| Cary Street Partner Investment Advisory LLC | 1 | $596 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $2.62K | 0.00% | +4 | New |
| Coston, McIsaac & Partners | 7 | $3.00K | 0.00% | +6+600.0% | Added |
| Caldwell Sutter Capital, Inc. | 7 | $4.17K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $4.21K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 8 | $4.77K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $4.77K | 0.00% | +8 | New |
| Solstein Capital, LLC | 10 | $5.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $5.96K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $5.98K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 11 | $6.56K | 0.00% | +11 | New |
| Roble, Belko & Company, Inc | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $7.15K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 13 | $7.75K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $7.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $8.34K | 0.00% | +14 | New |
| Kentucky Trust Co | 16 | $9.54K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 16 | $9.54K | 0.01% | +16 | New |
| Newbridge Financial Services Group, Inc. | 17 | $9.87K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 17 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $10.7K | 0.00% | −1,456−98.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 18 | $10.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $11.9K | 0.02% | −587−96.7% | Reduced |
| CKW Financial Group | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 24 | $14.3K | 0.00% | +24 | New |
| Painted Porch Advisors LLC | 25 | $14.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $14.9K | 0.00% | +25 | New |
| Burkett Financial Services, LLC | 26 | $15.2K | 0.01% | +1+4.0% | Added |
| N.E.W. Advisory Services LLC | 27 | $15.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 27 | $16.1K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 28 | $16.7K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 30 | $17.9K | 0.00% | +30 | New |
| Abich Financial Wealth Management LLC | 30 | $17.9K | 0.01% | +30 | New |
| Capital Analysts, LLC | 29 | $18.0K | 0.00% | −16−35.6% | Reduced |
| Atlantic Trust, LLC | 32 | $19.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 35 | $20.9K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 41 | $24.4K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 43 | $25.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 44 | $26.2K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 47 | $28.0K | 0.00% | +47 | New |
| Concord Wealth Partners | 47 | $28.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $29.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $29.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $29.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $29.8K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 50 | $29.8K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 50 | $30.0K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 51 | $30.4K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 54 | $32.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 54 | $32.4K | 0.01% | +30+125.0% | Added |
| Piscataqua Savings Bank | 56 | $33.4K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 60 | $35.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 63 | $37.5K | 0.01% | +33+110.0% | Added |
| Quest 10 Wealth Builders, Inc. | 64 | $38.1K | 0.04% | −36−36.0% | Reduced |
| Cloud Capital Management, LLC | 69 | $41.0K | 0.02% | +69 | New |
| CoreFirst Bank & Trust | 70 | $41.7K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 70 | $41.7K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 70 | $41.7K | 0.00% | +70 | New |
| RMG Wealth Management LLC | 78 | $46.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 79 | $47.1K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 80 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 82 | $49.4K | 0.06% | +82 | New |
| Perkins Coie Trust Co | 85 | $50.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 88 | $52.5K | 0.03% | 00.0% | Unchanged |
| GGM Financials LLC | 88 | $52.6K | 0.03% | +88 | New |
| Smartleaf Asset Management LLC | 89 | $53.0K | 0.00% | +1+1.1% | Added |
| Smallwood Wealth Investment Management, LLC | 90 | $53.6K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 90 | $53.6K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 90 | $53.6K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 92 | $55.0K | 0.00% | −3−3.2% | Reduced |
| Sunbelt Securities, Inc. | 98 | $58.4K | 0.00% | −117−54.4% | Reduced |
| 1 North Wealth Services LLC | 98 | $58.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $59.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $59.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $59.6K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 100 | $59.6K | 0.05% | 00.0% | Unchanged |
| Toronto Dominion Bank | 100 | $60.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $60.0K | 0.00% | +100 | New |
| Newton One Investments LLC | 102 | $61.0K | 0.02% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 110 | $65.6K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 110 | $65.6K | 0.03% | +110 | New |
| AdvisorNet Financial, Inc | 110 | $65.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $67.4K | 0.01% | −18−13.7% | Reduced |
| Canton Hathaway, LLC | 115 | $69.0K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 116 | $69.2K | 0.06% | 00.0% | Unchanged |
| Rothschild Investment LLC | 121 | $72.0K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 123 | $73.3K | 0.02% | +123 | New |
| Clean Yield Group | 124 | $73.9K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 124 | $73.9K | 0.02% | +124 | New |
| Washington Trust Advisors, Inc. | 125 | $74.5K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $74.5K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 125 | $74.7K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 129 | $77.4K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 130 | $77.5K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 132 | $78.7K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 134 | $79.9K | 0.05% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 142 | $84.6K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 143 | $85.2K | 0.04% | 00.0% | Unchanged |