| Benjamin F. Edwards & Company, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $0 | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 2 | $45 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $133 | 0.00% | +6 | New |
| Robbins Farley LLC | 10 | $221 | 0.00% | +5+100.0% | Added |
| Salem Investment Counselors Inc | 10 | $221 | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 10 | $221 | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 12 | $264 | 0.00% | −189−94.0% | Reduced |
| Gradient Investments LLC | 13 | $296 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $330 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $353 | 0.00% | +6+60.0% | Added |
| Kathleen S. Wright Associates Inc. | 18 | $375 | 0.00% | +18 | New |
| Versant Capital Management, Inc | 20 | $441 | 0.00% | −19−48.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 23 | $504 | 0.00% | +6+35.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $507 | 0.00% | +23 | New |
| Spire Wealth Management | 23 | $507 | 0.00% | +23 | New |
| Plante Moran Financial Advisors, LLC | 24 | $529 | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 28 | $617 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 34 | $749 | 0.00% | +4+13.3% | Added |
| RFP Financial Group LLC | 36 | $793 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 38 | $837 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $881 | 0.00% | +40 | New |
| HHM Wealth Advisors, LLC | 40 | $882 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 48 | $1.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $1.06K | 0.00% | +48 | New |
| Global Retirement Partners, LLC | 50 | $1.07K | 0.00% | −4−7.4% | Reduced |
| Anchor Investment Management, LLC | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $1.10K | 0.00% | +50 | New |
| Buck Wealth Strategies, LLC | 50 | $1.10K | 0.00% | +50 | New |
| Kelly Financial Services LLC | 55 | $1.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 57 | $1.26K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 62 | $1.37K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $1.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $1.65K | 0.00% | +14+23.0% | Added |
| CNB Bank | 88 | $1.94K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 90 | $1.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 103 | $2.00K | 0.00% | +103 | New |
| JJJ Advisors Inc. | 92 | $2.03K | 0.00% | +82+820.0% | Added |
| Center for Financial Planning, Inc. | 97 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 97 | $2.14K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 99 | $2.18K | 0.00% | +33+50.0% | Added |
| Central Trust Co | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $2.20K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 124 | $2.73K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 133 | $2.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 148 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 144 | $3.17K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 150 | $3.31K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 153 | $3.37K | 0.00% | +1+0.7% | Added |
| Cassady Schiller Wealth Management, LLC | 157 | $3.46K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 161 | $3.55K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 162 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 172 | $3.79K | 0.00% | +172 | New |
| Venturi Wealth Management, LLC | 175 | $3.86K | 0.00% | +175 | New |
| Coppell Advisory Solutions LLC | 222 | $3.96K | 0.00% | +18+8.8% | Added |
| Avion Wealth | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 185 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 197 | $4.34K | 0.00% | +197 | New |
| Umb Bank N A | 200 | $4.41K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $4.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $4.41K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 213 | $4.69K | 0.00% | +61+40.1% | Added |
| West Paces Advisors Inc. | 224 | $4.93K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 262 | $5.00K | 0.00% | +50+23.6% | Added |
| Steward Financial Group LLC | 239 | $5.00K | 0.00% | +239 | New |
| Credit Agricole S A | 240 | $5.29K | 0.00% | +240 | New |
| Creative Financial Designs Inc | 250 | $5.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 259 | $5.71K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $6.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 300 | $6.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 305 | $6.72K | 0.00% | −970−76.1% | Reduced |
| West Oak Capital, LLC | 320 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 325 | $7.16K | 0.00% | +266+450.8% | Added |
| Parallel Advisors, LLC | 365 | $8.06K | 0.00% | +11+3.1% | Added |
| Stonebridge Capital Advisors LLC | 390 | $8.59K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 437 | $9.63K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 438 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 475 | $10.0K | 0.00% | +475 | New |
| Oakworth Capital, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 500 | $11.0K | 0.01% | +500 | New |
| Whittier Trust Co | 508 | $11.2K | 0.00% | +61+13.6% | Added |
| Allworth Financial LP | 514 | $11.3K | 0.00% | +35+7.3% | Added |
| Ci Investments Inc. | 538 | $12.0K | 0.00% | +40+8.0% | Added |
| Level Financial Advisors, Inc. | 574 | $12.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 584 | $12.9K | 0.01% | −16−2.7% | Reduced |
| Lindbrook Capital, LLC | 586 | $12.9K | 0.00% | +10+1.7% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $13.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 602 | $13.3K | 0.00% | +602 | New |
| Emfo, LLC | 710 | $15.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 735 | $16.2K | 0.00% | +16+2.2% | Added |
| Headlands Technologies LLC | 746 | $16.4K | 0.01% | +746 | New |
| Riverview Trust Co | 757 | $16.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 772 | $17.0K | 0.00% | +108+16.3% | Added |