| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $124 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $125 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 3 | $373 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $439 | 0.00% | +4 | New |
| Global Assets Advisory, LLC | 56,809 | $465 | 0.02% | +56,809 | New |
| Cornerstone Planning Group LLC | 5 | $585 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $621 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $621 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 6 | $745 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $993 | 0.00% | −293−97.3% | Reduced |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +4+133.3% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 11 | $1.37K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.72K | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 16 | $1.99K | 0.00% | +16 | New |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $2.00K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.24K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $2.36K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $2.48K | 0.00% | +10+100.0% | Added |
| SJS Investment Consulting Inc. | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.86K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $2.86K | 0.00% | +1+4.5% | Added |
| Eagle Bay Advisors LLC | 24 | $3.00K | 0.00% | −11−31.4% | Reduced |
| VisionPoint Advisory Group, LLC | 25 | $3.10K | 0.00% | −2−7.4% | Reduced |
| Birchbrook, Inc. | 25 | $3.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $3.35K | 0.00% | −561−95.4% | Reduced |
| Concord Wealth Partners | 27 | $3.35K | 0.00% | +27 | New |
| LifeSteps Financial, Inc. | 28 | $3.48K | 0.00% | +28 | New |
| CarsonAllaria Wealth Management, Ltd. | 28 | $3.48K | 0.00% | +1+3.7% | Added |
| Nemes Rush Group LLC | 29 | $3.60K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 31 | $3.85K | 0.00% | −21−40.4% | Reduced |
| Credential Qtrade Securities Inc. | 32 | $3.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $4.23K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 41 | $4.24K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $4.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 36 | $4.47K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 42 | $5.21K | 0.00% | −42−50.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 43 | $5.34K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 47 | $5.84K | 0.00% | +10+27.0% | Added |
| CNB Bank | 50 | $6.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $6.21K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 50 | $6.21K | 0.00% | +50 | New |
| Luken Investment Analytics, LLC | 52 | $6.46K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 54 | $6.71K | 0.00% | −2−3.6% | Reduced |
| Delta Asset Management LLC | 57 | $7.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $7.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59 | $7.33K | 0.00% | −25−29.8% | Reduced |
| CVA Family Office, LLC | 60 | $7.45K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $7.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 65 | $8.07K | 0.00% | +65 | New |
| Bruce G. Allen Investments, LLC | 68 | $8.44K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $8.45K | 0.00% | −6,794−99.0% | Reduced |
| GW&K Investment Management, LLC | 72 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 73 | $9.06K | 0.00% | −108−59.7% | Reduced |
| EverSource Wealth Advisors, LLC | 85 | $9.83K | 0.00% | −85−50.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 80 | $9.93K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $10.2K | 0.00% | −6−6.8% | Reduced |
| Washington Trust Co | 83 | $10.3K | 0.00% | +1+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 87 | $10.8K | 0.00% | +37+74.0% | Added |
| Fernwood Investment Management, LLC | 88 | $10.9K | 0.00% | +88 | New |
| Quarry LP | 95 | $11.8K | 0.00% | −78−45.1% | Reduced |
| First Financial Corp | 98 | $12.2K | 0.01% | −567−85.3% | Reduced |
| Farmers & Merchants Investments Inc | 99 | $12.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 100 | $12.4K | 0.01% | +100 | New |
| Fortitude Family Office, LLC | 113 | $14.0K | 0.01% | +61+117.3% | Added |
| American National Bank | 115 | $14.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $14.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $14.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 123 | $15.3K | 0.00% | −24−16.3% | Reduced |
| Riverview Trust Co | 130 | $16.1K | 0.01% | +130 | New |
| Rothschild Investment LLC | 137 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 140 | $17.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $17.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $18.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 147 | $18.3K | 0.03% | +147 | New |
| Quent Capital, LLC | 149 | $18.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 155 | $19.0K | 0.04% | −1,584−91.1% | Reduced |
| Massmutual Trust Co FSB | 161 | $20.0K | 0.00% | +46+40.0% | Added |
| Spectrum Wealth Counsel, LLC | 163 | $20.2K | 0.00% | +163 | New |
| HM Payson & Co | 172 | $21.4K | 0.00% | +97+129.3% | Added |
| SRS Capital Advisors, Inc. | 187 | $23.2K | 0.00% | +3+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 195 | $24.4K | 0.01% | +1+0.5% | Added |
| Trust Co | 200 | $24.8K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 200 | $24.8K | 0.06% | +200 | New |
| Asset Dedication, LLC | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 210 | $26.2K | 0.01% | −92−30.5% | Reduced |
| Avalon Trust Co | 215 | $26.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 225 | $27.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 244 | $30.3K | 0.00% | +244 | New |