| Sofos Investments, Inc. | 2 | $0 | 0.00% | +2 | New |
| Gradient Investments LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $155 | 0.00% | – | – |
| Sandy Spring Bank | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $310 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $362 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $413 | 0.00% | +8 | New |
| Timber Creek Capital Management LLC | 10 | $516 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $568 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $568 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $568 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 11 | $569 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12 | $620 | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 12 | $621 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 12 | $627 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $645 | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 13 | $672 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $930 | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 19 | $961 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 19 | $982 | 0.00% | −1−5.0% | Reduced |
| Tucker Asset Management LLC | 19 | $982 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Asset Dedication, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | −6−35.3% | Reduced |
| Colonial Trust Advisors | 21 | $1.08K | 0.00% | −1−4.5% | Reduced |
| Raleigh Capital Management Inc. | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 27 | $1.38K | 0.00% | −236−89.7% | Reduced |
| Anchor Investment Management, LLC | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33 | $1.71K | 0.00% | +21+175.0% | Added |
| Disciplined Investments, LLC | 34 | $1.76K | 0.00% | +2+6.3% | Added |
| SJS Investment Consulting Inc. | 34 | $1.76K | 0.00% | +7+25.9% | Added |
| Sutton Wealth Advisors Inc. | 35 | $1.81K | 0.00% | −18−34.0% | Reduced |
| AdvisorNet Financial, Inc | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $1.90K | 0.00% | +37 | New |
| Front Row Advisors LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $2.07K | 0.00% | −707−94.6% | Reduced |
| True Wealth Design, LLC | 46 | $2.38K | 0.00% | +38+475.0% | Added |
| Proequities, Inc. | 47 | $2.43K | 0.00% | −4−7.8% | Reduced |
| Tompkins Financial Corp | 50 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 54 | $2.79K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 72 | $3.00K | 0.00% | −45−38.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 63 | $3.00K | 0.00% | +10+18.9% | Added |
| SOA Wealth Advisors, LLC. | 68 | $3.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 69 | $3.57K | 0.00% | +2+3.0% | Added |
| Pinnacle Bancorp, Inc. | 73 | $3.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 78 | $4.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 78 | $4.03K | 0.00% | +18+30.0% | Added |
| Rise Advisors, LLC | 81 | $4.20K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 84 | $4.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 84 | $4.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 87 | $4.50K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $4.81K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 94 | $4.86K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 97 | $5.01K | 0.00% | +97 | New |
| Umb Bank N A | 99 | $5.12K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $5.17K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $5.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 102 | $5.27K | 0.00% | −47−31.5% | Reduced |
| Strategic Investment Solutions, Inc. | 102 | $5.27K | 0.00% | +102 | New |
| Farmers & Merchants Investments Inc | 105 | $5.43K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 106 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 122 | $6.30K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 154 | $7.00K | 0.00% | +14+10.0% | Added |
| JFS Wealth Advisors, LLC | 137 | $7.08K | 0.00% | +4+3.0% | Added |
| EverSource Wealth Advisors, LLC | 139 | $7.18K | 0.00% | +19+15.8% | Added |
| ICA Group Wealth Management, LLC | 140 | $7.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 144 | $7.43K | 0.00% | +13+9.9% | Added |
| Hexagon Capital Partners LLC | 150 | $7.75K | 0.00% | −20−11.8% | Reduced |
| Rosenberg Matthew Hamilton | 150 | $7.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 151 | $7.80K | 0.00% | +151 | New |
| Founders Capital Management | 152 | $8.00K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 194 | $10.0K | 0.00% | −29−13.0% | Reduced |
| Private Trust Co NA | 197 | $10.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 200 | $10.3K | 0.00% | −17−7.8% | Reduced |
| Column Capital Advisors, LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 205 | $10.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 206 | $10.6K | 0.00% | +14+7.3% | Added |
| Loomis Sayles & Co L P | 221 | $11.0K | 0.00% | −78−26.1% | Reduced |
| Core Alternative Capital | 227 | $11.7K | 0.00% | +55+32.0% | Added |
| Massmutual Trust Co FSB | 229 | $11.8K | 0.00% | +3+1.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $12.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $12.5K | 0.00% | −49−16.8% | Reduced |
| Farther Finance Advisors, LLC | 266 | $13.7K | 0.00% | +56+26.7% | Added |
| North Star Investment Management Corp. | 300 | $15.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 323 | $16.7K | 0.00% | −505−61.0% | Reduced |
| Twin Tree Management, LP | 341 | $17.6K | 0.00% | −196−36.5% | Reduced |
| Ancora Advisors, LLC | 362 | $18.7K | 0.00% | +3+0.8% | Added |
| Clear Street Markets LLC | 369 | $19.0K | 0.01% | +179+94.2% | Added |
| JJJ Advisors Inc. | 353 | $19.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 341 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 411 | $22.7K | 0.00% | +411 | New |
| FNY Investment Advisers, LLC | 500 | $25.0K | 0.03% | +500 | New |