| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $321 | 0.00% | 0 | New |
| Wolff Wiese Magana LLC | 1 | $822 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $822 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.64K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $1.64K | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $1.64K | 0.00% | +1+100.0% | Added |
| Carolinas Wealth Consulting LLC | 2 | $1.64K | 0.00% | +1+100.0% | Added |
| Innealta Capital, LLC | 2 | $1.64K | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 3 | $2.03K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 3 | $2.46K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $2.46K | 0.00% | +3 | New |
| Albion Financial Group | 3 | $2.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $2.47K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 4 | $2.71K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $3.29K | 0.00% | −44−91.7% | Reduced |
| Halpern Financial, Inc. | 4 | $3.29K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $3.29K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4 | $3.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 5 | $4.00K | 0.00% | −6−54.5% | Reduced |
| NBC Securities, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 6 | $4.07K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $4.11K | 0.00% | −3−37.5% | Reduced |
| Beacon Capital Management, LLC | 5 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $4.11K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $4.11K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $4.12K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $4.29K | 0.00% | +1+25.0% | Added |
| Concord Wealth Partners | 6 | $4.93K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $4.93K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $4.93K | 0.00% | +2+50.0% | Added |
| Fairway Wealth LLC | 6 | $4.93K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $4.93K | 0.00% | +1+20.0% | Added |
| Pittenger & Anderson Inc | 6 | $4.93K | 0.00% | +6 | New |
| REAP Financial Group, LLC | 6 | $4.96K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $5.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $6.25K | 0.00% | −2−20.0% | Reduced |
| Washington Trust Co | 8 | $6.61K | 0.00% | −3−27.3% | Reduced |
| Financial Management Professionals, Inc. | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $7.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $7.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $7.39K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $8.00K | 0.00% | +5+100.0% | Added |
| Tyler-Stone Wealth Management | 10 | $8.22K | 0.00% | −1−9.1% | Reduced |
| Rakuten Securities, Inc. | 10 | $8.22K | 0.00% | −73−88.0% | Reduced |
| Sunbelt Securities, Inc. | 10 | $8.22K | 0.00% | −71−87.7% | Reduced |
| Macroview Investment Management LLC | 10 | $8.22K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $8.22K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $8.22K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 10 | $8.23K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $8.23K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $9.00K | 0.00% | +11 | New |
| Plante Moran Financial Advisors, LLC | 11 | $9.04K | 0.00% | −1−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $9.04K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $9.04K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $9.04K | 0.01% | +11 | New |
| Webster Bank, N. A. | 12 | $9.86K | 0.00% | +12 | New |
| Zions Bancorporation, N.A. | 12 | $9.86K | 0.00% | +12 | New |
| Pacific Capital Wealth Advisors, Inc | 12 | $9.86K | 0.00% | +12 | New |
| Davidson Capital Management Inc. | 12 | $9.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 13 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $10.0K | 0.00% | +2+20.0% | Added |
| Harbour Investments, Inc. | 13 | $10.7K | 0.00% | +4+44.4% | Added |
| Pacific Center for Financial Services | 14 | $11.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 14 | $11.5K | 0.00% | −369−96.3% | Reduced |
| Sachetta, LLC | 15 | $11.7K | 0.01% | −4−21.1% | Reduced |
| Bogart Wealth, LLC | 16 | $13.1K | 0.00% | +1+6.7% | Added |
| Creative Financial Designs Inc | 17 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 17 | $14.0K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 18 | $14.8K | 0.00% | +3+20.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 18 | $15.0K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 19 | $15.6K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $15.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $15.6K | 0.01% | +1+5.6% | Added |
| Kelly Financial Services LLC | 19 | $15.7K | 0.01% | +4+26.7% | Added |
| Tradewinds Capital Management, LLC | 20 | $16.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $18.1K | 0.00% | −12−35.3% | Reduced |
| Private Wealth Management Group, LLC | 22 | $18.1K | 0.01% | +12+120.0% | Added |
| HM Payson & Co | 24 | $19.7K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $19.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $21.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $23.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $24.6K | 0.00% | −2,659−98.9% | Reduced |
| Family Firm, Inc. | 30 | $25.0K | 0.01% | +30 | New |
| Solstein Capital, LLC | 31 | $25.5K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $25.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $25.5K | 0.00% | +2+6.9% | Added |
| Front Row Advisors LLC | 31 | $25.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $25.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 35 | $28.8K | 0.01% | −15−30.0% | Reduced |
| Operose Advisors LLC | 36 | $29.6K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 37 | $30.9K | 0.00% | +37 | New |
| RiverPark Advisors, LLC | 40 | $32.9K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 40 | $32.9K | 0.00% | +40 | New |
| LGT Financial Advisors LLC | 41 | $33.7K | 0.07% | 00.0% | Unchanged |