| Bare Financial Services, Inc | 1 | $157 | 0.00% | +1 | New |
| Thompson Investment Management, Inc. | 1 | $159 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $319 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 2 | $319 | 0.00% | +2 | New |
| Country Trust Bank | 3 | $478 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $479 | 0.00% | −785−99.6% | Reduced |
| Salem Investment Counselors Inc | 3 | $479 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 4 | $638 | 0.00% | +4 | New |
| Sandy Spring Bank | 5 | $798 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $798 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $956 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $957 | 0.00% | +6 | New |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.12K | 0.00% | +3+75.0% | Added |
| Ruedi Wealth Management, Inc. | 7 | $1.12K | 0.00% | +7 | New |
| Abich Financial Wealth Management LLC | 7 | $1.12K | 0.00% | +7 | New |
| Addison Advisors LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 9 | $1.44K | 0.00% | +9 | New |
| Orion Capital Management LLC | 10 | $1.59K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.59K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 11 | $1.75K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.88K | 0.00% | −2−14.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 12 | $1.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.91K | 0.00% | +3+33.3% | Added |
| Richardson Financial Services Inc. | 13 | $2.07K | 0.00% | +6+85.7% | Added |
| American Capital Advisory, LLC | 17 | $2.20K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 14 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $2.39K | 0.00% | +2+15.4% | Added |
| ClariVest Asset Management LLC | 16 | $2.55K | 0.00% | −16−50.0% | Reduced |
| Brown Brothers Harriman & Co | 16 | $2.55K | 0.00% | −3−15.8% | Reduced |
| VisionPoint Advisory Group, LLC | 17 | $2.71K | 0.00% | −1−5.6% | Reduced |
| MCF Advisors LLC | 17 | $2.71K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $3.19K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 20 | $3.19K | 0.00% | +20 | New |
| Park Place Capital Corp | 22 | $3.51K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 23 | $3.67K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $4.46K | 0.00% | +14+100.0% | Added |
| Laurel Wealth Advisors LLC | 30 | $4.78K | 0.00% | −5−14.3% | Reduced |
| SJS Investment Consulting Inc. | 34 | $5.42K | 0.00% | +3+9.7% | Added |
| Westend Capital Management, LLC | 35 | $5.48K | 0.00% | +2+6.1% | Added |
| Asset Dedication, LLC | 35 | $5.58K | 0.00% | −10−22.2% | Reduced |
| Valued Wealth Advisors LLC | 36 | $5.74K | 0.00% | +16+80.0% | Added |
| Stephens Consulting, LLC | 41 | $6.54K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 43 | $6.86K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 43 | $6.86K | 0.00% | +43 | New |
| Capital Analysts, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Abound Wealth Management | 45 | $7.17K | 0.00% | −103−69.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 47 | $7.49K | 0.00% | +28+147.4% | Added |
| JJJ Advisors Inc. | 47 | $7.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $7.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $7.85K | 0.00% | +15+42.9% | Added |
| TCTC Holdings, LLC | 50 | $7.97K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 54 | $8.61K | 0.00% | +54 | New |
| Macroview Investment Management LLC | 55 | $8.77K | 0.01% | −7−11.3% | Reduced |
| AdvisorNet Financial, Inc | 64 | $10.2K | 0.00% | −1−1.5% | Reduced |
| Lynx Investment Advisory | 70 | $11.2K | 0.01% | +70 | New |
| Bell Investment Advisors, Inc | 74 | $11.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $12.0K | 0.01% | +75 | New |
| Carolinas Wealth Consulting LLC | 75 | $12.0K | 0.00% | −39−34.2% | Reduced |
| EdgeRock Capital LLC | 77 | $12.3K | 0.01% | +77 | New |
| Opal Wealth Advisors, LLC | 79 | $12.6K | 0.00% | +79 | New |
| Byrne Asset Management LLC | 80 | $12.8K | 0.01% | +80 | New |
| FWL Investment Management, LLC | 81 | $12.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 81 | $12.9K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 83 | $13.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 90 | $14.3K | 0.01% | −44−32.8% | Reduced |
| ICA Group Wealth Management, LLC | 90 | $14.3K | 0.01% | −20−18.2% | Reduced |
| REAP Financial Group, LLC | 90 | $14.3K | 0.00% | −3−3.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 93 | $14.8K | 0.00% | −21−18.4% | Reduced |
| Pathway Financial Advisers, LLC | 94 | $15.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $15.0K | 0.00% | −25−20.0% | Reduced |
| GW&K Investment Management, LLC | 95 | $15.0K | 0.00% | +26+37.7% | Added |
| Family Firm, Inc. | 95 | $15.1K | 0.00% | +95 | New |
| DecisionPoint Financial, LLC | 100 | $15.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 99 | $15.8K | 0.00% | −22−18.2% | Reduced |
| Institutional & Family Asset Management, LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $15.9K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $15.9K | 0.01% | +100 | New |
| Vista Private Wealth Partners. LLC | 100 | $15.9K | 0.01% | +100 | New |
| Financial Network Wealth Advisors LLC | 100 | $15.9K | 0.01% | +100 | New |
| Pin Oak Investment Advisors Inc | 100 | $16.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 103 | $16.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 101 | $16.1K | 0.00% | −2−1.9% | Reduced |
| FSC Wealth Advisors, LLC | 102 | $16.3K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 110 | $17.5K | 0.01% | +7+6.8% | Added |
| Tradewinds Capital Management, LLC | 113 | $18.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 113 | $18.0K | 0.00% | 00.0% | Unchanged |