| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Aspect Partners, LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $199 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $200 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 2 | $353 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 3 | $598 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $598 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $797 | 0.00% | +4 | New |
| Jamison Private Wealth Management, Inc. | 5 | $997 | 0.00% | +5 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | −371−97.6% | Reduced |
| Abound Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.20K | 0.00% | +2+50.0% | Added |
| Dunhill Financial, LLC | 6 | $1.21K | 0.00% | +1+20.0% | Added |
| Rosenberg Matthew Hamilton | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $1.57K | 0.00% | +1+14.3% | Added |
| Tortoise Investment Management, LLC | 8 | $1.59K | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 8 | $1.59K | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $2.00K | 0.00% | −35−79.5% | Reduced |
| West Paces Advisors Inc. | 12 | $2.39K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 13 | $2.59K | 0.00% | +11+550.0% | Added |
| Prestige Wealth Management Group LLC | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $3.19K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $3.19K | 0.00% | +16 | New |
| Jackson, Grant Investment Advisers, Inc. | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $4.38K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 23 | $4.58K | 0.00% | +23 | New |
| Sachetta, LLC | 24 | $4.79K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $4.98K | 0.00% | +23+1,150.0% | Added |
| SJS Investment Consulting Inc. | 25 | $4.98K | 0.00% | +1+4.2% | Added |
| Park Place Capital Corp | 26 | $5.18K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $5.98K | 0.00% | +17+130.8% | Added |
| Bruce G. Allen Investments, LLC | 30 | $5.98K | 0.00% | +27+900.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 40 | $6.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $6.58K | 0.00% | −10−23.3% | Reduced |
| Abich Financial Wealth Management LLC | 33 | $6.58K | 0.01% | +7+26.9% | Added |
| Manchester Capital Management LLC | 33 | $6.58K | 0.00% | +5+17.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 35 | $6.97K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 38 | $7.57K | 0.00% | −37−49.3% | Reduced |
| Versant Capital Management, Inc | 39 | $7.77K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 39 | $7.77K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $7.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $9.37K | 0.00% | +14+42.4% | Added |
| Laffer Tengler Investments | 48 | $9.56K | 0.00% | +48 | New |
| Sunbelt Securities, Inc. | 50 | $9.96K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 55 | $11.0K | 0.00% | −50−47.6% | Reduced |
| JJJ Advisors Inc. | 56 | $11.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 56 | $11.2K | 0.00% | +56 | New |
| Spectrum Wealth Counsel, LLC | 57 | $11.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 58 | $11.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $11.7K | 0.00% | +60 | New |
| MV Capital Management, Inc. | 59 | $11.8K | 0.00% | −2−3.3% | Reduced |
| Gradient Investments LLC | 61 | $12.2K | 0.00% | −4−6.2% | Reduced |
| Rise Advisors, LLC | 61 | $12.2K | 0.01% | +61 | New |
| Larson Financial Group LLC | 62 | $12.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 67 | $13.3K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 75 | $14.9K | 0.00% | +62+476.9% | Added |
| First Horizon Advisors, Inc. | 76 | $15.1K | 0.00% | +61+406.7% | Added |
| IFP Advisors, Inc | 79 | $15.6K | 0.00% | +6+8.2% | Added |
| Quarry LP | 80 | $15.9K | 0.01% | +74+1,233.3% | Added |
| Ronald Blue Trust, Inc. | 81 | $16.1K | 0.00% | −68−45.6% | Reduced |
| Jones Financial Companies LLLP | 82 | $16.3K | 0.00% | +82 | New |
| SOA Wealth Advisors, LLC. | 82 | $16.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 83 | $16.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 84 | $16.7K | 0.00% | −5−5.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 105 | $17.2K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 93 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 93 | $19.0K | 0.01% | +19+25.7% | Added |
| GWM Advisors LLC | 101 | $20.2K | 0.00% | −167−62.3% | Reduced |
| Belmont Capital, LLC | 104 | $20.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $20.9K | 0.00% | +56+114.3% | Added |
| Spire Wealth Management | 106 | $21.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 107 | $21.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 113 | $22.5K | 0.00% | −17−13.1% | Reduced |
| Whittier Trust Co | 128 | $25.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 138 | $27.5K | 0.00% | +27+24.3% | Added |
| Massmutual Trust Co FSB | 161 | $32.1K | 0.00% | −7−4.2% | Reduced |
| Leonteq Securities AG | 165 | $32.9K | 0.00% | −263−61.4% | Reduced |
| Creative Financial Designs Inc | 191 | $38.1K | 0.00% | +56+41.5% | Added |
| Schonfeld Strategic Advisors LLC | 194 | $38.7K | 0.00% | −46,843−99.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $38.7K | 0.01% | −13−6.3% | Reduced |
| VisionPoint Advisory Group, LLC | 198 | $39.5K | 0.01% | −6−2.9% | Reduced |
| Rothschild Investment LLC | 207 | $41.2K | 0.00% | +11+5.6% | Added |
| Lindbrook Capital, LLC | 209 | $41.6K | 0.00% | +8+4.0% | Added |
| Harbour Investments, Inc. | 219 | $43.6K | 0.00% | −4−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 273 | $44.4K | 0.00% | −35,560−99.2% | Reduced |
| Salem Investment Counselors Inc | 231 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $46.6K | 0.00% | +3+1.3% | Added |
| TD Private Client Wealth LLC | 239 | $47.6K | 0.00% | −4−1.6% | Reduced |