| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $75 | 0.00% | – | – |
| Sofos Investments, Inc. | 39 | $93 | 0.00% | +7+21.9% | Added |
| North Star Investment Management Corp. | 3 | $113 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $264 | 0.00% | +7 | New |
| Brown Brothers Harriman & Co | 9 | $339 | 0.00% | +4+80.0% | Added |
| American National Bank | 9 | $339 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $453 | 0.00% | −370−96.9% | Reduced |
| Tucker Asset Management LLC | 13 | $490 | 0.00% | +13 | New |
| Central Bank & Trust Co | 19 | $715 | 0.00% | +19 | New |
| Aspire Private Capital, LLC | 20 | $753 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $753 | 0.00% | +20 | New |
| Arcadia Investment Advisors LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $791 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 23 | $866 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 24 | $905 | 0.00% | +24 | New |
| Hollencrest Capital Management | 26 | $979 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 26 | $980 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Key Financial Inc | 27 | $1.02K | 0.00% | −420−94.0% | Reduced |
| Accel Wealth Management | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $1.24K | 0.00% | +27+450.0% | Added |
| Whittier Trust Co | 35 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 38 | $1.43K | 0.00% | +38 | New |
| Syverson Strege & Co | 39 | $1.47K | 0.00% | +39 | New |
| Baystate Wealth Management LLC | 39 | $1.50K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 40 | $1.51K | 0.00% | +6+17.6% | Added |
| Ridgewood Investments LLC | 42 | $1.59K | 0.00% | +42 | New |
| Abound Wealth Management | 46 | $1.73K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $1.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.81K | 0.00% | +6+14.3% | Added |
| Washington Trust Co | 60 | $2.26K | 0.00% | +6+11.1% | Added |
| Johnson Midwest Financial, LLC | 62 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 66 | $2.49K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 69 | $2.60K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 75 | $2.83K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 84 | $3.00K | 0.00% | −5−5.6% | Reduced |
| Beacon Capital Management, LLC | 80 | $3.01K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $3.01K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $3.01K | 0.00% | +80 | New |
| Toth Financial Advisory Corp | 86 | $3.24K | 0.00% | +86 | New |
| Bell Investment Advisors, Inc | 88 | $3.31K | 0.00% | −44−33.3% | Reduced |
| Gradient Investments LLC | 90 | $3.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 90 | $3.39K | 0.00% | +51+130.8% | Added |
| Carolinas Wealth Consulting LLC | 91 | $3.43K | 0.00% | +91 | New |
| Financial Perspectives, Inc | 95 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 99 | $3.73K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $3.77K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $3.77K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 104 | $3.92K | 0.00% | +69+197.1% | Added |
| Estabrook Capital Management | 107 | $4.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 117 | $4.41K | 0.00% | +36+44.4% | Added |
| McIlrath & Eck, LLC | 131 | $4.94K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 132 | $4.97K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 143 | $5.33K | 0.00% | +143 | New |
| AdvisorNet Financial, Inc | 142 | $5.35K | 0.00% | −431−75.2% | Reduced |
| WealthPLAN Partners, LLC | 145 | $5.46K | 0.00% | +145 | New |
| Lindbrook Capital, LLC | 147 | $5.54K | 0.00% | +88+149.2% | Added |
| JFS Wealth Advisors, LLC | 147 | $5.54K | 0.00% | +75+104.2% | Added |
| Versant Capital Management, Inc | 162 | $6.10K | 0.00% | +162 | New |
| Raffa Wealth Management, LLC | 168 | $6.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 173 | $6.50K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 180 | $6.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 182 | $6.86K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 184 | $6.93K | 0.00% | +179+3,580.0% | Added |
| Lazard Asset Management LLC | 197 | $7.00K | 0.00% | −12,673−98.5% | Reduced |
| Geneos Wealth Management Inc. | 200 | $7.53K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 200 | $7.53K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 201 | $7.57K | 0.00% | −28−12.2% | Reduced |
| Huntington National Bank | 205 | $7.72K | 0.00% | +139+210.6% | Added |
| Larson Financial Group LLC | 208 | $7.85K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 214 | $8.06K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 249 | $8.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 241 | $9.08K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 250 | $9.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $9.42K | 0.00% | −69−21.6% | Reduced |
| Creative Financial Designs Inc | 256 | $9.64K | 0.00% | +256 | New |
| MV Capital Management, Inc. | 271 | $10.2K | 0.00% | −10−3.6% | Reduced |
| Quent Capital, LLC | 286 | $10.8K | 0.00% | +1+0.4% | Added |
| Front Row Advisors LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 300 | $11.3K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 308 | $11.6K | 0.00% | +39+14.5% | Added |
| Sugarloaf Wealth Management, LLC | 316 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 319 | $12.0K | 0.00% | +100+45.7% | Added |
| Glassman Wealth Services | 336 | $12.7K | 0.00% | +30+9.8% | Added |
| Zions Bancorporation, N.A. | 338 | $12.7K | 0.00% | −20−5.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 340 | $12.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 371 | $14.0K | 0.00% | −41−10.0% | Reduced |
| Fairfield Financial Advisors, LTD | 388 | $14.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 441 | $16.6K | 0.00% | −3−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 487 | $18.3K | 0.00% | −64−11.6% | Reduced |