| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $218 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $218 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $437 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $437 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $543 | 0.00% | +5 | New |
| Unique Wealth Strategies, LLC | 5 | $629 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $655 | 0.00% | −24−80.0% | Reduced |
| West Paces Advisors Inc. | 7 | $763 | 0.00% | +7 | New |
| Fairway Wealth LLC | 7 | $763 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $764 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $764 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 9 | $981 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $981 | 0.00% | +9 | New |
| TFC Financial Management | 9 | $982 | 0.00% | −1−10.0% | Reduced |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.20K | 0.00% | −4−26.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $1.31K | 0.00% | +12 | New |
| Kiely Wealth Advisory Group, Inc. | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $1.37K | 0.00% | −3−20.0% | Reduced |
| Iron Horse Wealth Management, LLC | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.42K | 0.00% | +2+18.2% | Added |
| RFP Financial Group LLC | 15 | $1.64K | 0.00% | −24−61.5% | Reduced |
| Venturi Wealth Management, LLC | 17 | $1.85K | 0.00% | −260−93.9% | Reduced |
| Fortitude Family Office, LLC | 19 | $2.07K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 20 | $2.18K | 0.00% | +3+17.6% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $2.18K | 0.00% | +20 | New |
| Larson Financial Group LLC | 20 | $2.21K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $2.22K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 22 | $2.37K | 0.00% | +22 | New |
| TCTC Holdings, LLC | 22 | $2.40K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $2.51K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.72K | 0.00% | −2−7.4% | Reduced |
| Continuum Advisory, LLC | 25 | $2.73K | 0.00% | −9−26.5% | Reduced |
| Fortis Group Advisors, LLC | 26 | $2.83K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 29 | $3.18K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $3.27K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.38K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 32 | $3.46K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 32 | $3.49K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $3.92K | 0.00% | −42−53.8% | Reduced |
| City State Bank | 36 | $3.92K | 0.00% | −12−25.0% | Reduced |
| Benjamin Edwards Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 38 | $4.14K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 39 | $4.27K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $4.38K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 42 | $4.58K | 0.00% | +42 | New |
| Anfield Capital Management, LLC | 43 | $4.69K | 0.00% | +43 | New |
| Coston, McIsaac & Partners | 46 | $5.00K | 0.00% | −1−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 46 | $5.02K | 0.00% | +6+15.0% | Added |
| AdvisorNet Financial, Inc | 46 | $5.02K | 0.00% | +46 | New |
| Stephenson National Bank & Trust | 49 | $5.34K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 50 | $5.48K | 0.00% | +50 | New |
| Glass Jacobson Investment Advisors llc | 52 | $5.67K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 53 | $5.78K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 54 | $5.87K | 0.00% | +1+1.9% | Added |
| ORG Partners LLC | 56 | $6.21K | 0.00% | +16+40.0% | Added |
| Bell Investment Advisors, Inc | 58 | $6.33K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 59 | $6.43K | 0.00% | +59 | New |
| Redwood Wealth Management Group, LLC | 61 | $6.69K | 0.01% | +61 | New |
| Ruedi Wealth Management, Inc. | 63 | $6.87K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 63 | $6.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $7.00K | 0.00% | +29+93.5% | Added |
| JJJ Advisors Inc. | 65 | $7.09K | 0.00% | −131−66.8% | Reduced |
| Zions Bancorporation, N.A. | 66 | $7.20K | 0.00% | −19−22.4% | Reduced |
| Spire Wealth Management | 69 | $7.52K | 0.00% | −650−90.4% | Reduced |
| Exchange Traded Concepts, LLC | 70 | $7.63K | 0.00% | +19+37.3% | Added |
| Bellevue Asset Management, LLC | 75 | $8.18K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $8.18K | 0.00% | +75 | New |
| First Pacific Financial | 79 | $8.62K | 0.00% | +30+61.2% | Added |
| Bray Capital Advisors | 80 | $8.72K | 0.00% | −10−11.1% | Reduced |
| Tyler-Stone Wealth Management | 80 | $8.72K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 81 | $8.83K | 0.00% | +71+710.0% | Added |
| Cassady Schiller Wealth Management, LLC | 90 | $9.77K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 90 | $9.81K | 0.00% | −11−10.9% | Reduced |
| Peregrine Capital Management LLC | 90 | $9.81K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 92 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 94 | $10.3K | 0.00% | −1−1.1% | Reduced |
| Innealta Capital, LLC | 98 | $10.7K | 0.00% | +98 | New |