| Anchor Investment Management, LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $161 | 0.00% | +2 | New |
| NewSquare Capital LLC | 3 | $241 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $245 | 0.00% | −551−99.3% | Reduced |
| Colonial Trust Co | 4 | $321 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $322 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $330 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $401 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 5 | $401 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $402 | 0.00% | +5 | New |
| Kozak & Associates, Inc. | 6 | $462 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6 | $481 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $482 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $562 | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $562 | 0.00% | +4+133.3% | Added |
| Principia Wealth Advisory, LLC | 7 | $562 | 0.00% | +6+600.0% | Added |
| Tortoise Investment Management, LLC | 7 | $562 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 7 | $562 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $562 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $642 | 0.00% | +6+300.0% | Added |
| Whipplewood Advisors, LLC | 11 | $883 | 0.00% | −7−38.9% | Reduced |
| Hantz Financial Services, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $1.04K | 0.00% | +5+62.5% | Added |
| Valued Wealth Advisors LLC | 14 | $1.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $1.20K | 0.00% | −173−92.0% | Reduced |
| Cape Investment Advisory, Inc. | 21 | $1.69K | 0.00% | +21 | New |
| Bartlett & Co. Wealth Management LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $1.93K | 0.00% | +13+118.2% | Added |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | −25−55.6% | Reduced |
| Avion Wealth | 26 | $2.00K | 0.00% | +9+52.9% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $2.01K | 0.00% | +9+56.3% | Added |
| Howard Hughes Medical Institute | 28 | $2.25K | 0.00% | +28 | New |
| Transce3nd, LLC | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $2.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $2.65K | 0.00% | −54−62.1% | Reduced |
| Activest Wealth Management | 34 | $2.73K | 0.00% | +34 | New |
| Hara Capital LLC | 35 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $2.81K | 0.00% | +35 | New |
| Twin Peaks Wealth Advisors, LLC | 36 | $2.97K | 0.00% | +36 | New |
| Kestra Investment Management, LLC | 38 | $2.98K | 0.00% | +19+100.0% | Added |
| Pineridge Advisors LLC | 37 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $3.45K | 0.00% | +29+207.1% | Added |
| Legend Financial Advisors, Inc. | 45 | $3.61K | 0.00% | +45 | New |
| True Wealth Design, LLC | 52 | $4.17K | 0.00% | +1+2.0% | Added |
| AdvisorNet Financial, Inc | 53 | $4.25K | 0.00% | +3+6.0% | Added |
| Robinswood Financial LLC | 55 | $4.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 56 | $4.50K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 56 | $4.50K | 0.00% | +11+24.4% | Added |
| Quest 10 Wealth Builders, Inc. | 57 | $4.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 58 | $4.66K | 0.00% | −247−81.0% | Reduced |
| Ogorek Anthony Joseph | 67 | $5.00K | 0.00% | +18+36.7% | Added |
| Ronald Blue Trust, Inc. | 63 | $5.06K | 0.00% | +13+26.0% | Added |
| Bruce G. Allen Investments, LLC | 64 | $5.14K | 0.00% | +22+52.4% | Added |
| Global Retirement Partners, LLC | 78 | $6.25K | 0.00% | +78 | New |
| Versant Capital Management, Inc | 81 | $6.50K | 0.00% | +81 | New |
| South State Corp. | 82 | $6.58K | 0.00% | +45+121.6% | Added |
| GW&K Investment Management, LLC | 91 | $7.00K | 0.00% | +7+8.3% | Added |
| RMG Wealth Management LLC | 100 | $7.40K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 94 | $7.55K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 97 | $7.81K | 0.00% | −228−70.2% | Reduced |
| WPG Advisers, LLC | 99 | $7.95K | 0.01% | +6+6.5% | Added |
| Bank & Trust Co | 100 | $8.03K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $8.03K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 103 | $8.03K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $8.10K | 0.00% | +101 | New |
| West Branch Capital LLC | 104 | $8.37K | 0.00% | +1+1.0% | Added |
| Farmers & Merchants Investments Inc | 108 | $8.67K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 109 | $8.78K | 0.00% | +109 | New |
| Atlantic Trust, LLC | 110 | $8.83K | 0.00% | −52−32.1% | Reduced |
| Private Wealth Asset Management, LLC | 113 | $9.07K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 113 | $9.07K | 0.00% | +113 | New |
| Private Wealth Management Group, LLC | 117 | $9.39K | 0.00% | +4+3.5% | Added |
| Hager Investment Management Services, LLC | 120 | $9.63K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 120 | $9.63K | 0.00% | +120 | New |
| Smartleaf Asset Management LLC | 121 | $9.73K | 0.00% | −45−27.1% | Reduced |
| GFG Capital, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Chelsea Counsel Co | 130 | $10.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 133 | $10.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 158 | $12.7K | 0.00% | +102+182.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $13.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 185 | $14.9K | 0.00% | −69−27.2% | Reduced |
| Bell Investment Advisors, Inc | 192 | $15.4K | 0.00% | −19−9.0% | Reduced |
| Riverview Trust Co | 195 | $15.7K | 0.02% | −255−56.7% | Reduced |
| Hemington Wealth Management | 204 | $16.0K | 0.00% | +12+6.3% | Added |
| Atlas Capital Advisors LLC | 200 | $16.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 206 | $16.5K | 0.00% | +10+5.1% | Added |
| Brown Brothers Harriman & Co | 210 | $16.9K | 0.00% | +183+677.8% | Added |
| TD Private Client Wealth LLC | 217 | $17.4K | 0.00% | +203+1,450.0% | Added |
| Ancora Advisors, LLC | 225 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 259 | $20.8K | 0.00% | +27+11.6% | Added |
| CVA Family Office, LLC | 268 | $21.5K | 0.00% | +220+458.3% | Added |
| Geneos Wealth Management Inc. | 271 | $21.8K | 0.00% | +2+0.7% | Added |
| TD Waterhouse Canada Inc. | 307 | $24.6K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 342 | $27.5K | 0.02% | +334+4,175.0% | Added |
| Harbour Investments, Inc. | 357 | $28.7K | 0.00% | +1+0.3% | Added |
| Umb Bank N A | 359 | $28.8K | 0.00% | −62−14.7% | Reduced |
