| VitalStone Financial, LLC | 12 | $0 | 0.00% | +12 | New |
| True Wealth Design, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $84 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $84 | 0.00% | +2 | New |
| Retirement Group, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $167 | 0.00% | +4 | New |
| Heritage Wealth Advisors | 4 | $167 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 42 | $191 | 0.00% | +42 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $251 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $293 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $335 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $377 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $419 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 10 | $419 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 15 | $627 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $670 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $670 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $753 | 0.00% | +14+350.0% | Added |
| Larson Financial Group LLC | 19 | $795 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 19 | $795 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $796 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $921 | 0.00% | +22 | New |
| Hallmark Capital Management Inc | 23 | $963 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $963 | 0.00% | +23 | New |
| Ronald Blue Trust, Inc. | 27 | $1.00K | 0.00% | −163−85.8% | Reduced |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | −70−89.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 15 | $1.00K | 0.00% | −24−61.5% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | +14+140.0% | Added |
| Rise Advisors, LLC | 25 | $1.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Private Ocean, LLC | 26 | $1.09K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 29 | $1.21K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $1.34K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 32 | $1.34K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 36 | $1.51K | 0.00% | +36 | New |
| Cornerstone Planning Group LLC | 36 | $1.51K | 0.00% | +36 | New |
| FinTrust Capital Advisors, LLC | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 34 | $1.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $1.72K | 0.00% | −6−12.8% | Reduced |
| Baker Avenue Asset Management, LP | 41 | $1.72K | 0.00% | +3+7.9% | Added |
| TSFG, LLC | 51 | $2.00K | 0.00% | −112−68.7% | Reduced |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Psagot Value Holdings Ltd. / (Israel) | 45 | $2.00K | 0.00% | +45 | New |
| Piscataqua Savings Bank | 48 | $2.01K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.09K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 51 | $2.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $2.22K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 54 | $2.26K | 0.00% | +54 | New |
| Proequities, Inc. | 55 | $2.30K | 0.00% | −34−38.2% | Reduced |
| Bogart Wealth, LLC | 58 | $2.43K | 0.00% | +58 | New |
| Coppell Advisory Solutions LLC | 59 | $2.47K | 0.00% | +59 | New |
| Atticus Wealth Management, LLC | 62 | $2.60K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 65 | $2.72K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 69 | $2.89K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 61 | $2.90K | 0.00% | +16+35.6% | Added |
| Zions Bancorporation, N.A. | 70 | $2.93K | 0.00% | −100−58.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 62 | $3.00K | 0.00% | −70−53.0% | Reduced |
| Brown Brothers Harriman & Co | 73 | $3.06K | 0.00% | +59+421.4% | Added |
| Lee Financial Co | 73 | $3.06K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 81 | $3.39K | 0.00% | +17+26.6% | Added |
| Sutton Wealth Advisors Inc. | 82 | $3.43K | 0.00% | +6+7.9% | Added |
| Hartford Financial Management Inc. | 86 | $3.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 87 | $3.64K | 0.00% | +87 | New |
| Stonebridge Capital Advisors LLC | 93 | $3.89K | 0.00% | +57+158.3% | Added |
| V-Square Quantitative Management LLC | 101 | $4.23K | 0.00% | +101 | New |
| Ridgewood Investments LLC | 102 | $4.25K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 102 | $4.27K | 0.00% | −218−68.1% | Reduced |
| Earnest Partners LLC | 103 | $4.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 107 | $4.48K | 0.00% | −3−2.7% | Reduced |
| TD Capital Management LLC | 108 | $4.52K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 112 | $4.69K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 114 | $4.77K | 0.00% | −99−46.5% | Reduced |
| Armstrong Advisory Group, Inc | 118 | $4.94K | 0.00% | +118 | New |
| Front Row Advisors LLC | 120 | $5.00K | 0.00% | −70−36.8% | Reduced |
| Credential Qtrade Securities Inc. | 120 | $5.02K | 0.00% | −39−24.5% | Reduced |
| Carolinas Wealth Consulting LLC | 123 | $5.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 131 | $5.48K | 0.00% | +61+87.1% | Added |
| Investment Research & Advisory Group, Inc. | 142 | $5.94K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 137 | $6.00K | 0.00% | +137 | New |
| Elequin Capital LP | 149 | $6.24K | 0.00% | +149 | New |
| Newbridge Financial Services Group, Inc. | 150 | $6.28K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 204 | $8.54K | 0.00% | +41+25.2% | Added |
| Private Trust Co NA | 208 | $8.71K | 0.00% | +135+184.9% | Added |
| Asset Dedication, LLC | 199 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 206 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 206 | $9.00K | 0.01% | +206 | New |
| Coston, McIsaac & Partners | 248 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 245 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 249 | $10.4K | 0.00% | +12+5.1% | Added |
| Spire Wealth Management | 274 | $11.5K | 0.00% | −5,715−95.4% | Reduced |
| Geneos Wealth Management Inc. | 291 | $12.2K | 0.00% | −4,377−93.8% | Reduced |
| RFP Financial Group LLC | 292 | $12.2K | 0.00% | +267+1,068.0% | Added |
| Worth Asset Management, LLC | 310 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 319 | $13.3K | 0.00% | +11+3.6% | Added |
| Grove Bank & Trust | 330 | $13.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 346 | $14.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 346 | $14.5K | 0.00% | +32+10.2% | Added |