| Wood Tarver Financial Group, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $21 | 0.00% | −257−99.2% | Reduced |
| Fairman Group, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $25 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $25 | 0.00% | +2 | New |
| Birchbrook, Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 3 | $32 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $32 | 0.00% | +3 | New |
| Global Trust Asset Management, LLC | 4 | $42 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $42 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $43 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $47 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $52 | 0.00% | +2+66.7% | Added |
| Eastern Bank | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5 | $53 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 5 | $63 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $64 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $69 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $74 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 7 | $74 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 8 | $84 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $95 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $95 | 0.00% | +5+125.0% | Added |
| Sound Income Strategies, LLC | 10 | $105 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $105 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 10 | $105 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $106 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $116 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13 | $117 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $126 | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $128 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 14 | $147 | 0.00% | −20−58.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15 | $157 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $158 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 15 | $158 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 15 | $165 | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 16 | $168 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18 | $189 | 0.00% | +10+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $200 | 0.00% | −3−13.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 38 | $209 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20 | $210 | 0.00% | −182,877−100.0% | Reduced |
| Assetmark, Inc | 20 | $210 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $210 | 0.00% | +20 | New |
| Semmax Financial Advisors Inc. | 20 | $254 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 26 | $273 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $273 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $273 | 0.00% | +16+160.0% | Added |
| Newbridge Financial Services Group, Inc. | 26 | $273 | 0.00% | +20+333.3% | Added |
| Ameritas Advisory Services, LLC | 28 | $294 | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 33 | $347 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 33 | $347 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 37 | $389 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $399 | 0.00% | +38 | New |
| Kelly Lawrence W & Associates Inc | 40 | $420 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 40 | $420 | 0.00% | +40 | New |
| Bryn Mawr Trust Co | 42 | $441 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $505 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $526 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $526 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $526 | 0.00% | +50 | New |
| Pacific Center for Financial Services | 51 | $537 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 51 | $546 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 56 | $589 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 60 | $631 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 64 | $672 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 70 | $737 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $862 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 83 | $872 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $915 | 0.00% | −6−6.5% | Reduced |
| Hemington Wealth Management | 143 | $1.00K | 0.00% | −11−7.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 96 | $1.01K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 100 | $1.05K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 106 | $1.11K | 0.00% | −22−17.2% | Reduced |
| Russell Investments Group, Ltd. | 109 | $1.15K | 0.00% | +2+1.9% | Added |
| TD Waterhouse Canada Inc. | 112 | $1.20K | 0.00% | −40,100−99.7% | Reduced |
| Spire Wealth Management | 115 | $1.21K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 116 | $1.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 116 | $1.22K | 0.00% | +49+73.1% | Added |
| Geneos Wealth Management Inc. | 117 | $1.23K | 0.00% | +32+37.6% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $1.26K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 120 | $1.26K | 0.00% | +120 | New |
| JNBA Financial Advisors | 120 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 130 | $1.37K | 0.00% | +130 | New |
| IFP Advisors, Inc | 0 | $1.37K | 0.00% | −9−100.0% | Reduced |
| SJS Investment Consulting Inc. | 133 | $1.40K | 0.00% | +1+0.8% | Added |
| Key Financial Inc | 142 | $1.49K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 145 | $1.52K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 155 | $1.63K | 0.00% | −2−1.3% | Reduced |
| MAI Capital Management | 188 | $1.98K | 0.00% | −3−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 201 | $2.11K | 0.00% | +1+0.5% | Added |
| Whittier Trust Co | 213 | $2.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 217 | $2.28K | 0.00% | +175+416.7% | Added |