| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $356 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $459 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $473 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $591 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $827 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $945 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $1.65K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 15 | $1.77K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 18 | $2.13K | 0.00% | +18 | New |
| RFP Financial Group LLC | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $2.48K | 0.00% | −5,875−99.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $2.48K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.60K | 0.00% | +4+22.2% | Added |
| Riggs Asset Managment Co. Inc. | 22 | $2.60K | 0.00% | +12+120.0% | Added |
| Aviso Financial Inc. | 22 | $2.60K | 0.00% | +22 | New |
| Atlantic Trust, LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $3.19K | 0.00% | −27−50.0% | Reduced |
| Eagle Bay Advisors LLC | 30 | $3.54K | 0.00% | +30 | New |
| Red Tortoise LLC | 38 | $4.49K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 40 | $4.72K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 44 | $5.00K | 0.00% | −3−6.4% | Reduced |
| Avion Wealth | 47 | $5.00K | 0.00% | +4+9.3% | Added |
| Voisard Asset Management Group, Inc. | 43 | $5.08K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 46 | $5.17K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 44 | $5.20K | 0.00% | +44 | New |
| MV Capital Management, Inc. | 46 | $5.43K | 0.00% | +28+155.6% | Added |
| SJS Investment Consulting Inc. | 47 | $5.55K | 0.00% | −6−11.3% | Reduced |
| Central Trust Co | 49 | $5.79K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $5.90K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $6.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $6.02K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $6.14K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 57 | $6.73K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 57 | $6.73K | 0.00% | +39+216.7% | Added |
| Plante Moran Financial Advisors, LLC | 64 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $7.56K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 68 | $8.03K | 0.01% | −13−16.0% | Reduced |
| ORG Partners LLC | 69 | $8.24K | 0.00% | +58+527.3% | Added |
| Tucker Asset Management LLC | 72 | $8.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 75 | $8.86K | 0.00% | +75 | New |
| Sachetta, LLC | 75 | $9.20K | 0.00% | +56+294.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 | $10.0K | 0.00% | −380−81.7% | Reduced |
| Pinnacle Bancorp, Inc. | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 89 | $10.5K | 0.01% | +89 | New |
| Grove Bank & Trust | 92 | $10.9K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 98 | $11.6K | 0.00% | +3+3.2% | Added |
| Venturi Wealth Management, LLC | 98 | $11.6K | 0.00% | +42+75.0% | Added |
| MB, Levis & Associates, LLC | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $11.8K | 0.00% | +100 | New |
| Naples Money Management LLC | 100 | $11.9K | 0.01% | +100 | New |
| TD Capital Management LLC | 104 | $12.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 108 | $12.8K | 0.00% | +96+800.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 110 | $13.0K | 0.00% | +110 | New |
| Archer Investment Corp | 112 | $13.2K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 112 | $13.2K | 0.00% | +112 | New |
| EdgeRock Capital LLC | 113 | $13.3K | 0.01% | +113 | New |
| Fortitude Family Office, LLC | 113 | $13.3K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 125 | $14.8K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 128 | $15.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 131 | $15.5K | 0.00% | +60+84.5% | Added |
| Old Point Trust & Financial Services N A | 132 | $15.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 161 | $19.0K | 0.00% | +31+23.8% | Added |
| JFS Wealth Advisors, LLC | 163 | $19.2K | 0.00% | −21−11.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 165 | $19.5K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 176 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 178 | $21.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 184 | $21.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 190 | $22.4K | 0.00% | −90−32.1% | Reduced |
| Emfo, LLC | 205 | $24.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 216 | $25.5K | 0.00% | −589−73.2% | Reduced |
| Harbour Investments, Inc. | 217 | $25.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 217 | $25.6K | 0.00% | +217 | New |
| Institutional & Family Asset Management, LLC | 220 | $26.0K | 0.00% | −15−6.4% | Reduced |
| BFSG, LLC | 230 | $27.2K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 248 | $29.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 263 | $31.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 271 | $32.0K | 0.01% | −6−2.2% | Reduced |
| Glen Eagle Advisors, LLC | 288 | $34.0K | 0.01% | +265+1,152.2% | Added |
| Jamison Private Wealth Management, Inc. | 298 | $35.2K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 299 | $35.4K | 0.03% | +299 | New |
| Monetary Management Group Inc | 300 | $35.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $35.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $35.4K | 0.00% | +300 | New |
| Silicon Valley Capital Partners | 309 | $36.5K | 0.01% | +1+0.3% | Added |
| Ancora Advisors, LLC | 310 | $36.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 355 | $41.9K | 0.01% | −10−2.7% | Reduced |
| CVA Family Office, LLC | 364 | $43.0K | 0.01% | −5−1.4% | Reduced |
| FWL Investment Management, LLC | 381 | $45.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 384 | $45.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 401 | $47.3K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 420 | $49.6K | 0.00% | −4−0.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 438 | $51.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 436 | $51.5K | 0.01% | −40−8.4% | Reduced |
| Compass Wealth Management LLC | 446 | $52.7K | 0.01% | 00.0% | Unchanged |