| HWG Holdings LP | 1,170 | $0 | 0.00% | −10−0.8% | Reduced |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25 | $0 | 0.00% | +25 | New |
| Asset Dedication, LLC | 11 | $0 | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 2 | $76 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 4 | $151 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $264 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 8 | $324 | 0.00% | −66−89.2% | Reduced |
| Stonebridge Capital Advisors LLC | 10 | $377 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $452 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $452 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $490 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $603 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $679 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 19 | $716 | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 19 | $716 | 0.00% | +19 | New |
| Whittier Trust Co | 20 | $754 | 0.00% | −1,555−98.7% | Reduced |
| Trustcore Financial Services, LLC | 21 | $792 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $867 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $867 | 0.00% | +23 | New |
| My Personal CFO, LLC | 23 | $867 | 0.00% | +23 | New |
| Mascoma Wealth Management LLC | 24 | $905 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $942 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $943 | 0.00% | −75−75.0% | Reduced |
| Baystate Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $1.00K | 0.00% | +29 | New |
| Pathway Financial Advisers, LLC | 30 | $1.13K | 0.00% | +30 | New |
| MV Capital Management, Inc. | 31 | $1.17K | 0.00% | −31−50.0% | Reduced |
| Disciplined Investments, LLC | 31 | $1.17K | 0.00% | −11−26.2% | Reduced |
| Robinson Value Management, Ltd. | 39 | $1.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 44 | $1.66K | 0.00% | +35+388.9% | Added |
| Sanctuary Wealth Management, L.L.C. | 50 | $1.89K | 0.00% | +50 | New |
| Lansing Street Advisors | 51 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $2.04K | 0.00% | +22+68.8% | Added |
| Colonial Trust Advisors | 54 | $2.04K | 0.00% | +54 | New |
| McIlrath & Eck, LLC | 56 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $2.15K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 62 | $2.34K | 0.00% | +62 | New |
| Bradley & Co. Private Wealth Management, LLC | 64 | $2.41K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $2.56K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $3.13K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 70 | $3.20K | 0.00% | +70 | New |
| Coastal Capital Group, Inc. | 113 | $3.68K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 101 | $3.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $3.96K | 0.00% | +15+16.7% | Added |
| Trust Co of Vermont | 105 | $3.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $4.07K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 109 | $4.11K | 0.00% | +7+6.9% | Added |
| Brown Brothers Harriman & Co | 110 | $4.15K | 0.00% | −369−77.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 110 | $4.15K | 0.00% | +90+450.0% | Added |
| Corrado Advisors, LLC | 114 | $4.30K | 0.00% | +114 | New |
| Salem Investment Counselors Inc | 115 | $4.34K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 116 | $4.37K | 0.00% | +116 | New |
| Institutional & Family Asset Management, LLC | 120 | $4.52K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 120 | $4.52K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 126 | $5.00K | 0.00% | −150−54.3% | Reduced |
| Old North State Trust, LLC | 139 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $5.24K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 140 | $5.28K | 0.00% | +140 | New |
| Evermay Wealth Management LLC | 143 | $5.39K | 0.00% | +3+2.1% | Added |
| Harbor Investment Advisory, LLC | 144 | $5.43K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 150 | $5.66K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 153 | $5.77K | 0.01% | +19+14.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 157 | $5.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 174 | $6.56K | 0.00% | +15+9.4% | Added |
| Hanson & Doremus Investment Management | 183 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 206 | $7.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 182 | $7.00K | 0.00% | +162+810.0% | Added |
| Quent Capital, LLC | 191 | $7.20K | 0.00% | −54−22.0% | Reduced |
| Farmers & Merchants Investments Inc | 195 | $7.35K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $7.54K | 0.00% | +200 | New |
| Bartlett & Co. LLC | 200 | $8.00K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 216 | $8.14K | 0.00% | +12+5.9% | Added |
| IAG Wealth Partners, LLC | 222 | $8.37K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $8.48K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 230 | $8.67K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 253 | $9.54K | 0.00% | +28+12.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $10.6K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 286 | $10.8K | 0.02% | +286 | New |
| Castleview Partners, LLC | 289 | $10.9K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 306 | $12.0K | 0.00% | −8−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 413 | $13.0K | 0.00% | −10−2.4% | Reduced |
| Front Row Advisors LLC | 350 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 270 | $13.1K | 0.01% | +270 | New |
| Tanglewood Legacy Advisors, LLC | 356 | $13.4K | 0.01% | +356 | New |
| Glassman Wealth Services | 388 | $14.6K | 0.00% | −612−61.2% | Reduced |
| North Star Investment Management Corp. | 390 | $14.7K | 0.00% | +10+2.6% | Added |