| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $2 | 0.00% | 0 | New |
| PSI Advisors, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $146 | 0.00% | +1 | New |
| WealthPlan Investment Management, LLC | 1 | $146 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $290 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $293 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 2 | $293 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $293 | 0.00% | +2 | New |
| Proequities, Inc. | 3 | $438 | 0.00% | +3 | New |
| Lowe Wealth Advisors, LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $439 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $580 | 0.00% | +4 | New |
| Washington Trust Co | 4 | $585 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $585 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $585 | 0.00% | +4 | New |
| Private Trust Co NA | 5 | $732 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $732 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $878 | 0.00% | −19−76.0% | Reduced |
| MBM Wealth Consultants, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 146 | $1.13K | 0.05% | −13−8.2% | Reduced |
| Beacon Capital Management, LLC | 8 | $1.17K | 0.00% | −7−46.7% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.17K | 0.00% | −4−33.3% | Reduced |
| Disciplined Investments, LLC | 8 | $1.17K | 0.00% | −3−27.3% | Reduced |
| Heritage Wealth Advisors | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $1.17K | 0.00% | +8 | New |
| Ameritas Advisory Services, LLC | 9 | $1.30K | 0.00% | +9 | New |
| Rise Advisors, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $1.46K | 0.00% | −12−54.5% | Reduced |
| Piershale Financial Group, Inc. | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $1.46K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 10 | $1.46K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $1.76K | 0.00% | −17−58.6% | Reduced |
| Barrett & Company, Inc. | 12 | $1.76K | 0.00% | −3−20.0% | Reduced |
| Clearstead Advisors, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 18 | $2.62K | 0.00% | +4+28.6% | Added |
| Schubert & Co | 19 | $2.78K | 0.00% | −8−29.6% | Reduced |
| Pacific Center for Financial Services | 20 | $2.93K | 0.00% | +20 | New |
| Milestone Investment Advisors LLC | 20 | $2.93K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $3.07K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24 | $3.51K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $3.67K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $3.81K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 26 | $3.81K | 0.00% | +2+8.3% | Added |
| Parkside Financial Bank & Trust | 27 | $3.95K | 0.00% | −2−6.9% | Reduced |
| Steward Financial Group LLC | 28 | $4.00K | 0.00% | +7+33.3% | Added |
| Westside Investment Management, Inc. | 28 | $4.10K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $4.10K | 0.00% | +5+21.7% | Added |
| Farmers & Merchants Investments Inc | 29 | $4.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $4.24K | 0.00% | +15+107.1% | Added |
| Geneos Wealth Management Inc. | 31 | $4.54K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 34 | $4.97K | 0.00% | +28+466.7% | Added |
| Horrell Capital Management, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $5.27K | 0.00% | −59−62.1% | Reduced |
| Hantz Financial Services, Inc. | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $6.00K | 0.00% | +5+13.9% | Added |
| Advisory Services Network, LLC | 43 | $6.29K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 43 | $7.00K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 49 | $7.17K | 0.00% | −3−5.8% | Reduced |
| First Horizon Advisors, Inc. | 52 | $7.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 57 | $7.79K | 0.00% | +7+14.0% | Added |
| Ancora Advisors, LLC | 55 | $8.05K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 57 | $8.34K | 0.00% | −819−93.5% | Reduced |
| Fairfield Financial Advisors, LTD | 60 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 61 | $8.93K | 0.00% | +5+8.9% | Added |
| Crewe Advisors LLC | 64 | $9.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 66 | $9.66K | 0.00% | +6+10.0% | Added |
| Front Row Advisors LLC | 71 | $10.0K | 0.00% | +27+61.4% | Added |
| Tradition Wealth Management, LLC | 66 | $10.0K | 0.00% | +66 | New |
| Parallel Advisors, LLC | 69 | $10.1K | 0.00% | +37+115.6% | Added |
| SRS Capital Advisors, Inc. | 70 | $10.2K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 72 | $10.5K | 2.86% | +72 | New |
| GPS Wealth Strategies Group, LLC | 75 | $11.0K | 0.00% | +75 | New |
| Montag A & Associates Inc | 80 | $11.7K | 0.00% | −9−10.1% | Reduced |
| Trust Co of Vermont | 85 | $12.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 89 | $13.0K | 0.00% | −11−11.0% | Reduced |
| IFP Advisors, Inc | 81 | $13.8K | 0.00% | −277−77.4% | Reduced |
| Riverview Trust Co | 112 | $16.4K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 118 | $17.3K | 0.00% | +20+20.4% | Added |
| Hoey Investments, Inc | 120 | $17.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $17.6K | 0.00% | +1+0.8% | Added |
| McIlrath & Eck, LLC | 122 | $17.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 132 | $19.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 148 | $22.0K | 0.02% | −50−25.3% | Reduced |
| Ellevest, Inc. | 158 | $23.1K | 0.00% | +113+251.1% | Added |