| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $348 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Rinkey Investments | 5 | $1.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Archer Investment Corp | 4 | $1.40K | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Core Alternative Capital | 5 | $2.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 5 | $2.00K | 0.00% | +5 | New |
| Atwood & Palmer Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $3.00K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $5.00K | 0.00% | +14 | New |
| Focused Wealth Management, Inc | 18 | $6.00K | 0.00% | −320−94.7% | Reduced |
| West Oak Capital, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $7.00K | 0.00% | −80−80.0% | Reduced |
| Private Capital Group, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 21 | $7.00K | 0.01% | +21 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 21 | $7.00K | 0.00% | +21 | New |
| Sandy Cove Advisors, LLC | 20 | $7.00K | 0.01% | +20 | New |
| Stephens Consulting, LLC | 22 | $7.67K | 0.01% | +22 | New |
| Financial Management Professionals, Inc. | 26 | $9.00K | 0.00% | +1+4.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $9.00K | 0.00% | +26 | New |
| Cypress Capital Management LLC (WY) | 30 | $10.0K | 0.01% | +30 | New |
| Capital Advisors, Ltd. LLC | 35 | $12.0K | 0.00% | +1+2.9% | Added |
| Institutional & Family Asset Management, LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $12.0K | 0.00% | +28+400.0% | Added |
| Sutton Wealth Advisors Inc. | 35 | $12.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 36 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $13.6K | 0.01% | +35+875.0% | Added |
| Reilly Financial Advisors, LLC | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $14.0K | 0.00% | +7+21.2% | Added |
| Zullo Investment Group, Inc. | 41 | $14.0K | 0.01% | +41 | New |
| First Manhattan Co | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $15.0K | 0.01% | +9+25.7% | Added |
| Earnest Partners LLC | 46 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $17.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 51 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 51 | $18.0K | 0.00% | +42+466.7% | Added |
| Arlington Partners LLC | 51 | $18.0K | 0.00% | +51 | New |
| First Horizon Advisors, Inc. | 54 | $19.0K | 0.00% | −17−23.9% | Reduced |
| Harding Loevner LP | 55 | $19.0K | 0.00% | +55 | New |
| Richwood Investment Advisors, LLC | 54 | $19.0K | 0.02% | +54 | New |
| Glen Eagle Advisors, LLC | 55 | $19.2K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 57 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 58 | $20.0K | 0.01% | +58 | New |
| Amplius Wealth Advisors, LLC | 58 | $20.0K | 0.00% | +58 | New |
| Sargent Bickham Lagudis LLC | 63 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $22.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 62 | $22.0K | 0.00% | +14+29.2% | Added |
| Rather & Kittrell, Inc. | 64 | $22.0K | 0.02% | +64 | New |
| Canton Hathaway, LLC | 64 | $22.0K | 0.01% | +64 | New |
| Lenox Wealth Advisors, LLC | 66 | $23.0K | 0.00% | +6+10.0% | Added |
| TD Ameritrade Investment Management, LLC | 66 | $23.0K | 0.00% | −2−2.9% | Reduced |
| City State Bank | 65 | $23.0K | 0.01% | +65 | New |
| West Paces Advisors Inc. | 68 | $23.7K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 91 | $24.0K | 0.02% | +91 | New |
| Raffa Wealth Management, LLC | 70 | $24.4K | 0.01% | −30−30.0% | Reduced |
| Tarbox Family Office, Inc. | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 76 | $26.0K | 0.01% | +1+1.3% | Added |
| Gemmer Asset Management LLC | 78 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 78 | $27.0K | 0.00% | +10+14.7% | Added |
| Essex Investment Management Co LLC | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 79 | $28.0K | 0.01% | +2+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 83 | $29.0K | 0.00% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 84 | $29.0K | 0.00% | +84 | New |
| Ossiam | 89 | $31.0K | 0.00% | −12,445−99.3% | Reduced |
| Your Advocates Ltd., LLP | 90 | $31.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 92 | $32.0K | 0.00% | +36+64.3% | Added |
| Monetary Management Group Inc | 95 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $34.0K | 0.01% | −19−16.2% | Reduced |
| Knuff & Co LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $35.0K | 0.07% | +100 | New |
| Covestor Ltd | 99 | $35.0K | 0.05% | +99 | New |
| IronBridge Private Wealth, LLC | 107 | $37.0K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 110 | $38.0K | 0.02% | +110 | New |
| Signet Financial Management, LLC | 111 | $39.0K | 0.01% | +111 | New |
| Financial Perspectives, Inc | 112 | $39.1K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 115 | $40.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 115 | $40.0K | 0.00% | +35+43.8% | Added |
| Godsey & Gibb Associates | 125 | $44.0K | 0.01% | +125 | New |
| Neo Ivy Capital Management | 125 | $44.0K | 0.06% | +125 | New |
| Baldwin Brothers Inc | 128 | $45.0K | 0.00% | +116+966.7% | Added |
| Castleview Partners, LLC | 15,698 | $45.0K | 0.00% | +15,698 | New |
| Salem Investment Counselors Inc | 133 | $46.0K | 0.00% | 00.0% | Unchanged |
