| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $255 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $576 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $765 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $774 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $1.00K | 0.00% | +2 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Atticus Wealth Management, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $1.27K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $1.53K | 0.00% | +1+20.0% | Added |
| ORG Partners LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7 | $1.78K | 0.00% | −1,302−99.5% | Reduced |
| USA Financial Portformulas Corp | 7 | $1.78K | 0.00% | −443−98.4% | Reduced |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $2.04K | 0.00% | −580−98.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $2.04K | 0.00% | +8 | New |
| Lee Financial Co | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.55K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 11 | $2.81K | 0.00% | +10+1,000.0% | Added |
| Hexagon Capital Partners LLC | 14 | $3.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $3.57K | 0.00% | +2+16.7% | Added |
| Abound Wealth Management | 14 | $3.60K | 0.00% | +6+75.0% | Added |
| Anchor Investment Management, LLC | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $4.85K | 0.00% | −13−40.6% | Reduced |
| Western Pacific Wealth Management, LP | 19 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 19 | $4.85K | 0.00% | +9+90.0% | Added |
| Financial Management Professionals, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 20 | $5.10K | 0.00% | −30−60.0% | Reduced |
| WR Wealth Planners, LLC | 22 | $5.61K | 0.00% | +9+69.2% | Added |
| Aspire Private Capital, LLC | 23 | $5.87K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $6.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $6.38K | 0.00% | +19+316.7% | Added |
| Harvest Fund Management Co., Ltd | 29 | $7.00K | 0.00% | −367−92.7% | Reduced |
| Foster Dykema Cabot & Co Inc | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $7.91K | 0.00% | −9−22.5% | Reduced |
| Prestige Wealth Management Group LLC | 31 | $7.91K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 31 | $7.91K | 0.00% | +31 | New |
| Steward Financial Group LLC | 32 | $8.00K | 0.00% | +32 | New |
| M&R Capital Management Inc | 31 | $8.02K | 0.00% | +13+72.2% | Added |
| RFP Financial Group LLC | 32 | $8.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $8.42K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 38 | $9.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $11.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $11.5K | 0.00% | +45 | New |
| Beacon Capital Management, LLC | 40 | $11.5K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 47 | $12.0K | 3.02% | −2−4.1% | Reduced |
| Indiana Trust & Investment Management CO | 47 | $12.0K | 0.01% | +47 | New |
| American State Bank (Iowa) | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $13.3K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 52 | $13.3K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 53 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 56 | $14.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 57 | $14.5K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 59 | $15.0K | 0.00% | −12−16.9% | Reduced |
| Independence Bank of Kentucky | 60 | $15.3K | 0.01% | +60 | New |
| Quent Capital, LLC | 61 | $15.6K | 0.00% | +15+32.6% | Added |
| Riverview Trust Co | 64 | $16.3K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 65 | $16.6K | 0.00% | +25+62.5% | Added |
| Salem Investment Counselors Inc | 66 | $16.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $17.6K | 0.00% | −50−42.0% | Reduced |
| Colonial Trust Co | 70 | $18.1K | 0.00% | +19+37.3% | Added |
| DecisionPoint Financial, LLC | 74 | $18.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 76 | $19.4K | 0.01% | +26+52.0% | Added |
| Atlantic Trust, LLC | 77 | $19.6K | 0.01% | +77 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $19.6K | 0.01% | +77 | New |
| Pacific Center for Financial Services | 80 | $20.4K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 86 | $21.9K | 0.01% | +1+1.2% | Added |
| Spire Wealth Management | 97 | $24.7K | 0.00% | +3+3.2% | Added |
| DT Investment Partners, LLC | 97 | $24.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 99 | $25.3K | 0.00% | +9+10.0% | Added |
| Ulland Investment Advisors, LLC | 100 | $26.0K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $26.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $27.6K | 0.01% | +3+2.9% | Added |
| Trust Co of Vermont | 110 | $28.1K | 0.00% | −620−84.9% | Reduced |
| Lindbrook Capital, LLC | 112 | $28.6K | 0.00% | −2−1.8% | Reduced |
| West Tower Group, LLC | 116 | $29.6K | 0.02% | +99+582.4% | Added |
| Deseret Mutual Benefit Administrators | 118 | $30.1K | 0.01% | −5−4.1% | Reduced |
| CoreFirst Bank & Trust | 119 | $30.4K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $30.6K | 0.01% | −1−0.8% | Reduced |
| Massmutual Trust Co FSB | 128 | $32.6K | 0.00% | +29+29.3% | Added |
| Quarry LP | 133 | $33.9K | 0.02% | −22−14.2% | Reduced |
| Bromfield Sneider Wealth Advisors | 135 | $34.4K | 0.03% | −50−27.0% | Reduced |