| Oliver Lagore Vanvalin Investment Group | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $455 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $659 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $684 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $684 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $692 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| TFC Financial Management | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.37K | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Orion Capital Management LLC | 7 | $1.60K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Concord Wealth Partners | 9 | $2.05K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 9 | $2.05K | 0.00% | +7+350.0% | Added |
| Sandy Spring Bank | 9 | $2.05K | 0.00% | +9 | New |
| Albion Financial Group | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 12 | $2.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $2.73K | 0.00% | +12 | New |
| CoreFirst Bank & Trust | 12 | $2.73K | 0.00% | +12 | New |
| Impact Partnership Wealth, LLC | 13 | $2.96K | 0.00% | −6−31.6% | Reduced |
| Team Financial Group, LLC | 14 | $3.27K | 0.00% | +14 | New |
| Exchange Traded Concepts, LLC | 17 | $3.88K | 0.00% | +7+70.0% | Added |
| Pin Oak Investment Advisors Inc | 16 | $4.00K | 0.00% | −209−92.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $4.10K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 20 | $4.56K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $4.56K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 21 | $4.79K | 0.01% | −4,337−99.5% | Reduced |
| MCF Advisors LLC | 21 | $4.79K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $4.79K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 22 | $5.01K | 0.00% | +22 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,870 | $5.12K | 0.15% | +2,870 | New |
| SJS Investment Consulting Inc. | 23 | $5.24K | 0.00% | +2+9.5% | Added |
| Raffa Wealth Management, LLC | 26 | $5.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 27 | $6.21K | 0.00% | −8−22.9% | Reduced |
| Eagle Bay Advisors LLC | 28 | $6.34K | 0.00% | +1+3.7% | Added |
| Johnson Financial Group, Inc. | 31 | $7.07K | 0.00% | −179−85.2% | Reduced |
| Sutton Wealth Advisors Inc. | 33 | $7.52K | 0.00% | +11+50.0% | Added |
| Baker Avenue Asset Management, LP | 34 | $7.75K | 0.00% | +1+3.0% | Added |
| Perritt Capital Management Inc | 37 | $8.43K | 0.00% | +37 | New |
| Westside Investment Management, Inc. | 39 | $8.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $9.12K | 0.00% | −11−21.6% | Reduced |
| Abound Wealth Management | 41 | $9.35K | 0.00% | +3+7.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 42 | $9.57K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 43 | $9.67K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 52 | $11.9K | 0.01% | −1−1.9% | Reduced |
| Steward Financial Group LLC | 57 | $12.0K | 0.00% | −1−1.7% | Reduced |
| United Community Bank | 55 | $12.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $13.0K | 0.00% | +2+3.8% | Added |
| Asset Dedication, LLC | 58 | $13.0K | 0.00% | +58 | New |
| Atlantic Trust, LLC | 59 | $13.4K | 0.00% | +59 | New |
| WR Wealth Planners, LLC | 61 | $13.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 61 | $13.9K | 0.00% | +1+1.7% | Added |
| SRS Capital Advisors, Inc. | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 60 | $14.5K | 0.00% | +60 | New |
| Mascoma Wealth Management LLC | 67 | $15.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 69 | $15.7K | 0.00% | −62−47.3% | Reduced |
| GW&K Investment Management, LLC | 69 | $16.0K | 0.00% | +4+6.2% | Added |
| Earnest Partners LLC | 74 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 75 | $17.0K | 0.00% | +1+1.4% | Added |
| Sofos Investments, Inc. | 75 | $17.8K | 0.00% | −145−65.9% | Reduced |
| Core Alternative Capital | 93 | $21.2K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 102 | $23.3K | 0.01% | −36−26.1% | Reduced |
| FinTrust Capital Advisors, LLC | 103 | $23.5K | 0.01% | −18−14.9% | Reduced |
| Ogorek Anthony Joseph | 109 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 106 | $24.2K | 0.00% | +26+32.5% | Added |
| Beaird Harris Wealth Management, LLC | 113 | $25.8K | 0.00% | +72+175.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $26.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 115 | $26.2K | 0.01% | +33+40.2% | Added |
| JFS Wealth Advisors, LLC | 116 | $26.4K | 0.00% | +2+1.8% | Added |
| Baystate Wealth Management LLC | 117 | $26.7K | 0.00% | +1+0.9% | Added |
| Manchester Capital Management LLC | 118 | $26.9K | 0.00% | +1+0.9% | Added |
| Twin Tree Management, LP | 119 | $27.1K | 0.00% | −5,885−98.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $27.6K | 0.01% | +121 | New |
| Farmers & Merchants Investments Inc | 123 | $28.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 126 | $28.7K | 0.00% | +4+3.3% | Added |
| Glen Eagle Advisors, LLC | 130 | $29.6K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 133 | $30.3K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 135 | $31.0K | 0.01% | −1−0.7% | Reduced |
| Logan Capital Management Inc | 140 | $31.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 139 | $32.0K | 0.00% | +139 | New |
| Kelly Financial Services LLC | 141 | $32.2K | 0.01% | −20−12.4% | Reduced |
| Hexagon Capital Partners LLC | 142 | $32.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 143 | $32.6K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 147 | $33.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $34.4K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 152 | $34.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $34.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 154 | $35.1K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $36.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 167 | $38.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 170 | $38.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $40.1K | 0.01% | +1+0.6% | Added |
| Harbor Investment Advisory, LLC | 177 | $40.3K | 0.01% | −376−68.0% | Reduced |
