| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $205 | 0.00% | −37−97.4% | Reduced |
| Tfo-TDC, LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $614 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $615 | 0.00% | +1+50.0% | Added |
| Bell Investment Advisors, Inc | 3 | $615 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.23K | 0.00% | −24−80.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.43K | 0.00% | +7 | New |
| USA Financial Portformulas Corp | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.64K | 0.00% | +5+166.7% | Added |
| Tortoise Investment Management, LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $1.84K | 0.00% | +9 | New |
| Gradient Investments LLC | 9 | $1.84K | 0.00% | +9 | New |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $2.00K | 0.00% | +12 | New |
| Glass Jacobson Investment Advisors llc | 10 | $2.05K | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $2.05K | 0.00% | +10 | New |
| PSI Advisors, LLC | 11 | $2.25K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $2.66K | 0.00% | −1−7.1% | Reduced |
| SkyView Investment Advisors, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Geneos Wealth Management Inc. | 17 | $3.48K | 0.00% | −400−95.9% | Reduced |
| Colonial Trust Advisors | 18 | $3.68K | 0.00% | +10+125.0% | Added |
| Sound Income Strategies, LLC | 19 | $3.89K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $3.91K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 21 | $4.30K | 0.00% | −32−60.4% | Reduced |
| Front Row Advisors LLC | 26 | $5.00K | 0.00% | −1−3.7% | Reduced |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 25 | $5.00K | 0.00% | +25 | New |
| Independence Bank of Kentucky | 25 | $5.12K | 0.00% | +25 | New |
| Baystate Wealth Management LLC | 25 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $5.17K | 0.00% | −233−90.3% | Reduced |
| TCTC Holdings, LLC | 26 | $5.32K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $5.94K | 0.00% | +25+625.0% | Added |
| Baker Avenue Asset Management, LP | 29 | $5.94K | 0.00% | −78−72.9% | Reduced |
| Venturi Wealth Management, LLC | 30 | $6.14K | 0.00% | −1−3.2% | Reduced |
| Quarry LP | 31 | $6.34K | 0.00% | −122−79.7% | Reduced |
| Solstein Capital, LLC | 31 | $6.34K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 33 | $6.67K | 0.00% | +8+32.0% | Added |
| HighMark Wealth Management LLC | 33 | $6.75K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 34 | $6.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $7.00K | 0.00% | +15+71.4% | Added |
| Washington Trust Co | 35 | $7.16K | 0.00% | +12+52.2% | Added |
| Tucker Asset Management LLC | 38 | $7.78K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $7.78K | 0.00% | +3+8.6% | Added |
| Wolff Wiese Magana LLC | 39 | $7.98K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 39 | $7.98K | 0.00% | +39 | New |
| Concord Wealth Partners | 45 | $9.21K | 0.00% | +45 | New |
| Atticus Wealth Management, LLC | 46 | $9.42K | 0.00% | +46 | New |
| Tyler-Stone Wealth Management | 50 | $10.0K | 0.01% | +50 | New |
| Oakworth Capital, Inc. | 49 | $10.0K | 0.00% | +49 | New |
| First National Bank of South Miami | 50 | $10.2K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $10.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $10.2K | 0.00% | +10+25.0% | Added |
| Kozak & Associates, Inc. | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 58 | $11.9K | 0.02% | +58 | New |
| TD Ameritrade Investment Management, LLC | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 60 | $12.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 61 | $12.5K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 62 | $12.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 65 | $13.0K | 0.00% | −83−56.1% | Reduced |
| Pin Oak Investment Advisors Inc | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $13.5K | 0.00% | +1+1.5% | Added |
| Cubist Systematic Strategies, LLC | 68 | $13.9K | 0.00% | −4,726−98.6% | Reduced |
| VitalStone Financial, LLC | 73 | $14.0K | 0.01% | +73 | New |
| Carolinas Wealth Consulting LLC | 69 | $14.1K | 0.00% | +1+1.5% | Added |
| KB Financial Partners, LLC | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $15.0K | 0.00% | +72+7,200.0% | Added |
| Global Wealth Strategies & Associates | 75 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 76 | $15.6K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 77 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 77 | $15.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 80 | $16.4K | 0.00% | −306−79.3% | Reduced |
| Annapolis Financial Services, LLC | 82 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 83 | $17.0K | 0.00% | +33+66.0% | Added |
| Acima Private Wealth, LLC | 85 | $17.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 86 | $17.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 87 | $17.8K | 0.00% | +82+1,640.0% | Added |
| Clear Street Markets LLC | 88 | $18.0K | 0.01% | +88 | New |
| McIlrath & Eck, LLC | 90 | $18.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 92 | $19.0K | 0.00% | +2+2.2% | Added |
| Financial Freedom, LLC | 93 | $19.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 94 | $19.2K | 0.00% | +94 | New |
| Buck Wealth Strategies, LLC | 95 | $19.3K | 0.01% | +82+630.8% | Added |
| Archer Investment Corp | 96 | $19.6K | 0.01% | +50+108.7% | Added |
| Strengthening Families & Communities, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 110 | $22.5K | 0.01% | +110 | New |
| SOA Wealth Advisors, LLC. | 111 | $22.7K | 0.01% | 00.0% | Unchanged |
