| First Horizon Advisors, Inc. | 8 | $0 | 0.00% | −138−94.5% | Reduced |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $0 | 0.00% | −5−38.5% | Reduced |
| Focused Wealth Management, Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $0 | 0.00% | −3−30.0% | Reduced |
| High Net Worth Advisory Group LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | +1+50.0% | Added |
| Annapolis Financial Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $0 | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 9 | $385 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $556 | 0.00% | −1,500−99.1% | Reduced |
| Kelly Financial Services LLC | 20 | $868 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $885 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $1.00K | 0.00% | −1,640−98.8% | Reduced |
| Eagle Bay Advisors LLC | 13 | $1.00K | 0.00% | −156−92.3% | Reduced |
| Center for Financial Planning, Inc. | 32 | $1.00K | 0.00% | −126−79.7% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | −24−44.4% | Reduced |
| Covington Capital Management | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 33 | $1.00K | 0.00% | +1+3.1% | Added |
| BerganKDV Wealth Management, LLC | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| Key Financial Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $1.00K | 0.00% | +2+8.7% | Added |
| TCI Wealth Advisors, Inc. | 15 | $1.00K | 0.00% | +3+25.0% | Added |
| Manchester Capital Management LLC | 17 | $1.00K | 0.00% | +15+750.0% | Added |
| Farmers & Merchants Investments Inc | 19 | $1.00K | 0.00% | +19 | New |
| Axiom Investment Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| TD Waterhouse Canada Inc. | 32 | $1.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $2.00K | 0.00% | −44−52.4% | Reduced |
| Princeton Global Asset Management LLC | 58 | $2.00K | 0.00% | +1+1.8% | Added |
| Gradient Investments LLC | 49 | $2.00K | 0.00% | +2+4.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 63 | $2.00K | 0.00% | +32+103.2% | Added |
| Blue Bell Private Wealth Management, LLC | 40 | $2.00K | 0.00% | +30+300.0% | Added |
| Ancora Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 74 | $3.00K | 0.00% | −4−5.1% | Reduced |
| CVA Family Office, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 79 | $3.00K | 0.00% | +71+887.5% | Added |
| Byrne Asset Management LLC | 100 | $4.00K | 0.00% | −253−71.7% | Reduced |
| Trust Co | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Washington Trust Co | 85 | $4.00K | 0.00% | −70−45.2% | Reduced |
| Evermay Wealth Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 92 | $4.00K | 0.00% | +11+13.6% | Added |
| Private Trust Co NA | 92 | $4.00K | 0.00% | +55+148.6% | Added |
| Bogart Wealth, LLC | 85 | $4.00K | 0.00% | +85 | New |
| McClarren Financial Advisors, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Archer Investment Corp | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 102 | $4.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 135 | $5.00K | 0.00% | −220−62.0% | Reduced |
| North Star Investment Management Corp. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 112 | $5.00K | 0.00% | −1−0.9% | Reduced |
| Truvestments Capital LLC | 120 | $5.00K | 0.00% | +23+23.7% | Added |
| Creative Financial Designs Inc | 120 | $5.00K | 0.00% | +55+84.6% | Added |
| Rosenberg Matthew Hamilton | 111 | $5.00K | 0.00% | +111 | New |
| Rise Advisors, LLC | 151 | $6.00K | 0.00% | +2+1.3% | Added |
| Washington Trust Advisors, Inc. | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $6.00K | 0.00% | +9+7.2% | Added |
| Brown Brothers Harriman & Co | 137 | $6.00K | 0.00% | +137 | New |
| South State Corp. | 143 | $6.00K | 0.00% | +143 | New |
| Sugarloaf Wealth Management, LLC | 100 | $6.00K | 0.00% | +100 | New |
| American Portfolios Advisors | 149 | $6.36K | 0.00% | +1+0.7% | Added |
| Carolinas Wealth Consulting LLC | 174 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 83 | $7.00K | 0.00% | −3−3.5% | Reduced |
| Arcadia Investment Management Corp | 195 | $8.00K | 0.00% | −1,243−86.4% | Reduced |
| Joseph Group Capital Management | 188 | $8.00K | 0.01% | −211−52.9% | Reduced |
| Salem Investment Counselors Inc | 178 | $8.00K | 0.00% | −200−52.9% | Reduced |
| Signaturefd, LLC | 179 | $8.00K | 0.00% | −29−13.9% | Reduced |
| Hexagon Capital Partners LLC | 176 | $8.00K | 0.00% | +146+486.7% | Added |
| Umb Bank N A | 182 | $8.00K | 0.00% | +171+1,554.5% | Added |
| Front Row Advisors LLC | 203 | $9.00K | 0.00% | −11−5.1% | Reduced |
| Ellis Investment Partners, LLC | 222 | $9.00K | 0.00% | +3+1.4% | Added |
| Wolff Wiese Magana LLC | 201 | $9.00K | 0.01% | −16−7.4% | Reduced |
| Proequities, Inc. | 219 | $9.00K | 0.00% | +48+28.1% | Added |
| Global Trust Asset Management, LLC | 200 | $9.00K | 0.00% | +50+33.3% | Added |
| FNY Investment Advisers, LLC | 225 | $9.00K | 0.01% | +225 | New |
| Nomura Asset Management Co Ltd | 220 | $9.40K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 230 | $10.0K | 0.01% | +230 | New |
| MBM Wealth Consultants, LLC | 250 | $11.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 252 | $11.0K | 0.00% | +37+17.2% | Added |
| Covestor Ltd | 279 | $12.0K | 0.01% | −685−71.1% | Reduced |
| IFP Advisors, Inc | 120 | $12.0K | 0.00% | +67+126.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 282 | $12.0K | 0.00% | +282 | New |
| AdvisorNet Financial, Inc | 302 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 295 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 313 | $13.0K | 0.00% | +69+28.3% | Added |
| Zions Bancorporation, N.A. | 334 | $14.0K | 0.00% | 00.0% | Unchanged |
