| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 4 | $294 | 0.00% | +4 | New |
| Trust Co of Vermont | 5 | $366 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $366 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 5 | $366 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $367 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $440 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $514 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 7 | $515 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $806 | 0.00% | +11 | New |
| Western Pacific Wealth Management, LP | 11 | $806 | 0.00% | +11 | New |
| TFC Financial Management | 11 | $807 | 0.00% | +3+37.5% | Added |
| Sofos Investments, Inc. | 11 | $821 | 0.00% | +11 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $1.17K | 0.00% | −1−5.9% | Reduced |
| Gradient Investments LLC | 19 | $1.39K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.54K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 26 | $1.91K | 0.00% | +26 | New |
| Pineridge Advisors LLC | 27 | $2.01K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $2.20K | 0.00% | −8,398−99.6% | Reduced |
| Longfellow Investment Management Co LLC | 30 | $2.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $2.20K | 0.00% | +10+50.0% | Added |
| Stone House Investment Management, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $2.35K | 0.00% | −115−78.2% | Reduced |
| Paladin Advisory Group, LLC | 35 | $2.51K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 35 | $2.56K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $2.57K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 38 | $2.79K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $2.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $2.98K | 0.00% | +7+20.6% | Added |
| Avion Wealth | 31 | $3.00K | 0.00% | +6+24.0% | Added |
| Brown Brothers Harriman & Co | 44 | $3.23K | 0.00% | −375−89.5% | Reduced |
| Frazier Financial Advisors, LLC | 44 | $3.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $3.30K | 0.00% | +10+28.6% | Added |
| Hoey Investments, Inc | 46 | $3.37K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 49 | $3.59K | 0.00% | +49 | New |
| SJS Investment Consulting Inc. | 53 | $3.88K | 0.00% | −1−1.9% | Reduced |
| Providence Capital Advisors, LLC | 54 | $3.96K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 58 | $4.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 59 | $4.33K | 0.00% | +44+293.3% | Added |
| Planning Capital Management Corp | 64 | $4.69K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 65 | $4.78K | 0.00% | −1−1.5% | Reduced |
| MCF Advisors LLC | 67 | $4.91K | 0.00% | +42+168.0% | Added |
| Key Financial Inc | 68 | $4.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 70 | $5.13K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 83 | $6.08K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $6.23K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 86 | $6.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $6.38K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 88 | $6.43K | 0.00% | +1+1.1% | Added |
| Glass Jacobson Investment Advisors llc | 88 | $6.45K | 0.00% | +88 | New |
| Abich Financial Wealth Management LLC | 91 | $6.67K | 0.01% | +17+23.0% | Added |
| St Germain D J Co Inc | 93 | $6.82K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 97 | $7.11K | 0.00% | −21−17.8% | Reduced |
| Park Place Capital Corp | 97 | $7.11K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.33K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $7.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $8.26K | 0.00% | +8+7.6% | Added |
| Laffer Tengler Investments | 114 | $8.36K | 0.00% | +114 | New |
| Crewe Advisors LLC | 116 | $8.50K | 0.00% | +116 | New |
| Evermay Wealth Management LLC | 120 | $8.79K | 0.00% | −5−4.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 121 | $8.87K | 0.00% | −109−47.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 134 | $8.99K | 0.01% | +24+21.8% | Added |
| Glen Eagle Advisors, LLC | 124 | $9.07K | 0.00% | +1+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 124 | $9.09K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 136 | $9.97K | 0.00% | −1−0.7% | Reduced |
| Northwest Bank & Trust Co | 155 | $10.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 139 | $10.2K | 0.01% | +139 | New |
| JNBA Financial Advisors | 142 | $10.4K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 150 | $11.0K | 0.01% | +100+200.0% | Added |
| Trust Co | 150 | $11.0K | 0.00% | +150 | New |
| Hilltop National Bank | 150 | $11.0K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 157 | $11.5K | 0.00% | −15−8.7% | Reduced |
| Tortoise Investment Management, LLC | 160 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 170 | $12.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 165 | $12.1K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 166 | $12.2K | 0.00% | +166 | New |
| Vima LLC | 211 | $12.9K | 0.01% | −3−1.4% | Reduced |
| AdvisorNet Financial, Inc | 178 | $13.0K | 0.00% | −49−21.6% | Reduced |
| Sachetta, LLC | 174 | $13.1K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 180 | $13.2K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 185 | $13.6K | 0.01% | +107+137.2% | Added |
| GW&K Investment Management, LLC | 196 | $14.0K | 0.00% | +11+5.9% | Added |
| Northwest Investment Counselors, LLC | 194 | $14.2K | 0.00% | +194 | New |
| RFP Financial Group LLC | 199 | $14.6K | 0.01% | −101−33.7% | Reduced |
| Old Point Trust & Financial Services N A | 200 | $14.7K | 0.01% | +200 | New |
| nVerses Capital, LLC | 200 | $14.7K | 0.04% | +200 | New |
| Red Tortoise LLC | 214 | $15.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 219 | $16.1K | 0.01% | 00.0% | Unchanged |