| Kayne Anderson Rudnick Investment Management LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $445 | 0.00% | −6−66.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3 | $445 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $445 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $581 | 0.00% | +4 | New |
| Northwest Investment Counselors, LLC | 5 | $742 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $890 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 6 | $890 | 0.00% | +6 | New |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $1.19K | 0.00% | −43−84.3% | Reduced |
| Fairfield, Bush & Co. | 8 | $1.19K | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 9 | $1.33K | 0.00% | +9 | New |
| Sandy Spring Bank | 11 | $1.63K | 0.00% | +11 | New |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $2.37K | 0.00% | +16 | New |
| Red Tortoise LLC | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $2.68K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $3.00K | 0.00% | +12+66.7% | Added |
| Magnolia Capital Management Ltd | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.12K | 0.00% | +8+61.5% | Added |
| Bangor Savings Bank | 22 | $3.26K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $3.56K | 0.00% | −1−4.0% | Reduced |
| SJS Investment Consulting Inc. | 24 | $3.56K | 0.00% | −3−11.1% | Reduced |
| Anchor Investment Management, LLC | 25 | $3.71K | 0.00% | +25 | New |
| Duncker Streett & Co Inc | 26 | $3.86K | 0.00% | +26 | New |
| Column Capital Advisors, LLC | 27 | $4.00K | 0.00% | −3−10.0% | Reduced |
| Investors Research Corp | 28 | $4.15K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30 | $4.45K | 0.00% | −58−65.9% | Reduced |
| Annapolis Financial Services, LLC | 30 | $4.45K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 31 | $4.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 33 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $5.04K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34 | $5.04K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 35 | $5.19K | 0.00% | +35 | New |
| Newbridge Financial Services Group, Inc. | 36 | $5.34K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 43 | $6.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $6.67K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $7.00K | 0.00% | +22+100.0% | Added |
| Baldwin Brothers Inc | 50 | $7.42K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 54 | $8.01K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 58 | $8.60K | 0.00% | −10−14.7% | Reduced |
| First Capital Advisors Group, LLC. | 61 | $9.05K | 0.00% | +61 | New |
| MV Capital Management, Inc. | 66 | $9.79K | 0.00% | +5+8.2% | Added |
| Core Wealth Advisors, Inc. | 67 | $9.94K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 73 | $9.97K | 0.00% | −187−71.9% | Reduced |
| Tyler-Stone Wealth Management | 68 | $10.0K | 0.01% | +68 | New |
| Magellan Asset Management Ltd | 69 | $10.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $11.0K | 0.00% | +75+3,750.0% | Added |
| New Millennium Group LLC | 76 | $11.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $11.9K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 82 | $12.0K | 0.00% | +82 | New |
| Grove Bank & Trust | 83 | $12.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 92 | $13.6K | 0.01% | +92 | New |
| Grayhawk Investment Strategies Inc. | 95 | $14.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 98 | $14.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $14.8K | 0.00% | −82−45.1% | Reduced |
| Sofos Investments, Inc. | 148 | $15.0K | 0.07% | +14+10.4% | Added |
| True Wealth Design, LLC | 106 | $15.7K | 0.01% | −8,401−98.8% | Reduced |
| Capital Advisors, Ltd. LLC | 109 | $16.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 112 | $16.6K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 117 | $17.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 144 | $18.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 122 | $18.1K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 125 | $18.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 129 | $19.1K | 0.01% | −15−10.4% | Reduced |
| Hexagon Capital Partners LLC | 131 | $19.5K | 0.01% | +3+2.3% | Added |
| PCA Investment Advisory Services Inc. | 141 | $20.9K | 0.01% | +141 | New |
| Endurance Wealth Management, Inc. | 150 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 150 | $22.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 158 | $23.4K | 0.00% | −30−16.0% | Reduced |
| HHM Wealth Advisors, LLC | 165 | $24.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 167 | $24.7K | 0.01% | +28+20.1% | Added |
| Asset Dedication, LLC | 168 | $25.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 170 | $25.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 173 | $25.7K | 0.01% | +127+276.1% | Added |
| West Paces Advisors Inc. | 176 | $26.1K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 201 | $29.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 196 | $29.1K | 0.02% | +196 | New |
| Focused Wealth Management, Inc | 197 | $29.2K | 0.01% | +1+0.5% | Added |
| Pinnacle Bancorp, Inc. | 200 | $29.7K | 0.01% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 200 | $29.7K | 0.02% | +200 | New |
| WFA of San Diego, LLC | 200 | $29.7K | 0.03% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $30.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 205 | $30.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 207 | $30.7K | 0.01% | +23+12.5% | Added |
| Quent Capital, LLC | 215 | $31.8K | 0.00% | +6+2.9% | Added |
| Fiduciary Alliance LLC | 216 | $32.0K | 0.01% | +216 | New |
| Harbour Investments, Inc. | 221 | $32.8K | 0.00% | +1+0.5% | Added |
| JJJ Advisors Inc. | 224 | $33.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 234 | $34.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 237 | $35.0K | 0.01% | −147−38.3% | Reduced |
| Riverview Trust Co | 238 | $35.3K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 241 | $35.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 254 | $37.6K | 0.03% | +152+149.0% | Added |