| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 2 | $182 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $274 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 5 | $456 | 0.00% | −5−50.0% | Reduced |
| Voisard Asset Management Group, Inc. | 7 | $638 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 8 | $646 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $1.00K | 0.00% | +11 | New |
| Whittier Trust Co of Nevada Inc | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $1.09K | 0.00% | +12 | New |
| Core Alternative Capital | 14 | $1.28K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 15 | $1.37K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 16 | $1.46K | 0.00% | −28−63.6% | Reduced |
| NVWM, LLC | 17 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $1.82K | 0.00% | +20 | New |
| Aspect Partners, LLC | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $2.10K | 0.00% | +5+27.8% | Added |
| Trifecta Capital Advisors, LLC | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 33 | $3.01K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $3.30K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 37 | $3.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $4.28K | 0.00% | +2+4.4% | Added |
| Pineridge Advisors LLC | 53 | $4.79K | 0.00% | +1+1.9% | Added |
| Cetera Trust Company, N.A | 56 | $5.10K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 64 | $5.83K | 0.00% | +1+1.6% | Added |
| Colonial Trust Co | 65 | $5.84K | 0.00% | +3+4.8% | Added |
| Peterson Financial Group, Inc. | 65 | $5.96K | 0.02% | +65 | New |
| TSFG, LLC | 71 | $6.00K | 0.00% | +1+1.4% | Added |
| Dakota Community Bank & Trust NA | 66 | $6.01K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 75 | $6.83K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 75 | $6.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $6.93K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 76 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $7.02K | 0.00% | −7−8.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 78 | $7.11K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 83 | $7.56K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 84 | $7.66K | 0.00% | −11,140−99.3% | Reduced |
| Dunhill Financial, LLC | 86 | $7.88K | 0.00% | +61+244.0% | Added |
| Clear Point Advisors Inc. | 89 | $8.11K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 98 | $8.93K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 99 | $9.02K | 0.00% | +99 | New |
| West Oak Capital, LLC | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $9.13K | 0.01% | +1+1.0% | Added |
| Addison Advisors LLC | 102 | $9.30K | 0.00% | +102 | New |
| Miller Wealth Advisors, LLC | 100 | $9.64K | 0.01% | −1,191−92.3% | Reduced |
| PFS Partners, LLC | 106 | $9.65K | 0.01% | +1+1.0% | Added |
| Birchbrook, Inc. | 107 | $9.75K | 0.01% | +107 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 110 | $10.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 112 | $10.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 115 | $10.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 120 | $10.9K | 0.00% | +120 | New |
| University of Texas/Texas Am Investment Managment Co | 120 | $10.9K | 0.00% | +120 | New |
| St. Johns Investment Management Company, LLC | 121 | $11.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 133 | $12.1K | 0.00% | +2+1.5% | Added |
| Cyrus J. Lawrence, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 153 | $13.0K | 0.01% | +153 | New |
| First Command Advisory Services, Inc. | 143 | $13.0K | 0.00% | −64−30.9% | Reduced |
| Rakuten Securities, Inc. | 149 | $13.6K | 0.01% | +34+29.6% | Added |
| Clean Yield Group | 155 | $14.1K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 155 | $14.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 156 | $14.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 167 | $15.2K | 0.01% | +7+4.4% | Added |
| Pacific Center for Financial Services | 183 | $16.7K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 184 | $16.8K | 0.01% | +184 | New |
| Carolinas Wealth Consulting LLC | 191 | $17.4K | 0.00% | +12+6.7% | Added |
| Byrne Asset Management LLC | 192 | $17.5K | 0.01% | −10−5.0% | Reduced |
| LMR Partners LLP | 193 | $17.6K | 0.00% | +193 | New |
| Rocky Mountain Advisers, LLC | 197 | $18.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 199 | $18.1K | 0.00% | +5+2.6% | Added |
| Belmont Capital, LLC | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 202 | $18.4K | 0.00% | +70+53.0% | Added |
| Criterion Capital Advisors, LLC | 240 | $19.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 219 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 230 | $21.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $21.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 246 | $22.4K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 250 | $22.8K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 251 | $22.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 265 | $24.1K | 0.01% | +4+1.5% | Added |
| Main Street Group, LTD | 271 | $24.7K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 280 | $25.5K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 299 | $27.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $27.3K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 300 | $27.3K | 0.01% | +300 | New |
| CGC Financial Services, LLC | 304 | $27.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 310 | $28.0K | 0.02% | −10−3.1% | Reduced |
| GW&K Investment Management, LLC | 305 | $28.0K | 0.00% | +43+16.4% | Added |
| Old Point Trust & Financial Services N A | 316 | $28.8K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 319 | $29.0K | 0.01% | +319 | New |
| Gilliland Jeter Wealth Management LLC | 340 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 362 | $33.0K | 0.02% | +4+1.1% | Added |
| WFA Asset Management Corp | 372 | $33.9K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 357 | $34.0K | 0.01% | +357 | New |
| Ridgewood Investments LLC | 385 | $35.1K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 391 | $35.6K | 0.01% | +266+212.8% | Added |