| FinTrust Capital Advisors, LLC | 1,000 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $21 | 0.00% | 0 | New |
| Lee Financial Co | 1 | $44 | 0.00% | −40−97.6% | Reduced |
| Trust Co of Vermont | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $304 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 9 | $378 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $432 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $563 | 0.00% | +13 | New |
| Rise Advisors, LLC | 14 | $609 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $867 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $953 | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 23 | $996 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 25 | $1.08K | 0.00% | +25 | New |
| Webster Bank, N. A. | 29 | $1.26K | 0.00% | +29 | New |
| BerganKDV Wealth Management, LLC | 36 | $1.56K | 0.00% | −140−79.5% | Reduced |
| Hexagon Capital Partners LLC | 38 | $1.65K | 0.00% | +17+81.0% | Added |
| Disciplined Investments, LLC | 39 | $1.69K | 0.00% | −4−9.3% | Reduced |
| Private Ocean, LLC | 39 | $1.70K | 0.00% | +39 | New |
| Bogart Wealth, LLC | 40 | $1.73K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $1.73K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $1.74K | 0.00% | +1+2.6% | Added |
| Armstrong Advisory Group, Inc | 41 | $1.78K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 41 | $1.79K | 0.00% | +41 | New |
| Concord Wealth Partners | 45 | $1.95K | 0.00% | −31−40.8% | Reduced |
| Lazard Asset Management LLC | 55 | $2.00K | 0.00% | −4,736−98.9% | Reduced |
| Centerpoint Advisors, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Harbor Investment Advisory, LLC | 52 | $2.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.34K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| American National Bank | 56 | $2.42K | 0.00% | −1,217−95.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 58 | $2.53K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 59 | $2.56K | 0.00% | +39+195.0% | Added |
| Clear Investment Research, LLC | 61 | $2.64K | 0.00% | +61 | New |
| Pacific Center for Financial Services | 62 | $2.69K | 0.00% | +62 | New |
| Central Bank & Trust Co | 64 | $2.77K | 0.00% | +64 | New |
| JJJ Advisors Inc. | 74 | $2.98K | 0.00% | −36−32.7% | Reduced |
| Clearview Wealth Advisors LLC | 80 | $3.47K | 0.00% | −61−43.3% | Reduced |
| Ridgewood Investments LLC | 88 | $3.81K | 0.00% | +88 | New |
| C M Bidwell & Associates Ltd | 89 | $3.85K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 94 | $4.06K | 0.00% | +94 | New |
| Delos Wealth Advisors, LLC | 99 | $4.29K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 100 | $4.33K | 0.00% | −76−43.2% | Reduced |
| Carolina Wealth Advisors, LLC | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 103 | $4.49K | 0.00% | −100−49.3% | Reduced |
| IMA Wealth, Inc. | 104 | $4.50K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 111 | $4.81K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 112 | $4.85K | 0.00% | +33+41.8% | Added |
| Capital Advisors, Ltd. LLC | 126 | $5.00K | 0.00% | +26+26.0% | Added |
| Byrne Asset Management LLC | 115 | $5.00K | 0.00% | +115 | New |
| Brown Brothers Harriman & Co | 126 | $5.46K | 0.00% | +126 | New |
| Highline Wealth Partners LLC | 130 | $5.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 130 | $5.63K | 0.00% | +100+333.3% | Added |
| Front Row Advisors LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 145 | $6.26K | 0.00% | +1+0.7% | Added |
| Independence Bank of Kentucky | 150 | $6.50K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 150 | $6.50K | 0.00% | +20+15.4% | Added |
| Heritage Wealth Advisors | 150 | $6.51K | 0.00% | +49+48.5% | Added |
| Zions Bancorporation, N.A. | 154 | $6.67K | 0.00% | −18−10.5% | Reduced |
| Atticus Wealth Management, LLC | 176 | $7.62K | 0.00% | −283−61.7% | Reduced |
| Gleason Group, Inc. | 191 | $8.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 193 | $8.36K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $8.66K | 0.01% | −100−33.3% | Reduced |
| South State Corp. | 200 | $8.66K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $8.66K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $8.66K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.66K | 0.01% | – | – |
| Missouri Trust & Investment Co | 200 | $8.66K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 201 | $8.70K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 204 | $8.83K | 0.00% | +50+32.5% | Added |
| RE Dickinson Investment Advisors, LLC | 201 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 206 | $9.00K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 204 | $9.00K | 0.00% | +204 | New |
| Financial Perspectives, Inc | 210 | $9.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 217 | $9.40K | 0.00% | +29+15.4% | Added |
| WR Wealth Planners, LLC | 229 | $9.92K | 0.00% | +229 | New |
| Johnson Financial Group, Inc. | 238 | $10.3K | 0.00% | −22−8.5% | Reduced |
| Lindbrook Capital, LLC | 256 | $11.1K | 0.00% | −77−23.1% | Reduced |
| SJS Investment Consulting Inc. | 256 | $11.1K | 0.00% | +3+1.2% | Added |
| Versant Capital Management, Inc | 268 | $11.6K | 0.00% | +7+2.7% | Added |
| EverSource Wealth Advisors, LLC | 270 | $11.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 275 | $11.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 275 | $11.9K | 0.00% | +65+31.0% | Added |
| Silicon Valley Capital Partners | 276 | $12.0K | 0.00% | +276 | New |
| Castleview Partners, LLC | 283 | $12.2K | 0.01% | +1+0.4% | Added |
| Larson Financial Group LLC | 299 | $13.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 309 | $13.4K | 0.00% | +56+22.1% | Added |
| Worth Asset Management, LLC | 320 | $13.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 346 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 342 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 367 | $15.9K | 0.00% | −9−2.4% | Reduced |
| Whittier Trust Co | 377 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 383 | $16.6K | 0.00% | 00.0% | Unchanged |