| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 0 | $20 | 0.00% | 0 | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $484 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $605 | 0.00% | +5 | New |
| American National Bank | 7 | $847 | 0.00% | −20−74.1% | Reduced |
| TFC Financial Management | 7 | $848 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $968 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Knuff & Co LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.22K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $2.26K | 0.00% | +1+5.6% | Added |
| Impact Partnership Wealth, LLC | 19 | $2.30K | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $2.54K | 0.00% | −56−72.7% | Reduced |
| Atwood & Palmer Inc | 21 | $2.54K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 21 | $2.54K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $2.78K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.90K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $3.21K | 0.00% | −12−30.8% | Reduced |
| WR Wealth Planners, LLC | 27 | $3.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 27 | $3.27K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 28 | $3.48K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 29 | $3.57K | 0.00% | +20+222.2% | Added |
| West Financial Advisors, LLC | 30 | $3.63K | 0.00% | +30 | New |
| Baystate Wealth Management LLC | 31 | $3.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $4.24K | 0.00% | −28−44.4% | Reduced |
| Baldwin Brothers Inc | 35 | $4.24K | 0.00% | +35 | New |
| DT Investment Partners, LLC | 37 | $4.48K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 41 | $4.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 45 | $5.00K | 0.00% | +45 | New |
| Anchor Investment Management, LLC | 44 | $5.33K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 46 | $5.57K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 47 | $5.70K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 52 | $6.29K | 0.00% | −39−42.9% | Reduced |
| Colonial Trust Advisors | 53 | $6.35K | 0.00% | −199−79.0% | Reduced |
| Aspire Private Capital, LLC | 54 | $6.54K | 0.00% | −3−5.3% | Reduced |
| Investors Research Corp | 54 | $6.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 67 | $7.00K | 0.00% | −48−41.7% | Reduced |
| VitalStone Financial, LLC | 53 | $7.00K | 0.01% | +53 | New |
| Macroview Investment Management LLC | 60 | $7.26K | 0.01% | +60 | New |
| NewSquare Capital LLC | 63 | $7.62K | 0.00% | +57+950.0% | Added |
| South State Corp. | 65 | $7.87K | 0.00% | +65 | New |
| Abound Wealth Management | 65 | $7.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $8.00K | 0.00% | +52+472.7% | Added |
| Plante Moran Financial Advisors, LLC | 67 | $8.11K | 0.00% | −83−55.3% | Reduced |
| Itau Unibanco Holding S.A. | 72 | $8.71K | 0.00% | +7+10.8% | Added |
| Bell Investment Advisors, Inc | 72 | $8.71K | 0.00% | −3−4.0% | Reduced |
| Team Financial Group, LLC | 74 | $8.92K | 0.01% | +74 | New |
| Salem Investment Counselors Inc | 75 | $9.08K | 0.00% | +75 | New |
| Atticus Wealth Management, LLC | 76 | $9.21K | 0.00% | +1+1.3% | Added |
| Barrett & Company, Inc. | 80 | $9.68K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 92 | $11.1K | 0.00% | +19+26.0% | Added |
| Armstrong Advisory Group, Inc | 96 | $11.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $12.0K | 0.01% | −281−73.8% | Reduced |
| Westside Investment Management, Inc. | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 102 | $12.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 102 | $12.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 104 | $12.6K | 0.00% | +14+15.6% | Added |
| Smithfield Trust Co | 105 | $13.0K | 0.00% | −812−88.5% | Reduced |
| GW&K Investment Management, LLC | 104 | $13.0K | 0.00% | +4+4.0% | Added |
| Bangor Savings Bank | 111 | $13.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 112 | $13.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 115 | $13.9K | 0.00% | +48+71.6% | Added |
| TSFG, LLC | 113 | $14.0K | 0.00% | +2+1.8% | Added |
| Key Financial Inc | 118 | $14.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 119 | $14.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 123 | $14.9K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 124 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 125 | $15.1K | 0.00% | −356−74.0% | Reduced |
| Core Alternative Capital | 129 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 137 | $16.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 138 | $16.7K | 0.00% | −6−4.2% | Reduced |
| Sound Income Strategies, LLC | 140 | $17.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 146 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 142 | $17.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 141 | $17.1K | 0.00% | +37+35.6% | Added |
| Stephens Consulting, LLC | 150 | $18.2K | 0.01% | +150 | New |
| Benjamin Edwards Inc | 160 | $19.0K | 0.00% | −576−78.3% | Reduced |
| Gables Capital Management Inc. | 160 | $19.4K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 163 | $19.7K | 0.02% | +163 | New |
| Householder Group Estate & Retirement Specialist, LLC | 164 | $19.9K | 0.01% | +164 | New |
| Systematic Financial Management LP | 173 | $20.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 176 | $21.3K | 0.01% | +1+0.6% | Added |
| MV Capital Management, Inc. | 182 | $22.0K | 0.00% | +11+6.4% | Added |
| Pacific Center for Financial Services | 184 | $22.3K | 0.01% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 189 | $22.9K | 0.01% | −8,246−97.8% | Reduced |
| Duncker Streett & Co Inc | 191 | $23.1K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $24.2K | 0.01% | 00.0% | Unchanged |