| Avion Wealth | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Motco | 5 | $76 | 0.00% | −4−44.4% | Reduced |
| Larson Financial Group LLC | 8 | $122 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $122 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 17 | $246 | 0.00% | −4−19.0% | Reduced |
| WestEnd Advisors, LLC | 17 | $258 | 0.00% | +17 | New |
| Atlas Capital Advisors LLC | 18 | $273 | 0.00% | −501−96.5% | Reduced |
| True Wealth Design, LLC | 19 | $289 | 0.00% | +5+35.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $334 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $395 | 0.00% | −3−10.3% | Reduced |
| Raffa Wealth Management, LLC | 26 | $395 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 34 | $517 | 0.00% | +34 | New |
| First Financial Corp | 45 | $684 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $684 | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 48 | $730 | 0.00% | −187−79.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 50 | $760 | 0.00% | +50 | New |
| USA Financial Portformulas Corp | 52 | $790 | 0.00% | −22−29.7% | Reduced |
| SRS Capital Advisors, Inc. | 56 | $852 | 0.00% | +56 | New |
| Eagle Bay Advisors LLC | 61 | $927 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 64 | $973 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $988 | 0.00% | +40+160.0% | Added |
| SkyView Investment Advisors, LLC | 97 | $1.00K | 0.00% | −51−34.5% | Reduced |
| Manchester Capital Management LLC | 69 | $1.05K | 0.00% | −120−63.5% | Reduced |
| South State Corp. | 75 | $1.14K | 0.00% | +75 | New |
| McIlrath & Eck, LLC | 76 | $1.16K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $1.17K | 0.00% | +77 | New |
| Desjardins Global Asset Management Inc. | 83 | $1.26K | 0.00% | −435−84.0% | Reduced |
| Abound Wealth Management | 89 | $1.35K | 0.00% | −25−21.9% | Reduced |
| Anchor Investment Management, LLC | 90 | $1.37K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 95 | $1.46K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 102 | $1.55K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 106 | $1.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 108 | $1.64K | 0.00% | +57+111.8% | Added |
| Carolinas Wealth Consulting LLC | 123 | $1.83K | 0.00% | −187−60.3% | Reduced |
| DT Investment Partners, LLC | 125 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 127 | $1.93K | 0.00% | −46−26.6% | Reduced |
| Financial Management Professionals, Inc. | 124 | $2.00K | 0.00% | −131−51.4% | Reduced |
| Valley National Advisers Inc | 101 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 152 | $2.00K | 0.00% | +152 | New |
| Raleigh Capital Management Inc. | 133 | $2.03K | 0.00% | +33+33.0% | Added |
| New Millennium Group LLC | 134 | $2.04K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 135 | $2.05K | 0.00% | +99+275.0% | Added |
| Colonial Trust Advisors | 141 | $2.14K | 0.00% | +19+15.6% | Added |
| Red Tortoise LLC | 147 | $2.23K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 148 | $2.25K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 149 | $2.27K | 0.00% | +149 | New |
| Tucker Asset Management LLC | 171 | $2.60K | 0.00% | +50+41.3% | Added |
| Impact Partnership Wealth, LLC | 176 | $2.67K | 0.00% | −79−31.0% | Reduced |
| Rogco, LP | 178 | $2.71K | 0.00% | +178 | New |
| Glen Eagle Advisors, LLC | 188 | $2.85K | 0.00% | +1+0.5% | Added |
| Semmax Financial Advisors Inc. | 186 | $2.92K | 0.00% | +186 | New |
| Pacifica Partners Inc. | 235 | $2.96K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 195 | $2.96K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 214 | $3.25K | 0.00% | −208−49.3% | Reduced |
| Park Place Capital Corp | 216 | $3.28K | 0.00% | −66−23.4% | Reduced |
| Rise Advisors, LLC | 221 | $3.36K | 0.00% | +2+0.9% | Added |
| Thompson Investment Management, Inc. | 250 | $3.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 280 | $4.00K | 0.00% | −128−31.4% | Reduced |
| Coston, McIsaac & Partners | 283 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 272 | $4.13K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 283 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 315 | $4.79K | 0.00% | +23+7.9% | Added |
| Robeco Institutional Asset Management B.V. | 321 | $4.88K | 0.00% | −137,916−99.8% | Reduced |
| MV Capital Management, Inc. | 345 | $5.24K | 0.00% | +162+88.5% | Added |
| Spire Wealth Management | 371 | $5.64K | 0.00% | −1,511−80.3% | Reduced |
| Stonebridge Capital Advisors LLC | 371 | $5.64K | 0.00% | −938−71.7% | Reduced |
| First Horizon Advisors, Inc. | 375 | $5.70K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 413 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 401 | $6.10K | 0.01% | +401 | New |
| Umb Bank N A | 408 | $6.20K | 0.00% | −25−5.8% | Reduced |
| First Personal Financial Services | 458 | $6.96K | 0.00% | −240−34.4% | Reduced |
| Highline Wealth Partners LLC | 464 | $7.05K | 0.00% | +464 | New |
| Washington Trust Advisors, Inc. | 467 | $7.10K | 0.00% | −178−27.6% | Reduced |
| Prestige Wealth Management Group LLC | 487 | $7.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 488 | $7.42K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 500 | $7.60K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 506 | $7.69K | 0.00% | +506 | New |
| Westside Investment Management, Inc. | 511 | $7.77K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 546 | $8.30K | 0.00% | −10−1.8% | Reduced |
| Peregrine Capital Management LLC | 570 | $8.66K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 600 | $9.12K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 635 | $9.65K | 0.00% | +26+4.3% | Added |
| ORG Partners LLC | 654 | $9.94K | 0.00% | −1−0.2% | Reduced |
| Glassman Wealth Services | 674 | $10.2K | 0.00% | +317+88.8% | Added |
| Geneos Wealth Management Inc. | 675 | $10.3K | 0.00% | +75+12.5% | Added |
| Institutional & Family Asset Management, LLC | 682 | $10.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 700 | $10.6K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 787 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cooperman Leon G | 900 | $12.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 840 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 850 | $12.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 900 | $13.0K | 0.00% | +900 | New |
| Coppell Advisory Solutions LLC | 473 | $13.6K | 0.00% | +81+20.7% | Added |
| Parkside Financial Bank & Trust | 976 | $14.8K | 0.00% | −817−45.6% | Reduced |
| Covestor Ltd | 956 | $15.0K | 0.01% | −414−30.2% | Reduced |
