| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Fiduciary Alliance LLC | 6 | $419 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $489 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $842 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.40K | 0.00% | +2+11.1% | Added |
| Your Advocates Ltd., LLP | 20 | $1.40K | 0.00% | +20 | New |
| USA Financial Portformulas Corp | 23 | $1.60K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 27 | $1.89K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 28 | $1.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 30 | $2.09K | 0.00% | −25−45.5% | Reduced |
| Global Wealth Strategies & Associates | 32 | $2.23K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 33 | $2.30K | 0.00% | +22+200.0% | Added |
| Raleigh Capital Management Inc. | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $2.79K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 44 | $2.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $2.93K | 0.00% | 00.0% | Unchanged |
| City State Bank | 43 | $3.00K | 0.00% | +43 | New |
| Safeguard Financial, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Leonteq Securities AG | 48 | $3.35K | 0.00% | −17−26.2% | Reduced |
| Guardian Wealth Management, Inc. | 49 | $3.40K | 0.00% | +1+2.1% | Added |
| True Wealth Design, LLC | 52 | $3.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 51 | $4.00K | 0.00% | +5+10.9% | Added |
| Disciplined Investments, LLC | 59 | $4.12K | 0.00% | −1−1.7% | Reduced |
| Hollencrest Capital Management | 65 | $4.54K | 0.00% | 00.0% | Unchanged |
| American National Bank | 66 | $4.61K | 0.00% | −42−38.9% | Reduced |
| Impact Partnership Wealth, LLC | 70 | $4.89K | 0.00% | +70 | New |
| Winch Advisory Services, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 68 | $5.00K | 0.00% | +68 | New |
| Coppell Advisory Solutions LLC | 76 | $5.25K | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 77 | $5.38K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 81 | $5.65K | 0.00% | +1+1.3% | Added |
| Live Oak Investment Partners | – | $6.14K | 0.01% | – | – |
| Kelly Financial Services LLC | 89 | $6.21K | 0.00% | +89 | New |
| Versant Capital Management, Inc | 90 | $6.28K | 0.00% | +16+21.6% | Added |
| Northwest Capital Management Inc | 92 | $6.42K | 0.00% | +92 | New |
| Prestige Wealth Management Group LLC | 93 | $6.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $6.98K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 105 | $7.33K | 0.00% | +105 | New |
| Newbridge Financial Services Group, Inc. | 115 | $8.03K | 0.00% | −100−46.5% | Reduced |
| NewSquare Capital LLC | 125 | $8.72K | 0.00% | −157−55.7% | Reduced |
| Tucker Asset Management LLC | 132 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 70 | $9.42K | 0.04% | +5+7.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 140 | $9.77K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 137 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 163 | $11.0K | 0.00% | +163 | New |
| Northwest Investment Counselors, LLC | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 172 | $12.0K | 0.01% | +1+0.6% | Added |
| West Paces Advisors Inc. | 172 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 193 | $13.5K | 0.01% | +193 | New |
| VisionPoint Advisory Group, LLC | 194 | $13.5K | 0.01% | +194 | New |
| Marquette Asset Management, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 226 | $14.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $15.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 223 | $15.6K | 0.00% | +223 | New |
| HHM Wealth Advisors, LLC | 224 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $15.7K | 0.00% | +50+28.6% | Added |
| Legend Financial Advisors, Inc. | 227 | $15.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 246 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 250 | $17.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 271 | $18.9K | 0.01% | +44+19.4% | Added |
| Community Bank, N.A. | 273 | $19.1K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 280 | $19.5K | 0.01% | −1−0.4% | Reduced |
| Bogart Wealth, LLC | 290 | $20.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 295 | $20.6K | 0.01% | +37+14.3% | Added |
| Front Row Advisors LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 301 | $21.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 313 | $21.8K | 0.01% | +313 | New |
| Armstrong Advisory Group, Inc | 318 | $22.2K | 0.00% | +2+0.6% | Added |
| Carolinas Wealth Consulting LLC | 15,338 | $22.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 329 | $23.0K | 0.01% | −100−23.3% | Reduced |
| Covestor Ltd | 321 | $23.0K | 0.02% | −4−1.2% | Reduced |
| First PREMIER Bank | 340 | $24.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 348 | $24.3K | 0.00% | −540−60.8% | Reduced |
| Annapolis Financial Services, LLC | 350 | $24.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 351 | $24.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 354 | $24.7K | 0.00% | +3+0.9% | Added |
| Grove Bank & Trust | 358 | $25.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 368 | $25.7K | 0.00% | +41+12.5% | Added |
| Tilia Fiduciary Partners, Inc. | 372 | $26.0K | 0.02% | +171+85.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 381 | $26.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 389 | $27.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $27.9K | 0.02% | −400−50.0% | Reduced |
| JCIC Asset Management Inc. | 400 | $27.9K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $27.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $27.9K | 0.02% | +400 | New |
| Hexagon Capital Partners LLC | 402 | $28.1K | 0.01% | +127+46.2% | Added |