| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 13 | $0 | 0.00% | +13 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 168 | $2 | 0.00% | +47+38.8% | Added |
| Colonial Trust Advisors | 1 | $168 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | – | $336 | 0.00% | – | – |
| Worth Asset Management, LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $504 | 0.00% | +2+200.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $504 | 0.00% | +3 | New |
| Duncker Streett & Co Inc | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $672 | 0.00% | −16−80.0% | Reduced |
| True Wealth Design, LLC | 4 | $672 | 0.00% | +1+33.3% | Added |
| USA Financial Portformulas Corp | 6 | $1.01K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.18K | 0.00% | −4−36.4% | Reduced |
| Cedar Wealth Management, LLC | 8 | $1.34K | 0.00% | −4−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.68K | 0.00% | −16−61.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 11 | $1.85K | 0.00% | −14,911−99.9% | Reduced |
| Coston, McIsaac & Partners | 15 | $2.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 12 | $2.02K | 0.00% | +12 | New |
| Global Wealth Strategies & Associates | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $2.35K | 0.00% | −3−17.6% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $2.35K | 0.00% | −2−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $2.69K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 16 | $2.69K | 0.00% | +16 | New |
| Financial Freedom, LLC | 20 | $3.36K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.36K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 21 | $3.52K | 0.00% | +21 | New |
| Oliver Lagore Vanvalin Investment Group | 22 | $3.69K | 0.00% | +22 | New |
| Values First Advisors, Inc. | 24 | $4.11K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 27 | $4.53K | 0.00% | +4+17.4% | Added |
| Harbor Investment Advisory, LLC | 28 | $4.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.70K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $6.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 38 | $6.38K | 0.00% | +38 | New |
| Your Advocates Ltd., LLP | 40 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 40 | $6.71K | 0.00% | +40 | New |
| 25 LLC | 56 | $7.73K | 0.00% | +56 | New |
| Sunbelt Securities, Inc. | 50 | $8.12K | 0.00% | +50 | New |
| WFA Asset Management Corp | 50 | $8.39K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 53 | $8.90K | 0.00% | +45+562.5% | Added |
| Capital Advisors, Ltd. LLC | 51 | $9.00K | 0.00% | +42+466.7% | Added |
| Westside Investment Management, Inc. | 60 | $10.1K | 0.00% | −52−46.4% | Reduced |
| Disciplined Investments, LLC | 61 | $10.2K | 0.00% | +41+205.0% | Added |
| NewSquare Capital LLC | 64 | $10.7K | 0.00% | +64 | New |
| RFP Financial Group LLC | 65 | $10.9K | 0.01% | −110−62.9% | Reduced |
| Steward Financial Group LLC | 66 | $11.0K | 0.00% | +39+144.4% | Added |
| Old North State Trust, LLC | 63 | $11.0K | 0.01% | +63 | New |
| Bogart Wealth, LLC | 67 | $11.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $11.2K | 0.01% | +6+9.8% | Added |
| Schubert & Co | 67 | $11.2K | 0.01% | +6+9.8% | Added |
| Macroview Investment Management LLC | 70 | $11.8K | 0.02% | −16−18.6% | Reduced |
| Global Financial Private Client, LLC | 73 | $12.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 73 | $12.3K | 0.01% | +10+15.9% | Added |
| First Manhattan Co | 76 | $12.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 77 | $12.9K | 0.00% | +77 | New |
| Hantz Financial Services, Inc. | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 80 | $13.4K | 0.00% | −4,540−98.3% | Reduced |
| Farther Finance Advisors, LLC | 80 | $13.4K | 0.00% | −391−83.0% | Reduced |
| Baldwin Brothers Inc | 80 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 80 | $13.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 87 | $14.6K | 0.00% | +87 | New |
| VitalStone Financial, LLC | 104 | $15.0K | 0.01% | +104 | New |
| PSI Advisors, LLC | 100 | $16.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 101 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 150 | $18.0K | 0.00% | −40−21.1% | Reduced |
| Baystate Wealth Management LLC | 108 | $18.1K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 112 | $18.8K | 0.01% | +17+17.9% | Added |
| Bell Investment Advisors, Inc | 114 | $19.1K | 0.00% | −45−28.3% | Reduced |
| Earnest Partners LLC | 116 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 121 | $20.3K | 0.00% | +44+57.1% | Added |
| Hexagon Capital Partners LLC | 124 | $20.8K | 0.01% | +61+96.8% | Added |
| Carolinas Wealth Consulting LLC | 126 | $21.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 137 | $23.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 140 | $23.5K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 151 | $25.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 152 | $25.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $26.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 162 | $27.0K | 0.01% | +162 | New |
| Quarry LP | 170 | $28.5K | 0.02% | −13−7.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 172 | $29.0K | 0.02% | +42+32.3% | Added |
| Ancora Advisors, LLC | 173 | $29.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 175 | $29.4K | 0.01% | −265−60.2% | Reduced |
| Hollencrest Capital Management | 178 | $29.9K | 0.00% | +178 | New |
| AdvisorNet Financial, Inc | 181 | $30.4K | 0.00% | −50−21.6% | Reduced |
| Byrne Asset Management LLC | 190 | $32.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 194 | $32.6K | 0.01% | +110+131.0% | Added |
| Glassman Wealth Services | 195 | $32.7K | 0.01% | −23−10.6% | Reduced |
| Addison Advisors LLC | 200 | $33.6K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 200 | $33.6K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 214 | $35.9K | 0.00% | −21−8.9% | Reduced |
| Trifecta Capital Advisors, LLC | 220 | $36.9K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 221 | $37.1K | 0.01% | −84−27.5% | Reduced |