| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Coppell Advisory Solutions LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $105 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 3 | $314 | 0.00% | +1+50.0% | Added |
| ClariVest Asset Management LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $524 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $539 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 6 | $629 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $704 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7 | $785 | 0.00% | −1−12.5% | Reduced |
| Highline Wealth Partners LLC | 8 | $840 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $943 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.05K | 0.00% | +5+100.0% | Added |
| 1620 Investment Advisors, Inc. | 11 | $1.13K | 0.00% | +11 | New |
| Richard W. Paul & Associates, LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.26K | 0.00% | +7+140.0% | Added |
| Longfellow Investment Management Co LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $1.68K | 0.00% | −3−15.8% | Reduced |
| Caitlin John, LLC | 18 | $1.88K | 0.00% | −119−86.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 19 | $1.99K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 19 | $1.99K | 0.00% | +19 | New |
| Nemes Rush Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $2.30K | 0.00% | −1−4.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 25 | $2.62K | 0.00% | +25 | New |
| TFC Financial Management | 27 | $2.83K | 0.00% | −1−3.6% | Reduced |
| Tanaka Capital Management Inc | 26 | $3.00K | 0.01% | −50−65.8% | Reduced |
| Criterion Capital Advisors, LLC | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 31 | $3.25K | 0.00% | +31 | New |
| William B. Walkup & Associates, Inc. | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.56K | 0.00% | −11−24.4% | Reduced |
| Rogco, LP | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 42 | $4.40K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 46 | $4.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 49 | $5.13K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $5.24K | 0.00% | +42+525.0% | Added |
| Dunhill Financial, LLC | 51 | $5.31K | 0.00% | +28+121.7% | Added |
| Bruce G. Allen Investments, LLC | 53 | $5.55K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $6.28K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $6.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $6.49K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 69 | $7.23K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $7.33K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 72 | $7.54K | 0.00% | +72 | New |
| LRI Investments, LLC | 70 | $7.55K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 75 | $7.86K | 0.00% | +3+4.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $8.06K | 0.00% | −2−2.5% | Reduced |
| Barrett & Company, Inc. | 78 | $8.16K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 78 | $8.17K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 78 | $8.21K | 0.00% | +5+6.8% | Added |
| Cape Investment Advisory, Inc. | 80 | $8.38K | 0.00% | −52−39.4% | Reduced |
| Logan Capital Management Inc | 81 | $8.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $8.59K | 0.00% | −7−7.9% | Reduced |
| Fortitude Family Office, LLC | 85 | $8.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $9.43K | 0.00% | +12+15.4% | Added |
| JFS Wealth Advisors, LLC | 92 | $9.63K | 0.00% | −73−44.2% | Reduced |
| Capital Analysts, LLC | 94 | $10.0K | 0.00% | +25+36.2% | Added |
| Golden State Equity Partners | 100 | $10.5K | 0.00% | −4,857−98.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $10.5K | 0.02% | +100 | New |
| Claris Advisors, LLC | 103 | $10.8K | 0.00% | +103 | New |
| GW&K Investment Management, LLC | 103 | $11.0K | 0.00% | −18−14.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 106 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 120 | $12.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 127 | $13.3K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 130 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 141 | $14.0K | 0.00% | +141 | New |
| IAG Wealth Partners, LLC | 140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 146 | $15.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 147 | $15.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 151 | $15.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 157 | $16.0K | 0.00% | +157 | New |
| CGC Financial Services, LLC | 153 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 160 | $16.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 160 | $16.8K | 0.00% | −4−2.4% | Reduced |
| Anchor Investment Management, LLC | 161 | $16.9K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 171 | $17.9K | 0.01% | +171 | New |
| CVA Family Office, LLC | 180 | $18.9K | 0.00% | +5+2.9% | Added |
| Tower View Investment Management & Research LLC | 185 | $19.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 192 | $20.1K | 0.00% | −10−5.0% | Reduced |
| Hexagon Capital Partners LLC | 194 | $20.3K | 0.00% | +15+8.4% | Added |
| WR Wealth Planners, LLC | 200 | $20.9K | 0.01% | −30−13.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $20.9K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 201 | $21.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 202 | $21.2K | 0.00% | +10+5.2% | Added |
| Jamison Private Wealth Management, Inc. | 210 | $22.0K | 0.00% | +1+0.5% | Added |
| Chilton Capital Management LLC | 220 | $23.0K | 0.00% | −618−73.7% | Reduced |
| Bell Investment Advisors, Inc | 226 | $23.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 227 | $23.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 239 | $25.0K | 0.00% | 00.0% | Unchanged |