| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $0 | 0.00% | +33 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $33 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $49 | 0.00% | −220−98.7% | Reduced |
| West Paces Advisors Inc. | 3 | $49 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 4 | $65 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $82 | 0.00% | −63−92.6% | Reduced |
| Delta Asset Management LLC | 5 | $82 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $82 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $98 | 0.00% | −9−60.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $114 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 8 | $130 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $130 | 0.00% | +8 | New |
| Morse Asset Management, Inc | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $163 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $163 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $164 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $196 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 14 | $228 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $229 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $245 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 16 | $261 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 18 | $294 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $297 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19 | $309 | 0.00% | +19 | New |
| Center for Financial Planning, Inc. | 20 | $327 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 22 | $359 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $391 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 25 | $416 | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 33 | $539 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 39 | $636 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 41 | $669 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $685 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 43 | $701 | 0.00% | −30−41.1% | Reduced |
| Chesapeake Asset Management LLC | 43 | $701 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $702 | 0.00% | −174−80.2% | Reduced |
| Amundi | 46 | $711 | 0.00% | +46 | New |
| South State Corp. | 44 | $718 | 0.00% | +29+193.3% | Added |
| GHP Investment Advisors, Inc. | 45 | $734 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 46 | $751 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 50 | $816 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $816 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 55 | $897 | 0.00% | 00.0% | Unchanged |
| Trust Co | 58 | $946 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $962 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 65 | $1.06K | 0.00% | +65 | New |
| Pandora Wealth, Inc. | 65 | $1.06K | 0.00% | +65 | New |
| Caitong International Asset Management Co., Ltd | 67 | $1.09K | 0.00% | +67 | New |
| Truvestments Capital LLC | 71 | $1.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $1.21K | 0.00% | +74 | New |
| Bare Financial Services, Inc | 74 | $1.21K | 0.00% | +74 | New |
| Cornerstone Planning Group LLC | 83 | $1.26K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 92 | $1.56K | 0.00% | +10+12.2% | Added |
| Creative Financial Designs Inc | 100 | $1.63K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $1.63K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 100 | $1.63K | 0.00% | +100 | New |
| Innovative Advisory Group, LLC | 103 | $1.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 103 | $1.68K | 0.00% | +3+3.0% | Added |
| Whittier Trust Co | 106 | $1.73K | 0.00% | −410−79.5% | Reduced |
| Larson Financial Group LLC | 115 | $1.88K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 119 | $1.94K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 122 | $1.99K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 135 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 140 | $2.28K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 141 | $2.30K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 175 | $2.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 192 | $3.13K | 0.00% | +192 | New |
| Atwood & Palmer Inc | 200 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $3.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 210 | $3.42K | 0.00% | +210 | New |
| Abound Wealth Management | 218 | $3.56K | 0.00% | 00.0% | Unchanged |
| City State Bank | 220 | $3.59K | 0.00% | −70−24.1% | Reduced |
| Continuum Advisory, LLC | 225 | $3.67K | 0.00% | +225 | New |
| EverSource Wealth Advisors, LLC | 233 | $3.80K | 0.00% | −106−31.3% | Reduced |
| SBI Securities Co., Ltd. | 234 | $3.82K | 0.00% | −135−36.6% | Reduced |
| Geneos Wealth Management Inc. | 234 | $3.82K | 0.00% | +100+74.6% | Added |
| TSFG, LLC | 267 | $4.00K | 0.00% | +200+298.5% | Added |
| Wolff Wiese Magana LLC | 275 | $4.49K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 280 | $4.57K | 0.00% | +64+29.6% | Added |
| Sandy Spring Bank | 298 | $4.86K | 0.00% | −2−0.7% | Reduced |
| Central Trust Co | 300 | $4.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 304 | $4.96K | 0.00% | +304 | New |
| Stonebridge Financial Group, LLC | 305 | $4.97K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 331 | $5.40K | 0.00% | +331 | New |
| Sachetta, LLC | 364 | $5.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 355 | $6.00K | 0.00% | +6+1.7% | Added |
| Anchor Investment Management, LLC | 370 | $6.04K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 378 | $6.17K | 0.00% | −22−5.5% | Reduced |
| Harbour Investments, Inc. | 379 | $6.18K | 0.00% | −900−70.4% | Reduced |
| Bryn Mawr Trust Co | 383 | $6.25K | 0.00% | +278+264.8% | Added |
| Coldstream Capital Management Inc | 385 | $6.28K | 0.00% | +385 | New |
| Strategic Investment Solutions, Inc. | 419 | $6.83K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 435 | $7.09K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 438 | $7.14K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 449 | $7.32K | 0.00% | +106+30.9% | Added |
| Hurley Capital, LLC | 450 | $7.34K | 0.01% | +450 | New |
| AdvisorNet Financial, Inc | 464 | $7.57K | 0.00% | −581−55.6% | Reduced |