| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $26 | 0.00% | −38,691−100.0% | Reduced |
| Activest Wealth Management | 1 | $26 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $206 | 0.00% | +2+33.3% | Added |
| Parkworth Wealth Management, Inc. | 8 | $206 | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 9 | $232 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $257 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 15 | $386 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $386 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $412 | 0.00% | +16 | New |
| Insight Financial Services | 19 | $488 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 20 | $515 | 0.00% | +20 | New |
| Nova Wealth Management, Inc. | 30 | $772 | 0.00% | +30 | New |
| Bear Mountain Capital, Inc. | 30 | $793 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $849 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $901 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 37 | $959 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $1.00K | 0.00% | +14+56.0% | Added |
| Raffa Wealth Management, LLC | 41 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 45 | $1.16K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 45 | $1.17K | 0.11% | −45,558−99.9% | Reduced |
| SJS Investment Consulting Inc. | 49 | $1.26K | 0.00% | +3+6.5% | Added |
| Evergreen Private Wealth LLC | 50 | $1.29K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.29K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 55 | $1.42K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 59 | $1.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 62 | $1.59K | 0.00% | +62 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 67 | $1.72K | 0.00% | −1,815−96.4% | Reduced |
| Crewe Advisors LLC | 67 | $1.72K | 0.00% | −19−22.1% | Reduced |
| Coppell Advisory Solutions LLC | 71 | $1.83K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 73 | $1.88K | 0.00% | +1+1.4% | Added |
| HM Payson & Co | 74 | $1.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $1.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 113 | $2.00K | 0.00% | +42+59.2% | Added |
| 1620 Investment Advisors, Inc. | 80 | $2.06K | 0.00% | +80 | New |
| Bokf, NA | 86 | $2.22K | 0.00% | +86 | New |
| TFC Financial Management | 90 | $2.32K | 0.00% | +16+21.6% | Added |
| Abound Wealth Management | 92 | $2.37K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $2.57K | 0.00% | +100 | New |
| SWAN Capital LLC | 100 | $2.57K | 0.00% | +100 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $2.57K | 0.00% | +100 | New |
| Fedenia Advisers LLC | 100 | $2.57K | 0.00% | +100 | New |
| Transce3nd, LLC | 100 | $2.57K | 0.00% | +100 | New |
| Financially Speaking Inc | 100 | $2.57K | 0.00% | +100 | New |
| Asset Planning,Inc | 100 | $2.57K | 0.00% | +100 | New |
| Kentucky Trust Co | 100 | $2.57K | 0.00% | +100 | New |
| Clark Wealth Partners | 100 | $2.57K | 0.00% | +100 | New |
| Motco | 101 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $2.75K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 110 | $2.83K | 0.00% | +110 | New |
| FPC Investment Advisory, Inc. | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $2.83K | 0.00% | +100 | New |
| Trust Co of Vermont | 111 | $2.86K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 111 | $2.86K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 115 | $2.96K | 0.00% | −10−8.0% | Reduced |
| Sandy Spring Bank | 116 | $2.98K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 120 | $3.09K | 0.00% | +120 | New |
| Grove Bank & Trust | 125 | $3.22K | 0.00% | +70+127.3% | Added |
| Archer Investment Corp | 127 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 139 | $3.58K | 0.00% | +39+39.0% | Added |
| JFS Wealth Advisors, LLC | 141 | $3.63K | 0.00% | +31+28.2% | Added |
| Cullen/Frost Bankers, Inc. | 149 | $3.83K | 0.00% | +49+49.0% | Added |
| Colonial Trust Co | 150 | $3.86K | 0.00% | −23−13.3% | Reduced |
| Tidemark, LLC | 150 | $3.86K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 152 | $3.91K | 0.00% | +152 | New |
| Brown Brothers Harriman & Co | 155 | $3.99K | 0.00% | +155 | New |
| Capital Advisors, Ltd. LLC | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 150 | $4.10K | 0.00% | +100+200.0% | Added |
| Legacy Wealth Managment, LLC | 150 | $4.10K | 0.00% | +100+200.0% | Added |
| Richards, Merrill & Peterson, Inc. | 166 | $4.27K | 0.00% | +166 | New |
| Sierra Ocean, LLC | 167 | $4.30K | 0.00% | +167 | New |
| Kessler Investment Group, LLC | 190 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 194 | $4.99K | 0.00% | +25+14.8% | Added |
| Winthrop Capital Management, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $5.02K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 195 | $5.02K | 0.00% | +195 | New |