| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Innealta Capital, LLC | 1 | $82 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 2 | $163 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $408 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 8 | $646 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $653 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $816 | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 12 | $978 | 0.00% | −207−94.5% | Reduced |
| Core Alternative Capital | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $1.39K | 0.00% | +5+41.7% | Added |
| True Wealth Design, LLC | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.88K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $2.02K | 0.00% | +11+78.6% | Added |
| Horizon Financial Services, LLC | 25 | $2.04K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 25 | $2.04K | 0.00% | +25 | New |
| First United Bank Trust | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 27 | $2.20K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 29 | $2.35K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 29 | $2.37K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 33 | $2.69K | 0.00% | +33 | New |
| Moisand Fitzgerald Tamayo, LLC | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $2.96K | 0.00% | −112−75.7% | Reduced |
| Frazier Financial Advisors, LLC | 37 | $3.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $3.59K | 0.00% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 45 | $3.67K | 0.00% | +7+18.4% | Added |
| Penserra Capital Management LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 50 | $4.08K | 0.00% | +50 | New |
| Pineridge Advisors LLC | 52 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 56 | $4.57K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 62 | $5.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 62 | $5.06K | 0.00% | +40+181.8% | Added |
| Mendota Financial Group, LLC | 63 | $5.14K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 66 | $5.38K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $6.00K | 0.00% | +1+1.4% | Added |
| First Community Trust NA | 75 | $6.12K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 75 | $6.12K | 0.00% | +75 | New |
| Prestige Wealth Management Group LLC | 76 | $6.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 76 | $6.20K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 78 | $6.36K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 79 | $6.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 82 | $6.69K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 83 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $6.85K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 89 | $7.26K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 98 | $7.99K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 99 | $8.07K | 0.01% | +99 | New |
| West Oak Capital, LLC | 100 | $8.15K | 0.00% | −50−33.3% | Reduced |
| PFS Partners, LLC | 105 | $8.53K | 0.01% | +2+1.9% | Added |
| Unique Wealth Strategies, LLC | 107 | $8.58K | 0.00% | +107 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 110 | $8.97K | 0.03% | −110−50.0% | Reduced |
| IAG Wealth Partners, LLC | 112 | $9.13K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 115 | $9.38K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 115 | $9.38K | 0.00% | +2+1.8% | Added |
| West Paces Advisors Inc. | 116 | $9.46K | 0.00% | +116 | New |
| St. Johns Investment Management Company, LLC | 121 | $9.87K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 125 | $10.3K | 0.00% | +75+150.0% | Added |
| BFSG, LLC | 131 | $10.7K | 0.00% | +1+0.8% | Added |
| Grove Bank & Trust | 132 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 135 | $10.8K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 150 | $12.0K | 0.00% | +150 | New |
| Pacific Capital Wealth Advisors, Inc | 151 | $12.3K | 0.00% | +128+556.5% | Added |
| Clean Yield Group | 155 | $12.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 155 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 160 | $13.1K | 0.01% | +41+34.5% | Added |
| Redwood Wealth Management Group, LLC | 168 | $13.7K | 0.01% | +168 | New |
| Carolinas Wealth Consulting LLC | 179 | $14.6K | 0.00% | +2+1.1% | Added |
| Pacific Center for Financial Services | 183 | $14.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 194 | $15.8K | 0.00% | −89−31.4% | Reduced |
| Fairway Wealth LLC | 196 | $16.0K | 0.01% | +196 | New |
| Rocky Mountain Advisers, LLC | 197 | $16.1K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 200 | $16.3K | 0.00% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $16.3K | 0.00% | +200 | New |
| Byrne Asset Management LLC | 202 | $16.3K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 207 | $16.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 219 | $17.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 230 | $18.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $18.8K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 240 | $19.6K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 241 | $19.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 246 | $20.1K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 250 | $20.4K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 251 | $20.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 262 | $21.0K | 0.00% | +53+25.4% | Added |
| Versant Capital Management, Inc | 261 | $21.3K | 0.01% | +220+536.6% | Added |
| Main Street Group, LTD | 271 | $22.1K | 0.01% | +133+96.4% | Added |
| Peoples Bank | 280 | $22.8K | 0.02% | −110−28.2% | Reduced |
| Family Firm, Inc. | 290 | $23.6K | 0.01% | +290 | New |
| Raffa Wealth Management, LLC | 299 | $24.4K | 0.01% | −7−2.3% | Reduced |
| Sofos Investments, Inc. | 300 | $24.5K | 0.01% | −312−51.0% | Reduced |
| Colonial Trust Advisors | 300 | $24.5K | 0.00% | −3−1.0% | Reduced |
| CGC Financial Services, LLC | 304 | $24.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 316 | $25.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 320 | $26.0K | 0.02% | −21−6.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 340 | $27.7K | 0.01% | 00.0% | Unchanged |