| Highlander Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| ZRC Wealth Management, LLC | 0 | $23 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | – | $97 | 0.00% | – | – |
| M&R Capital Management Inc | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $194 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $291 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $292 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4 | $388 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $388 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $388 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $388 | 0.00% | +4 | New |
| Horan Securities, Inc. | 4 | $408 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $486 | 0.00% | +5 | New |
| Aspire Private Capital, LLC | 6 | $582 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $583 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $679 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $680 | 0.00% | +3+75.0% | Added |
| Core Alternative Capital | 8 | $776 | 0.00% | +8 | New |
| BerganKDV Wealth Management, LLC | 8 | $777 | 0.00% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 10,182 | $922 | 0.00% | +2,222+27.9% | Added |
| Disciplined Investments, LLC | 10 | $970 | 0.00% | +6+150.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 20 | $1.00K | 0.00% | +20 | New |
| Caldwell Trust Co | 11 | $1.07K | 0.00% | +11 | New |
| Optimum Investment Advisors | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 13 | $1.43K | 0.00% | +13 | New |
| CVA Family Office, LLC | 15 | $1.46K | 0.00% | −20−57.1% | Reduced |
| Level Financial Advisors, Inc. | 15 | $1.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $1.65K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $1.84K | 0.00% | +12+171.4% | Added |
| Venturi Wealth Management, LLC | 19 | $1.84K | 0.00% | +19 | New |
| Hoey Investments, Inc | 20 | $1.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.94K | 0.00% | +1+5.3% | Added |
| Gordian Capital Singapore Pte Ltd | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | +17+340.0% | Added |
| Colonial Trust Co | 23 | $2.21K | 0.00% | +8+53.3% | Added |
| True Wealth Design, LLC | 23 | $2.23K | 0.00% | +22+2,200.0% | Added |
| Abound Wealth Management | 24 | $2.33K | 0.00% | +8+50.0% | Added |
| Sunbelt Securities, Inc. | 25 | $2.40K | 0.00% | +25 | New |
| Sittner & Nelson, LLC | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $2.91K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 30 | $2.91K | 0.00% | +30 | New |
| Smithfield Trust Co | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.01K | 0.00% | +31 | New |
| Northwest Investment Counselors, LLC | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 34 | $3.30K | 0.00% | −1−2.9% | Reduced |
| Gradient Investments LLC | 38 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $3.79K | 0.00% | −10−20.4% | Reduced |
| Umb Bank N A | 47 | $4.56K | 0.00% | −1,169−96.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 53 | $5.00K | 0.00% | +53 | New |
| Earnest Partners LLC | 53 | $5.14K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $5.34K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 55 | $5.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 57 | $5.53K | 0.00% | −71−55.5% | Reduced |
| Trust Co of Vermont | 61 | $5.92K | 0.00% | +61 | New |
| Princeton Global Asset Management LLC | 64 | $6.21K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 64 | $6.21K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 64 | $6.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 68 | $6.60K | 0.00% | +24+54.5% | Added |
| Zions Bancorporation, N.A. | 71 | $6.89K | 0.00% | +10+16.4% | Added |
| Operose Advisors LLC | 72 | $6.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $7.00K | 0.00% | −25−25.0% | Reduced |
| City State Bank | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $7.18K | 0.00% | +6+8.8% | Added |
| Westside Investment Management, Inc. | 75 | $7.28K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $7.28K | 0.00% | +75 | New |
| Private Trust Co NA | 78 | $7.57K | 0.00% | −108−58.1% | Reduced |
| 1832 Asset Management L.P. | 81 | $7.86K | 0.00% | +31+62.0% | Added |
| TCI Wealth Advisors, Inc. | 81 | $7.86K | 0.00% | −3−3.6% | Reduced |
| Financial Management Professionals, Inc. | 79 | $8.00K | 0.00% | −9−10.2% | Reduced |
| Farther Finance Advisors, LLC | 85 | $8.25K | 0.00% | +12+16.4% | Added |
| Prestige Wealth Management Group LLC | 89 | $8.64K | 0.00% | +2+2.3% | Added |
| Perkins Coie Trust Co | 90 | $8.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $8.83K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $9.02K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 95 | $9.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $9.70K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $9.90K | 0.00% | +102 | New |
| Advisors Preferred, LLC | 105 | $9.98K | 0.00% | −133−55.9% | Reduced |
| Parkside Financial Bank & Trust | 104 | $10.1K | 0.00% | −1−1.0% | Reduced |
| Raffa Wealth Management, LLC | 108 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $10.7K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 116 | $11.3K | 0.01% | +116 | New |
| Exchange Traded Concepts, LLC | 117 | $11.4K | 0.00% | +53+82.8% | Added |
| Hexagon Capital Partners LLC | 124 | $12.0K | 0.00% | −153−55.2% | Reduced |
| Lindbrook Capital, LLC | 125 | $12.1K | 0.00% | −28−18.3% | Reduced |
| Larson Financial Group LLC | 130 | $12.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 130 | $12.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 134 | $13.0K | 0.01% | −11−7.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 137 | $13.3K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 140 | $13.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 141 | $13.7K | 0.00% | +12+9.3% | Added |