| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4 | $1.00K | 0.00% | −5−55.6% | Reduced |
| Brown Brothers Harriman & Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $2.00K | 0.00% | −333−97.7% | Reduced |
| Logan Capital Management Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| Norwood Financial Corp | 10 | $2.00K | 0.00% | +10 | New |
| Core Alternative Capital | 8 | $2.00K | 0.00% | +8 | New |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Schubert & Co | 8 | $2.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.00K | 0.00% | +13 | New |
| Sandy Spring Bank | 15 | $3.00K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 12 | $3.00K | 0.00% | +12 | New |
| JNBA Financial Advisors | 12 | $3.00K | 0.00% | +12 | New |
| CarsonAllaria Wealth Management, Ltd. | 14 | $3.00K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 15 | $3.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $4.00K | 0.00% | +17 | New |
| GPS Wealth Strategies Group, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Rise Advisors, LLC | 21 | $4.63K | 0.00% | +21 | New |
| Washington Trust Advisors, Inc. | 23 | $5.00K | 0.00% | +23 | New |
| Kelly Financial Services LLC | 26 | $5.60K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 30 | $6.00K | 0.00% | −36−54.5% | Reduced |
| Versant Capital Management, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 28 | $6.00K | 0.00% | −2−6.7% | Reduced |
| Salem Investment Counselors Inc | 26 | $6.00K | 0.00% | +26 | New |
| West Bancorporation Inc | 26 | $6.00K | 0.00% | +26 | New |
| WFA Asset Management Corp | 31 | $6.73K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $7.00K | 0.01% | +13+68.4% | Added |
| Zullo Investment Group, Inc. | 36 | $8.00K | 0.00% | +36 | New |
| Harvest Fund Management Co., Ltd | 45 | $9.00K | 0.00% | −182−80.2% | Reduced |
| Loomis Sayles & Co L P | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 42 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $10.0K | 0.00% | +46 | New |
| Lenox Wealth Advisors, LLC | 52 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $12.0K | 0.00% | +56 | New |
| Atlas Capital Advisors LLC | 56 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 61 | $13.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 58 | $13.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 75 | $16.0K | 0.00% | −125−62.5% | Reduced |
| South State Corp. | 75 | $16.0K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 82 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 87 | $19.0K | 0.00% | −131−60.1% | Reduced |
| Whittier Trust Co | 90 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 89 | $19.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 89 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 86 | $19.0K | 0.02% | +86 | New |
| Lindbrook Capital, LLC | 97 | $21.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 100 | $21.0K | 0.00% | +100 | New |
| Confluence Wealth Services, Inc. | 99 | $21.0K | 0.01% | +99 | New |
| TCTC Holdings, LLC | 104 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 100 | $22.0K | 0.00% | +100 | New |
| Ulland Investment Advisors, LLC | 100 | $22.0K | 0.01% | +100 | New |
| AdvisorNet Financial, Inc | 122 | $26.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 128 | $28.0K | 0.01% | −4−3.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 129 | $28.0K | 0.01% | +129 | New |
| Investmark Advisory Group LLC | 134 | $29.0K | 0.03% | +134 | New |
| MUFG Americas Holdings Corp | 140 | $30.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 143 | $31.0K | 0.01% | +143 | New |
| Northwest Investment Counselors, LLC | 150 | $32.0K | 0.01% | +150 | New |
| Lumature Wealth Partners, LLC | 152 | $33.0K | 0.01% | +59+63.4% | Added |
| Old Second National Bank of Aurora | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 169 | $36.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 184 | $40.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 190 | $41.0K | 0.00% | −1,195−86.3% | Reduced |
| Adirondack Trust Co | 189 | $41.0K | 0.02% | −50−20.9% | Reduced |
| Spire Wealth Management | 194 | $42.0K | 0.00% | −20−9.3% | Reduced |
| First National Bank of South Miami | 200 | $43.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $43.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 201 | $43.3K | 0.00% | +28+16.2% | Added |
| CoreCap Advisors, LLC | 202 | $44.0K | 0.00% | +202 | New |
| Center for Financial Planning, Inc. | 210 | $45.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 212 | $45.0K | 0.00% | +110+107.8% | Added |
| First Command Bank | 218 | $46.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 216 | $47.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 218 | $47.0K | 0.01% | +30+16.0% | Added |
| Sterling Investment Advisors, Ltd. | 1,086 | $51.0K | 0.01% | +199+22.4% | Added |
| Signaturefd, LLC | 241 | $52.0K | 0.00% | +52+27.5% | Added |
| Capital Advisors, Ltd. LLC | 244 | $53.0K | 0.01% | −517−67.9% | Reduced |