| Unique Wealth Strategies, LLC | 1 | $291 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $493 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $493 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $504 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $739 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4 | $985 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $986 | 0.00% | +1+33.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $986 | 0.00% | +2+100.0% | Added |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Planning Capital Management Corp | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $1.23K | 0.00% | +5 | New |
| Baldwin Brothers Inc | 6 | $1.48K | 0.00% | +6 | New |
| Opal Wealth Advisors, LLC | 6 | $1.48K | 0.00% | +6 | New |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.79K | 0.00% | +7 | New |
| Key Financial Inc | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.98K | 0.00% | −1−11.1% | Reduced |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| SJS Investment Consulting Inc. | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.22K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $2.22K | 0.00% | +9 | New |
| REAP Financial Group, LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10 | $2.46K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 10 | $2.46K | 0.00% | −4−28.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.75K | 0.00% | +1+10.0% | Added |
| Kelly Financial Services LLC | 11 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $2.96K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $2.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $3.20K | 0.00% | +3+30.0% | Added |
| MCF Advisors LLC | 13 | $3.20K | 0.00% | +12+1,200.0% | Added |
| TD Capital Management LLC | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $3.94K | 0.00% | +16 | New |
| St. Johns Investment Management Company, LLC | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $4.93K | 0.00% | −5−20.0% | Reduced |
| CNB Bank | 20 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $5.04K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 24 | $6.00K | 0.00% | +24 | New |
| Wetzel Investment Advisors, Inc. | 21 | $6.12K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $6.16K | 0.00% | −250−90.9% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $6.16K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 26 | $6.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $6.44K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $6.90K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 30 | $7.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $7.64K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $8.13K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 33 | $8.13K | 0.00% | +20+153.8% | Added |
| Asset Dedication, LLC | 34 | $8.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 35 | $8.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $8.62K | 0.00% | +1+2.9% | Added |
| DT Investment Partners, LLC | 36 | $8.87K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 36 | $8.87K | 0.01% | +1+2.9% | Added |
| Caldwell Sutter Capital, Inc. | 37 | $9.11K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $9.36K | 0.00% | −34−47.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 | $9.40K | 0.00% | −70−64.8% | Reduced |
| Sandy Spring Bank | 39 | $9.61K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $10.3K | 0.00% | +19+82.6% | Added |
| Atlantic Trust, LLC | 45 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $11.6K | 0.00% | −11−19.0% | Reduced |
| SYSTM Wealth Solutions LLC | 48 | $11.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $12.3K | 0.00% | +50 | New |
| Johnson Financial Group, Inc. | 50 | $12.3K | 0.00% | −1−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $12.6K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 57 | $14.0K | 0.00% | +57 | New |
| Washington Trust Co | 58 | $14.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 60 | $14.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $15.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 66 | $16.2K | 0.00% | −26−28.3% | Reduced |
| First Community Trust NA | 67 | $16.5K | 0.01% | +67 | New |
| Private Wealth Management Group, LLC | 67 | $16.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 68 | $16.8K | 0.00% | +2+3.0% | Added |
| Dunhill Financial, LLC | 68 | $16.8K | 0.01% | +67+6,700.0% | Added |
| Spire Wealth Management | 70 | $17.2K | 0.00% | +41+141.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 75 | $18.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $18.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 77 | $19.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 78 | $19.2K | 0.00% | +4+5.4% | Added |
| Cullen/Frost Bankers, Inc. | 83 | $20.4K | 0.00% | −10−10.8% | Reduced |
| Assetmark, Inc | 83 | $20.4K | 0.00% | +69+492.9% | Added |
| Atlas Capital Advisors LLC | 86 | $21.2K | 0.00% | −510−85.6% | Reduced |
| HM Payson & Co | 89 | $21.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 90 | $22.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 92 | $22.7K | 0.00% | +92 | New |
| Frazier Financial Advisors, LLC | 93 | $22.9K | 0.02% | −37−28.5% | Reduced |
| Aspect Partners, LLC | 93 | $22.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 99 | $24.4K | 0.00% | −53−34.9% | Reduced |
| JNBA Financial Advisors | 100 | $24.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $24.8K | 0.00% | −2,691−96.4% | Reduced |
| Riverview Trust Co | 102 | $25.1K | 0.02% | 00.0% | Unchanged |