| HighMark Wealth Management LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $42 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $153 | 0.00% | +4 | New |
| Assetmark, Inc | 4 | $166 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $208 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $249 | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 11 | $457 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 12 | $498 | 0.00% | +12 | New |
| Atlantic Edge Private Wealth Management, LLC | 12 | $499 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $540 | 0.00% | +13 | New |
| Gradient Investments LLC | 15 | $623 | 0.00% | +15 | New |
| Sittner & Nelson, LLC | 18 | $749 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $790 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $790 | 0.00% | +19 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $1.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 45 | $1.87K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 55 | $2.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 55 | $2.29K | 0.00% | +55 | New |
| McIlrath & Eck, LLC | 59 | $2.45K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 66 | $2.74K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 70 | $2.91K | 0.00% | −9−11.4% | Reduced |
| Missouri Trust & Investment Co | 75 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $3.15K | 0.00% | +72 | New |
| Coppell Advisory Solutions LLC | 79 | $3.28K | 0.00% | +79 | New |
| Logan Capital Management Inc | 84 | $3.47K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 100 | $3.81K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 96 | $3.99K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 97 | $4.03K | 0.00% | +2+2.1% | Added |
| Fairman Group, LLC | 100 | $4.15K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 102 | $4.22K | 0.00% | +1+1.0% | Added |
| Triad Wealth Partners, LLC | 107 | $4.45K | 0.00% | +107 | New |
| ICA Group Wealth Management, LLC | 110 | $4.57K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 123 | $5.00K | 0.00% | −3−2.4% | Reduced |
| Rocky Mountain Advisers, LLC | 127 | $5.28K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 150 | $6.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 155 | $6.44K | 0.00% | −3−1.9% | Reduced |
| Spotlight Asset Group, Inc. | 156 | $6.48K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 168 | $6.98K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 177 | $7.34K | 0.00% | +1+0.6% | Added |
| Ridgewood Investments LLC | 183 | $7.59K | 0.00% | +183 | New |
| Maryland Capital Advisors Inc. | 184 | $7.64K | 0.00% | +184 | New |
| SYSTM Wealth Solutions LLC | 205 | $8.52K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 211 | $8.77K | 0.00% | −798−79.1% | Reduced |
| JFS Wealth Advisors, LLC | 213 | $8.85K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 223 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 217 | $9.01K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 220 | $9.14K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 225 | $9.35K | 0.01% | +225 | New |
| Harbor Investment Advisory, LLC | 232 | $9.65K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 233 | $9.69K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 235 | $9.76K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $10.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 264 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 260 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $12.0K | 0.01% | +288 | New |
| GHP Investment Advisors, Inc. | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 300 | $12.5K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 307 | $12.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 318 | $13.2K | 0.00% | −191−37.5% | Reduced |
| CVA Family Office, LLC | 325 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 337 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 365 | $15.2K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 391 | $16.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 404 | $16.8K | 0.00% | +404 | New |
| HHM Wealth Advisors, LLC | 475 | $19.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 497 | $20.7K | 0.01% | +1+0.2% | Added |
| Manchester Capital Management LLC | 563 | $23.4K | 0.00% | +563 | New |
| Quadrant Capital Group LLC | 587 | $24.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 614 | $25.5K | 0.00% | +596+3,311.1% | Added |
| Delta Asset Management LLC | 624 | $25.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 663 | $27.5K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 675 | $28.0K | 0.00% | −91−11.9% | Reduced |
| GeoWealth Management, LLC | 693 | $28.8K | 0.00% | +207+42.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 690 | $29.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 705 | $29.5K | 0.00% | +272+62.8% | Added |
| MCF Advisors LLC | 712 | $29.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 748 | $31.1K | 0.01% | −1,592−68.0% | Reduced |
| Kings Path Partners LLC | 752 | $31.2K | 0.01% | +752 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 800 | $33.2K | 0.01% | +495+162.3% | Added |
| Toth Financial Advisory Corp | 800 | $33.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,073 | $33.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 866 | $36.0K | 0.00% | −1,763−67.1% | Reduced |
| Family Firm, Inc. | 871 | $36.2K | 0.01% | +871 | New |
| Financial Network Wealth Advisors LLC | 907 | $37.8K | 0.03% | +907 | New |
| TCTC Holdings, LLC | 925 | $38.4K | 0.00% | +925 | New |
| GAMMA Investing LLC | 1,055 | $43.8K | 0.01% | +8+0.8% | Added |
| Nisa Investment Advisors, LLC | 1,159 | $48.1K | 0.00% | +450+63.5% | Added |
| Parkside Financial Bank & Trust | 1,202 | $49.9K | 0.01% | −58−4.6% | Reduced |
| Hilltop National Bank | 1,208 | $50.2K | 0.02% | +29+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,324 | $55.0K | 0.00% | −6,216−82.4% | Reduced |
| Asset Dedication, LLC | 1,350 | $56.1K | 0.00% | +1,350 | New |
| Pittenger & Anderson Inc | 1,360 | $56.5K | 0.00% | +122+9.9% | Added |
| Community Bank, N.A. | 1,528 | $63.5K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,532 | $63.6K | 0.02% | +1,532 | New |
| Briaud Financial Planning, Inc | 1,624 | $67.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,685 | $70.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,699 | $70.6K | 0.01% | 00.0% | Unchanged |