| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 1 | $177 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $178 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $180 | 0.02% | −1,018−99.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2 | $354 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $354 | 0.00% | +2 | New |
| Fairman Group, LLC | 3 | $531 | 0.00% | −4−57.1% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $708 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4 | $762 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $762 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $885 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5 | $885 | 0.00% | +1+25.0% | Added |
| Highline Wealth Partners LLC | 5 | $885 | 0.00% | +5 | New |
| HHM Wealth Advisors, LLC | 5 | $886 | 0.00% | +5 | New |
| Lazard Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Private Wealth Management Group, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $1.42K | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $1.59K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 9 | $1.59K | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $1.95K | 0.00% | +8+266.7% | Added |
| Raffa Wealth Management, LLC | 11 | $1.95K | 0.00% | +11 | New |
| Mascoma Wealth Management LLC | 11 | $1.95K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $2.02K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 12 | $2.12K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $2.48K | 0.00% | +9+180.0% | Added |
| MV Capital Management, Inc. | 15 | $2.66K | 0.00% | +2+15.4% | Added |
| Cornerstone Planning Group LLC | 14 | $2.66K | 0.00% | +7+100.0% | Added |
| Talon Private Wealth, LLC | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $3.01K | 0.00% | +2+13.3% | Added |
| Conquis Financial LLC | 17 | $3.01K | 0.00% | +17 | New |
| Carolina Wealth Advisors, LLC | 18 | $3.19K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 24 | $4.32K | 0.00% | +24 | New |
| Continuum Advisory, LLC | 27 | $4.78K | 0.00% | −1−3.6% | Reduced |
| Eagle Bay Advisors LLC | 28 | $4.96K | 0.00% | −11−28.2% | Reduced |
| Tucker Asset Management LLC | 28 | $4.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $5.00K | 0.00% | +4+15.4% | Added |
| Sunbelt Securities, Inc. | 28 | $5.01K | 0.00% | −44−61.1% | Reduced |
| Truvestments Capital LLC | 32 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 34 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $6.02K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 35 | $6.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $6.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 36 | $6.37K | 0.00% | +36 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 | $6.90K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 43 | $7.00K | 0.00% | +16+59.3% | Added |
| SJS Investment Consulting Inc. | 41 | $7.26K | 0.00% | +1+2.5% | Added |
| TFC Financial Management | 41 | $7.26K | 0.00% | +40+4,000.0% | Added |
| Kings Path Partners LLC | 44 | $7.79K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 46 | $8.14K | 0.00% | +46 | New |
| Whipplewood Advisors, LLC | 52 | $9.21K | 0.01% | +52 | New |
| JFS Wealth Advisors, LLC | 52 | $9.21K | 0.00% | +1+2.0% | Added |
| Bogart Wealth, LLC | 57 | $10.1K | 0.00% | +12+26.7% | Added |
| Geneos Wealth Management Inc. | 61 | $10.8K | 0.00% | −5−7.6% | Reduced |
| Valley National Advisers Inc | 66 | $11.0K | 0.00% | +66 | New |
| Centricity Wealth Management, LLC | 65 | $11.5K | 0.01% | +65 | New |
| Meeder Asset Management Inc | 70 | $12.4K | 0.00% | +1+1.4% | Added |
| Washington Trust Co | 74 | $13.1K | 0.00% | −3−3.9% | Reduced |
| Wolff Wiese Magana LLC | 77 | $13.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $15.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $15.8K | 0.00% | +89 | New |
| Capital Advisors, Ltd. LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $16.1K | 0.00% | +52+136.8% | Added |
| Westside Investment Management, Inc. | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 107 | $18.9K | 0.00% | +107 | New |
| Trust Co of Vermont | 115 | $20.4K | 0.00% | +115 | New |
| Global Financial Private Client, LLC | 117 | $20.7K | 0.01% | +2+1.7% | Added |
| Oarsman Capital, Inc. | 117 | $20.7K | 0.00% | +12+11.4% | Added |
| WPG Advisers, LLC | 123 | $21.8K | 0.02% | +123 | New |
| Cetera Trust Company, N.A | 125 | $22.1K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 125 | $22.1K | 0.01% | +125 | New |
| AdvisorNet Financial, Inc | 127 | $22.5K | 0.00% | −6−4.5% | Reduced |
| GeoWealth Management, LLC | 141 | $25.0K | 0.00% | −3−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 145 | $25.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 148 | $26.0K | 0.02% | −512−77.6% | Reduced |
| Evelyn Partners Investment Management LLP | 158 | $28.0K | 0.00% | +158 | New |
| Fairfield Financial Advisors, LTD | 162 | $28.6K | 0.01% | +1+0.6% | Added |
| Versant Capital Management, Inc | 162 | $28.7K | 0.01% | +65+67.0% | Added |
| Bryn Mawr Trust Co | 165 | $29.2K | 0.00% | +36+27.9% | Added |
| Transce3nd, LLC | 166 | $29.4K | 0.01% | +166 | New |
| Hexagon Capital Partners LLC | 175 | $31.0K | 0.01% | +1+0.6% | Added |
| Elequin Capital LP | 187 | $33.1K | 0.00% | +187 | New |
| Johnson Financial Group, Inc. | 170 | $33.7K | 0.00% | +87+104.8% | Added |
| Noble Wealth Management PBC | 202 | $35.8K | 0.02% | +202 | New |
| Compass Wealth Management LLC | 210 | $37.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 211 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 213 | $37.7K | 0.03% | −1−0.5% | Reduced |
| GW&K Investment Management, LLC | 220 | $39.0K | 0.00% | 00.0% | Unchanged |