| Knights of Columbus Asset Advisors LLC | 1 | $48 | 0.00% | −9,359−100.0% | Reduced |
| Financial Gravity Companies, Inc. | 1 | $52 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $52 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $104 | 0.00% | −12−85.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $104 | 0.00% | +2 | New |
| Asset Dedication, LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $105 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $209 | 0.00% | −3−42.9% | Reduced |
| Horizon Financial Services, LLC | 4 | $209 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $217 | 0.00% | +4 | New |
| Oakworth Capital, Inc. | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $261 | 0.00% | +3+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $313 | 0.00% | +6 | New |
| Mosley Wealth Management | 6 | $313 | 0.00% | +6 | New |
| IMA Wealth, Inc. | 7 | $365 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 8 | $417 | 0.00% | +8 | New |
| Tidemark, LLC | 8 | $417 | 0.00% | +8 | New |
| Crewe Advisors LLC | 8 | $418 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 8 | $418 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $418 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $443 | 0.00% | −2−20.0% | Reduced |
| Nemes Rush Group LLC | 9 | $469 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $470 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $510 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $626 | 0.00% | +6+100.0% | Added |
| Planning Strategies Inc. | 12 | $626 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 14 | $731 | 0.00% | +6+75.0% | Added |
| BOK Financial Private Wealth, Inc. | 15 | $783 | 0.00% | +15 | New |
| Duncker Streett & Co Inc | 17 | $887 | 0.00% | −212−92.6% | Reduced |
| Clark Wealth Partners | 17 | $887 | 0.00% | −17−50.0% | Reduced |
| South State Corp. | 17 | $887 | 0.00% | −11−39.3% | Reduced |
| Principia Wealth Advisory, LLC | 17 | $887 | 0.00% | −3−15.0% | Reduced |
| Financial Perspectives, Inc | 17 | $887 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 18 | $939 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 19 | $991 | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 19 | $992 | 0.00% | +19 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $1.04K | 0.00% | −2−9.1% | Reduced |
| JNBA Financial Advisors | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.04K | 0.00% | +10+100.0% | Added |
| Essential Partners LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $1.15K | 0.00% | +21+2,100.0% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $1.20K | 0.00% | −13−36.1% | Reduced |
| Bogart Wealth, LLC | 23 | $1.20K | 0.00% | +13+130.0% | Added |
| Highline Wealth Partners LLC | 24 | $1.25K | 0.00% | −108−81.8% | Reduced |
| Financial Management Professionals, Inc. | 24 | $1.25K | 0.00% | +6+33.3% | Added |
| Meramec Financial Planners, LLC | 25 | $1.42K | 0.00% | +25 | New |
| Marshall & Sterling Wealth Advisors Inc. | 27 | $1.42K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $1.46K | 0.00% | +2+7.7% | Added |
| Park Place Capital Corp | 29 | $1.51K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $1.57K | 0.00% | +1+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 31 | $1.62K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $1.62K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $1.77K | 0.00% | −55−61.8% | Reduced |
| Burk Holdings LLC | 34 | $1.77K | 0.00% | −14−29.2% | Reduced |
| Manchester Capital Management LLC | 34 | $1.77K | 0.00% | −5−12.8% | Reduced |
| Center for Financial Planning, Inc. | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 36 | $1.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $2.00K | 0.00% | +3+8.6% | Added |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 39 | $2.03K | 0.00% | +9+30.0% | Added |
| Arlington Trust Co LLC | 40 | $2.09K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 40 | $2.09K | 0.00% | +20+100.0% | Added |
| Creative Capital Management Investments LLC | 40 | $2.09K | 0.00% | +40 | New |
| Valley National Advisers Inc | 41 | $2.14K | 0.00% | −48−53.9% | Reduced |
| FWL Investment Management, LLC | 43 | $2.24K | 0.00% | −327−88.4% | Reduced |
| Markowski Investments | 44 | $2.31K | 0.00% | +44 | New |
| Cullen/Frost Bankers, Inc. | 45 | $2.35K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 45 | $2.35K | 0.00% | +26+136.8% | Added |
| Clear Street Markets LLC | 46 | $2.40K | 0.00% | −590−92.8% | Reduced |
| Silver Grove Financial Group, Inc. | 46 | $2.40K | 0.00% | +20+76.9% | Added |
| Investors Portfolio Services LLC | 47 | $2.45K | 0.00% | +47 | New |
| MCF Advisors LLC | 50 | $2.61K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 52 | $2.71K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 51 | $2.76K | 0.00% | +5+10.9% | Added |
| SJS Investment Consulting Inc. | 54 | $2.82K | 0.00% | −797−93.7% | Reduced |
| N.E.W. Advisory Services LLC | 58 | $3.02K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $3.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 60 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 60 | $3.13K | 0.00% | +19+46.3% | Added |
| Vanguard National Trust Co | 62 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 65 | $3.39K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 69 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $4.02K | 0.00% | −1,775−95.8% | Reduced |
| LRI Investments, LLC | 79 | $4.12K | 0.00% | +13+19.7% | Added |
| SBI Securities Co., Ltd. | 80 | $4.17K | 0.00% | −3−3.6% | Reduced |
| Torren Management, LLC | 84 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 84 | $4.38K | 0.00% | −35−29.4% | Reduced |