| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −10−76.9% | Reduced |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 129 | $32 | 0.00% | +129 | New |
| Schubert & Co | 1 | $129 | 0.00% | −3−75.0% | Reduced |
| Disciplined Investments, LLC | 1 | $129 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $129 | 0.00% | −1−50.0% | Reduced |
| Worth Asset Management, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $129 | 0.00% | +1 | New |
| Tucker Asset Management LLC | 3 | $389 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $643 | 0.00% | +5 | New |
| Financial Freedom, LLC | 5 | $643 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 6 | $772 | 0.00% | −57−90.5% | Reduced |
| Investors Research Corp | 6 | $772 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $772 | 0.00% | +6 | New |
| Gradient Investments LLC | 7 | $901 | 0.00% | −6−46.2% | Reduced |
| American National Bank | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Trust Co of Vermont | 8 | $1.03K | 0.00% | −22−73.3% | Reduced |
| First Financial Corp | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $1.03K | 0.00% | +8 | New |
| Allworth Financial LP | 9 | $1.16K | 0.00% | −37−80.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.29K | 0.00% | −35,720−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.29K | 0.00% | +10 | New |
| Tilia Fiduciary Partners, Inc. | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $1.54K | 0.00% | −49−80.3% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 12 | $1.54K | 0.00% | +12 | New |
| Private Ocean, LLC | 12 | $1.54K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 13 | $1.67K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 13 | $1.67K | 0.00% | +13 | New |
| Carmichael Hill & Associates, Inc. | 15 | $1.93K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.93K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Johnson Midwest Financial, LLC | 18 | $2.00K | 0.01% | +18 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $2.19K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $2.57K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $2.57K | 0.00% | +20 | New |
| Core Alternative Capital | 22 | $2.83K | 0.00% | −80−78.4% | Reduced |
| Trustcore Financial Services, LLC | 22 | $2.83K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $3.00K | 0.00% | −1,472−98.7% | Reduced |
| City Holding Co | 25 | $3.22K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $3.22K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $3.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $3.22K | 0.00% | +3+13.6% | Added |
| WFA Asset Management Corp | 26 | $3.35K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $3.35K | 0.00% | +26 | New |
| Tradewinds Capital Management, LLC | 30 | $3.86K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 31 | $3.99K | 0.00% | +31 | New |
| Front Row Advisors LLC | 30 | $4.00K | 0.00% | −222−88.1% | Reduced |
| Romano Brothers and Company | 33 | $4.25K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 34 | $4.38K | 0.00% | −681−95.2% | Reduced |
| CVA Family Office, LLC | 35 | $4.50K | 0.00% | −60−63.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 35 | $4.50K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $5.02K | 0.00% | +39 | New |
| Pinebridge Investments, L.P. | 41 | $5.28K | 0.00% | +41 | New |
| Delos Wealth Advisors, LLC | 44 | $5.66K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $5.79K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 45 | $5.79K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 50 | $6.43K | 0.00% | +10+25.0% | Added |
| Barrett & Company, Inc. | 50 | $6.43K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $6.56K | 0.00% | +51 | New |
| Rise Advisors, LLC | 54 | $6.95K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $7.21K | 0.00% | +34+154.5% | Added |
| Parkside Financial Bank & Trust | 58 | $7.46K | 0.00% | +24+70.6% | Added |
| HM Payson & Co | 60 | $7.72K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $8.36K | 0.00% | +17+35.4% | Added |
| ICA Group Wealth Management, LLC | 68 | $8.75K | 0.00% | −946−93.3% | Reduced |
| Bell Investment Advisors, Inc | 87 | $11.2K | 0.00% | +20+29.9% | Added |
| Covestor Ltd | 91 | $12.0K | 0.01% | +10+12.3% | Added |
| MV Capital Management, Inc. | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $12.9K | 0.01% | +100 | New |
| FinTrust Capital Advisors, LLC | 104 | $13.4K | 0.00% | +9+9.5% | Added |
| Baystate Wealth Management LLC | 107 | $14.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 116 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 124 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 125 | $16.1K | 0.02% | +125 | New |
| Elequin Capital LP | 132 | $17.0K | 0.00% | +132 | New |
| Ronald Blue Trust, Inc. | 82 | $17.0K | 0.00% | +44+115.8% | Added |
| Institutional & Family Asset Management, LLC | 141 | $18.1K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 141 | $18.6K | 0.01% | +141 | New |
| Cornerstone Planning Group LLC | 128 | $19.1K | 0.01% | +128 | New |
| Montag A & Associates Inc | 150 | $19.3K | 0.00% | −68−31.2% | Reduced |
| BerganKDV Wealth Management, LLC | 152 | $19.6K | 0.00% | −8−5.0% | Reduced |
| Washington Trust Advisors, Inc. | 153 | $19.7K | 0.00% | −269−63.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 155 | $19.9K | 0.00% | +155 | New |
| EverSource Wealth Advisors, LLC | 156 | $20.1K | 0.00% | −371−70.4% | Reduced |
| Hall Laurie J Trustee | 165 | $21.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 174 | $22.4K | 0.00% | −88−33.6% | Reduced |