| Private Ocean, LLC | 1 | $726 | 0.00% | −2−66.7% | Reduced |
| Retirement Group, LLC | 1 | $726 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $726 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $726 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1 | $726 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 1 | $727 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $782 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $1.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $1.45K | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $1.45K | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $1.45K | 0.00% | +2 | New |
| Kelly Financial Services LLC | 2 | $1.45K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.61K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Global Financial Private Client, LLC | 3 | $2.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.18K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $2.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $2.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.18K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $2.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $2.90K | 0.00% | +4 | New |
| TFC Financial Management | 4 | $2.91K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $3.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5 | $3.63K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $3.63K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $3.63K | 0.00% | +2+66.7% | Added |
| Avalon Trust Co | 5 | $3.63K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $3.65K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $4.36K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $4.36K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 6 | $4.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $4.36K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $4.36K | 0.01% | +2+50.0% | Added |
| Macroview Investment Management LLC | 6 | $4.36K | 0.01% | +6 | New |
| TSFG, LLC | 7 | $5.00K | 0.00% | −4−36.4% | Reduced |
| Northwest Capital Management Inc | 7 | $5.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7 | $5.08K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $6.54K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $6.54K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $6.54K | 0.00% | +7+350.0% | Added |
| Authentikos Wealth Advisory, LLC | 9 | $6.68K | 0.01% | +9 | New |
| Valley National Advisers Inc | 10 | $7.00K | 0.00% | +8+400.0% | Added |
| VitalStone Financial, LLC | 9 | $7.00K | 0.01% | +9 | New |
| Stonebridge Capital Advisors LLC | 10 | $7.26K | 0.00% | −4−28.6% | Reduced |
| Salem Investment Counselors Inc | 10 | $7.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $7.26K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $7.26K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 10 | $7.26K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 10 | $7.29K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 10 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 11 | $8.01K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $8.71K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $8.71K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $8.71K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 12 | $8.71K | 0.01% | +12 | New |
| Emfo, LLC | 12 | $8.72K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $8.73K | 0.00% | +2+20.0% | Added |
| Bogart Wealth, LLC | 12 | $8.77K | 0.00% | −5−29.4% | Reduced |
| GHP Investment Advisors, Inc. | 13 | $9.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $10.9K | 0.00% | −26−63.4% | Reduced |
| Pinnacle Bancorp, Inc. | 15 | $10.9K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $10.9K | 0.00% | +15 | New |
| PFS Partners, LLC | 15 | $10.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $11.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 17 | $12.3K | 0.01% | +14+466.7% | Added |
| Versant Capital Management, Inc | 18 | $13.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 18 | $13.1K | 0.00% | −766−97.7% | Reduced |
| Eagle Bay Advisors LLC | 19 | $13.8K | 0.01% | −1−5.0% | Reduced |
| Raffa Wealth Management, LLC | 19 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $14.5K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,617 | $14.9K | 0.43% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $15.3K | 0.01% | −154−88.0% | Reduced |
| Arlington Trust Co LLC | 21 | $15.3K | 0.01% | +21 | New |
| Cornerstone Planning Group LLC | 22 | $16.0K | 0.01% | −2−8.3% | Reduced |
| Webster Bank, N. A. | 23 | $16.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $17.0K | 0.00% | −287−92.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $17.2K | 0.00% | −15−39.5% | Reduced |
| Financial Management Professionals, Inc. | 25 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $18.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $21.1K | 0.01% | +3+11.5% | Added |
| Pinnacle Financial Partners Inc | 30 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $22.0K | 0.02% | +1+3.4% | Added |
| AdvisorNet Financial, Inc | 32 | $23.2K | 0.00% | −37−53.6% | Reduced |
| Carolinas Wealth Consulting LLC | 33 | $24.0K | 0.01% | +2+6.5% | Added |
| Live Oak Investment Partners | – | $24.0K | 0.02% | – | – |
| Glen Eagle Advisors, LLC | 35 | $25.4K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $26.1K | 0.01% | −49−57.6% | Reduced |
| Colonial Trust Co | 36 | $26.1K | 0.01% | +8+28.6% | Added |