| Carroll Financial Associates, Inc. | 4 | $0 | 0.00% | −63−94.0% | Reduced |
| Capstone Investment Advisors, LLC | 2 | $0 | 0.00% | −30−93.8% | Reduced |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| KB Financial Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $688 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Confluence Wealth Services, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Harbour Investments, Inc. | 8 | $2.00K | 0.00% | −490−98.4% | Reduced |
| Brown Brothers Harriman & Co | 9 | $2.00K | 0.00% | −160−94.7% | Reduced |
| Clearstead Advisors, LLC | 7 | $2.00K | 0.00% | −19−73.1% | Reduced |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Cassady Schiller Wealth Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Zullo Investment Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| American Portfolios Advisors | 12 | $2.75K | 0.00% | +12 | New |
| Ci Investments Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $3.00K | 0.00% | −7−43.8% | Reduced |
| Financial Management Professionals, Inc. | 14 | $3.00K | 0.00% | +6+75.0% | Added |
| EverSource Wealth Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 17 | $3.90K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 18 | $4.00K | 0.01% | +18 | New |
| Washington Trust Advisors, Inc. | 18 | $4.00K | 0.00% | +18 | New |
| Washington Trust Co | 23 | $5.00K | 0.00% | −10−30.3% | Reduced |
| Anchor Investment Management, LLC | 24 | $5.60K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $6.00K | 0.00% | +10+66.7% | Added |
| Core Alternative Capital | 27 | $6.00K | 0.00% | +27 | New |
| Valley National Advisers Inc | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $7.00K | 0.00% | +8+38.1% | Added |
| Country Trust Bank | 31 | $7.00K | 0.00% | +31 | New |
| Altshuler Shaham Ltd | 34 | $8.00K | 0.00% | −7−17.1% | Reduced |
| Vigilant Capital Management, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $8.00K | 0.00% | −2−5.3% | Reduced |
| HighMark Wealth Management LLC | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $8.00K | 0.00% | +37 | New |
| Amplius Wealth Advisors, LLC | 36 | $8.00K | 0.00% | +36 | New |
| Tucker Asset Management LLC | 38 | $8.70K | 0.00% | +38 | New |
| Zions Bancorporation, N.A. | 40 | $9.00K | 0.00% | +6+17.6% | Added |
| Cambridge Trust Co | 40 | $9.00K | 0.00% | +40 | New |
| City State Bank | 41 | $9.00K | 0.01% | +41 | New |
| CNB Bank | 50 | $11.0K | 0.01% | +18+56.3% | Added |
| JFS Wealth Advisors, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $12.0K | 0.02% | +51 | New |
| Kistler-Tiffany Companies, LLC | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $13.0K | 0.00% | +3+5.6% | Added |
| Massmutual Trust Co FSB | 56 | $13.0K | 0.00% | +7+14.3% | Added |
| Concord Wealth Partners | 55 | $13.0K | 0.00% | +21+61.8% | Added |
| Smithfield Trust Co | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 67 | $15.0K | 0.00% | +67 | New |
| NewSquare Capital LLC | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 73 | $17.0K | 0.01% | +35+92.1% | Added |
| United Community Bank | 75 | $17.2K | 0.02% | +75 | New |
| Tradewinds Capital Management, LLC | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 90 | $21.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 92 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 97 | $22.0K | 0.02% | +97 | New |
| Cascade Investment Advisors, Inc. | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $23.0K | 0.01% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $23.0K | 0.01% | +100 | New |
| Wolff Wiese Magana LLC | 108 | $25.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 107 | $25.0K | 0.01% | +7+7.0% | Added |
| Dark Forest Capital Management LP | 120 | $28.0K | 0.01% | +120 | New |
| Umb Bank N A | 130 | $30.0K | 0.00% | +130 | New |
| TD Private Client Wealth LLC | 134 | $30.7K | 0.00% | −45−25.1% | Reduced |
| Parkside Financial Bank & Trust | 148 | $34.0K | 0.01% | +13+9.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 155 | $36.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $38.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 175 | $40.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 174 | $40.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 176 | $40.0K | 0.00% | +176 | New |
| Signet Financial Management, LLC | 177 | $41.0K | 0.01% | +177 | New |
| Jackson, Grant Investment Advisers, Inc. | 183 | $42.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 195 | $44.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $46.0K | 0.01% | +60+42.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 205 | $47.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 211 | $48.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 211 | $48.0K | 0.01% | +11+5.5% | Added |
| GW&K Investment Management, LLC | 221 | $50.0K | 0.00% | −1−0.5% | Reduced |