| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| NVWM, LLC | 5 | $142 | 0.00% | +5 | New |
| CVA Family Office, LLC | 10 | $283 | 0.00% | −110−91.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $284 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $578 | 0.00% | −24−54.5% | Reduced |
| Core Wealth Advisors, Inc. | 21 | $596 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $624 | 0.00% | +11+100.0% | Added |
| Main Street Group, LTD | 26 | $743 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 29 | $822 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $907 | 0.00% | +32 | New |
| Colonial Trust Advisors | 34 | $964 | 0.00% | −244−87.8% | Reduced |
| HBC Financial Services, PLLC | 60 | $1.00K | 0.00% | −100−62.5% | Reduced |
| Tfo-TDC, LLC | 36 | $1.02K | 0.00% | −27−42.9% | Reduced |
| Key Financial Inc | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 44 | $1.25K | 0.00% | +22+100.0% | Added |
| TFC Financial Management | 47 | $1.33K | 0.00% | +3+6.8% | Added |
| Whittier Trust Co | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $1.42K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 59 | $1.67K | 0.00% | −24−28.9% | Reduced |
| Cornerstone Planning Group LLC | 67 | $1.76K | 0.00% | +67 | New |
| Armstrong Advisory Group, Inc | 82 | $1.98K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 72 | $2.04K | 0.00% | +72 | New |
| Global Assets Advisory, LLC | 58,654 | $2.05K | 0.09% | +58,654 | New |
| Eagle Bay Advisors LLC | 73 | $2.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 73 | $2.08K | 0.00% | +73 | New |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $2.10K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 77 | $2.18K | 0.00% | +77 | New |
| Concord Wealth Partners | 79 | $2.24K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $2.32K | 0.00% | +5+6.5% | Added |
| Sunbelt Securities, Inc. | 82 | $2.34K | 0.00% | −50−37.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 83 | $2.35K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 84 | $2.38K | 0.00% | +84 | New |
| Bell Investment Advisors, Inc | 88 | $2.49K | 0.00% | −2−2.2% | Reduced |
| Hollencrest Capital Management | 90 | $2.55K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 98 | $2.78K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 98 | $2.78K | 0.00% | −393−80.0% | Reduced |
| TCTC Holdings, LLC | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.83K | 0.00% | +100 | New |
| VitalStone Financial, LLC | 100 | $3.00K | 0.00% | −1,325−93.0% | Reduced |
| Hantz Financial Services, Inc. | 93 | $3.00K | 0.00% | −201−68.4% | Reduced |
| Avion Wealth | 101 | $3.00K | 0.00% | −16−13.7% | Reduced |
| Assetmark, Inc | 109 | $3.09K | 0.00% | −326−74.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 109 | $3.09K | 0.00% | −4−3.5% | Reduced |
| RFP Financial Group LLC | 110 | $3.12K | 0.00% | −177−61.7% | Reduced |
| Pacific Center for Financial Services | 112 | $3.17K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 117 | $3.32K | 0.00% | +117 | New |
| New England Capital Financial Advisors LLC | 118 | $3.35K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 122 | $3.46K | 0.00% | −17−12.2% | Reduced |
| ClariVest Asset Management LLC | 126 | $3.55K | 0.00% | +50+65.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 126 | $3.58K | 0.00% | +1+0.8% | Added |
| Retirement Group, LLC | 137 | $3.88K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 144 | $4.08K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 147 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $4.25K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 158 | $4.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 165 | $4.68K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 173 | $4.90K | 0.00% | +173 | New |
| Valley National Advisers Inc | 210 | $5.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 178 | $5.04K | 0.00% | +11+6.6% | Added |
| Kozak & Associates, Inc. | 201 | $5.25K | 0.00% | +1+0.5% | Added |
| PFS Partners, LLC | 200 | $5.67K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $5.67K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 201 | $5.70K | 0.00% | +7+3.6% | Added |
| Capital Analysts, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 212 | $6.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 212 | $6.01K | 0.00% | +212 | New |
| Salomon & Ludwin, LLC | 214 | $6.07K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 222 | $6.29K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 224 | $6.34K | 0.01% | +1+0.4% | Added |
| Winch Advisory Services, LLC | 228 | $6.45K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 233 | $7.00K | 0.00% | −6−2.5% | Reduced |
| South Dakota Investment Council | 241 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 250 | $7.08K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 275 | $7.79K | 0.00% | +275 | New |
| Exchange Traded Concepts, LLC | 278 | $7.88K | 0.00% | +278 | New |
| North Star Investment Management Corp. | 279 | $7.92K | 0.00% | +10+3.7% | Added |
| Archer Investment Corp | 280 | $7.94K | 0.00% | +5+1.8% | Added |
| Sofos Investments, Inc. | 283 | $8.03K | 0.00% | +255+910.7% | Added |
| Edmond de Rothschild Holding S.A. | 286 | $8.11K | 0.00% | +286 | New |
| Continuum Advisory, LLC | 302 | $8.21K | 0.00% | +302 | New |
| HHM Wealth Advisors, LLC | 292 | $8.28K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 296 | $8.39K | 0.00% | +261+745.7% | Added |
| Clear Point Advisors Inc. | 300 | $8.50K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $8.50K | 0.00% | +300 | New |
| Bruce G. Allen Investments, LLC | 312 | $8.84K | 0.01% | +251+411.5% | Added |
| Horizon Bancorp Inc | 332 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 337 | $9.55K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 352 | $9.98K | 0.01% | +213+153.2% | Added |
| REAP Financial Group, LLC | 354 | $10.0K | 0.00% | +31+9.6% | Added |
| Ancora Advisors, LLC | 361 | $10.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 380 | $10.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 388 | $11.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $11.1K | 0.00% | −18−4.4% | Reduced |
| Arlington Trust Co LLC | 402 | $11.4K | 0.00% | −26−6.1% | Reduced |
| Sound Income Strategies, LLC | 404 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 420 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 428 | $12.1K | 0.00% | +2+0.5% | Added |