| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $313 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 4 | $334 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 2 | $589 | 0.00% | −4−66.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2 | $604 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $604 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 2 | $604 | 0.00% | +2 | New |
| Colonial Trust Advisors | 3 | $906 | 0.00% | −5−62.5% | Reduced |
| GoalVest Advisory LLC | 3 | $906 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $907 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $907 | 0.00% | +3 | New |
| Key Financial Inc | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4 | $1.21K | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.81K | 0.00% | +3+100.0% | Added |
| Arlington Partners LLC | 7 | $2.12K | 0.00% | +7 | New |
| Column Capital Advisors, LLC | 8 | $2.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $2.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.72K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 10 | $3.02K | 0.00% | +10 | New |
| Gs Investments, Inc. | 11 | $3.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 11 | $3.32K | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 12 | $3.63K | 0.00% | −5−29.4% | Reduced |
| Atticus Wealth Management, LLC | 12 | $3.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $4.00K | 0.00% | −164−92.7% | Reduced |
| Carmel Capital Partners, LLC | 16 | $4.83K | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $4.90K | 0.00% | +3+23.1% | Added |
| Raffa Wealth Management, LLC | 17 | $5.14K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 25 | $7.00K | 0.00% | −34−57.6% | Reduced |
| Hoese & Co LLP | 25 | $7.47K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $7.55K | 0.01% | +25 | New |
| North Star Investment Management Corp. | 25 | $7.55K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $7.86K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $8.00K | 0.00% | −3−10.7% | Reduced |
| Financial Management Professionals, Inc. | 25 | $8.00K | 0.00% | +1+4.2% | Added |
| Global Wealth Strategies & Associates | 27 | $8.04K | 0.00% | +1+3.8% | Added |
| Manitou Investment Management Ltd. | 27 | $8.16K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 29 | $8.76K | 0.00% | +4+16.0% | Added |
| Pinnacle Bancorp, Inc. | 30 | $9.06K | 0.00% | −30−50.0% | Reduced |
| Duncker Streett & Co Inc | 30 | $9.06K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 32 | $9.64K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $9.97K | 0.00% | −3−8.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $9.97K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 35 | $10.0K | 0.00% | −20−36.4% | Reduced |
| BDO Wealth Advisors, LLC | 35 | $10.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 36 | $11.0K | 0.00% | +24+200.0% | Added |
| Harbor Investment Advisory, LLC | 39 | $11.8K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 39 | $11.8K | 0.01% | −77−66.4% | Reduced |
| New Hampshire Trust | 40 | $12.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $12.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 45 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 47 | $14.2K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 48 | $14.5K | 0.00% | +3+6.7% | Added |
| Caldwell Trust Co | 50 | $15.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $15.1K | 0.00% | +50 | New |
| Cary Street Partner Investment Advisory LLC | 55 | $16.6K | 0.00% | −25−31.3% | Reduced |
| CNB Bank | 55 | $16.6K | 0.01% | +55 | New |
| Harbour Investments, Inc. | 56 | $16.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 57 | $17.2K | 0.00% | +17+42.5% | Added |
| Kelly Financial Services LLC | 58 | $17.6K | 0.01% | +1+1.8% | Added |
| Legacy Bridge, LLC | 59 | $17.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 60 | $18.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $18.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 64 | $19.5K | 0.00% | +18+39.1% | Added |
| Bell Investment Advisors, Inc | 68 | $20.5K | 0.00% | −3−4.2% | Reduced |
| Loomis Sayles & Co L P | 74 | $22.0K | 0.00% | −717−90.6% | Reduced |
| Creative Capital Management Investments LLC | 74 | $22.4K | 0.02% | +74 | New |
| Beacon Capital Management, LLC | 75 | $22.7K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 79 | $23.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 80 | $24.0K | 0.00% | −40−33.3% | Reduced |
| Earnest Partners LLC | 80 | $24.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 81 | $25.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 82 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 87 | $25.5K | 0.00% | +87 | New |
| MV Capital Management, Inc. | 89 | $26.9K | 0.00% | +27+43.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $28.6K | 0.00% | +11+13.3% | Added |
| Smithfield Trust Co | 92 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $29.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 97 | $29.3K | 0.01% | +97 | New |
| Sandy Spring Bank | 98 | $29.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 98 | $29.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $30.2K | 0.01% | −33−24.8% | Reduced |
| Aspire Private Capital, LLC | 100 | $30.2K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $30.2K | 0.00% | +98+4,900.0% | Added |
| Hollencrest Capital Management | 101 | $30.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $30.8K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 102 | $30.8K | 0.00% | +1+1.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 102 | $31.0K | 0.00% | −135−57.0% | Reduced |
| ICA Group Wealth Management, LLC | 105 | $31.9K | 0.01% | +1+1.0% | Added |
| DT Investment Partners, LLC | 110 | $32.2K | 0.00% | +110 | New |
| Private Ocean, LLC | 111 | $33.5K | 0.00% | +2+1.8% | Added |
| Anchor Investment Management, LLC | 113 | $34.1K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 115 | $35.0K | 0.00% | 00.0% | Unchanged |
