| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $78 | 0.00% | 0 | New |
| Highline Wealth Partners LLC | 3 | $746 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $746 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $747 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $747 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $995 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $995 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $995 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $997 | 0.00% | −1−20.0% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Plato Investment Management Ltd | 5 | $1.24K | 0.00% | −1,253−99.6% | Reduced |
| Tortoise Investment Management, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.24K | 0.00% | +1+25.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.49K | 0.00% | +6 | New |
| Unique Wealth Strategies, LLC | 6 | $1.64K | 0.00% | +6 | New |
| Gradient Investments LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | −1−11.1% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.24K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 11 | $2.74K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 11 | $2.74K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 11 | $2.79K | 0.00% | +2+22.2% | Added |
| Pacifica Partners Inc. | 12 | $2.93K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $3.00K | 0.00% | +4+44.4% | Added |
| WR Wealth Planners, LLC | 13 | $3.23K | 0.00% | +3+30.0% | Added |
| Westend Capital Management, LLC | 15 | $3.66K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $3.73K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 15 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $3.73K | 0.00% | +1+7.1% | Added |
| Prestige Wealth Management Group LLC | 17 | $4.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $4.48K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $4.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $4.54K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 19 | $4.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $4.73K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 20 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $4.97K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 24 | $5.97K | 0.00% | +24 | New |
| Valley National Advisers Inc | 28 | $6.00K | 0.00% | +2+7.7% | Added |
| SOA Wealth Advisors, LLC. | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 25 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $6.22K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $6.71K | 0.00% | −148−84.6% | Reduced |
| Sittner & Nelson, LLC | 30 | $7.46K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 30 | $7.46K | 0.00% | +30 | New |
| Sachetta, LLC | 29 | $7.83K | 0.00% | +18+163.6% | Added |
| Wetzel Investment Advisors, Inc. | 30 | $8.19K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $8.70K | 0.00% | −11−23.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 35 | $8.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $8.95K | 0.00% | +24+200.0% | Added |
| Ashton Thomas Private Wealth, LLC | 37 | $9.20K | 0.00% | +37 | New |
| Addison Advisors LLC | 37 | $9.20K | 0.00% | −5−11.9% | Reduced |
| Fortitude Family Office, LLC | 38 | $9.45K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $9.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $9.95K | 0.00% | +1+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $9.96K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 43 | $10.7K | 0.00% | +5+13.2% | Added |
| Capital Analysts, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 47 | $11.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $11.7K | 0.00% | +47 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $11.9K | 0.00% | −51−51.5% | Reduced |
| Delta Asset Management LLC | 49 | $12.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 52 | $12.9K | 0.00% | −45−46.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $12.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $13.4K | 0.00% | −1−1.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 54 | $13.4K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 56 | $13.8K | 0.00% | +56 | New |
| CNB Bank | 56 | $13.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $14.2K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 59 | $14.7K | 0.00% | −3,614−98.4% | Reduced |
| VitalStone Financial, LLC | 59 | $14.7K | 0.01% | −28−32.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 60 | $15.0K | 0.00% | −53−46.9% | Reduced |
| Chesapeake Asset Management LLC | 70 | $17.4K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 70 | $17.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 71 | $17.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 73 | $18.2K | 0.00% | −10−12.0% | Reduced |
| TD Waterhouse Canada Inc. | 75 | $18.3K | 0.00% | −59−44.0% | Reduced |
| Pinnacle Bancorp, Inc. | 75 | $18.7K | 0.01% | −50−40.0% | Reduced |
| Washington Trust Co | 75 | $18.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 77 | $18.9K | 0.01% | +2+2.7% | Added |
| Riverview Trust Co | 78 | $19.4K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $19.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 84 | $20.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 84 | $21.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 85 | $21.1K | 0.00% | +20+30.8% | Added |
| Farmers & Merchants Investments Inc | 88 | $21.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 91 | $22.6K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 92 | $22.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 91 | $23.0K | 0.00% | +7+8.3% | Added |
| Caldwell Sutter Capital, Inc. | 99 | $24.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $24.9K | 0.00% | −5,580−98.2% | Reduced |
| Register Financial Advisors LLC | 100 | $24.9K | 0.01% | 00.0% | Unchanged |