| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $134 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 3 | $402 | 0.00% | +3 | New |
| My Personal CFO, LLC | 3 | $402 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $402 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 33,000 | $611 | 0.00% | +33,000 | New |
| North Star Investment Management Corp. | 5 | $671 | 0.00% | +5 | New |
| Gyon Technologies Capital Management, LP | 5 | $671 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $671 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $671 | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 6 | $805 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | +6 | New |
| Gradient Investments LLC | 8 | $1.07K | 0.00% | +8 | New |
| State of Wyoming | 9 | $1.21K | 0.00% | +2+28.6% | Added |
| Addison Advisors LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.61K | 0.00% | −6−33.3% | Reduced |
| Bell Investment Advisors, Inc | 12 | $1.61K | 0.00% | −5−29.4% | Reduced |
| Red Tortoise LLC | 12 | $1.61K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16 | $2.00K | 0.00% | +7+77.8% | Added |
| SJS Investment Consulting Inc. | 15 | $2.01K | 0.00% | −2−11.8% | Reduced |
| Sofos Investments, Inc. | 134 | $2.38K | 0.03% | −730−84.5% | Reduced |
| Ellevest, Inc. | 18 | $2.41K | 0.00% | −538−96.8% | Reduced |
| Abound Wealth Management | 18 | $2.42K | 0.00% | +9+100.0% | Added |
| Johnson Midwest Financial, LLC | 25 | $3.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 23 | $3.00K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $3.22K | 0.00% | −2−7.7% | Reduced |
| JNBA Financial Advisors | 24 | $3.22K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 24 | $3.22K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 24 | $3.22K | 0.00% | +24 | New |
| M&R Capital Management Inc | 25 | $3.35K | 0.00% | −12−32.4% | Reduced |
| High Net Worth Advisory Group LLC | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 29 | $3.89K | 0.00% | −22−43.1% | Reduced |
| Financial Management Professionals, Inc. | 31 | $4.00K | 0.00% | −5−13.9% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $4.16K | 0.00% | −2−6.1% | Reduced |
| Cornerstone Planning Group LLC | 30 | $4.27K | 0.00% | +30 | New |
| Glass Jacobson Investment Advisors llc | 35 | $4.70K | 0.00% | +35 | New |
| Sutton Wealth Advisors Inc. | 42 | $5.63K | 0.00% | −4−8.7% | Reduced |
| Gables Capital Management Inc. | 42 | $5.63K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 51 | $6.84K | 0.00% | +51 | New |
| Hallmark Capital Management Inc | 52 | $6.97K | 0.00% | −100−65.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 52 | $6.97K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 54 | $7.24K | 0.00% | +54 | New |
| Coston, McIsaac & Partners | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $8.18K | 0.00% | −579−90.5% | Reduced |
| Front Row Advisors LLC | 68 | $9.00K | 0.00% | −91−57.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 75 | $10.0K | 0.00% | +1+1.4% | Added |
| Hexagon Capital Partners LLC | 75 | $10.1K | 0.00% | −123−62.1% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $10.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 77 | $10.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 80 | $10.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 83 | $11.0K | 0.00% | +34+69.4% | Added |
| Sound Income Strategies, LLC | 84 | $11.3K | 0.00% | +84 | New |
| Concord Wealth Partners | 85 | $11.4K | 0.00% | +85 | New |
| New Millennium Group LLC | 89 | $12.0K | 0.01% | +6+7.2% | Added |
| Capital Analysts, LLC | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 93 | $12.0K | 0.00% | +3+3.3% | Added |
| Centerpoint Advisors, LLC | 88 | $12.0K | 0.01% | +88 | New |
| Caldwell Trust Co | 93 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $12.7K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 404 | $13.0K | 0.00% | +306+312.2% | Added |
| Independence Bank of Kentucky | 95 | $13.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 97 | $13.0K | 0.01% | −55−36.2% | Reduced |
| AdvisorNet Financial, Inc | 97 | $13.0K | 0.00% | −19−16.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $14.9K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 115 | $15.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $15.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $16.8K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 125 | $16.8K | 0.01% | +125 | New |
| Zullo Investment Group, Inc. | 126 | $16.9K | 0.01% | +16+14.5% | Added |
| St Germain D J Co Inc | 137 | $18.4K | 0.01% | +137 | New |
| Accurate Wealth Management, LLC | 133 | $18.5K | 0.01% | +133 | New |
| BerganKDV Wealth Management, LLC | 145 | $19.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $19.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 152 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 151 | $20.3K | 0.00% | −2−1.3% | Reduced |
| Sandy Spring Bank | 153 | $20.5K | 0.00% | −21−12.1% | Reduced |
| JFS Wealth Advisors, LLC | 153 | $20.6K | 0.00% | −181−54.2% | Reduced |
| Johnson Financial Group, Inc. | 160 | $21.6K | 0.00% | +113+240.4% | Added |
| Private Ocean, LLC | 164 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 176 | $23.6K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 190 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 190 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 187 | $25.1K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 195 | $26.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 195 | $26.2K | 0.00% | +156+400.0% | Added |
