| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $261 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $521 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $521 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $521 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $759 | 0.00% | +3 | New |
| Schonfeld Strategic Advisors LLC | 3 | $781 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $782 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $1.04K | 0.00% | +4 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 4 | $1.04K | 0.00% | +4 | New |
| Horizon Financial Services, LLC | 5 | $1.30K | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $1.30K | 0.00% | +2+66.7% | Added |
| Jamison Private Wealth Management, Inc. | 5 | $1.30K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $1.56K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 7 | $1.82K | 0.00% | −2−22.2% | Reduced |
| North Star Investment Management Corp. | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.82K | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $2.08K | 0.00% | −9−52.9% | Reduced |
| Versant Capital Management, Inc | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 9 | $2.34K | 0.00% | +2+28.6% | Added |
| EnRich Financial Partners LLC | 9 | $2.34K | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 9 | $2.34K | 0.00% | +9 | New |
| Fairman Group, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $2.60K | 0.00% | +10 | New |
| DAGCO, Inc. | 10 | $2.60K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $3.11K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 12 | $3.13K | 0.00% | −1,187−99.0% | Reduced |
| Tortoise Investment Management, LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $3.91K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 15 | $3.91K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Caldwell Sutter Capital, Inc. | 17 | $4.43K | 0.00% | −4−19.0% | Reduced |
| Byrne Asset Management LLC | 18 | $4.69K | 0.00% | −23−56.1% | Reduced |
| Assetmark, Inc | 18 | $4.69K | 0.00% | +9+100.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 21 | $5.47K | 0.00% | −134−86.5% | Reduced |
| Northwest Investment Counselors, LLC | 21 | $5.47K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 23 | $5.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $6.00K | 0.00% | +2+11.1% | Added |
| Armstrong Advisory Group, Inc | 25 | $6.09K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 24 | $6.25K | 0.00% | −115−82.7% | Reduced |
| Granite FO LLC | 25 | $6.37K | 0.00% | +25 | New |
| Coston, McIsaac & Partners | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $7.03K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $7.03K | 0.00% | +27 | New |
| FinTrust Capital Advisors, LLC | 28 | $7.29K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $7.55K | 0.00% | −37−56.1% | Reduced |
| Cornerstone Planning Group LLC | 36 | $7.75K | 0.00% | −47−56.6% | Reduced |
| Toth Financial Advisory Corp | 30 | $7.81K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 30 | $7.81K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $8.07K | 0.00% | +2+6.9% | Added |
| Criterion Capital Advisors, LLC | 35 | $9.12K | 0.01% | −15−30.0% | Reduced |
| CNB Bank | 35 | $9.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 36 | $9.38K | 0.00% | −50−58.1% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $9.64K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 37 | $9.64K | 0.00% | +25+208.3% | Added |
| Core Alternative Capital | 38 | $9.90K | 0.00% | −73−65.8% | Reduced |
| Legacy Bridge, LLC | 38 | $9.90K | 0.01% | +38 | New |
| Bogart Wealth, LLC | 39 | $10.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $10.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 40 | $10.4K | 0.00% | +7+21.2% | Added |
| Carolinas Wealth Consulting LLC | 48 | $12.4K | 0.00% | +32+200.0% | Added |
| Creative Capital Management Investments LLC | 48 | $12.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $13.0K | 0.01% | +25+100.0% | Added |
| Valued Wealth Advisors LLC | 51 | $13.3K | 0.01% | +31+155.0% | Added |
| Chilton Capital Management LLC | 51 | $13.3K | 0.00% | +37+264.3% | Added |
| Estabrook Capital Management | 59 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $15.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 61 | $15.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $16.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 62 | $16.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 63 | $16.5K | 0.01% | +18+40.0% | Added |
| Bank of New Hampshire | 65 | $16.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $17.1K | 0.03% | −817−92.5% | Reduced |
| Riverview Trust Co | 67 | $17.4K | 0.01% | +67 | New |
| MCF Advisors LLC | 67 | $17.4K | 0.00% | +2+3.1% | Added |
| Sachetta, LLC | 72 | $17.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $18.0K | 0.00% | −2−2.8% | Reduced |