| Steward Financial Group LLC | 12 | $0 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | −76−100.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $59 | 0.00% | +1 | New |
| Motco | 3 | $176 | 0.00% | −5−62.5% | Reduced |
| WestEnd Advisors, LLC | 4 | $235 | 0.00% | +4 | New |
| Laurel Wealth Advisors LLC | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $294 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $294 | 0.00% | +5 | New |
| Perkins Coie Trust Co | 6 | $352 | 0.00% | +6 | New |
| Berkshire Capital Holdings Inc | 10 | $587 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $587 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $587 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 14 | $822 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $822 | 0.00% | +14 | New |
| Bank of New Hampshire | 15 | $880 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 15 | $880 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 20 | $1.17K | 0.00% | −201−91.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 21 | $1.23K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.82K | 0.00% | +1+3.3% | Added |
| SRS Capital Advisors, Inc. | 31 | $1.82K | 0.00% | +6+24.0% | Added |
| Tfo-TDC, LLC | 25 | $1.89K | 0.00% | +24+2,400.0% | Added |
| Bay Harbor Wealth Management, LLC | 33 | $1.94K | 0.00% | −1,069−97.0% | Reduced |
| North Star Investment Management Corp. | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 37 | $2.17K | 0.00% | −20−35.1% | Reduced |
| Richard W. Paul & Associates, LLC | 38 | $2.23K | 0.00% | −5,302−99.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $2.29K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 40 | $2.35K | 0.00% | +36+900.0% | Added |
| Lee Financial Co | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 42 | $2.46K | 0.00% | +42 | New |
| MCF Advisors LLC | 45 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 49 | $2.88K | 0.00% | +49 | New |
| JNBA Financial Advisors | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $3.00K | 0.00% | −12−17.1% | Reduced |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $3.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 64 | $3.76K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $4.22K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 75 | $4.40K | 0.00% | −25−25.0% | Reduced |
| Raffa Wealth Management, LLC | 75 | $4.40K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $4.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 78 | $4.58K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 81 | $4.75K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 85 | $5.00K | 0.00% | −39−31.5% | Reduced |
| Clear Street Markets LLC | 88 | $5.00K | 0.00% | −4−4.3% | Reduced |
| Truvestments Capital LLC | 93 | $5.46K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $5.87K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 105 | $6.16K | 0.00% | 00.0% | Unchanged |
| American National Bank | 110 | $6.46K | 0.00% | −85−43.6% | Reduced |
| Atlas Capital Advisors LLC | 115 | $6.75K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 116 | $7.00K | 0.00% | +47+68.1% | Added |
| Stonebridge Capital Advisors LLC | 120 | $7.04K | 0.00% | −40−25.0% | Reduced |
| TFC Financial Management | 123 | $7.22K | 0.00% | +100+434.8% | Added |
| Bellevue Asset Management, LLC | 125 | $7.33K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 130 | $7.63K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $7.63K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 131 | $7.69K | 0.00% | −32,743−99.6% | Reduced |
| CoreFirst Bank & Trust | 136 | $7.98K | 0.01% | +136 | New |
| Valley National Advisers Inc | 135 | $8.00K | 0.00% | +70+107.7% | Added |
| Abound Wealth Management | 145 | $8.51K | 0.00% | −21−12.7% | Reduced |
| ORG Partners LLC | 155 | $9.08K | 0.00% | +155 | New |
| Carolinas Wealth Consulting LLC | 177 | $10.1K | 0.00% | −43−19.5% | Reduced |
| Castleview Partners, LLC | 180 | $10.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 188 | $11.0K | 0.00% | −11−5.5% | Reduced |
| Whittier Trust Co | 195 | $11.4K | 0.00% | +40+25.8% | Added |
| Silver Oak Securities, Inc | 198 | $11.6K | 0.00% | +198 | New |
| West Financial Advisors, LLC | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 205 | $12.0K | 0.00% | +205 | New |
| Zions Bancorporation, N.A. | 206 | $12.1K | 0.00% | −51−19.8% | Reduced |
| RFP Financial Group LLC | 220 | $12.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 228 | $13.4K | 0.01% | +28+14.0% | Added |
| RVW Wealth, LLC | 230 | $13.5K | 0.00% | +230 | New |
| Core Alternative Capital | 231 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 236 | $13.8K | 0.01% | −291−55.2% | Reduced |
| Atlantic Trust, LLC | 245 | $14.4K | 0.00% | +60+32.4% | Added |
| Rise Advisors, LLC | 248 | $14.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 248 | $14.6K | 0.00% | +69+38.5% | Added |
| Cambridge Trust Co | 250 | $14.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 274 | $16.1K | 0.00% | −39−12.5% | Reduced |
| Stephens Consulting, LLC | 295 | $17.3K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $17.6K | 0.01% | +50+20.0% | Added |
| Bell Investment Advisors, Inc | 308 | $18.1K | 0.00% | −4−1.3% | Reduced |
| Bogart Wealth, LLC | 310 | $18.2K | 0.00% | +50+19.2% | Added |
| WR Wealth Planners, LLC | 315 | $18.5K | 0.01% | +40+14.5% | Added |
| Versant Capital Management, Inc | 318 | $18.7K | 0.01% | −11−3.3% | Reduced |
| Cedar Mountain Advisors, LLC | 340 | $20.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 342 | $20.0K | 0.00% | +79+30.0% | Added |
| LGT Financial Advisors LLC | 350 | $20.5K | 0.03% | +350 | New |
| Resurgent Financial Advisors LLC | 383 | $22.5K | 0.02% | −3−0.8% | Reduced |
| Grove Bank & Trust | 388 | $22.8K | 0.00% | −73−15.8% | Reduced |