| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| FRG Family Wealth Advisors LLC | 1 | $108 | 0.00% | +1 | New |
| Rosenberg Matthew Hamilton | 3 | $337 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $437 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $563 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $675 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7 | $787 | 0.00% | +2+40.0% | Added |
| Laurel Wealth Advisors LLC | 7 | $788 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $900 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $1.25K | 0.00% | +2+22.2% | Added |
| Versant Capital Management, Inc | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.35K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 15 | $1.69K | 0.00% | +5+50.0% | Added |
| Sachetta, LLC | 19 | $1.77K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.02K | 0.00% | −1−5.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 18 | $2.02K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 18 | $2.02K | 0.00% | +10+125.0% | Added |
| RFP Financial Group LLC | 19 | $2.14K | 0.00% | +19 | New |
| Colonial Trust Advisors | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 22 | $2.47K | 0.00% | +22 | New |
| Glen Eagle Advisors, LLC | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $2.71K | 0.00% | +24 | New |
| Retirement Group, LLC | 31 | $3.49K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 34 | $3.82K | 0.00% | +34 | New |
| Red Tortoise LLC | 38 | $4.27K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 43 | $4.84K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 46 | $4.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 47 | $5.00K | 0.00% | +5+11.9% | Added |
| Avion Wealth | 43 | $5.00K | 0.00% | +15+53.6% | Added |
| Central Trust Co | 49 | $5.51K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $5.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $5.74K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $5.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 53 | $5.96K | 0.00% | +2+3.9% | Added |
| ClariVest Asset Management LLC | 54 | $6.07K | 0.00% | +27+100.0% | Added |
| Venturi Wealth Management, LLC | 56 | $6.30K | 0.00% | +56 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $6.41K | 0.01% | +12+26.7% | Added |
| Bell Investment Advisors, Inc | 64 | $7.20K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $7.20K | 0.00% | +64 | New |
| Mather Group, LLC. | 78 | $7.27K | 0.00% | +78 | New |
| WR Wealth Planners, LLC | 71 | $7.98K | 0.00% | +71 | New |
| Tucker Asset Management LLC | 72 | $8.10K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 81 | $9.11K | 0.01% | +17+26.6% | Added |
| Pinnacle Bancorp, Inc. | 87 | $9.78K | 0.00% | +87 | New |
| Bessemer Group Inc | 90 | $10.0K | 0.00% | +79+718.2% | Added |
| Grove Bank & Trust | 92 | $10.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $11.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 104 | $11.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $12.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 112 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 113 | $12.7K | 0.01% | +16+16.5% | Added |
| Massmutual Trust Co FSB | 118 | $13.3K | 0.00% | +7+6.3% | Added |
| Annapolis Financial Services, LLC | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 128 | $14.4K | 0.00% | +3+2.4% | Added |
| Meeder Asset Management Inc | 130 | $14.6K | 0.00% | +130 | New |
| Old Point Trust & Financial Services N A | 132 | $14.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 138 | $15.5K | 0.00% | +138 | New |
| TD Private Client Wealth LLC | 157 | $17.7K | 0.00% | −144−47.8% | Reduced |
| Zions Bancorporation, N.A. | 161 | $18.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 165 | $18.6K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 176 | $20.0K | 0.00% | −76−30.2% | Reduced |
| First Horizon Advisors, Inc. | 178 | $20.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $20.7K | 0.00% | −6−3.2% | Reduced |
| Goodman Advisory Group, LLC | 184 | $20.7K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 205 | $23.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 217 | $24.4K | 0.00% | −8−3.6% | Reduced |
| Covestor Ltd | 224 | $25.0K | 0.02% | −3−1.3% | Reduced |
| BFSG, LLC | 230 | $25.9K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 235 | $26.4K | 0.00% | −40−14.5% | Reduced |
| Plato Investment Management Ltd | 248 | $27.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 263 | $29.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 280 | $31.5K | 0.00% | +20+7.7% | Added |
| Colonial Trust Co | 277 | $31.5K | 0.01% | +62+28.8% | Added |
| Jamison Private Wealth Management, Inc. | 298 | $33.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $33.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $33.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 308 | $34.7K | 0.01% | +1+0.3% | Added |
| Ancora Advisors, LLC | 310 | $34.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 335 | $37.7K | 0.01% | −557−62.4% | Reduced |
| J.Safra Asset Management Corp | 348 | $39.1K | 0.00% | +305+709.3% | Added |
| True Wealth Design, LLC | 365 | $41.0K | 0.01% | +10+2.8% | Added |
| CVA Family Office, LLC | 369 | $41.5K | 0.01% | +5+1.4% | Added |
| FWL Investment Management, LLC | 381 | $42.8K | 0.02% | +381 | New |
| Asset Dedication, LLC | 384 | $43.0K | 0.00% | −384−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 414 | $44.9K | 0.00% | +11+2.7% | Added |
| Riverview Trust Co | 401 | $45.1K | 0.03% | +401 | New |
| Washington Trust Advisors, Inc. | 424 | $47.7K | 0.00% | −38−8.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 438 | $49.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 444 | $49.9K | 0.00% | +77+21.0% | Added |
| Compass Wealth Management LLC | 446 | $50.2K | 0.01% | +146+48.7% | Added |
| McIlrath & Eck, LLC | 454 | $51.1K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 456 | $51.3K | 0.02% | 00.0% | Unchanged |