| Financial Synergies Wealth Advisors, Inc. | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $470 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $471 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $471 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $628 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $785 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $785 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $942 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 8 | $1.26K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $1.57K | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 11 | $1.73K | 0.00% | +11 | New |
| Washington Trust Advisors, Inc. | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Washington Trust Co | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $2.04K | 0.00% | +13 | New |
| Red Tortoise LLC | 16 | $2.51K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 17 | $2.67K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 17 | $2.67K | 0.00% | −21−55.3% | Reduced |
| Sound Income Strategies, LLC | 17 | $2.67K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 17 | $2.67K | 0.00% | +17 | New |
| Atwood & Palmer Inc | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $2.83K | 0.00% | +9+100.0% | Added |
| Harbor Investment Advisory, LLC | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $3.00K | 0.00% | +21 | New |
| My Personal CFO, LLC | 20 | $3.14K | 0.00% | +20 | New |
| Fortis Capital Advisors, LLC | 20 | $3.14K | 0.00% | +20 | New |
| Truvestments Capital LLC | 24 | $3.77K | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $3.92K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $3.92K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 27 | $4.24K | 0.00% | −11−28.9% | Reduced |
| Vigilant Capital Management, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $5.34K | 0.00% | −2−5.6% | Reduced |
| Asset Dedication, LLC | 37 | $6.00K | 0.00% | −2−5.1% | Reduced |
| Concord Wealth Partners | 40 | $6.28K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 40 | $6.28K | 0.00% | +40 | New |
| TCI Wealth Advisors, Inc. | 42 | $6.59K | 0.00% | +5+13.5% | Added |
| HighMark Wealth Management LLC | 46 | $7.22K | 0.01% | +6+15.0% | Added |
| FWL Investment Management, LLC | 50 | $7.85K | 0.01% | +50 | New |
| Financial Management Professionals, Inc. | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $8.16K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 53 | $8.32K | 0.00% | +53 | New |
| Cary Street Partner Investment Advisory LLC | 54 | $8.48K | 0.00% | +54 | New |
| Kistler-Tiffany Companies, LLC | 55 | $8.63K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 55 | $8.66K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 56 | $8.85K | 0.00% | +26+86.7% | Added |
| Brown Brothers Harriman & Co | 63 | $9.89K | 0.00% | −122−65.9% | Reduced |
| City State Bank | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 64 | $10.0K | 0.00% | +30+88.2% | Added |
| Heritage Wealth Management, LLC | 64 | $10.0K | 0.00% | +52+433.3% | Added |
| Salem Investment Counselors Inc | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 65 | $10.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 69 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $11.0K | 0.00% | −5−6.8% | Reduced |
| NVWM, LLC | 73 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 73 | $11.5K | 0.00% | +73 | New |
| United Community Bank | 75 | $11.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $12.2K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 82 | $12.9K | 0.01% | +82 | New |
| First Horizon Advisors, Inc. | 85 | $13.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 87 | $14.0K | 0.01% | −136−61.0% | Reduced |
| EverSource Wealth Advisors, LLC | 94 | $14.8K | 0.00% | +61+184.8% | Added |
| Gradient Investments LLC | 95 | $14.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $15.1K | 0.02% | +96 | New |
| Field & Main Bank | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 101 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $16.6K | 0.00% | +66+165.0% | Added |
| GW&K Investment Management, LLC | 108 | $17.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 113 | $17.7K | 0.01% | −6−5.0% | Reduced |
| Wolff Wiese Magana LLC | 113 | $17.7K | 0.02% | +5+4.6% | Added |
| GoalVest Advisory LLC | 115 | $18.1K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 121 | $19.0K | 0.00% | +121 | New |
| Sargent Bickham Lagudis LLC | 128 | $20.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 130 | $20.4K | 0.01% | −105−44.7% | Reduced |
| Leelyn Smith, LLC | 130 | $20.4K | 0.01% | −20−13.3% | Reduced |
| Umb Bank N A | 130 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 136 | $21.0K | 0.00% | +74+119.4% | Added |
| JJJ Advisors Inc. | 133 | $21.5K | 0.01% | −29−17.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 150 | $24.0K | 0.00% | +150 | New |
| Mark Sheptoff Financial Planning, LLC | 155 | $24.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 163 | $25.6K | 0.00% | +163 | New |
| Stuart Chaussee & Associates, Inc. | 165 | $25.9K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 177 | $27.0K | 0.00% | +2+1.1% | Added |
| Parkside Financial Bank & Trust | 174 | $27.3K | 0.01% | −6−3.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 183 | $28.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 187 | $29.0K | 0.00% | −3−1.6% | Reduced |
| Private Trust Co NA | 182 | $29.0K | 0.00% | +19+11.7% | Added |