| Clear Street Markets LLC | 2 | $0 | 0.00% | −140−98.6% | Reduced |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $203 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $203 | 0.00% | +1 | New |
| Evermay Wealth Management LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $578 | 0.00% | −158−98.1% | Reduced |
| USA Financial Portformulas Corp | 3 | $609 | 0.00% | −4−57.1% | Reduced |
| Highline Wealth Partners LLC | 3 | $609 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $609 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 3 | $609 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $610 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6 | $1.22K | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 7 | $1.42K | 0.00% | −2−22.2% | Reduced |
| Independence Bank of Kentucky | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $1.42K | 0.00% | +7 | New |
| Providence Capital Advisors, LLC | 8 | $1.62K | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 8 | $1.62K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Hallmark Capital Management Inc | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 11 | $2.23K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 13 | $2.64K | 0.00% | −3,397−99.6% | Reduced |
| SkyView Investment Advisors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $3.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $3.47K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 18 | $3.65K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.86K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $4.06K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 22 | $4.47K | 0.00% | +22 | New |
| Flaharty Asset Management, LLC | 23 | $4.67K | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 24 | $4.87K | 0.00% | +21+700.0% | Added |
| Trust Co of Vermont | 25 | $5.08K | 0.00% | −110−81.5% | Reduced |
| CNB Bank | 25 | $5.08K | 0.00% | +25 | New |
| Grove Bank & Trust | 27 | $5.48K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 27 | $5.48K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $5.48K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 27 | $5.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $5.54K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 28 | $5.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $5.89K | 0.00% | −5−14.7% | Reduced |
| Avion Wealth | 31 | $6.00K | 0.00% | +1+3.3% | Added |
| State of Wyoming | 31 | $6.29K | 0.00% | +9+40.9% | Added |
| Harvest Fund Management Co., Ltd | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 33 | $7.00K | 0.00% | +33 | New |
| RFP Financial Group LLC | 36 | $7.31K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $7.51K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 37 | $7.58K | 0.00% | +6+19.4% | Added |
| Hollencrest Capital Management | 38 | $7.72K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 42 | $8.47K | 0.01% | +1+2.4% | Added |
| Financial Management Professionals, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 45 | $9.14K | 0.00% | +45 | New |
| Hibernia Wealth Partners, LLC | 45 | $9.19K | 0.01% | +45 | New |
| MV Capital Management, Inc. | 48 | $9.75K | 0.00% | −5−9.4% | Reduced |
| Johnson Midwest Financial, LLC | 48 | $9.79K | 0.02% | +9+23.1% | Added |
| Peoples Financial Services Corp. | 51 | $10.4K | 0.00% | +51 | New |
| Assetmark, Inc | 52 | $10.6K | 0.00% | +52 | New |
| Steward Financial Group LLC | 55 | $11.0K | 0.00% | +3+5.8% | Added |
| First Manhattan Co | 55 | $11.2K | 0.00% | +10+22.2% | Added |
| Hartford Financial Management Inc. | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $12.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 63 | $12.8K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 64 | $13.0K | 0.01% | −216−77.1% | Reduced |
| Atlantic Trust, LLC | 64 | $13.0K | 0.00% | +64 | New |
| City State Bank | 64 | $13.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 65 | $13.2K | 0.00% | +34+109.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 65 | $13.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 66 | $13.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $13.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 71 | $14.4K | 0.00% | +2+2.9% | Added |
| Semmax Financial Advisors Inc. | 76 | $14.8K | 0.01% | +76 | New |
| Carmichael Hill & Associates, Inc. | 78 | $15.8K | 0.01% | +1+1.3% | Added |
| Manchester Capital Management LLC | 80 | $16.2K | 0.00% | +1+1.3% | Added |
| SRS Capital Advisors, Inc. | 82 | $16.7K | 0.00% | +4+5.1% | Added |
| Atwood & Palmer Inc | 86 | $17.5K | 0.00% | +86 | New |
| DT Investment Partners, LLC | 90 | $18.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 92 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 97 | $19.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 98 | $19.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $20.3K | 0.00% | +100 | New |
| Headinvest, LLC | 100 | $20.4K | 0.00% | +100 | New |
| NewSquare Capital LLC | 104 | $21.1K | 0.00% | +104 | New |
| Sandy Spring Bank | 109 | $22.1K | 0.00% | −65−37.4% | Reduced |
| Country Trust Bank | 109 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 110 | $22.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 110 | $22.4K | 0.01% | +1+0.9% | Added |
| Harbor Investment Advisory, LLC | 111 | $22.5K | 0.00% | 00.0% | Unchanged |