| Winthrop Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Activest Wealth Management | 1 | $36 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $36 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 2 | $73 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $109 | 0.00% | +1+50.0% | Added |
| High Note Wealth, LLC | 3 | $109 | 0.00% | +3 | New |
| Larson Financial Group LLC | 5 | $182 | 0.00% | −8−61.5% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $182 | 0.00% | +5 | New |
| RE Dickinson Investment Advisors, LLC | 5 | $200 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 8 | $291 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $327 | 0.00% | +9 | New |
| NewSquare Capital LLC | 11 | $400 | 0.00% | +11 | New |
| Millstone Evans Group, LLC | 14 | $508 | 0.00% | +14 | New |
| True Wealth Design, LLC | 15 | $545 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $582 | 0.00% | +4+33.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $944 | 0.00% | −239−90.2% | Reduced |
| Mather Group, LLC. | 27 | $981 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.02K | 0.00% | −2−6.7% | Reduced |
| Raffa Wealth Management, LLC | 31 | $1.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $1.20K | 0.00% | −1−2.9% | Reduced |
| Hallmark Capital Management Inc | 33 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $1.24K | 0.00% | −64−65.3% | Reduced |
| Bell Investment Advisors, Inc | 44 | $1.60K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 46 | $1.68K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 48 | $1.74K | 0.00% | +11+29.7% | Added |
| WR Wealth Planners, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 50 | $1.82K | 0.00% | +50 | New |
| Synergy Investment Management, LLC | 50 | $1.82K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 60 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 63 | $2.29K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $2.80K | 0.00% | +77 | New |
| Farmers & Merchants Investments Inc | 100 | $3.63K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 115 | $4.18K | 0.00% | +115 | New |
| Versant Capital Management, Inc | 120 | $4.36K | 0.00% | −30−20.0% | Reduced |
| Byrne Asset Management LLC | 120 | $4.36K | 0.00% | +10+9.1% | Added |
| SWAN Capital LLC | 125 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 134 | $4.87K | 0.00% | +116+644.4% | Added |
| LGT Financial Advisors LLC | 138 | $5.01K | 0.01% | −17−11.0% | Reduced |
| Copia Wealth Management | 138 | $5.01K | 0.00% | +138 | New |
| TCTC Holdings, LLC | 140 | $5.08K | 0.00% | +140 | New |
| Venturi Wealth Management, LLC | 141 | $5.12K | 0.00% | +65+85.5% | Added |
| New England Capital Financial Advisors LLC | 157 | $5.70K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 160 | $5.81K | 0.00% | +18+12.7% | Added |
| Sandy Spring Bank | 164 | $5.96K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 166 | $6.02K | 0.00% | +156+1,560.0% | Added |
| Bokf, NA | 177 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 174 | $6.30K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 188 | $6.83K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 240 | $8.00K | 0.00% | +26+12.1% | Added |
| Darwin Advisors, LLC | 225 | $8.17K | 0.00% | −508−69.3% | Reduced |
| Leonteq Securities AG | 238 | $8.64K | 0.00% | +13+5.8% | Added |
| Transcendent Capital Group LLC | 243 | $8.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 245 | $8.90K | 0.00% | +2+0.8% | Added |
| Peoples Financial Services Corp. | 250 | $9.08K | 0.00% | −1,000−80.0% | Reduced |
| Montag & Caldwell, LLC | 250 | $9.08K | 0.00% | +250 | New |
| Newbridge Financial Services Group, Inc. | 275 | $9.98K | 0.00% | +109+65.7% | Added |
| Financial Connections Group, Inc. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 299 | $10.9K | 0.00% | +3+1.0% | Added |
| CNB Bank | 300 | $10.9K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 300 | $10.9K | 0.00% | +300 | New |
| Covestor Ltd | 312 | $11.0K | 0.01% | +4+1.3% | Added |
| Hilltop National Bank | 325 | $11.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 333 | $12.1K | 0.00% | +333 | New |
| New Millennium Group LLC | 344 | $12.5K | 0.01% | +3+0.9% | Added |
| Kestra Investment Management, LLC | 344 | $12.5K | 0.00% | +344 | New |
| Concord Wealth Partners | 352 | $12.8K | 0.00% | +3+0.9% | Added |
| Castleview Partners, LLC | 373 | $13.4K | 0.01% | +21+6.0% | Added |
| Bruce G. Allen Investments, LLC | 374 | $13.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 375 | $13.6K | 0.00% | −375−50.0% | Reduced |
| Robbins Farley LLC | 375 | $13.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 380 | $13.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 397 | $14.4K | 0.00% | −9−2.2% | Reduced |
| GeoWealth Management, LLC | 406 | $14.7K | 0.00% | −16−3.8% | Reduced |
| Pinnacle Bancorp, Inc. | 423 | $15.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 424 | $15.4K | 0.00% | −60−12.4% | Reduced |
| Quarry LP | 433 | $15.7K | 0.00% | −3,449−88.8% | Reduced |
| SOA Wealth Advisors, LLC. | 435 | $15.8K | 0.00% | −277−38.9% | Reduced |
| JFS Wealth Advisors, LLC | 447 | $16.2K | 0.00% | +2+0.4% | Added |
| Umb Bank N A | 462 | $16.8K | 0.00% | −1,502−76.5% | Reduced |
| Brown Brothers Harriman & Co | 468 | $17.0K | 0.00% | −184−28.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 482 | $17.5K | 0.02% | +482 | New |
| Barrett & Company, Inc. | 500 | $18.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 503 | $18.3K | 0.00% | +4+0.8% | Added |
| Coppell Advisory Solutions LLC | 518 | $18.8K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 543 | $19.7K | 0.00% | +543 | New |
| Delta Asset Management LLC | 560 | $20.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 561 | $20.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 564 | $20.5K | 0.00% | −152−21.2% | Reduced |
| Parkside Financial Bank & Trust | 566 | $20.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 573 | $20.8K | 0.00% | +4+0.7% | Added |
| First Horizon Advisors, Inc. | 574 | $20.8K | 0.00% | −199−25.7% | Reduced |
| Strategic Investment Solutions, Inc. | 584 | $21.8K | 0.01% | −15−2.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 625 | $22.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 625 | $22.7K | 0.02% | +625 | New |
| EverSource Wealth Advisors, LLC | 642 | $23.3K | 0.00% | +304+89.9% | Added |
| Friedenthal Financial | 655 | $23.8K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 650 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 666 | $24.2K | 0.00% | 00.0% | Unchanged |
