| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| JNBA Financial Advisors | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $212 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $342 | 0.00% | +10 | New |
| West Paces Advisors Inc. | 10 | $342 | 0.00% | +10 | New |
| Orion Capital Management LLC | 11 | $376 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 13 | $444 | 0.00% | +13 | New |
| True Wealth Design, LLC | 16 | $547 | 0.00% | +2+14.3% | Added |
| Castleview Partners, LLC | 16 | $547 | 0.00% | +16 | New |
| ICA Group Wealth Management, LLC | 16 | $547 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 17 | $581 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $684 | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 26 | $883 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 29 | $991 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 37 | $1.26K | 0.00% | −482−92.9% | Reduced |
| Coppell Advisory Solutions LLC | 42 | $1.44K | 0.00% | +32+320.0% | Added |
| MCF Advisors LLC | 43 | $1.47K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $1.47K | 0.00% | +30+230.8% | Added |
| Tucker Asset Management LLC | 44 | $1.50K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 54 | $1.85K | 0.00% | +54 | New |
| Beacon Capital Management, LLC | 53 | $1.87K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 57 | $1.94K | 0.00% | +57 | New |
| DiNuzzo Private Wealth, Inc. | 57 | $1.95K | 0.00% | +57 | New |
| Prestige Wealth Management Group LLC | 59 | $2.02K | 0.00% | −6−9.2% | Reduced |
| Toth Financial Advisory Corp | 60 | $2.05K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 60 | $2.05K | 0.00% | +5+9.1% | Added |
| First United Bank Trust | 60 | $2.05K | 0.00% | +60 | New |
| First Manhattan Co | 62 | $2.15K | 0.00% | +16+34.8% | Added |
| Dunhill Financial, LLC | 67 | $2.28K | 0.00% | +67 | New |
| Plante Moran Financial Advisors, LLC | 68 | $2.32K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $2.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 71 | $2.43K | 0.00% | +45+173.1% | Added |
| BKM Wealth Management, LLC | 74 | $2.53K | 0.00% | +74 | New |
| Trifecta Capital Advisors, LLC | 85 | $2.91K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 81 | $3.00K | 0.00% | −32−28.3% | Reduced |
| EdgeRock Capital LLC | 113 | $3.28K | 0.00% | +113 | New |
| SJS Investment Consulting Inc. | 98 | $3.35K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 113 | $3.85K | 0.00% | +1+0.9% | Added |
| Tortoise Investment Management, LLC | 113 | $3.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $4.00K | 0.00% | −52−30.2% | Reduced |
| Avion Wealth | 113 | $4.00K | 0.00% | −36−24.2% | Reduced |
| Sunbelt Securities, Inc. | 118 | $4.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 135 | $4.62K | 0.00% | +135 | New |
| Valley National Advisers Inc | 175 | $5.00K | 0.00% | +125+250.0% | Added |
| Grove Bank & Trust | 150 | $5.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 157 | $5.36K | 0.00% | +15+10.6% | Added |
| Abound Wealth Management | 159 | $5.44K | 0.00% | +11+7.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 166 | $5.67K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 170 | $5.81K | 0.00% | +170 | New |
| Concord Wealth Partners | 172 | $5.88K | 0.00% | +66+62.3% | Added |
| Strategic Investment Solutions, Inc. | 175 | $5.98K | 0.00% | −10,850−98.4% | Reduced |
| Spire Wealth Management | 215 | $6.60K | 0.00% | −503−70.1% | Reduced |
| Cetera Trust Company, N.A | 196 | $6.70K | 0.00% | +196 | New |
| Anchor Investment Management, LLC | 200 | $6.84K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $6.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 201 | $6.87K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 228 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 200 | $7.00K | 0.00% | +200 | New |
| McGlone Suttner Wealth Management, Inc. | 206 | $7.04K | 0.00% | +206 | New |
| Private Wealth Management Group, LLC | 209 | $7.14K | 0.00% | +209 | New |
| Turtle Creek Wealth Advisors, LLC | 212 | $7.25K | 0.00% | +212 | New |
| Security National Bank | 214 | $7.32K | 0.00% | +214 | New |
| ClariVest Asset Management LLC | 215 | $7.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 226 | $7.72K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 228 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 250 | $8.54K | 0.00% | +250 | New |
| Colonial Trust Co | 253 | $8.65K | 0.00% | −106−29.5% | Reduced |
| Harbour Investments, Inc. | 254 | $8.68K | 0.00% | +46+22.1% | Added |
| Jamison Private Wealth Management, Inc. | 259 | $8.84K | 0.00% | +2+0.8% | Added |
| Bell Investment Advisors, Inc | 261 | $8.92K | 0.00% | −14−5.1% | Reduced |
| Venturi Wealth Management, LLC | 263 | $8.99K | 0.00% | +30+12.9% | Added |
| Sachetta, LLC | 291 | $9.95K | 0.00% | +291 | New |
| Central Bank & Trust Co | 292 | $9.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 278 | $10.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 297 | $10.0K | 0.00% | +30+11.2% | Added |
| IFP Advisors, Inc | 294 | $10.1K | 0.00% | +112+61.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $10.3K | 0.01% | +300 | New |
| Hexagon Capital Partners LLC | 306 | $10.5K | 0.00% | −24−7.3% | Reduced |
| ORG Partners LLC | 316 | $10.8K | 0.00% | −66−17.3% | Reduced |
| Activest Wealth Management | 318 | $10.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 345 | $11.8K | 0.00% | +345 | New |
| JFS Wealth Advisors, LLC | 349 | $11.9K | 0.00% | +22+6.7% | Added |
| Exchange Traded Concepts, LLC | 356 | $12.2K | 0.00% | +283+387.7% | Added |
| Winch Advisory Services, LLC | 367 | $12.5K | 0.00% | +3+0.8% | Added |
| Fortitude Family Office, LLC | 397 | $13.6K | 0.01% | +397 | New |
| FinTrust Capital Advisors, LLC | 400 | $13.7K | 0.00% | −132−24.8% | Reduced |
| Zions Bancorporation, N.A. | 409 | $14.0K | 0.00% | −19−4.4% | Reduced |
| Geneos Wealth Management Inc. | 414 | $14.2K | 0.00% | +13+3.2% | Added |
| Umb Bank N A | 415 | $14.2K | 0.00% | +259+166.0% | Added |
| Partnership Wealth Management, LLC | 500 | $14.3K | 0.01% | +500 | New |
| Raffa Wealth Management, LLC | 422 | $14.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 475 | $16.2K | 0.00% | +45+10.5% | Added |
| Pinnacle Bancorp, Inc. | 482 | $16.5K | 0.01% | 00.0% | Unchanged |