| New Millennium Group LLC | 0 | $1 | 0.00% | 0 | New |
| Washington Trust Co | 0 | $2 | 0.00% | −309−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Prestige Wealth Management Group LLC | 0 | $8 | 0.00% | −26−100.0% | Reduced |
| Plato Investment Management Ltd | 736 | $25 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $33 | 0.00% | +1 | New |
| Ruedi Wealth Management, Inc. | 2 | $67 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 3 | $101 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $169 | 0.00% | −8−61.5% | Reduced |
| WestEnd Advisors, LLC | 6 | $201 | 0.00% | −2−25.0% | Reduced |
| Cornerstone Planning Group LLC | 8 | $278 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $301 | 0.00% | +9 | New |
| Core Alternative Capital | 12 | $401 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $447 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $536 | 0.00% | +1+6.7% | Added |
| Wolff Wiese Magana LLC | 20 | $669 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $769 | 0.00% | +18+360.0% | Added |
| Sugarloaf Wealth Management, LLC | 26 | $870 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $971 | 0.00% | +3+11.5% | Added |
| Penserra Capital Management LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $1.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.07K | 0.00% | −5−13.5% | Reduced |
| Planning Capital Management Corp | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 37 | $1.24K | 0.00% | +37 | New |
| Unique Wealth Strategies, LLC | 30 | $1.28K | 0.00% | +30 | New |
| Nemes Rush Group LLC | 39 | $1.30K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $1.50K | 0.00% | +45 | New |
| Cape Investment Advisory, Inc. | 46 | $1.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $1.54K | 0.00% | +20+76.9% | Added |
| ICA Group Wealth Management, LLC | 48 | $1.61K | 0.00% | −114−70.4% | Reduced |
| Dunhill Financial, LLC | 49 | $1.65K | 0.00% | +12+32.4% | Added |
| Baldwin Brothers Inc | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 50 | $1.67K | 0.00% | +50 | New |
| Triad Wealth Partners, LLC | 52 | $1.74K | 0.00% | +52 | New |
| Oliver Lagore Vanvalin Investment Group | 54 | $1.81K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 55 | $1.83K | 0.00% | +1+1.9% | Added |
| Gilliland Jeter Wealth Management LLC | 55 | $1.84K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 58 | $1.94K | 0.00% | −2−3.3% | Reduced |
| DT Investment Partners, LLC | 59 | $1.97K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 65 | $2.00K | 0.00% | +65 | New |
| Strengthening Families & Communities, LLC | 66 | $2.00K | 0.00% | +66 | New |
| Scarborough Advisors, LLC | 65 | $2.17K | 0.00% | +1+1.6% | Added |
| Beacon Capital Management, LLC | 69 | $2.31K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 70 | $2.34K | 0.00% | +70 | New |
| Luken Investment Analytics, LLC | 74 | $2.48K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 75 | $2.51K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 79 | $2.64K | 0.00% | +79 | New |
| Eagle Bay Advisors LLC | 79 | $2.67K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 84 | $2.81K | 0.00% | −218−72.2% | Reduced |
| Bell Investment Advisors, Inc | 87 | $2.91K | 0.00% | −14−13.9% | Reduced |
| Evolution Advisers, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $3.00K | 0.00% | +16+21.3% | Added |
| JFS Wealth Advisors, LLC | 95 | $3.18K | 0.00% | +43+82.7% | Added |
| Operose Advisors LLC | 96 | $3.21K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 100 | $3.37K | 0.00% | +100 | New |
| South State Corp. | 105 | $3.51K | 0.00% | −3,640−97.2% | Reduced |
| Red Tortoise LLC | 108 | $3.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 109 | $3.64K | 0.00% | +1+0.9% | Added |
| Hollencrest Capital Management | 109 | $3.65K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 116 | $3.88K | 0.00% | +116 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $4.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 134 | $4.48K | 0.00% | +1+0.8% | Added |
| Redwood Wealth Management Group, LLC | 134 | $4.48K | 0.00% | +134 | New |
| Sachetta, LLC | 139 | $4.99K | 0.00% | +71+104.4% | Added |
| Valley National Advisers Inc | 167 | $5.00K | 0.00% | −34−16.9% | Reduced |
| Hantz Financial Services, Inc. | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 152 | $5.07K | 0.00% | +1+0.7% | Added |
| Hobbs Group Advisors, LLC | 162 | $5.42K | 0.00% | +162 | New |
| Plante Moran Financial Advisors, LLC | 172 | $5.75K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 176 | $5.89K | 0.00% | +10+6.0% | Added |
| AllSquare Wealth Management LLC | 182 | $6.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 181 | $6.11K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 180 | $6.45K | 0.00% | +180 | New |
| ZRC Wealth Management, LLC | 193 | $6.46K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $6.69K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 200 | $6.69K | 0.01% | +200 | New |
| Harbor Investment Advisory, LLC | 204 | $6.82K | 0.00% | +114+126.7% | Added |
| Benjamin Edwards Inc | 204 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 219 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 230 | $7.69K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 231 | $7.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 234 | $7.83K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 255 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 244 | $8.00K | 0.00% | +6+2.5% | Added |
| Evermay Wealth Management LLC | 240 | $8.03K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 242 | $8.11K | 0.00% | −10−4.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 244 | $8.16K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 274 | $9.16K | 0.00% | +52+23.4% | Added |
| BFSG, LLC | 274 | $9.17K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 280 | $9.37K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 290 | $9.70K | 0.00% | −1,233−81.0% | Reduced |
| Silvant Capital Management LLC | 294 | $9.92K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 298 | $9.97K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 305 | $10.2K | 0.00% | −79−20.6% | Reduced |
| Global Financial Private Client, LLC | 305 | $10.2K | 0.00% | 00.0% | Unchanged |