| Carolinas Wealth Consulting LLC | 1 | $545 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $545 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $545 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $546 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $546 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $546 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| TCTC Holdings, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $1.37K | 0.00% | −2−66.7% | Reduced |
| Perkins Coie Trust Co | 3 | $1.64K | 0.00% | −1−25.0% | Reduced |
| North Star Investment Management Corp. | 3 | $1.64K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $1.64K | 0.00% | +3 | New |
| Horizon Bancorp Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $2.18K | 0.00% | −40−90.9% | Reduced |
| MCF Advisors LLC | 4 | $2.18K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $2.73K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 5 | $2.73K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 5 | $2.73K | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $2.73K | 0.00% | +5 | New |
| Fairman Group, LLC | 5 | $2.73K | 0.00% | +5 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $3.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $3.27K | 0.00% | +1+20.0% | Added |
| American Capital Advisory, LLC | 6 | $3.27K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $3.82K | 0.00% | +7 | New |
| Frank, Rimerman Advisors LLC | 7 | $3.82K | 0.00% | +7 | New |
| Albion Financial Group | 7 | $3.82K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 7 | $3.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.82K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 9 | $4.36K | 0.00% | +9 | New |
| Hollencrest Capital Management | 8 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $4.36K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $4.91K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $4.91K | 0.00% | +9 | New |
| Avion Wealth | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $5.00K | 0.00% | +9 | New |
| GoalVest Advisory LLC | 10 | $5.45K | 0.00% | −12−54.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $5.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $5.45K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 10 | $5.45K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $5.45K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 12 | $6.54K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 12 | $6.54K | 0.00% | −13−52.0% | Reduced |
| Raffa Wealth Management, LLC | 13 | $7.09K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $7.09K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 13 | $7.22K | 0.01% | +13 | New |
| Tucker Asset Management LLC | 14 | $7.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $7.74K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $8.00K | 0.00% | +16 | New |
| Operose Advisors LLC | 15 | $8.18K | 0.00% | −393−96.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 15 | $8.18K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $8.72K | 0.01% | −3−15.8% | Reduced |
| Long Island Wealth Management, Inc. | 16 | $9.00K | 0.01% | +16 | New |
| Laurel Wealth Advisors LLC | 17 | $9.27K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 17 | $9.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $9.69K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $9.81K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $11.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $12.5K | 0.01% | +6+35.3% | Added |
| Raleigh Capital Management Inc. | 23 | $12.6K | 0.01% | +6+35.3% | Added |
| HighMark Wealth Management LLC | 23 | $12.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 24 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 25 | $14.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $14.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 27 | $14.7K | 0.01% | +27 | New |
| Beaird Harris Wealth Management, LLC | 28 | $15.3K | 0.00% | +28 | New |
| BOK Financial Private Wealth, Inc. | 29 | $15.8K | 0.00% | +29 | New |
| Hobbs Group Advisors, LLC | 29 | $15.8K | 0.01% | +29 | New |
| Foster Dykema Cabot & Partners, LLC | 30 | $16.4K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 30 | $16.4K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $16.9K | 0.02% | +31 | New |
| Salomon & Ludwin, LLC | 35 | $16.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 32 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 33 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $18.5K | 0.01% | −6−15.0% | Reduced |
| Trifecta Capital Advisors, LLC | 34 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 34 | $18.5K | 0.00% | +34 | New |
| Aspect Partners, LLC | 39 | $21.3K | 0.01% | +39 | New |
| Core Alternative Capital | 40 | $21.8K | 0.00% | −7−14.9% | Reduced |
| Covestor Ltd | 40 | $22.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $22.4K | 0.00% | +17+70.8% | Added |
| Millburn Ridgefield Corp | 44 | $24.0K | 0.00% | −6−12.0% | Reduced |
| Catalyst Capital Advisors LLC | 44 | $24.0K | 0.00% | −6−12.0% | Reduced |
| Zions Bancorporation, N.A. | 44 | $24.0K | 0.00% | +1+2.3% | Added |
| Oakworth Capital, Inc. | 44 | $24.0K | 0.00% | +9+25.7% | Added |
| IAG Wealth Partners, LLC | 45 | $24.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $26.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 48 | $26.2K | 0.00% | −7−12.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 50 | $27.3K | 0.02% | +50 | New |
| Cedar Wealth Management, LLC | 51 | $27.8K | 0.01% | −10−16.4% | Reduced |
| Quent Capital, LLC | 53 | $28.9K | 0.00% | +7+15.2% | Added |
| Louisbourg Investments Inc. | 56 | $30.5K | 0.01% | +56 | New |