| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $538 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $614 | 0.00% | +8 | New |
| TD Capital Management LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 23 | $1.76K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $2.00K | 0.00% | +21+131.3% | Added |
| Boyd Watterson Asset Management LLC | 27 | $2.07K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $2.46K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 33 | $2.53K | 0.00% | 00.0% | Unchanged |
| City State Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 41 | $3.15K | 0.00% | +41 | New |
| Trifecta Capital Advisors, LLC | 42 | $3.22K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 44 | $3.38K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 45 | $3.45K | 0.00% | +45 | New |
| Atlas Capital Advisors LLC | 46 | $3.53K | 0.00% | −343−88.2% | Reduced |
| Leonteq Securities AG | 48 | $3.68K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 49 | $3.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 52 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 55 | $4.00K | 0.00% | +55 | New |
| Exchange Traded Concepts, LLC | 59 | $4.53K | 0.00% | +29+96.7% | Added |
| Sofos Investments, Inc. | 61 | $4.79K | 0.00% | −9−12.9% | Reduced |
| Laffer Tengler Investments | 65 | $4.99K | 0.00% | −17,505−99.6% | Reduced |
| Hollencrest Capital Management | 65 | $4.99K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 65 | $4.99K | 0.00% | +65 | New |
| Tyler-Stone Wealth Management | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 76 | $5.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $5.91K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 78 | $6.00K | 0.00% | +1+1.3% | Added |
| Financial Freedom, LLC | 81 | $6.25K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.75K | 0.01% | – | – |
| Versant Capital Management, Inc | 89 | $6.83K | 0.00% | −1−1.1% | Reduced |
| Northwest Capital Management Inc | 92 | $7.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 93 | $7.14K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 101 | $8.00K | 0.00% | +50+98.0% | Added |
| West Financial Advisors, LLC | 105 | $8.06K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 115 | $8.83K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 125 | $9.59K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 132 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 140 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 143 | $11.0K | 0.00% | +143 | New |
| KB Financial Partners, LLC | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 155 | $11.9K | 0.00% | +155 | New |
| Ogorek Anthony Joseph | 164 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 160 | $12.3K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 173 | $13.0K | 0.01% | +1+0.6% | Added |
| West Paces Advisors Inc. | 172 | $13.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 173 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 180 | $13.8K | 0.01% | +91+102.2% | Added |
| GW&K Investment Management, LLC | 185 | $14.0K | 0.00% | +22+13.5% | Added |
| VisionPoint Advisory Group, LLC | 194 | $14.9K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $15.3K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 200 | $15.4K | 0.01% | +7+3.6% | Added |
| Nemes Rush Group LLC | 210 | $16.1K | 0.00% | −13−5.8% | Reduced |
| Pacific Center for Financial Services | 220 | $16.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 224 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $17.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 226 | $17.3K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 227 | $17.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15,279 | $18.6K | 0.00% | −59−0.4% | Reduced |
| Stephenson National Bank & Trust | 245 | $18.8K | 0.01% | +245 | New |
| Beacon Capital Management, LLC | 271 | $18.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 248 | $19.0K | 0.01% | +213+608.6% | Added |
| Highlander Capital Management, LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 246 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $19.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 255 | $19.6K | 0.00% | −93−26.7% | Reduced |
| Community Bank, N.A. | 273 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 280 | $21.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 284 | $21.8K | 0.01% | −11−3.7% | Reduced |
| Bogart Wealth, LLC | 290 | $22.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 301 | $23.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 319 | $24.5K | 0.01% | +6+1.9% | Added |
| Armstrong Advisory Group, Inc | 320 | $24.5K | 0.00% | +2+0.6% | Added |
| Covestor Ltd | 320 | $25.0K | 0.02% | −1−0.3% | Reduced |
| First PREMIER Bank | 340 | $26.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 350 | $26.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 351 | $26.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 356 | $27.3K | 0.01% | +2+0.6% | Added |
| Grove Bank & Trust | 358 | $27.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 369 | $28.4K | 0.00% | +1+0.3% | Added |
| Tfo-TDC, LLC | 407 | $28.4K | 0.01% | +2+0.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 381 | $29.2K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $30.7K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $30.7K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $30.7K | 0.01% | 00.0% | Unchanged |