| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $628 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 6 | $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 |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 4 | $1.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Brown Brothers Harriman & Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | +1+7.1% | Added |
| Raffa Wealth Management, LLC | 17 | $3.56K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $4.00K | 0.00% | −32−64.0% | Reduced |
| Atwood & Palmer Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $4.00K | 0.00% | +7+63.6% | Added |
| Loomis Sayles & Co L P | 20 | $4.00K | 0.00% | +20 | New |
| Sugarloaf Wealth Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 24 | $5.00K | 0.00% | +15+166.7% | Added |
| Anchor Investment Management, LLC | 24 | $5.13K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 27 | $6.00K | 0.00% | −7−20.6% | Reduced |
| Valley National Advisers Inc | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 31 | $6.00K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 33 | $7.00K | 0.00% | −23−41.1% | Reduced |
| Vigilant Capital Management, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| Raleigh Capital Management Inc. | 32 | $7.00K | 0.00% | +32 | New |
| Asset Dedication, LLC | 39 | $8.00K | 0.00% | +2+5.4% | Added |
| Prestige Wealth Management Group LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $8.00K | 0.01% | +6+17.6% | Added |
| TCI Wealth Advisors, Inc. | 37 | $8.00K | 0.00% | +11+42.3% | Added |
| Ulland Investment Advisors, LLC | 40 | $8.00K | 0.01% | +40 | New |
| City State Bank | 41 | $9.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 43 | $9.00K | 0.00% | +16+59.3% | Added |
| Clear Street Markets LLC | 47 | $10.0K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 53 | $11.0K | 0.00% | +53 | New |
| Kistler-Tiffany Companies, LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $12.0K | 0.00% | +2+3.5% | Added |
| Concord Wealth Partners | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $12.0K | 0.00% | +28+103.7% | Added |
| Timber Creek Capital Management LLC | 60 | $12.0K | 0.00% | +60 | New |
| Salem Investment Counselors Inc | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 73 | $15.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 70 | $15.0K | 0.00% | +70 | New |
| United Community Bank | 75 | $15.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 84 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 85 | $18.0K | 0.01% | +34+66.7% | Added |
| Gradient Investments LLC | 90 | $19.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 92 | $19.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 97 | $20.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 94 | $20.0K | 0.00% | +54+135.0% | Added |
| Ellevest, Inc. | 95 | $20.0K | 0.00% | +58+156.8% | Added |
| Jones Financial Companies LLLP | 94 | $20.0K | 0.00% | +94 | New |
| Cascade Investment Advisors, Inc. | 100 | $20.9K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 106 | $22.0K | 0.01% | −1−0.9% | Reduced |
| Wolff Wiese Magana LLC | 108 | $23.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 116 | $24.0K | 0.01% | +116 | New |
| Umb Bank N A | 130 | $28.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 141 | $29.0K | 0.01% | +141 | New |
| Parkside Financial Bank & Trust | 140 | $30.0K | 0.01% | −8−5.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 155 | $32.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $35.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 175 | $36.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 174 | $36.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 180 | $38.0K | 0.01% | −25−12.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 183 | $38.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 185 | $39.0K | 0.01% | −26−12.3% | Reduced |
| CVA Family Office, LLC | 200 | $42.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 203 | $42.5K | 0.01% | +8+4.1% | Added |
| Koshinski Asset Management, Inc. | 210 | $44.0K | 0.00% | −15−6.7% | Reduced |
| First Financial Corp | 211 | $44.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 217 | $45.5K | 0.00% | +83+61.9% | Added |
| Corbenic Partners LLC | 242 | $51.0K | 0.01% | +242 | New |
| Farmers & Merchants Investments Inc | 265 | $56.0K | 0.00% | −55−17.2% | Reduced |
| Lindbrook Capital, LLC | 275 | $58.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 288 | $60.0K | 0.01% | −79−21.5% | Reduced |
| West Bancorporation Inc | 288 | $60.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 297 | $62.0K | 0.01% | −70−19.1% | Reduced |
| Sandy Spring Bank | 309 | $65.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 311 | $65.0K | 0.02% | +2+0.6% | Added |
| Pinnacle Financial Partners Inc | 314 | $66.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 330 | $69.0K | 0.04% | 00.0% | Unchanged |