| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Annapolis Financial Services, LLC | 85 | $49 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $115 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $116 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $117 | 0.00% | −9−81.8% | Reduced |
| ClariVest Asset Management LLC | 4 | $228 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $288 | 0.00% | −5−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $288 | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $288 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 7 | $391 | 0.00% | −4−36.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $402 | 0.00% | −387−98.2% | Reduced |
| Anchor Investment Management, LLC | 7 | $403 | 0.00% | −8−53.3% | Reduced |
| Global Financial Private Client, LLC | 7 | $403 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $518 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $575 | 0.00% | +3+42.9% | Added |
| Wetzel Investment Advisors, Inc. | 10 | $637 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10 | $637 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $691 | 0.00% | +2+20.0% | Added |
| Coppell Advisory Solutions LLC | 13 | $748 | 0.00% | +13 | New |
| Hollencrest Capital Management | 15 | $863 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $864 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $920 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $921 | 0.00% | −480−96.8% | Reduced |
| SJS Investment Consulting Inc. | 16 | $921 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 17 | $978 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 17 | $978 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| DT Investment Partners, LLC | 19 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.32K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 23 | $1.32K | 0.00% | +23 | New |
| Grove Bank & Trust | 24 | $1.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 24 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 31 | $1.78K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 32 | $1.86K | 0.00% | +8+33.3% | Added |
| Versant Capital Management, Inc | 33 | $1.90K | 0.00% | −68−67.3% | Reduced |
| GW&K Investment Management, LLC | 43 | $2.00K | 0.00% | +3+7.5% | Added |
| Bruce G. Allen Investments, LLC | 36 | $2.07K | 0.00% | −88−71.0% | Reduced |
| JFS Wealth Advisors, LLC | 37 | $2.13K | 0.00% | −2−5.1% | Reduced |
| International Assets Investment Management, LLC | 41 | $2.36K | 0.00% | +41 | New |
| Triad Wealth Partners, LLC | 43 | $2.48K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 44 | $2.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $2.71K | 0.00% | +11+30.6% | Added |
| Salem Investment Counselors Inc | 48 | $2.79K | 0.00% | −25−34.2% | Reduced |
| Sachetta, LLC | 49 | $2.87K | 0.00% | −25−33.8% | Reduced |
| McIlrath & Eck, LLC | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $2.94K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $3.26K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $3.45K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $3.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 70 | $4.03K | 0.00% | +70 | New |
| Cape Investment Advisory, Inc. | 73 | $4.20K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 79 | $4.55K | 0.00% | −658−89.3% | Reduced |
| Independence Bank of Kentucky | 80 | $4.60K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $4.72K | 0.00% | −1,025−92.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 81 | $4.80K | 0.00% | +81 | New |
| Cornerstone Planning Group LLC | 81 | $4.95K | 0.00% | +1+1.3% | Added |
| HighMark Wealth Management LLC | 87 | $5.01K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 90 | $5.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 91 | $5.24K | 0.00% | +91 | New |
| Geneos Wealth Management Inc. | 98 | $5.63K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 98 | $5.72K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 101 | $5.81K | 0.00% | +101 | New |
| Private Wealth Management Group, LLC | 105 | $6.04K | 0.00% | +21+25.0% | Added |
| VisionPoint Advisory Group, LLC | 110 | $6.33K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 112 | $6.45K | 0.01% | +112 | New |
| WR Wealth Planners, LLC | 114 | $6.56K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 117 | $6.73K | 0.00% | +117 | New |
| Tucker Asset Management LLC | 118 | $6.79K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $6.91K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 120 | $6.91K | 0.01% | +120 | New |
| DekaBank Deutsche Girozentrale | 125 | $7.00K | 0.00% | −13,793−99.1% | Reduced |
| MV Capital Management, Inc. | 123 | $7.08K | 0.00% | −23−15.8% | Reduced |
| Raleigh Capital Management Inc. | 125 | $7.22K | 0.00% | +65+108.3% | Added |
| Private Trust Co NA | 131 | $7.54K | 0.00% | +39+42.4% | Added |
| REAP Financial Group, LLC | 136 | $7.84K | 0.00% | −87−39.0% | Reduced |
| Harbor Investment Advisory, LLC | 141 | $8.12K | 0.00% | +1+0.7% | Added |
| United Community Bank | 150 | $8.63K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 148 | $8.66K | 0.00% | +148 | New |
| Creative Financial Designs Inc | 151 | $8.69K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 151 | $8.69K | 0.00% | +1+0.7% | Added |
| NBC Securities, Inc. | 165 | $9.00K | 0.00% | −120−42.1% | Reduced |
| Beacon Capital Management, LLC | 170 | $9.78K | 0.00% | +170 | New |
| Peoples Bank | 172 | $9.90K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 174 | $10.0K | 0.00% | −17−8.9% | Reduced |
| Catalyst Capital Advisors LLC | 174 | $10.0K | 0.00% | −17−8.9% | Reduced |
| Mather Group, LLC. | 158 | $10.1K | 0.00% | +117+285.4% | Added |
| American National Bank | 175 | $10.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 181 | $10.4K | 0.00% | +102+129.1% | Added |
| Harbour Investments, Inc. | 183 | $10.5K | 0.00% | −302−62.3% | Reduced |
| Brown Brothers Harriman & Co | 185 | $10.6K | 0.00% | −112−37.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 194 | $11.2K | 0.00% | +194 | New |