| Concord Wealth Partners | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $145 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $145 | 0.00% | +1 | New |
| High Note Wealth, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $288 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $288 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $288 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $288 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $288 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $289 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $433 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $576 | 0.00% | +4 | New |
| J.Safra Asset Management Corp | 4 | $576 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $576 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $720 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 5 | $720 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 5 | $720 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $721 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $721 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $817 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6 | $864 | 0.00% | +6 | New |
| Cloud Capital Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| South State Corp. | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.15K | 0.00% | +5+166.7% | Added |
| Hughes Financial Services, LLC | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 10 | $1.44K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $1.44K | 0.00% | −11−52.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.44K | 0.00% | +6+150.0% | Added |
| Tortoise Investment Management, LLC | 11 | $1.58K | 0.00% | +6+120.0% | Added |
| Essential Partners LLC | 12 | $1.73K | 0.00% | +10+500.0% | Added |
| Quadrant Capital Group LLC | 12 | $1.73K | 0.00% | +12 | New |
| Bellevue Asset Management, LLC | 13 | $1.87K | 0.00% | −28−68.3% | Reduced |
| Albion Financial Group | 13 | $1.87K | 0.00% | +13 | New |
| True Wealth Design, LLC | 15 | $2.14K | 0.00% | +13+650.0% | Added |
| Roxbury Financial LLC | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $2.16K | 0.00% | +5+50.0% | Added |
| Parkside Financial Bank & Trust | 15 | $2.16K | 0.00% | −8−34.8% | Reduced |
| N.E.W. Advisory Services LLC | 17 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.59K | 0.00% | +4+28.6% | Added |
| Montag A & Associates Inc | 18 | $2.60K | 0.00% | −500−96.5% | Reduced |
| Sound Income Strategies, LLC | 20 | $3.29K | 0.00% | +20 | New |
| Park Place Capital Corp | 23 | $3.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $3.60K | 0.00% | +20+400.0% | Added |
| Sachetta, LLC | 25 | $3.60K | 0.00% | +25 | New |
| Quent Capital, LLC | 26 | $3.74K | 0.00% | +26 | New |
| Cromwell Holdings LLC | 27 | $3.89K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $4.03K | 0.00% | +28 | New |
| Colonial Trust Co | 29 | $4.15K | 0.00% | +10+52.6% | Added |
| Atlantic Trust, LLC | 29 | $4.18K | 0.00% | +29 | New |
| Webster Bank, N. A. | 30 | $4.32K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $4.32K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $4.32K | 0.00% | +10+50.0% | Added |
| JPL Wealth Management, LLC | 30 | $4.32K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $4.46K | 0.00% | +1+3.3% | Added |
| Root Financial Partners, LLC | 32 | $4.61K | 0.00% | +32 | New |
| Washington Trust Advisors, Inc. | 33 | $4.75K | 0.00% | −75−69.4% | Reduced |
| Clearstead Advisors, LLC | 33 | $4.75K | 0.00% | −574−94.6% | Reduced |
| Wolff Wiese Magana LLC | 34 | $4.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $5.00K | 0.00% | +2+5.6% | Added |
| Bell Investment Advisors, Inc | 35 | $5.04K | 0.00% | +8+29.6% | Added |
| Aventura Private Wealth, LLC | 36 | $5.18K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $5.18K | 0.00% | +36 | New |
| Fairscale Capital, LLC | 37 | $5.33K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $5.47K | 0.00% | +38 | New |
| Marshall & Sterling Wealth Advisors Inc. | 41 | $5.90K | 0.00% | +41 | New |
| Hemington Wealth Management | 46 | $6.00K | 0.00% | +3+7.0% | Added |
| Meeder Asset Management Inc | 44 | $6.34K | 0.00% | −19−30.2% | Reduced |
| Cape Investment Advisory, Inc. | 47 | $6.77K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $7.00K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 38 | $7.38K | 0.00% | 00.0% | Unchanged |
| Motco | 54 | $7.78K | 0.00% | +54 | New |
| T. Rowe Price Investment Management, Inc. | 54 | $8.00K | 0.00% | +54 | New |
| Salomon & Ludwin, LLC | 52 | $8.17K | 0.00% | +52 | New |
| Fourth Dimension Wealth, LLC | 57 | $8.21K | 0.00% | −2,275−97.6% | Reduced |
| Wealthspire Advisors, LLC | 58 | $8.35K | 0.00% | +58 | New |
| Private Trust Co NA | 73 | $10.5K | 0.00% | −56−43.4% | Reduced |
| Geneos Wealth Management Inc. | 73 | $10.5K | 0.00% | −38−34.2% | Reduced |
| Sunbelt Securities, Inc. | 74 | $10.7K | 0.00% | +74 | New |
| Caption Management, LLC | 81 | $11.7K | 0.00% | −210,847−100.0% | Reduced |
| Groupe la Francaise | 100 | $12.1K | 0.00% | +100 | New |
| Truvestments Capital LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 95 | $13.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 107 | $15.4K | 0.00% | +27+33.8% | Added |
| Larson Financial Group LLC | 108 | $15.6K | 0.00% | +98+980.0% | Added |
| Northwestern Mutual Wealth Management Co | 114 | $16.4K | 0.00% | +103+936.4% | Added |
| WPG Advisers, LLC | 119 | $17.1K | 0.01% | −11−8.5% | Reduced |
| MAI Capital Management | 120 | $17.3K | 0.00% | +96+400.0% | Added |
| Contravisory Investment Management, Inc. | 146 | $21.0K | 0.00% | −20−12.0% | Reduced |
| Advisory Services Network, LLC | 156 | $22.5K | 0.00% | +156 | New |
| B Group, Inc. | 158 | $22.8K | 0.02% | −154,842−99.9% | Reduced |
| Ameriflex Group, Inc. | 164 | $23.6K | 0.01% | +164 | New |
| iA Global Asset Management Inc. | 166 | $24.0K | 0.00% | −52−23.9% | Reduced |
| Covestor Ltd | 167 | $24.0K | 0.01% | +3+1.8% | Added |
| CIBC Private Wealth Group, LLC | 179 | $25.7K | 0.00% | +53+42.1% | Added |
| Versant Capital Management, Inc | 187 | $26.9K | 0.00% | −21−10.1% | Reduced |
| Stone House Investment Management, LLC | 200 | $28.8K | 0.00% | +200 | New |
| Transamerica Financial Advisors, Inc. | 202 | $29.1K | 0.00% | +202 | New |
| SBI Securities Co., Ltd. | 207 | $29.8K | 0.00% | +166+404.9% | Added |
| Massmutual Trust Co FSB | 217 | $31.3K | 0.00% | +81+59.6% | Added |