| WestEnd Advisors, LLC | 2 | $253 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $335 | 0.00% | +21 | New |
| Y.D. More Investments Ltd | 3 | $378 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $379 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $379 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $380 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $632 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $632 | 0.00% | +5 | New |
| Gradient Investments LLC | 6 | $758 | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $1.00K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.26K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11 | $1.39K | 0.00% | +11 | New |
| Harvest Group Wealth Management, LLC | 12 | $1.52K | 0.00% | +1+9.1% | Added |
| My Personal CFO, LLC | 12 | $1.52K | 0.00% | +12 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $1.90K | 0.00% | −34−69.4% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.90K | 0.00% | +15 | New |
| First Community Trust NA | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $2.00K | 0.00% | +23 | New |
| Disciplined Investments, LLC | 16 | $2.02K | 0.00% | −3−15.8% | Reduced |
| Aspire Private Capital, LLC | 19 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $2.40K | 0.00% | +10+111.1% | Added |
| Freedom Wealth Alliance, LLC | 19 | $2.40K | 0.00% | +19 | New |
| American National Bank | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $3.00K | 0.00% | +22 | New |
| Oliver Lagore Vanvalin Investment Group | 24 | $3.03K | 0.00% | −5−17.2% | Reduced |
| Bogart Wealth, LLC | 25 | $3.16K | 0.00% | +15+150.0% | Added |
| Bellevue Asset Management, LLC | 27 | $3.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $3.79K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 33 | $3.98K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 35 | $4.00K | 0.00% | −116−76.8% | Reduced |
| Geneos Wealth Management Inc. | 32 | $4.04K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 33 | $4.17K | 0.00% | +33 | New |
| Worth Asset Management, LLC | 38 | $4.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $4.80K | 0.00% | +20+111.1% | Added |
| Pinnacle Financial Partners Inc | 38 | $4.80K | 0.00% | +38 | New |
| Accurate Wealth Management, LLC | 38 | $4.92K | 0.00% | +38 | New |
| DB Wealth Management Group, LLC | 39 | $4.93K | 0.00% | +39 | New |
| Pittenger & Anderson Inc | 40 | $5.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 42 | $5.31K | 0.00% | +42 | New |
| Red Tortoise LLC | 42 | $5.31K | 0.00% | +42 | New |
| Schubert & Co | 43 | $5.43K | 0.00% | −1−2.3% | Reduced |
| Lee Financial Co | 45 | $5.69K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $5.81K | 0.00% | −41−47.1% | Reduced |
| Coston, McIsaac & Partners | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49 | $6.00K | 0.00% | +42+600.0% | Added |
| M&R Capital Management Inc | 49 | $6.19K | 0.00% | +49 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $6.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $6.44K | 0.00% | +13+34.2% | Added |
| Centennial Bank | 58 | $7.33K | 0.00% | +58 | New |
| Raffa Wealth Management, LLC | 60 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 61 | $7.71K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 61 | $7.71K | 0.00% | +61 | New |
| West Paces Advisors Inc. | 70 | $8.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $8.97K | 0.00% | −7−9.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $9.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $9.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $10.0K | 0.00% | −7−8.0% | Reduced |
| TCI Wealth Advisors, Inc. | 86 | $10.9K | 0.00% | +24+38.7% | Added |
| Accel Wealth Management | 87 | $11.0K | 0.01% | −33−27.5% | Reduced |
| Smithfield Trust Co | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 99 | $12.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 101 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 103 | $13.0K | 0.00% | +2+2.0% | Added |
| Riverview Trust Co | 101 | $13.0K | 0.01% | +101 | New |
| VitalStone Financial, LLC | 104 | $13.0K | 0.01% | +104 | New |
| GWM Advisors LLC | 276 | $13.2K | 0.00% | +276 | New |
| Norway Savings Bank | 107 | $13.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 108 | $13.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $13.9K | 0.00% | +32+41.0% | Added |
| Colonial Trust Co | 112 | $14.1K | 0.00% | +112 | New |
| Asset Dedication, LLC | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 119 | $15.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 120 | $15.2K | 0.01% | +120 | New |
| Coppell Advisory Solutions Corp. | 120 | $15.2K | 0.01% | +120 | New |
| ICA Group Wealth Management, LLC | 120 | $15.2K | 0.00% | +120 | New |
| Riggs Asset Managment Co. Inc. | 121 | $15.3K | 0.01% | −12,444−99.0% | Reduced |
| Farther Finance Advisors, LLC | 129 | $16.3K | 0.01% | +129 | New |
| Money Concepts Capital Corp | 131 | $16.6K | 0.00% | +8+6.5% | Added |
| Versant Capital Management, Inc | 141 | $17.8K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 148 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 167 | $21.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 172 | $21.7K | 0.00% | +2+1.2% | Added |
| AdvisorNet Financial, Inc | 178 | $22.5K | 0.00% | +36+25.4% | Added |
| Toth Financial Advisory Corp | 180 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 181 | $22.9K | 0.00% | −93−33.9% | Reduced |
| Farmers & Merchants Investments Inc | 194 | $24.5K | 0.00% | +19+10.9% | Added |
| Earnest Partners LLC | 200 | $25.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 215 | $27.2K | 0.00% | +215 | New |
| Sandy Spring Bank | 218 | $27.5K | 0.00% | +2+0.9% | Added |
| HM Payson & Co | 219 | $27.7K | 0.00% | +40+22.3% | Added |
| Concord Wealth Partners | 222 | $28.1K | 0.01% | +222 | New |
| Massmutual Trust Co FSB | 252 | $32.0K | 0.00% | +116+85.3% | Added |
| Deseret Mutual Benefit Administrators | 255 | $32.2K | 0.01% | −695−73.2% | Reduced |