| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7 | $0 | 0.00% | +7 | New |
| BDO Wealth Advisors, LLC | 9 | $1.00K | 0.00% | −35−79.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $1.00K | 0.00% | −16−59.3% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Norwood Financial Corp | 10 | $1.00K | 0.00% | +10 | New |
| Curi Capital | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 12 | $2.00K | 0.00% | −3,489−99.7% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $2.00K | 0.00% | −3−18.8% | Reduced |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $2.00K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Total Clarity Wealth Management, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Schubert & Co | 16 | $2.00K | 0.00% | +16 | New |
| Tarbox Family Office, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25 | $3.00K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 23 | $3.00K | 0.00% | +23 | New |
| Washington Trust Advisors, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Jones Financial Companies LLLP | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $4.00K | 0.00% | +1+3.6% | Added |
| Investors Research Corp | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $4.00K | 0.00% | +11+68.8% | Added |
| JNBA Financial Advisors | 33 | $4.00K | 0.00% | +33 | New |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Delos Wealth Advisors, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Amplius Wealth Advisors, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Vigilant Capital Management, LLC | 40 | $5.00K | 0.00% | −87−68.5% | Reduced |
| Front Row Advisors LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $5.00K | 0.00% | +36 | New |
| Gradient Investments LLC | 35 | $5.00K | 0.00% | +35 | New |
| Geneos Wealth Management Inc. | 44 | $6.00K | 0.00% | −545−92.5% | Reduced |
| Arlington Partners LLC | 43 | $6.00K | 0.00% | −342−88.8% | Reduced |
| Rather & Kittrell, Inc. | 50 | $6.00K | 0.01% | +50 | New |
| Kelly Financial Services LLC | 45 | $6.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $7.00K | 0.00% | +3+6.5% | Added |
| North Star Investment Management Corp. | 55 | $7.00K | 0.00% | +55 | New |
| Lenox Wealth Advisors, LLC | 60 | $8.00K | 0.00% | −1−1.6% | Reduced |
| MUFG Americas Holdings Corp | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 73 | $10.0K | 0.00% | +1+1.4% | Added |
| Pinnacle Bancorp, Inc. | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 87 | $11.8K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 87 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 87 | $12.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 104 | $14.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 105 | $14.3K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 106 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 111 | $15.0K | 0.00% | +9+8.8% | Added |
| Carolinas Wealth Consulting LLC | 111 | $15.0K | 0.00% | +43+63.2% | Added |
| Zullo Investment Group, Inc. | 113 | $15.0K | 0.01% | +113 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 118 | $16.0K | 0.00% | −3−2.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 141 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 140 | $19.0K | 0.01% | +13+10.2% | Added |
| High Net Worth Advisory Group LLC | 139 | $19.0K | 0.01% | +139 | New |
| Selective Wealth Management, Inc. | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 153 | $21.0K | 0.00% | +153 | New |
| Harbour Investments, Inc. | 165 | $22.0K | 0.00% | −5−2.9% | Reduced |
| Parkside Financial Bank & Trust | 163 | $22.0K | 0.01% | −1−0.6% | Reduced |
| Cribstone Capital Management, LLC | 160 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 167 | $23.0K | 0.02% | +167 | New |
| Avondale Wealth Management | 190 | $26.0K | 0.03% | +190 | New |
| Confluence Wealth Services, Inc. | 204 | $27.0K | 0.01% | +204 | New |
| Creative Financial Designs Inc | 202 | $28.0K | 0.00% | −23−10.2% | Reduced |
| South State Corp. | 210 | $29.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 223 | $30.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 223 | $30.4K | 0.00% | −13−5.5% | Reduced |
| FourThought Financial, LLC | 238 | $32.0K | 0.00% | −82−25.6% | Reduced |
| Rockbridge Investment Management, LCC | 238 | $32.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 245 | $33.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 253 | $34.0K | 0.00% | +253 | New |
| Freedman Financial Associates, Inc. | 263 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 275 | $37.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 275 | $37.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 278 | $38.0K | 0.00% | −3−1.1% | Reduced |
| Gemmer Asset Management LLC | 284 | $39.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 294 | $40.0K | 0.00% | −153−34.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 295 | $40.0K | 0.01% | 00.0% | Unchanged |