| Baystate Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 7 | $0 | 0.00% | +7 | New |
| Evoke Wealth, LLC | 3 | $130 | 0.00% | −158−98.1% | Reduced |
| Glen Eagle Advisors, LLC | 17 | $723 | 0.00% | +1+6.3% | Added |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | −42−72.4% | Reduced |
| Glassman Wealth Services | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 32 | $1.00K | 0.00% | +9+39.1% | Added |
| Prestige Wealth Management Group LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 27 | $1.00K | 0.00% | −9−25.0% | Reduced |
| Iron Horse Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 14 | $1.00K | 0.00% | +14 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.02% | +10 | New |
| San Francisco Sentry Investment Group (Ca) | 23 | $1.00K | 0.00% | +23 | New |
| Cascade Investment Advisors, Inc. | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41 | $2.00K | 0.00% | +41 | New |
| West Paces Advisors Inc. | 67 | $2.91K | 0.00% | +67 | New |
| Bessemer Group Inc | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 80 | $3.00K | 0.00% | +80 | New |
| Carolinas Wealth Consulting LLC | 88 | $4.00K | 0.00% | −25−22.1% | Reduced |
| Sun Life Financial INC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 146 | $6.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 142 | $6.00K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 135 | $6.00K | 0.00% | +135 | New |
| Bartlett & Co. Wealth Management LLC | 148 | $6.43K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 161 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 171 | $7.00K | 0.00% | +1+0.6% | Added |
| Wolff Wiese Magana LLC | 193 | $8.00K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 214 | $9.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 197 | $9.00K | 0.00% | +197 | New |
| Kistler-Tiffany Companies, LLC | 240 | $10.0K | 0.00% | +120+100.0% | Added |
| Red Door Wealth Management, LLC | 242 | $10.0K | 0.00% | +242 | New |
| CVA Family Office, LLC | 230 | $10.0K | 0.00% | +230 | New |
| Quadrant Capital Group LLC | 267 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 278 | $12.0K | 0.00% | +254+1,058.3% | Added |
| Cutler Group LP | 282 | $12.0K | 0.00% | +282 | New |
| O'Shaughnessy Asset Management, LLC | 310 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 300 | $13.0K | 0.00% | +300 | New |
| Counterpoint Mutual Funds LLC | 300 | $13.0K | 0.01% | +300 | New |
| Accel Wealth Management | 300 | $13.0K | 0.01% | +300 | New |
| MCF Advisors LLC | 312 | $14.0K | 0.00% | +312 | New |
| Twin Tree Management, LP | 391 | $17.0K | 0.00% | −194,195−99.8% | Reduced |
| Carroll Financial Associates, Inc. | 397 | $17.0K | 0.00% | −105−20.9% | Reduced |
| Private Capital Group, LLC | 380 | $17.0K | 0.00% | −48−11.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $17.0K | 0.01% | +400 | New |
| Plante Moran Financial Advisors, LLC | 400 | $17.0K | 0.00% | +400 | New |
| Resolute Partners Group | 618 | $17.0K | 0.00% | +618 | New |
| Atlas Capital Advisors LLC | 400 | $17.4K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 437 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 427 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 427 | $19.0K | 0.00% | +427 | New |
| Smith Asset Management Group LP | 481 | $21.0K | 0.00% | −99−17.1% | Reduced |
| Horan Securities, Inc. | 489 | $21.0K | 0.02% | +489 | New |
| Endurance Wealth Management, Inc. | 519 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 502 | $22.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 513 | $22.0K | 0.01% | +33+6.9% | Added |
| Private Ocean, LLC | 527 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $26.0K | 0.00% | −8,381−93.3% | Reduced |
| CWM, LLC | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 600 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 620 | $26.0K | 0.00% | +81+15.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 614 | $27.0K | 0.00% | −520−45.9% | Reduced |
| Shell Asset Management Co | 769 | $33.0K | 0.00% | −656−46.0% | Reduced |
| Paragon Wealth Strategies, LLC | 764 | $33.0K | 0.01% | +764 | New |
| First Financial Corp | 814 | $35.0K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $36.0K | 0.04% | – | – |
| BDO Wealth Advisors, LLC | 859 | $37.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 849 | $37.0K | 0.00% | +3+0.4% | Added |
| Tarbox Family Office, Inc. | 875 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 900 | $39.0K | 0.01% | +900 | New |
| Federation des caisses Desjardins du Quebec | 972 | $42.2K | 0.00% | 00.0% | Unchanged |