| Evermay Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 0 | $8 | 0.00% | 0 | New |
| Wall Street Access Asset Management, LLC | 1 | $79 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $236 | 0.00% | −80−96.4% | Reduced |
| McIlrath & Eck, LLC | 3 | $236 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4 | $314 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $314 | 0.00% | +4 | New |
| Evolution Wealth Management Inc. | 4 | $314 | 0.00% | +4 | New |
| West Branch Capital LLC | 4 | $315 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 4 | $315 | 0.00% | +4 | New |
| Fortis Group Advisors, LLC | 5 | $393 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $393 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $471 | 0.00% | +6 | New |
| Grey Fox Wealth Advisors, LLC | 6 | $471 | 0.00% | +6 | New |
| Breakwater Investment Management | 6 | $472 | 0.00% | +6 | New |
| Murphy & Mullick Capital Management Corp | 7 | $550 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $550 | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 7 | $557 | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 8 | $628 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $628 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8 | $629 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $629 | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $653 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 9 | $707 | 0.00% | +9 | New |
| Cherry Tree Wealth Management, LLC | 10 | $747 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $785 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $864 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $864 | 0.00% | +11 | New |
| NVWM, LLC | 12 | $942 | 0.00% | −10−45.5% | Reduced |
| American Capital Advisory, LLC | 12 | $943 | 0.00% | −1−7.7% | Reduced |
| WestEnd Advisors, LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 13 | $1.02K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $1.02K | 0.00% | −23−63.9% | Reduced |
| Quaker Wealth Management, LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 13 | $1.02K | 0.00% | +13 | New |
| Orion Capital Management LLC | 14 | $1.10K | 0.00% | +14 | New |
| Tidemark, LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.18K | 0.00% | −23−60.5% | Reduced |
| Financial Perspectives, Inc | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $1.33K | 0.00% | −3−15.0% | Reduced |
| Estabrook Capital Management | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 17 | $1.34K | 0.00% | +17 | New |
| Bullock Wealth Management Group | 18 | $1.44K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.49K | 0.00% | −9−32.1% | Reduced |
| Guerra Advisors Inc | 20 | $1.58K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $1.81K | 0.00% | +23 | New |
| Blue Bell Private Wealth Management, LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 25 | $1.98K | 0.00% | +25 | New |
| FNY Investment Advisers, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Hughes Financial Services, LLC | 27 | $2.08K | 0.00% | −12−30.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 27 | $2.31K | 0.00% | −4−12.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 33 | $2.59K | 0.00% | +1+3.1% | Added |
| Inlight Wealth Management, LLC | 35 | $2.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 35 | $2.75K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 36 | $2.83K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | −6−11.1% | Reduced |
| Centerpoint Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $3.03K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 39 | $3.06K | 0.00% | −6−13.3% | Reduced |
| Anchor Investment Management, LLC | 39 | $3.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 44 | $3.46K | 0.00% | −35−44.3% | Reduced |
| ORG Partners LLC | 46 | $3.61K | 0.00% | −86−65.2% | Reduced |
| Marquette Asset Management, LLC | 47 | $3.69K | 0.00% | +47 | New |
| Financial Avengers, Inc. | 49 | $3.82K | 0.00% | +1+2.1% | Added |
| Minot DeBlois Advisors LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $3.93K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 52 | $4.08K | 0.00% | +16+44.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 54 | $4.24K | 0.00% | +54 | New |
| Vision Financial Markets LLC | 55 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 52 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $4.71K | 0.00% | −12−16.7% | Reduced |
| Wolff Wiese Magana LLC | 65 | $5.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $5.18K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 66 | $5.18K | 0.01% | +14+26.9% | Added |
| Caldwell Sutter Capital, Inc. | 67 | $5.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.26K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 68 | $5.34K | 0.00% | +68 | New |
| Jackson, Grant Investment Advisers, Inc. | 70 | $5.50K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $5.53K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 71 | $5.58K | 0.00% | +71 | New |
| Redmont Wealth Advisors LLC | 75 | $5.89K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 80 | $6.00K | 0.00% | −7−8.0% | Reduced |
| Cloud Capital Management, LLC | 87 | $6.00K | 0.00% | +87 | New |
| First Command Advisory Services, Inc. | 78 | $6.13K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 78 | $6.13K | 0.00% | +78 | New |
| DiNuzzo Private Wealth, Inc. | 76 | $6.18K | 0.00% | −1−1.3% | Reduced |
| Old Point Trust & Financial Services N A | 79 | $6.21K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 82 | $6.45K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 83 | $6.52K | 0.00% | −24−22.4% | Reduced |
| Solstein Capital, LLC | 89 | $6.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 82 | $7.00K | 0.00% | +82 | New |
| Cornerstone National Bank & Trust Co | 92 | $7.23K | 0.00% | 00.0% | Unchanged |