| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $102 | 0.00% | −77−97.5% | Reduced |
| Atlas Capital Advisors LLC | 3 | $153 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 6 | $281 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $306 | 0.00% | −89−93.7% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $306 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $491 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 10 | $511 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $511 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $511 | 0.00% | +10 | New |
| Rise Advisors, LLC | 11 | $554 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $572 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $613 | 0.00% | +3+33.3% | Added |
| Focused Wealth Management, Inc | 12 | $630 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $715 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 15 | $749 | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 15 | $766 | 0.00% | +15 | New |
| Sachetta, LLC | 15 | $766 | 0.00% | +15 | New |
| Northwest Financial Advisors | 16 | $817 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $920 | 0.00% | +18 | New |
| Kelly Financial Services LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $1.02K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 20 | $1.02K | 0.00% | +20 | New |
| USA Financial Portformulas Corp | 22 | $1.12K | 0.00% | −3−12.0% | Reduced |
| SJS Investment Consulting Inc. | 22 | $1.12K | 0.00% | −11−33.3% | Reduced |
| Private Wealth Management Group, LLC | 22 | $1.12K | 0.00% | +22 | New |
| ICA Group Wealth Management, LLC | 22 | $1.14K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 23 | $1.17K | 0.00% | +23 | New |
| JJJ Advisors Inc. | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 24 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 28 | $1.43K | 0.00% | −49−63.6% | Reduced |
| Macroview Investment Management LLC | 29 | $1.47K | 0.00% | −132−82.0% | Reduced |
| South State Corp. | 29 | $1.48K | 0.00% | +29 | New |
| REAP Financial Group, LLC | 33 | $1.66K | 0.00% | +33 | New |
| Jones Financial Companies LLLP | 34 | $1.74K | 0.00% | +2+6.3% | Added |
| Caldwell Sutter Capital, Inc. | 34 | $1.74K | 0.00% | +10+41.7% | Added |
| Gradient Investments LLC | 34 | $1.75K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $1.79K | 0.00% | +35 | New |
| IFP Advisors, Inc | 38 | $1.94K | 0.00% | −7−15.6% | Reduced |
| Core Wealth Advisors, Inc. | 41 | $2.08K | 0.00% | +41 | New |
| Allworth Financial LP | 41 | $2.10K | 0.00% | −111−73.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $2.15K | 0.00% | −14−25.0% | Reduced |
| Northwest Capital Management Inc | 42 | $2.15K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 54 | $2.76K | 0.00% | +54 | New |
| Tucker Asset Management LLC | 56 | $2.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $2.86K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.06K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 64 | $3.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 71 | $3.63K | 0.00% | −6−7.8% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $3.73K | 0.00% | +57+356.3% | Added |
| Proequities, Inc. | 75 | $3.83K | 0.00% | +11+17.2% | Added |
| Clear Point Advisors Inc. | 80 | $4.08K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 84 | $4.29K | 0.00% | +24+40.0% | Added |
| Geneos Wealth Management Inc. | 92 | $4.70K | 0.00% | −50−35.2% | Reduced |
| Hantz Financial Services, Inc. | 90 | $5.00K | 0.00% | −4,980−98.2% | Reduced |
| GW&K Investment Management, LLC | 107 | $5.00K | 0.00% | +5+4.9% | Added |
| Scarborough Advisors, LLC | 99 | $5.08K | 0.00% | +99 | New |
| HighMark Wealth Management LLC | 104 | $5.31K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 105 | $5.36K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 112 | $5.72K | 0.00% | −121−51.9% | Reduced |
| Contravisory Investment Management, Inc. | 115 | $5.87K | 0.00% | −4,707−97.6% | Reduced |
| Loomis Sayles & Co L P | 113 | $6.00K | 0.00% | −111−49.6% | Reduced |
| Asset Dedication, LLC | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $6.28K | 0.00% | −49−28.5% | Reduced |
| Rosenberg Matthew Hamilton | 136 | $6.94K | 0.00% | −136−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 138 | $7.05K | 0.00% | +138 | New |
| JFS Wealth Advisors, LLC | 141 | $7.20K | 0.00% | −75−34.7% | Reduced |
| GAMMA Investing LLC | 149 | $7.29K | 0.00% | +149 | New |
| Tidemark, LLC | 145 | $7.40K | 0.00% | +145 | New |
| Delta Asset Management LLC | 150 | $7.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 160 | $8.17K | 0.00% | −37−18.8% | Reduced |
| Cranbrook Wealth Management, LLC | 162 | $8.28K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 172 | $8.78K | 0.01% | +172 | New |
| Coston, McIsaac & Partners | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 184 | $9.40K | 0.00% | +3+1.7% | Added |
| Bell Investment Advisors, Inc | 189 | $9.65K | 0.00% | +1+0.5% | Added |
| Deseret Mutual Benefit Administrators | 192 | $9.80K | 0.01% | −53−21.6% | Reduced |
| Salem Investment Counselors Inc | 195 | $9.96K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 197 | $10.0K | 0.00% | −5,303−96.4% | Reduced |
| Ronald Blue Trust, Inc. | 152 | $10.0K | 0.00% | +152 | New |
| Archer Investment Corp | 205 | $10.5K | 0.00% | −119−36.7% | Reduced |
| Peoples Financial Services Corp. | 218 | $11.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 219 | $11.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 219 | $11.2K | 0.00% | +67+44.1% | Added |
| Rothschild Investment LLC | 220 | $11.2K | 0.00% | +220 | New |
| RFP Financial Group LLC | 224 | $11.4K | 0.00% | +49+28.0% | Added |
| Rogco, LP | 224 | $11.4K | 0.00% | +158+239.4% | Added |
| Harbour Investments, Inc. | 226 | $11.5K | 0.00% | −47−17.2% | Reduced |
| Bessemer Group Inc | 242 | $12.0K | 0.00% | −654−73.0% | Reduced |
| Pin Oak Investment Advisors Inc | 228 | $12.0K | 0.01% | +228 | New |
| Global Retirement Partners, LLC | 257 | $12.1K | 0.00% | +125+94.7% | Added |