| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 13 | $0 | 0.00% | +13 | New |
| Macroview Investment Management LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $104 | 0.00% | −2−50.0% | Reduced |
| NewSquare Capital LLC | 2 | $104 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $112 | 0.00% | +2 | New |
| Financial Avengers, Inc. | 3 | $156 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $260 | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6 | $312 | 0.00% | +6 | New |
| Earnest Partners LLC | 7 | $364 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $364 | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8 | $416 | 0.00% | −10,100−99.9% | Reduced |
| Montag A & Associates Inc | 8 | $416 | 0.00% | +8 | New |
| C M Bidwell & Associates Ltd | 8 | $416 | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 9 | $468 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $520 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $572 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $624 | 0.00% | −103−89.6% | Reduced |
| Rise Advisors, LLC | 12 | $624 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $624 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 14 | $728 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $832 | 0.00% | +16 | New |
| Sanctuary Wealth Management, L.L.C. | 16 | $832 | 0.00% | +16 | New |
| Private Ocean, LLC | 18 | $937 | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 19 | $989 | 0.00% | +19 | New |
| Benjamin Edwards Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Twin Lakes Capital Management, LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 21 | $1.09K | 0.00% | +21 | New |
| Carmichael Hill & Associates, Inc. | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.25K | 0.00% | +24 | New |
| Assetmark, Inc | 26 | $1.35K | 0.00% | −7,187−99.6% | Reduced |
| HighMark Wealth Management LLC | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| Natixis | 30 | $1.56K | 0.00% | +30 | New |
| Cullen/Frost Bankers, Inc. | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 35 | $1.82K | 0.00% | +35 | New |
| TSFG, LLC | 32 | $2.00K | 0.00% | −35−52.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 41 | $2.00K | 0.01% | +41 | New |
| Sargent Bickham Lagudis LLC | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $2.65K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 58 | $4.00K | 0.00% | +58 | New |
| Hexagon Capital Partners LLC | 82 | $4.27K | 0.00% | −42−33.9% | Reduced |
| Tradewinds Capital Management, LLC | 85 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $4.42K | 0.00% | +58+214.8% | Added |
| Brown Brothers Harriman & Co | 89 | $4.63K | 0.00% | −45−33.6% | Reduced |
| Joseph Group Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 95 | $5.00K | 0.00% | +95 | New |
| MinichMacGregor Wealth Management, LLC | 99 | $5.15K | 0.00% | +99 | New |
| Yarbrough Capital, LLC | 100 | $5.20K | 0.00% | −12,700−99.2% | Reduced |
| Larson Financial Group LLC | 100 | $5.20K | 0.00% | −67−40.1% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $5.20K | 0.00% | −46−31.5% | Reduced |
| Anchor Investment Management, LLC | 102 | $5.31K | 0.00% | −700−87.3% | Reduced |
| Money Concepts Capital Corp | 106 | $5.51K | 0.00% | +96+960.0% | Added |
| Proequities, Inc. | 114 | $5.93K | 0.00% | −316−73.5% | Reduced |
| Romano Brothers and Company | 115 | $5.98K | 0.00% | +115 | New |
| Investment Research & Advisory Group, Inc. | 116 | $6.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 122 | $6.35K | 0.00% | +14+13.0% | Added |
| SOA Wealth Advisors, LLC. | 125 | $6.50K | 0.00% | +125 | New |
| Cornerstone Planning Group LLC | 113 | $6.93K | 0.00% | +113 | New |
| Glassman Wealth Services | 139 | $7.23K | 0.00% | +40+40.4% | Added |
| CoreCap Advisors, LLC | 141 | $7.34K | 0.00% | +141 | New |
| Toth Financial Advisory Corp | 150 | $7.80K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $9.16K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 193 | $10.0K | 0.00% | −5−2.5% | Reduced |
| Spire Wealth Management | 196 | $10.0K | 0.00% | +196 | New |
| Steward Financial Group LLC | 196 | $10.0K | 0.00% | +196 | New |
| First Horizon Advisors, Inc. | 210 | $10.9K | 0.00% | −51−19.5% | Reduced |
| Credit Agricole S A | 210 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 220 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 227 | $11.8K | 0.00% | +227 | New |
| Sandy Spring Bank | 235 | $12.2K | 0.00% | +106+82.2% | Added |
| Allworth Financial LP | 250 | $13.0K | 0.00% | −23−8.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 251 | $13.1K | 0.00% | +41+19.5% | Added |
| Washington Trust Advisors, Inc. | 265 | $13.8K | 0.00% | −91−25.6% | Reduced |
| Private Trust Co NA | 275 | $14.0K | 0.00% | −53−16.2% | Reduced |
| Laffer Tengler Investments | 284 | $14.8K | 0.00% | +30+11.8% | Added |
| EverSource Wealth Advisors, LLC | 359 | $18.7K | 0.00% | +162+82.2% | Added |
| Ronald Blue Trust, Inc. | 363 | $20.0K | 0.00% | +243+202.5% | Added |
| Pinnacle Holdings, LLC | 394 | $20.5K | 0.01% | +394 | New |
| AdvisorNet Financial, Inc | 401 | $20.9K | 0.00% | +150+59.8% | Added |
| Manchester Capital Management LLC | 419 | $21.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 431 | $22.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 400 | $23.4K | 0.01% | +378+1,718.2% | Added |
| McIlrath & Eck, LLC | 488 | $25.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 506 | $26.3K | 0.00% | −100−16.5% | Reduced |
| Umb Bank N A | 576 | $30.0K | 0.00% | −159−21.6% | Reduced |
| Tyler-Stone Wealth Management | 567 | $30.0K | 0.02% | −63−10.0% | Reduced |
| Activest Wealth Management | 578 | $30.1K | 0.01% | −103−15.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 580 | $30.2K | 0.00% | +300+107.1% | Added |
| Global Retirement Partners, LLC | 589 | $30.6K | 0.00% | −3−0.5% | Reduced |