| Carolinas Wealth Consulting LLC | 13,038 | $28.1K | 0.01% | −99−0.8% | Reduced |
| M&R Capital Management Inc | 225 | $27.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 225 | $27.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 215 | $26.0K | 0.00% | −97−31.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 215 | $26.0K | 0.01% | +215 | New |
| Altshuler Shaham Ltd | 214 | $25.9K | 0.00% | −538−71.5% | Reduced |
| Creative Financial Designs Inc | 208 | $25.1K | 0.00% | −99−32.2% | Reduced |
| American National Bank | 207 | $25.0K | 0.00% | −21−9.2% | Reduced |
| Ofi Invest Asset Management | 218 | $24.9K | 0.00% | +218 | New |
| Robinson Value Management, Ltd. | 200 | $24.2K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 200 | $24.2K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $24.2K | 0.01% | +200 | New |
| American State Bank (Iowa) | 195 | $23.6K | 0.02% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 185 | $22.4K | 0.02% | +185 | New |
| VisionPoint Advisory Group, LLC | 180 | $21.8K | 0.01% | +180 | New |
| NewSquare Capital LLC | 176 | $21.3K | 0.00% | −144−45.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 175 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 167 | $20.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 167 | $20.2K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 160 | $19.3K | 0.00% | +160 | New |
| Front Row Advisors LLC | 157 | $19.2K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 157 | $19.0K | 0.01% | +157 | New |
| FSC Wealth Advisors, LLC | 155 | $18.7K | 0.02% | +155 | New |
| First PREMIER Bank | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 153 | $18.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 147 | $17.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $17.5K | 0.00% | −47−24.5% | Reduced |
| Cornerstone Planning Group LLC | 143 | $17.2K | 0.01% | −100−41.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 130 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 133 | $16.0K | 0.00% | +111+504.5% | Added |
| Riverview Trust Co | 131 | $15.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 127 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 124 | $15.0K | 0.00% | −1−0.8% | Reduced |
| Bromfield Sneider Wealth Advisors | 121 | $14.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 113 | $13.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 113 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 110 | $13.3K | 0.00% | −80−42.1% | Reduced |
| New England Capital Financial Advisors LLC | 109 | $13.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 108 | $13.1K | 0.00% | −92−46.0% | Reduced |
| Baker Avenue Asset Management, LP | 107 | $12.9K | 0.00% | +50+87.7% | Added |
| Financial Perspectives, Inc | 105 | $12.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $12.2K | 0.00% | −6−6.3% | Reduced |
| Kessler Investment Group, LLC | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $12.1K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $12.0K | 0.00% | +1+1.0% | Added |
| Raffa Wealth Management, LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 98 | $11.8K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 96 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 90 | $10.7K | 0.00% | −48−34.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 83 | $10.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 79 | $9.55K | 0.00% | +6+8.2% | Added |
| WFA of San Diego, LLC | 77 | $9.31K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 76 | $9.22K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 75 | $9.15K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 75 | $9.06K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 67 | $8.10K | 0.00% | −58−46.4% | Reduced |
| Founders Capital Management | 65 | $7.86K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 60 | $7.25K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $6.62K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 54 | $6.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $6.29K | 0.00% | −28−35.0% | Reduced |
| True Wealth Design, LLC | 50 | $6.04K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $5.56K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 45 | $5.44K | 0.00% | +45 | New |
| ZRC Wealth Management, LLC | 43 | $5.20K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $5.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $4.23K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $3.38K | 0.00% | +4+16.7% | Added |
| Level Financial Advisors, Inc. | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.02K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 23 | $2.78K | 0.00% | +23 | New |
| Live Oak Investment Partners | – | $2.77K | 0.00% | – | – |
| Buck Wealth Strategies, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19 | $2.27K | 0.00% | −26−57.8% | Reduced |
| Atlas Capital Advisors LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $1.45K | 0.00% | +12 | New |
| KB Financial Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 7 | $846 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $819 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $609 | 0.00% | +1+25.0% | Added |
| WestEnd Advisors, LLC | 5 | $604 | 0.00% | +5 | New |
| Provence Wealth Management Group | 4 | $483 | 0.00% | +4 | New |
| GoalVest Advisory LLC | 2 | $242 | 0.00% | −6,559−100.0% | Reduced |
| Tfo-TDC, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 6 | $0 | 0.00% | +6 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −199,455−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −72,421−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −72,100−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −67,440−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −66,671−100.0% | Sold out |