| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $52 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $179 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $179 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $179 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $215 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $355 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2 | $358 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $358 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $358 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $358 | 0.00% | +2 | New |
| Trust Co | 2 | $361 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $438 | 0.00% | +2 | New |
| S&T Bank | 3 | $537 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $716 | 0.00% | +3+300.0% | Added |
| LRI Investments, LLC | 4 | $716 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 6 | $1.00K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $1.07K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 7 | $1.25K | 0.00% | −5−41.7% | Reduced |
| True Wealth Design, LLC | 7 | $1.25K | 0.00% | −3−30.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.61K | 0.00% | +5+125.0% | Added |
| Rossby Financial, LCC | 10 | $1.79K | 0.00% | +3+42.9% | Added |
| Central Trust Co | 10 | $1.79K | 0.00% | +10 | New |
| Brown Brothers Harriman & Co | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $1.97K | 0.00% | +4+57.1% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $2.50K | 0.00% | +4+40.0% | Added |
| Cornerstone Financial Management LLC | 15 | $2.68K | 0.00% | +9+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $2.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $2.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.86K | 0.00% | −3−15.8% | Reduced |
| Rialto Wealth Management, LLC | 17 | $3.04K | 0.00% | +10+142.9% | Added |
| Creative Capital Management Investments LLC | 18 | $3.22K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 20 | $3.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 20 | $3.58K | 0.00% | +13+185.7% | Added |
| High Note Wealth, LLC | 21 | $3.76K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $3.94K | 0.00% | +13+144.4% | Added |
| Cranbrook Wealth Management, LLC | 24 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $4.65K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $4.83K | 0.00% | +7+35.0% | Added |
| Bell Investment Advisors, Inc | 29 | $5.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $5.55K | 0.00% | +27+675.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.73K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $5.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $6.00K | 0.00% | +1+2.9% | Added |
| Transamerica Financial Advisors, Inc. | 40 | $7.16K | 0.00% | +30+300.0% | Added |
| WPG Advisers, LLC | 41 | $7.34K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 45 | $7.34K | 0.00% | +45 | New |
| Walleye Trading LLC | 42 | $7.52K | 0.00% | +42 | New |
| Compass Financial Management LLC | 42 | $8.12K | 0.00% | +42 | New |
| Keating Financial Advisory Services, Inc. | 46 | $8.23K | 0.00% | +16+53.3% | Added |
| Princeton Global Asset Management LLC | 50 | $8.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 52 | $9.30K | 0.00% | +52 | New |
| IMA Wealth, Inc. | 53 | $9.48K | 0.00% | +18+51.4% | Added |
| Manchester Capital Management LLC | 53 | $9.48K | 0.00% | +2+3.9% | Added |
| Bruce G. Allen Investments, LLC | 54 | $9.66K | 0.01% | +19+54.3% | Added |
| Huntington National Bank | 55 | $9.84K | 0.00% | +7+14.6% | Added |
| Ameritas Advisory Services, LLC | 57 | $10.3K | 0.00% | +57 | New |
| Pinnacle Wealth Planning Services, Inc. | 58 | $10.4K | 0.00% | −2−3.3% | Reduced |
| North Star Investment Management Corp. | 58 | $10.4K | 0.00% | +6+11.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $12.3K | 0.00% | +2+3.0% | Added |
| Fortitude Family Office, LLC | 70 | $12.5K | 0.00% | +2+2.9% | Added |
| Private Wealth Asset Management, LLC | 71 | $12.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 71 | $12.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $13.1K | 0.00% | +24+49.0% | Added |
| Private Trust Co NA | 80 | $14.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 85 | $15.2K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 85 | $15.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 86 | $15.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 87 | $15.6K | 0.00% | −3−3.3% | Reduced |
| Mather Group, LLC. | 89 | $15.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 97 | $17.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 100 | $17.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $17.9K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $17.9K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 103 | $18.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 106 | $19.0K | 0.00% | +16+17.8% | Added |
| Perkins Coie Trust Co | 112 | $20.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 116 | $20.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 119 | $21.3K | 0.00% | −10,295−98.9% | Reduced |
| Massmutual Trust Co FSB | 123 | $22.0K | 0.00% | +27+28.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 149 | $26.7K | 0.00% | +79+112.9% | Added |
| CVA Family Office, LLC | 152 | $27.2K | 0.00% | +6+4.1% | Added |
| Salem Investment Counselors Inc | 158 | $28.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 179 | $31.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 189 | $33.8K | 0.02% | −290−60.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 197 | $35.0K | 0.00% | +160+432.4% | Added |
| First Horizon Corp | 201 | $36.0K | 0.00% | +181+905.0% | Added |
| EverSource Wealth Advisors, LLC | 206 | $36.9K | 0.00% | −111−35.0% | Reduced |
| Birchbrook, Inc. | 211 | $37.8K | 0.02% | 00.0% | Unchanged |