| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $228 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Lloyd Advisory Services, LLC. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4 | $1.00K | 0.00% | +4 | New |
| Benjamin Edwards Inc | 5 | $1.00K | 0.00% | +5 | New |
| Column Capital Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bedel Financial Consulting, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Concord Wealth Partners | 4 | $1.00K | 0.00% | +4 | New |
| Addison Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 5 | $1.00K | 0.00% | +5 | New |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Selective Wealth Management, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $3.00K | 0.00% | +6+66.7% | Added |
| South State Corp. | 13 | $3.00K | 0.00% | +13 | New |
| Surevest, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Ahrens Investment Partners LLC | 11 | $3.00K | 0.00% | +11 | New |
| Schubert & Co | 13 | $3.00K | 0.00% | +13 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 14 | $3.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Eagle Bay Advisors LLC | 25 | $5.00K | 0.00% | −8−24.2% | Reduced |
| McIlrath & Eck, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25 | $6.00K | 0.00% | −50−66.7% | Reduced |
| JJJ Advisors Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 26 | $6.00K | 0.00% | +18+225.0% | Added |
| EverSource Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Sierra Capital LLC | 27 | $6.00K | 0.00% | +27 | New |
| Zullo Investment Group, Inc. | 26 | $6.00K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 27 | $6.18K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $6.18K | 0.00% | +27 | New |
| Quent Capital, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Center for Financial Planning, Inc. | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 43 | $10.0K | 0.00% | +9+26.5% | Added |
| Lumature Wealth Partners, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $11.0K | 0.00% | +6+14.0% | Added |
| Versant Capital Management, Inc | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 47 | $11.0K | 0.00% | +47 | New |
| City State Bank | 50 | $11.0K | 0.01% | +50 | New |
| Sutton Wealth Advisors Inc. | 49 | $11.2K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 51 | $11.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 53 | $12.0K | 0.01% | +1+1.9% | Added |
| Standard Family Office LLC | 54 | $12.0K | 0.11% | +54 | New |
| Fortitude Advisory Group L.L.C. | 51 | $12.0K | 0.01% | +51 | New |
| JNBA Financial Advisors | 59 | $13.0K | 0.00% | −179−75.2% | Reduced |
| Signet Financial Management, LLC | 55 | $13.0K | 0.00% | +55 | New |
| McDonald Partners LLC | 57 | $13.0K | 0.01% | +57 | New |
| Absolute Capital Management, LLC | 57 | $13.0K | 0.01% | +57 | New |
| Glen Eagle Advisors, LLC | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 61 | $14.0K | 0.01% | +1+1.7% | Added |
| Hexagon Capital Partners LLC | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 61 | $14.0K | 0.01% | +15+32.6% | Added |
| Trust Co of Vermont | 60 | $14.0K | 0.00% | +60 | New |
| Amplius Wealth Advisors, LLC | 64 | $14.0K | 0.00% | +64 | New |
| Tarbox Family Office, Inc. | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 67 | $15.0K | 0.00% | +8+13.6% | Added |
| Massmutual Trust Co FSB | 67 | $15.0K | 0.00% | +6+9.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 66 | $15.0K | 0.00% | +14+26.9% | Added |
| Albion Financial Group | 64 | $15.0K | 0.00% | +64 | New |
| First Financial Corp | 68 | $16.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $17.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 78 | $18.0K | 0.00% | +28+56.0% | Added |
| RPg Family Wealth Advisory, LLC | 79 | $18.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 89 | $20.0K | 0.00% | −8−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $20.0K | 0.00% | −3−3.4% | Reduced |
| Trustcore Financial Services, LLC | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 256 | $20.0K | 0.00% | +229+848.1% | Added |
| CVA Family Office, LLC | 95 | $22.0K | 0.01% | +95 | New |
| West Oak Capital, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 102 | $23.0K | 0.00% | +22+27.5% | Added |
| Kings Point Capital Management | 101 | $23.0K | 0.00% | +101 | New |
| Aquatic Capital Management LLC | 100 | $23.0K | 0.04% | +100 | New |
| Adirondack Trust Co | 105 | $24.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 109 | $25.0K | 0.00% | +109 | New |
| Harbour Investments, Inc. | 119 | $27.0K | 0.00% | −141−54.2% | Reduced |
| FourThought Financial, LLC | 118 | $27.0K | 0.00% | −36−23.4% | Reduced |
| Fieldpoint Private Securities, LLC | 120 | $27.0K | 0.01% | +40+50.0% | Added |