| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| New Millennium Group LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| MCF Advisors LLC | 0 | $10 | 0.00% | −33−100.0% | Reduced |
| Guardian Wealth Management, Inc. | 1 | $22 | 0.00% | −72−98.6% | Reduced |
| Valued Wealth Advisors LLC | 0 | $39 | 0.00% | 0 | New |
| JJJ Advisors Inc. | 3 | $116 | 0.00% | +3 | New |
| True Wealth Design, LLC | 7 | $271 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $309 | 0.00% | +1+14.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 10 | $382 | 0.00% | +10 | New |
| Kelly Financial Services LLC | 13 | $509 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 16 | $618 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $774 | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 22 | $857 | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $928 | 0.00% | +24 | New |
| Lazard Asset Management LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 36 | $1.00K | 0.00% | +36 | New |
| Sugarloaf Wealth Management, LLC | 26 | $1.00K | 0.00% | −160−86.0% | Reduced |
| Private Wealth Management Group, LLC | 26 | $1.01K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 26 | $1.01K | 0.00% | −204−88.7% | Reduced |
| Frank, Rimerman Advisors LLC | 30 | $1.16K | 0.00% | +30 | New |
| Fairman Group, LLC | 30 | $1.17K | 0.00% | +30 | New |
| Key Financial Inc | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $1.21K | 0.00% | +31 | New |
| Planning Capital Management Corp | 34 | $1.31K | 0.00% | +34 | New |
| Birchbrook, Inc. | 34 | $1.31K | 0.00% | +34 | New |
| Nemes Rush Group LLC | 38 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 46 | $1.78K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 48 | $1.86K | 0.00% | +48 | New |
| Norwood Financial Corp | 50 | $1.93K | 0.00% | −200−80.0% | Reduced |
| Baldwin Brothers Inc | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $2.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 52 | $2.01K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 54 | $2.09K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $2.09K | 0.00% | −247−82.1% | Reduced |
| TFC Financial Management | 58 | $2.24K | 0.00% | +47+427.3% | Added |
| DT Investment Partners, LLC | 59 | $2.28K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 62 | $2.41K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 63 | $2.44K | 0.00% | +15+31.3% | Added |
| Scarborough Advisors, LLC | 64 | $2.47K | 0.00% | +64 | New |
| Beacon Capital Management, LLC | 69 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $2.63K | 0.00% | +68 | New |
| Impact Partnership Wealth, LLC | 69 | $2.68K | 0.00% | −573−89.3% | Reduced |
| Luken Investment Analytics, LLC | 74 | $2.86K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 90 | $3.48K | 0.00% | −160−64.0% | Reduced |
| Rakuten Securities, Inc. | 92 | $3.56K | 0.00% | +92 | New |
| Pacifica Partners Inc. | 100 | $3.58K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 94 | $3.63K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 96 | $3.71K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $3.87K | 0.00% | −9,912−99.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $3.90K | 0.00% | +3+3.1% | Added |
| Evolution Advisers, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 107 | $4.15K | 0.00% | +1+0.9% | Added |
| Red Tortoise LLC | 108 | $4.17K | 0.00% | +108 | New |
| Hollencrest Capital Management | 109 | $4.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 122 | $4.73K | 0.00% | +85+229.7% | Added |
| Versant Capital Management, Inc | 124 | $4.79K | 0.00% | −30−19.5% | Reduced |
| Raffa Wealth Management, LLC | 129 | $4.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 133 | $5.14K | 0.00% | −5,100−97.5% | Reduced |
| Focused Wealth Management, Inc | 136 | $5.27K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 140 | $5.41K | 0.00% | +140 | New |
| Quarry LP | 144 | $5.57K | 0.00% | +144 | New |
| Larson Financial Group LLC | 148 | $5.72K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 149 | $5.78K | 0.00% | +149 | New |
| Gables Capital Management Inc. | 150 | $5.80K | 0.00% | +150 | New |
| Hantz Financial Services, Inc. | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 153 | $6.00K | 0.00% | +153 | New |
| Smartleaf Asset Management LLC | 161 | $6.25K | 0.00% | +161 | New |
| AllSquare Wealth Management LLC | 182 | $7.04K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 181 | $7.05K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 192 | $7.40K | 0.00% | −10−5.0% | Reduced |
| Toth Financial Advisory Corp | 200 | $7.73K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $7.73K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $7.73K | 0.00% | +200 | New |
| Benjamin Edwards Inc | 204 | $8.00K | 0.00% | −785−79.4% | Reduced |
| GW&K Investment Management, LLC | 194 | $8.00K | 0.00% | +46+31.1% | Added |
| O'Dell Group, LLC | 210 | $8.12K | 0.00% | +210 | New |
| Granite FO LLC | 211 | $8.16K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 217 | $8.39K | 0.00% | +22+11.3% | Added |
| JNBA Financial Advisors | 219 | $8.47K | 0.00% | −70−24.2% | Reduced |
| Front Row Advisors LLC | 224 | $8.74K | 0.00% | −460−67.3% | Reduced |
| Bank of New Hampshire | 230 | $8.89K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 231 | $8.93K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 255 | $9.00K | 0.00% | +55+27.5% | Added |
| Carmichael Hill & Associates, Inc. | 244 | $9.43K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 249 | $9.63K | 0.00% | +9+3.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 260 | $10.1K | 0.00% | −3−1.1% | Reduced |
| Glassman Wealth Services | 265 | $10.2K | 0.00% | −875−76.8% | Reduced |
| BFSG, LLC | 274 | $10.6K | 0.00% | +274 | New |
| Optimum Investment Advisors | 280 | $10.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 285 | $11.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 301 | $11.4K | 0.01% | +108+56.0% | Added |
| Silvant Capital Management LLC | 294 | $11.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 298 | $11.5K | 0.00% | 00.0% | Unchanged |