| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $134 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $314 | 0.00% | +2 | New |
| Trust Co of Vermont | 3 | $403 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $538 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $677 | 0.00% | −57−91.9% | Reduced |
| ClariVest Asset Management LLC | 5 | $683 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 7 | $941 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.04K | 0.00% | +8 | New |
| South State Corp. | 8 | $1.08K | 0.00% | +8 | New |
| Turtle Creek Wealth Advisors, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Tidemark, LLC | 9 | $1.21K | 0.00% | +9 | New |
| Sachetta, LLC | 10 | $1.34K | 0.00% | +10 | New |
| Gradient Investments LLC | 12 | $1.61K | 0.00% | −66−84.6% | Reduced |
| Trifecta Capital Advisors, LLC | 13 | $1.75K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Red Tortoise LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.29K | 0.00% | −12−41.4% | Reduced |
| Raffa Wealth Management, LLC | 17 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $2.29K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $2.30K | 0.00% | +7+70.0% | Added |
| CNB Bank | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 18 | $2.42K | 0.00% | +18 | New |
| Aspect Partners, LLC | 18 | $2.42K | 0.00% | +18 | New |
| Atwood & Palmer Inc | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 20 | $2.73K | 0.00% | +20 | New |
| Hantz Financial Services, Inc. | 21 | $3.00K | 0.00% | +9+75.0% | Added |
| Copeland Capital Management, LLC | 23 | $3.09K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $3.14K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $3.36K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 27 | $3.63K | 0.00% | +27 | New |
| Psagot Value Holdings Ltd. / (Israel) | 28 | $4.00K | 0.00% | +26+1,300.0% | Added |
| Missouri Trust & Investment Co | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $4.44K | 0.00% | −14−29.8% | Reduced |
| Prestige Wealth Management Group LLC | 34 | $4.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $4.57K | 0.00% | +3+9.7% | Added |
| Abound Wealth Management | 35 | $4.71K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $4.71K | 0.00% | +19+118.8% | Added |
| Private Wealth Management Group, LLC | 37 | $4.98K | 0.00% | +37 | New |
| Smithfield Trust Co | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 42 | $5.65K | 0.00% | +42 | New |
| City State Bank | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 45 | $6.05K | 0.01% | +45 | New |
| MV Capital Management, Inc. | 52 | $6.99K | 0.00% | −53−50.5% | Reduced |
| Baystate Wealth Management LLC | 52 | $7.00K | 0.00% | +36+225.0% | Added |
| Capital Advisors, Ltd. LLC | 54 | $7.00K | 0.00% | −26−32.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 57 | $7.66K | 0.00% | +57 | New |
| Harbour Investments, Inc. | 58 | $7.80K | 0.00% | +36+163.6% | Added |
| Frazier Financial Advisors, LLC | 58 | $7.80K | 0.01% | +58 | New |
| JFS Wealth Advisors, LLC | 59 | $7.93K | 0.00% | +7+13.5% | Added |
| IAG Wealth Partners, LLC | 60 | $8.07K | 0.00% | +60 | New |
| REAP Financial Group, LLC | 63 | $8.51K | 0.00% | +63 | New |
| Quent Capital, LLC | 64 | $8.61K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 65 | $8.74K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 65 | $8.74K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 66 | $8.88K | 0.00% | −36−35.3% | Reduced |
| DT Investment Partners, LLC | 69 | $8.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 70 | $9.41K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 70 | $9.47K | 0.00% | −15−17.6% | Reduced |
| Bruce G. Allen Investments, LLC | 74 | $9.95K | 0.01% | +74 | New |
| Colonial Trust Advisors | 78 | $10.5K | 0.00% | +3+4.0% | Added |
| Farmers & Merchants Investments Inc | 78 | $10.5K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 80 | $10.8K | 0.01% | +12+17.6% | Added |
| Criterion Capital Advisors, LLC | 80 | $10.8K | 0.01% | +80 | New |
| Venturi Wealth Management, LLC | 81 | $10.9K | 0.00% | +29+55.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 85 | $11.4K | 0.01% | −98−53.6% | Reduced |
| Deseret Mutual Benefit Administrators | 96 | $12.9K | 0.01% | −34−26.2% | Reduced |
| Sunbelt Securities, Inc. | 96 | $12.9K | 0.00% | +1+1.1% | Added |
| EdgeRock Capital LLC | 102 | $13.1K | 0.01% | +102 | New |
| MCF Advisors LLC | 98 | $13.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 99 | $13.3K | 0.01% | +46+86.8% | Added |
| Field & Main Bank | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 103 | $13.8K | 0.00% | +79+329.2% | Added |
| NBC Securities, Inc. | 115 | $15.0K | 0.00% | +65+130.0% | Added |
| Wolff Wiese Magana LLC | 113 | $15.2K | 0.01% | +5+4.6% | Added |
| Activest Wealth Management | 120 | $16.1K | 0.01% | +120 | New |
| VisionPoint Advisory Group, LLC | 127 | $17.1K | 0.01% | −10−7.3% | Reduced |
| Umb Bank N A | 128 | $17.2K | 0.00% | −21−14.1% | Reduced |
| Capital Analysts, LLC | 133 | $18.0K | 0.00% | −62−31.8% | Reduced |
| GoalVest Advisory LLC | 135 | $18.2K | 0.01% | −80−37.2% | Reduced |
| Fortis Group Advisors, LLC | 154 | $20.7K | 0.01% | +77+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 155 | $20.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 155 | $20.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 164 | $22.1K | 0.01% | −162−49.7% | Reduced |
| Glassman Wealth Services | 167 | $22.5K | 0.00% | −10−5.6% | Reduced |
| Parkside Financial Bank & Trust | 185 | $24.9K | 0.00% | −16−8.0% | Reduced |
| PrairieView Partners, LLC | 184 | $25.0K | 0.00% | +3+1.7% | Added |
| Private Trust Co NA | 189 | $25.4K | 0.00% | +34+21.9% | Added |
| Smartleaf Asset Management LLC | 187 | $25.5K | 0.01% | +187 | New |
| First United Bank Trust | 200 | $26.9K | 0.01% | +200 | New |
| Capstone Investment Advisors, LLC | 213 | $28.6K | 0.00% | −7,213−97.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 227 | $30.5K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 250 | $33.6K | 0.00% | −2,385−90.5% | Reduced |
