| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $162 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $162 | 0.00% | +1 | New |
| Pension & Wealth Management Advisors, Inc. | 2 | $324 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $324 | 0.00% | +2 | New |
| Fairscale Capital, LLC | 3 | $485 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3 | $485 | 0.00% | +3 | New |
| Peterson Financial Group, Inc. | 4 | $696 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 5 | $744 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $765 | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $809 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $809 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $810 | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $971 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6 | $971 | 0.00% | +6 | New |
| MeadowBrook Investment Advisors LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 11 | $1.78K | 0.00% | +11 | New |
| Toth Financial Advisory Corp | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12 | $1.94K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 15 | $2.43K | 0.00% | −4,072−99.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 15 | $2.43K | 0.00% | +2+15.4% | Added |
| Aspect Partners, LLC | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $2.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $2.76K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $2.91K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $3.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $3.08K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 19 | $3.08K | 0.00% | +19 | New |
| South State Corp. | 20 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.56K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | +3+12.5% | Added |
| MCF Advisors LLC | 26 | $4.21K | 0.00% | −2−7.1% | Reduced |
| Reston Wealth Management LLC | 26 | $4.21K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 26 | $4.21K | 0.00% | +26 | New |
| Carolinas Wealth Consulting LLC | 28 | $4.53K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $4.85K | 0.00% | −3−9.4% | Reduced |
| Goodman Advisory Group, LLC | 31 | $5.02K | 0.00% | +31 | New |
| Frazier Financial Advisors, LLC | 33 | $5.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $5.50K | 0.00% | +1+3.0% | Added |
| Versant Capital Management, Inc | 36 | $5.83K | 0.00% | +22+157.1% | Added |
| Financial Management Professionals, Inc. | 40 | $6.00K | 0.00% | −31−43.7% | Reduced |
| Bangor Savings Bank | 40 | $6.47K | 0.00% | −35−46.7% | Reduced |
| SRS Capital Advisors, Inc. | 40 | $6.47K | 0.00% | +5+14.3% | Added |
| WR Wealth Planners, LLC | 41 | $6.63K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 43 | $6.96K | 0.00% | +43 | New |
| Avion Wealth | 48 | $7.00K | 0.00% | +3+6.7% | Added |
| Aspire Private Capital, LLC | 44 | $7.12K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 46 | $7.44K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $8.09K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 50 | $8.09K | 0.00% | +50 | New |
| Rosenberg Matthew Hamilton | 51 | $8.25K | 0.00% | +51 | New |
| Chesapeake Asset Management LLC | 55 | $8.90K | 0.01% | +55 | New |
| Arlington Trust Co LLC | 55 | $8.90K | 0.00% | −206−78.9% | Reduced |
| Anfield Capital Management, LLC | 55 | $8.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 58 | $9.00K | 0.00% | −84−59.2% | Reduced |
| Hemington Wealth Management | 51 | $9.00K | 0.00% | +51 | New |
| Semmax Financial Advisors Inc. | 52 | $9.45K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 60 | $9.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $11.0K | 0.00% | −3−4.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,850,292 | $11.4K | 0.01% | +1,838,278+15,301.1% | Added |
| Activest Wealth Management | 74 | $11.9K | 0.00% | +1+1.4% | Added |
| Perkins Coie Trust Co | 77 | $12.5K | 0.00% | +77 | New |
| Atticus Wealth Management, LLC | 79 | $12.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 80 | $12.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $12.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 85 | $13.8K | 0.00% | −49−36.6% | Reduced |
| Morse Asset Management, Inc | 87 | $14.1K | 0.00% | +87 | New |
| Grove Bank & Trust | 89 | $14.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 92 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $14.9K | 0.01% | −13−12.4% | Reduced |
| McIlrath & Eck, LLC | 96 | $15.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $15.8K | 0.00% | +4+4.8% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $16.2K | 0.01% | +100 | New |
| ESL Trust Services, LLC | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 108 | $17.5K | 0.01% | −3,865−97.3% | Reduced |
| Larson Financial Group LLC | 109 | $17.6K | 0.00% | +3+2.8% | Added |
| Coppell Advisory Solutions LLC | 113 | $18.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 120 | $19.4K | 0.01% | +16+15.4% | Added |
| Key Financial Inc | 121 | $19.6K | 0.00% | +3+2.5% | Added |
| West Paces Advisors Inc. | 125 | $20.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 138 | $22.3K | 0.00% | −10−6.8% | Reduced |
| Clean Yield Group | 141 | $22.8K | 0.01% | +141 | New |
| GW&K Investment Management, LLC | 142 | $23.0K | 0.00% | +18+14.5% | Added |
| Stephens Consulting, LLC | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 150 | $24.3K | 0.01% | +150 | New |
| St Germain D J Co Inc | 162 | $26.2K | 0.00% | −54−25.0% | Reduced |