| Bokf, NA | 1 | $57 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $178 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $232 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $237 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $296 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $355 | 0.00% | +6 | New |
| Nova Wealth Management, Inc. | 6 | $355 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $355 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 7 | $414 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $473 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $480 | 0.00% | +8 | New |
| NBC Securities, Inc. | 8 | $489 | 0.04% | −8,533−99.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 9 | $532 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $591 | 0.00% | +10 | New |
| Anchor Investment Management, LLC | 11 | $651 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $653 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 13 | $769 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $769 | 0.00% | +13 | New |
| Clark Wealth Partners | 13 | $769 | 0.00% | +13 | New |
| Cassady Schiller Wealth Management, LLC | 14 | $828 | 0.00% | +14 | New |
| Cape Investment Advisory, Inc. | 15 | $887 | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $888 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| True Wealth Design, LLC | 17 | $1.01K | 0.00% | +1+6.3% | Added |
| Key Financial Inc | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.24K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 24 | $1.42K | 0.00% | −4−14.3% | Reduced |
| Northwest Capital Management Inc | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 28 | $1.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 32 | $1.89K | 0.00% | +32 | New |
| GW&K Investment Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $2.25K | 0.00% | −4,280−99.1% | Reduced |
| BankPlus Trust Department | 38 | $2.25K | 0.00% | +38 | New |
| Curio Wealth, LLC | 38 | $2.25K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $2.25K | 0.00% | +2+5.6% | Added |
| Raffa Wealth Management, LLC | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $2.96K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 56 | $3.31K | 0.00% | +56 | New |
| Abound Wealth Management | 58 | $3.42K | 0.00% | +5+9.4% | Added |
| American National Bank | 60 | $3.55K | 0.00% | +60 | New |
| Dunhill Financial, LLC | 64 | $3.77K | 0.00% | +13+25.5% | Added |
| Continuum Advisory, LLC | 68 | $4.02K | 0.00% | −4−5.6% | Reduced |
| Private Wealth Management Group, LLC | 74 | $4.38K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 77 | $4.54K | 0.00% | +1+1.3% | Added |
| Winch Advisory Services, LLC | 88 | $5.19K | 0.00% | +1+1.1% | Added |
| Creative Financial Designs Inc | 94 | $5.55K | 0.00% | −11−10.5% | Reduced |
| Rothschild Investment LLC | 96 | $5.68K | 0.00% | +6+6.7% | Added |
| Pinnacle Bancorp, Inc. | 98 | $5.80K | 0.00% | −62−38.8% | Reduced |
| Versant Capital Management, Inc | 99 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $5.91K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 101 | $5.97K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 101 | $5.97K | 0.01% | +101 | New |
| Financial Perspectives, Inc | 133 | $7.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 140 | $8.28K | 0.00% | +11+8.5% | Added |
| JFS Wealth Advisors, LLC | 142 | $8.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $8.46K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 151 | $8.93K | 0.00% | +151 | New |
| Meeder Asset Management Inc | 152 | $8.99K | 0.00% | +152 | New |
| MPWM Advisory Solutions, LLC | 164 | $9.70K | 0.01% | +164 | New |
| Hazlett, Burt & Watson, Inc. | 182 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 189 | $11.2K | 0.00% | −21−10.0% | Reduced |
| Bangor Savings Bank | 193 | $11.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 231 | $11.8K | 0.00% | −6−2.5% | Reduced |
| Fairscale Capital, LLC | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 200 | $11.8K | 0.00% | +200 | New |
| Hopwood Financial Services, Inc. | 200 | $11.8K | 0.01% | +200 | New |
| Capital Analysts, LLC | 220 | $13.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 230 | $13.6K | 0.01% | +230 | New |
| Hexagon Capital Partners LLC | 232 | $13.7K | 0.00% | +96+70.6% | Added |
| CoreCap Advisors, LLC | 233 | $13.8K | 0.00% | +11+5.0% | Added |
| Hemington Wealth Management | 243 | $14.0K | 0.00% | +52+27.2% | Added |
| First Horizon Advisors, Inc. | 249 | $14.7K | 0.00% | −11−4.2% | Reduced |
| JNBA Financial Advisors | 257 | $15.2K | 0.00% | −257−50.0% | Reduced |
| Skopos Labs, Inc. | 273 | $16.0K | 0.00% | +137+100.7% | Added |
| Covestor Ltd | 273 | $16.0K | 0.01% | −40−12.8% | Reduced |
| Brown Brothers Harriman & Co | 276 | $16.3K | 0.00% | +58+26.6% | Added |
| Raleigh Capital Management Inc. | 277 | $16.4K | 0.01% | +257+1,285.0% | Added |
| Lindbrook Capital, LLC | 281 | $16.6K | 0.00% | +32+12.9% | Added |
| CVA Family Office, LLC | 285 | $16.9K | 0.00% | +52+22.3% | Added |
| Paladin Advisory Group, LLC | 286 | $16.9K | 0.01% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 290 | $17.1K | 0.01% | +290 | New |
| Gen-Wealth Partners Inc | 289 | $17.1K | 0.01% | −752−72.2% | Reduced |
| GHP Investment Advisors, Inc. | 289 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 292 | $17.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 299 | $17.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $17.7K | 0.00% | −111−27.0% | Reduced |
| Gables Capital Management Inc. | 310 | $18.3K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 374 | $19.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 332 | $19.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 340 | $20.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 350 | $20.7K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 360 | $21.3K | 0.01% | +360 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 361 | $21.3K | 0.00% | +10+2.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 377 | $22.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 381 | $22.5K | 0.00% | +200+110.5% | Added |
| RE Dickinson Investment Advisors, LLC | 400 | $23.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $24.8K | 0.00% | 00.0% | Unchanged |