| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 1 | $247 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $247 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $494 | 0.00% | −1−33.3% | Reduced |
| Core Alternative Capital | 2 | $494 | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $741 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $741 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $741 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $741 | 0.00% | +1+50.0% | Added |
| Central Bank & Trust Co | 4 | $987 | 0.00% | +4 | New |
| Legend Financial Advisors, Inc. | 4 | $988 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Arlington Partners LLC | 5 | $1.23K | 0.00% | +5 | New |
| Syverson Strege & Co | 5 | $1.23K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $1.48K | 0.00% | −5−45.5% | Reduced |
| Raffa Wealth Management, LLC | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $1.73K | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 8 | $1.98K | 0.00% | +8 | New |
| Lee Financial Co | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8 | $1.98K | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9 | $2.22K | 0.00% | +3+50.0% | Added |
| Disciplined Investments, LLC | 10 | $2.47K | 0.00% | −2−16.7% | Reduced |
| CVA Family Office, LLC | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $2.96K | 0.00% | +6+100.0% | Added |
| SJS Investment Consulting Inc. | 14 | $3.46K | 0.00% | +2+16.7% | Added |
| Anchor Investment Management, LLC | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $3.70K | 0.00% | +7+87.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $3.95K | 0.00% | +16 | New |
| Smithfield Trust Co | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $4.20K | 0.00% | −31−64.6% | Reduced |
| Solstein Capital, LLC | 17 | $4.20K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 17 | $4.24K | 0.00% | +9+112.5% | Added |
| GPS Wealth Strategies Group, LLC | 18 | $4.44K | 0.00% | +18 | New |
| Western Pacific Wealth Management, LP | 19 | $4.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $4.94K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $5.48K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 23 | $5.68K | 0.00% | −3−11.5% | Reduced |
| Washington Trust Advisors, Inc. | 23 | $5.68K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $6.17K | 0.00% | −24−49.0% | Reduced |
| Beacon Capital Management, LLC | 25 | $6.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $6.66K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 27 | $6.67K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 27 | $6.67K | 0.00% | +27 | New |
| Sofos Investments, Inc. | 247 | $6.75K | 0.30% | +19+8.3% | Added |
| Schubert & Co | 29 | $7.16K | 0.01% | −4−12.1% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $7.65K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 31 | $7.65K | 0.00% | +31 | New |
| Quarry LP | 32 | $7.90K | 0.00% | −17−34.7% | Reduced |
| RFP Financial Group LLC | 32 | $7.90K | 0.01% | 00.0% | Unchanged |
| American National Bank | 32 | $7.90K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 32 | $7.90K | 0.00% | +32 | New |
| WFA Asset Management Corp | 32 | $7.98K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 38 | $9.38K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 40 | $9.88K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $9.88K | 0.00% | +40 | New |
| Loomis Sayles & Co L P | 42 | $10.0K | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 42 | $10.4K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 43 | $10.6K | 0.00% | −2−4.4% | Reduced |
| Harvest Fund Management Co., Ltd | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $11.0K | 0.00% | +45 | New |
| Quent Capital, LLC | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 49 | $12.1K | 3.29% | +1+2.1% | Added |
| Colonial Trust Co | 51 | $12.3K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $12.3K | 0.00% | +19+61.3% | Added |
| Mascoma Wealth Management LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 53 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $13.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $13.8K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 60 | $14.8K | 0.00% | −90−60.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 61 | $15.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $15.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 66 | $16.3K | 0.00% | +66 | New |
| Washington Trust Co | 70 | $17.3K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 70 | $17.4K | 0.01% | +44+169.2% | Added |
| DecisionPoint Financial, LLC | 74 | $18.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 80 | $19.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $19.8K | 0.01% | +80 | New |
| Gleason Group, Inc. | 85 | $20.9K | 0.01% | +1+1.2% | Added |
| Baillie Gifford & Co | 86 | $21.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 88 | $21.6K | 0.01% | +30+51.7% | Added |
| Massmutual Trust Co FSB | 88 | $21.7K | 0.00% | +19+27.5% | Added |
| Whittier Trust Co | 90 | $22.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $22.7K | 0.00% | +1+1.1% | Added |
| Copeland Capital Management, LLC | 95 | $24.0K | 0.00% | −18−15.9% | Reduced |
| Hallmark Capital Management Inc | 100 | $24.7K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $24.7K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $25.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 103 | $25.4K | 0.00% | −25−19.5% | Reduced |
| DT Investment Partners, LLC | 97 | $25.5K | 0.00% | 00.0% | Unchanged |