| Manchester Capital Management LLC | 34 | $26.7K | 0.00% | +1+3.0% | Added |
| Live Oak Investment Partners | – | $25.9K | 0.02% | – | – |
| Carolinas Wealth Consulting LLC | 31 | $24.6K | 0.00% | −1−3.1% | Reduced |
| Pinnacle Financial Partners Inc | 30 | $23.5K | 0.00% | −280−90.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 29 | $22.0K | 0.02% | +3+11.5% | Added |
| Colonial Trust Co | 28 | $21.9K | 0.01% | +12+75.0% | Added |
| Asset Dedication, LLC | 27 | $21.0K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 24 | $20.7K | 0.01% | +24 | New |
| Sutton Wealth Advisors Inc. | 26 | $20.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $20.0K | 0.00% | −40−61.5% | Reduced |
| Pacifica Partners Inc. | 25 | $19.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $19.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 23 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 23 | $18.0K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,617 | $16.1K | 0.48% | −2,617−50.0% | Reduced |
| Crewe Advisors LLC | 20 | $15.7K | 0.00% | −6−23.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 20 | $15.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $15.7K | 0.01% | +2+11.1% | Added |
| Raffa Wealth Management, LLC | 19 | $14.9K | 0.01% | +1+5.6% | Added |
| Kistler-Tiffany Companies, LLC | 18 | $14.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $14.1K | 0.00% | +1+5.9% | Added |
| Versant Capital Management, Inc | 18 | $14.1K | 0.00% | +1+5.9% | Added |
| Bogart Wealth, LLC | 17 | $13.4K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 16 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $13.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $12.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $11.8K | 0.01% | +15 | New |
| WealthPLAN Partners, LLC | 15 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15 | $11.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $11.0K | 0.00% | +10+250.0% | Added |
| FinTrust Capital Advisors, LLC | 16 | $10.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $10.1K | 0.00% | +5+62.5% | Added |
| Emfo, LLC | 12 | $9.41K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $9.41K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $9.41K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $9.41K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 11 | $9.00K | 0.00% | +4+57.1% | Added |
| Sunbelt Securities, Inc. | 11 | $8.64K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 11 | $8.62K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $8.00K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $7.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $7.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $7.84K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $7.84K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $7.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $7.05K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $7.05K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 8 | $6.27K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 7 | $5.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $5.49K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 7 | $5.49K | 0.00% | +7 | New |
| Old Second National Bank of Aurora | 6 | $4.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $4.70K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6 | $4.70K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $4.70K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $3.94K | 0.00% | +2+66.7% | Added |
| Cullen/Frost Bankers, Inc. | 5 | $3.92K | 0.00% | −304−98.4% | Reduced |
| Avalon Trust Co | 5 | $3.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $3.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $3.92K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 5 | $3.69K | 0.00% | +3+150.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.14K | 0.00% | −71−94.7% | Reduced |
| USA Financial Portformulas Corp | 4 | $3.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $3.14K | 0.00% | +2+100.0% | Added |
| Winch Advisory Services, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $3.00K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 784 | $2.83K | 0.01% | +63+8.7% | Added |
| Private Ocean, LLC | 3 | $2.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3 | $2.35K | 0.00% | −6−66.7% | Reduced |
| Trifecta Capital Advisors, LLC | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $2.35K | 0.00% | +3 | New |
| First Pacific Financial | 3 | $2.35K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $2.35K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.64K | 0.00% | +2 | New |
| PFG Private Wealth Management, LLC | 2 | $1.57K | 0.00% | −249−99.2% | Reduced |
| MCF Advisors LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $1.57K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $1.57K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $1.15K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1 | $815 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $787 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $784 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $784 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $784 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $784 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $784 | 0.00% | +1 | New |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −86,530−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −61,222−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −51,564−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,312−100.0% | Sold out |