| SOA Wealth Advisors, LLC. | 1 | $109 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $336 | 0.00% | +1+33.3% | Added |
| Whittier Trust Co of Nevada Inc | 5 | $544 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $545 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $545 | 0.00% | +5 | New |
| West Paces Advisors Inc. | 6 | $654 | 0.00% | −44−88.0% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $654 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $763 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7 | $763 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 9 | $981 | 0.00% | +1+12.5% | Added |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | +7 | New |
| VitalStone Financial, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Perkins Coie Trust Co | 10 | $1.09K | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $1.09K | 0.00% | +10 | New |
| Larson Financial Group LLC | 10 | $1.09K | 0.00% | +10 | New |
| WFA Asset Management Corp | 10 | $1.09K | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $1.31K | 0.00% | +2+20.0% | Added |
| Hibernia Wealth Partners, LLC | 12 | $1.31K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.64K | 0.00% | −5−25.0% | Reduced |
| DT Investment Partners, LLC | 15 | $1.64K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $1.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $1.85K | 0.00% | −14−45.2% | Reduced |
| West Tower Group, LLC | 18 | $1.96K | 0.00% | +18 | New |
| First Manhattan Co | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 25 | $2.54K | 0.00% | +25 | New |
| Trust Co of Vermont | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $2.72K | 0.00% | +25 | New |
| FinTrust Capital Advisors, LLC | 27 | $2.94K | 0.00% | −63−70.0% | Reduced |
| Creative Capital Management Investments LLC | 27 | $2.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $2.94K | 0.00% | +27 | New |
| Winch Advisory Services, LLC | 32 | $3.00K | 0.00% | −30−48.4% | Reduced |
| Baker Avenue Asset Management, LP | 29 | $3.16K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $3.71K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $3.71K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $3.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 33 | $4.00K | 0.00% | +1+3.1% | Added |
| Manchester Capital Management LLC | 37 | $4.03K | 0.00% | −31−45.6% | Reduced |
| Credential Qtrade Securities Inc. | 38 | $4.14K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 38 | $4.14K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 40 | $4.36K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 43 | $4.68K | 0.00% | −5−10.4% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $4.68K | 0.00% | +4+10.3% | Added |
| Sutton Wealth Advisors Inc. | 45 | $4.90K | 0.00% | +9+25.0% | Added |
| Harbor Investment Advisory, LLC | 46 | $5.01K | 0.00% | −14−23.3% | Reduced |
| New Millennium Group LLC | 46 | $5.01K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 49 | $5.34K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $5.45K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $5.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 60 | $6.54K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 66 | $7.19K | 0.00% | −25−27.5% | Reduced |
| Islay Capital Management, LLC | 70 | $7.63K | 0.01% | +70 | New |
| Liberty One Investment Management, LLC | 73 | $7.95K | 0.00% | +9+14.1% | Added |
| Knott David M Jr | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $8.00K | 0.00% | −1−1.9% | Reduced |
| GW&K Investment Management, LLC | 69 | $8.00K | 0.00% | +66+2,200.0% | Added |
| Steward Financial Group LLC | 76 | $8.00K | 0.00% | +76 | New |
| Plante Moran Financial Advisors, LLC | 82 | $8.94K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 93 | $10.0K | 0.00% | +7+8.1% | Added |
| NBC Securities, Inc. | 100 | $10.0K | 0.00% | +100 | New |
| Quarry LP | 92 | $10.0K | 0.01% | −58−38.7% | Reduced |
| Prestige Wealth Management Group LLC | 99 | $10.8K | 0.00% | +14+16.5% | Added |
| Tompkins Financial Corp | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 105 | $11.0K | 0.00% | +100+2,000.0% | Added |
| GHP Investment Advisors, Inc. | 110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 105 | $11.4K | 0.00% | −645−86.0% | Reduced |
| MV Capital Management, Inc. | 108 | $11.8K | 0.00% | −2−1.8% | Reduced |
| TFC Financial Management | 109 | $11.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 111 | $12.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 113 | $12.3K | 0.00% | +13+13.0% | Added |
| Milestone Investment Advisors LLC | 117 | $12.7K | 0.00% | +117 | New |
| Register Financial Advisors LLC | 120 | $13.1K | 0.01% | +120 | New |
| Farther Finance Advisors, LLC | 121 | $13.2K | 0.00% | +51+72.9% | Added |
| Trivant Custom Portfolio Group, LLC | 125 | $13.6K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 125 | $13.6K | 0.01% | +125 | New |
| Massmutual Trust Co FSB | 134 | $14.6K | 0.00% | +1+0.8% | Added |
| Riverview Trust Co | 137 | $14.9K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 140 | $15.3K | 0.01% | +140 | New |
| Fairfield Financial Advisors, LTD | 150 | $16.3K | 0.01% | +50+50.0% | Added |
| Glassman Wealth Services | 151 | $16.5K | 0.00% | −2−1.3% | Reduced |
| Lindbrook Capital, LLC | 153 | $16.7K | 0.00% | +1+0.7% | Added |
| Venturi Wealth Management, LLC | 163 | $17.8K | 0.00% | +3+1.9% | Added |
| Pinnacle Bancorp, Inc. | 164 | $17.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 169 | $18.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 170 | $18.5K | 0.01% | +170 | New |
| Beacon Capital Management, LLC | 128 | $19.1K | 0.01% | 00.0% | Unchanged |