| Crewe Advisors LLC | 6 | $0 | 0.00% | −23−79.3% | Reduced |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $342 | 0.00% | – | – |
| Lloyd Advisory Services, LLC. | 30 | $1.00K | 0.00% | −69−69.7% | Reduced |
| Gradient Investments LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Cordant, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Howe & Rusling Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.00K | 0.00% | +50 | New |
| MCF Advisors LLC | 49 | $2.00K | 0.00% | +49 | New |
| Sutton Wealth Advisors Inc. | 48 | $2.35K | 0.00% | +4+9.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 54 | $3.00K | 0.00% | −59−52.2% | Reduced |
| Versant Capital Management, Inc | 67 | $3.00K | 0.00% | −31−31.6% | Reduced |
| Bogart Wealth, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 70 | $3.00K | 0.00% | +50+250.0% | Added |
| Cranbrook Wealth Management, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Spire Wealth Management | 66 | $3.00K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 79 | $3.86K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 83 | $4.00K | 0.00% | −94−53.1% | Reduced |
| Atwood & Palmer Inc | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 76 | $4.00K | 0.00% | +25+49.0% | Added |
| Kelly Financial Services LLC | 99 | $4.84K | 0.00% | −4,704−97.9% | Reduced |
| Valley National Advisers Inc | 98 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 101 | $5.00K | 0.00% | +101 | New |
| Meridian Wealth Partners, LLC | 108 | $5.00K | 0.00% | +108 | New |
| Piscataqua Savings Bank | 118 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 116 | $6.00K | 0.00% | +116 | New |
| Guidance Point Advisors, LLC | 131 | $6.00K | 0.00% | +131 | New |
| Cordasco Financial Network | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 151 | $7.00K | 0.00% | +151 | New |
| Stonebridge Capital Advisors LLC | 147 | $7.00K | 0.00% | +147 | New |
| Gerber Kawasaki Wealth & Investment Management | 146 | $7.00K | 0.00% | +146 | New |
| Bell Investment Advisors, Inc | 151 | $7.00K | 0.00% | +151 | New |
| Atlas Capital Advisors LLC | 159 | $7.77K | 0.00% | 00.0% | Unchanged |
| Motco | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 168 | $8.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 166 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 166 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 173 | $8.00K | 0.00% | +73+73.0% | Added |
| Lumature Wealth Partners, LLC | 171 | $8.00K | 0.00% | +85+98.8% | Added |
| Brewin Dolphin Ltd | 167 | $8.16K | 0.00% | +135+421.9% | Added |
| Trustcore Financial Services, LLC | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 180 | $9.00K | 0.00% | +180 | New |
| BDO Wealth Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $10.0K | 0.00% | +200 | New |
| Capstone Investment Advisors, LLC | 198 | $10.0K | 0.00% | +198 | New |
| Clean Yield Group | 225 | $11.0K | 0.00% | +225 | New |
| Peoples Financial Services Corp. | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 243 | $12.0K | 0.01% | +243 | New |
| America First Investment Advisors, LLC | 287 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 293 | $14.0K | 0.00% | +293 | New |
| JFS Wealth Advisors, LLC | 306 | $15.0K | 0.00% | +306 | New |
| Graves-Light Private Wealth Management, Inc. | 314 | $15.0K | 0.00% | +314 | New |
| Zions Bancorporation, N.A. | 336 | $16.0K | 0.00% | −20−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 333 | $16.0K | 0.00% | +2+0.6% | Added |
| Lee Financial Co | 329 | $16.0K | 0.00% | +59+21.9% | Added |
| Red Tortoise LLC | 624 | $17.0K | 0.01% | +624 | New |
| Tarbox Family Office, Inc. | 369 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 364 | $18.0K | 0.00% | +1+0.3% | Added |
| McIlrath & Eck, LLC | 377 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 393 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 736 | $19.0K | 0.00% | +391+113.3% | Added |
| Leelyn Smith, LLC | 415 | $20.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 410 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 400 | $20.0K | 0.00% | +400 | New |
| Clearstead Advisors, LLC | 434 | $21.0K | 0.00% | −81−15.7% | Reduced |
| Carroll Financial Associates, Inc. | 461 | $22.0K | 0.00% | −246−34.8% | Reduced |
| Massmutual Trust Co FSB | 447 | $22.0K | 0.00% | +23+5.4% | Added |
| Huntington National Bank | 463 | $23.0K | 0.00% | +63+15.8% | Added |
| Glassman Wealth Services | 476 | $23.0K | 0.00% | +85+21.7% | Added |
| Pinnacle Financial Partners Inc | 520 | $25.0K | 0.00% | −15−2.8% | Reduced |
| Brown Brothers Harriman & Co | 507 | $25.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 559 | $27.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 554 | $28.0K | 0.02% | −2,300−80.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 580 | $28.0K | 0.00% | −322−35.7% | Reduced |
| Institutional & Family Asset Management, LLC | 601 | $29.0K | 0.00% | −185−23.5% | Reduced |
| Ellis Investment Partners, LLC | 599 | $29.0K | 0.01% | +3+0.5% | Added |
| Covington Capital Management | 620 | $30.0K | 0.00% | +220+55.0% | Added |
| Dark Forest Capital Management LP | 638 | $31.0K | 0.01% | +179+39.0% | Added |
| Global Retirement Partners, LLC | 697 | $34.0K | 0.00% | −161−18.8% | Reduced |
| Smith Group Asset Management, LLC | 729 | $36.0K | 0.00% | +729 | New |