $1.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $1.85K | 0.00% | −22−28.9% | Reduced |
| Adirondack Trust Co | 55 | $1.88K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 65 | $2.00K | 0.00% | +65 | New |
| Institutional & Family Asset Management, LLC | 60 | $2.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $2.05K | 0.00% | +60 | New |
| Red Tortoise LLC | 66 | $2.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 68 | $2.32K | 0.00% | −100−59.5% | Reduced |
| Financial Perspectives, Inc | 82 | $2.80K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 83 | $2.83K | 0.00% | +1+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 84 | $2.87K | 0.00% | +84 | New |
| Beaird Harris Wealth Management, LLC | 87 | $2.97K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 97 | $3.31K | 0.00% | −35−26.5% | Reduced |
| M&R Capital Management Inc | 100 | $3.42K | 0.00% | +100 | New |
| Jones Financial Companies LLLP | 105 | $3.59K | 0.00% | −228−68.5% | Reduced |
| Sound Income Strategies, LLC | 107 | $3.66K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 112 | $3.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $4.00K | 0.00% | −32−22.2% | Reduced |
| Tradition Wealth Management, LLC | 117 | $4.00K | 0.00% | +1+0.9% | Added |
| Capital Advisors, Ltd. LLC | 108 | $4.00K | 0.00% | +84+350.0% | Added |
| Barrett & Company, Inc. | 123 | $4.20K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $4.55K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 145 | $4.96K | 0.00% | −170−54.0% | Reduced |
| General Partner, Inc. | 150 | $5.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 151 | $5.17K | 0.00% | +1+0.7% | Added |
| Versant Capital Management, Inc | 186 | $6.36K | 0.00% | −42−18.4% | Reduced |
| GoalVest Advisory LLC | 190 | $6.49K | 0.00% | +190 | New |
| Newbridge Financial Services Group, Inc. | 197 | $6.73K | 0.00% | +74+60.2% | Added |
| ORG Partners LLC | 200 | $6.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $6.84K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $6.84K | 0.00% | +200 | New |
| GW&K Investment Management, LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 217 | $7.00K | 0.00% | +3+1.4% | Added |
| Valley National Advisers Inc | 195 | $7.00K | 0.00% | +175+875.0% | Added |
| Annapolis Financial Services, LLC | 227 | $7.76K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 231 | $7.90K | 0.00% | −2,127−90.2% | Reduced |
| EverSource Wealth Advisors, LLC | 234 | $8.00K | 0.00% | −38−14.0% | Reduced |
| New England Capital Financial Advisors LLC | 255 | $8.71K | 0.01% | +3+1.2% | Added |
| St Germain D J Co Inc | 268 | $9.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 268 | $9.16K | 0.00% | −372−58.1% | Reduced |
| Sunbelt Securities, Inc. | 270 | $9.23K | 0.00% | +1+0.4% | Added |
| Antonetti Capital Management LLC | 270 | $9.23K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 284 | $9.71K | 0.00% | −20−6.6% | Reduced |
| Lowe Wealth Advisors, LLC | 285 | $9.74K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 286 | $9.78K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 242 | $10.0K | 0.00% | −34−12.3% | Reduced |
| First Personal Financial Services | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $10.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 311 | $10.6K | 0.00% | +311 | New |
| Tortoise Investment Management, LLC | 324 | $11.1K | 0.00% | +25+8.4% | Added |
| Glen Eagle Advisors, LLC | 335 | $11.4K | 0.00% | −90−21.2% | Reduced |
| Northwest Investment Counselors, LLC | 336 | $11.5K | 0.00% | +95+39.4% | Added |
| Riverview Trust Co | 339 | $11.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 339 | $11.6K | 0.01% | +3+0.9% | Added |
| AlphaMark Advisors, LLC | 350 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 353 | $12.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 357 | $12.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 375 | $12.8K | 0.00% | 00.0% | Unchanged |