| First Command Advisory Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 239 | $194 | 0.01% | +239 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $478 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $717 | 0.00% | −6−66.7% | Reduced |
| TFC Financial Management | 3 | $717 | 0.00% | +3 | New |
| Concord Wealth Partners | 4 | $987 | 0.00% | −377−99.0% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6 | $1.43K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 10 | $2.39K | 0.00% | +10 | New |
| GeoWealth Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Capstone Investment Advisors, LLC | 14 | $3.34K | 0.00% | +14 | New |
| Tompkins Financial Corp | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $3.58K | 0.00% | +15 | New |
| First National Bank of South Miami | 16 | $3.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.83K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 66 | $4.00K | 0.00% | −3,725−98.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17 | $4.06K | 0.00% | +17 | New |
| Atwood & Palmer Inc | 18 | $4.30K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $4.30K | 0.00% | +3+20.0% | Added |
| Ridgewood Investments LLC | 19 | $4.48K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 19 | $4.51K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $4.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $4.54K | 0.00% | −1−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| American National Bank | 21 | $5.02K | 0.00% | −10−32.3% | Reduced |
| Rise Advisors, LLC | 21 | $5.02K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 26 | $6.00K | 0.00% | −19−42.2% | Reduced |
| Pacifica Partners Inc. | 30 | $6.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $6.69K | 0.00% | +28 | New |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $7.00K | 0.00% | +30 | New |
| Your Advocates Ltd., LLP | 30 | $7.17K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $7.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $7.64K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 33 | $7.93K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $8.60K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 37 | $8.74K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 37 | $8.84K | 0.00% | +37 | New |
| Cohen & Steers, Inc. | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $9.56K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 47 | $11.2K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 47 | $11.2K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 48 | $11.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 49 | $11.7K | 0.01% | +49 | New |
| Addison Advisors LLC | 50 | $11.9K | 0.01% | −6−10.7% | Reduced |
| Duncker Streett & Co Inc | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $11.9K | 0.01% | +50 | New |
| Tucker Asset Management LLC | 54 | $12.8K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 54 | $12.9K | 0.01% | −3−5.3% | Reduced |
| Centerpoint Advisors, LLC | 52 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 56 | $13.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 59 | $14.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 62 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $15.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 65 | $15.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 67 | $15.9K | 0.00% | −61−47.7% | Reduced |
| West Paces Advisors Inc. | 68 | $16.2K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 73 | $17.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 75 | $17.9K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 77 | $18.4K | 0.01% | −2−2.5% | Reduced |
| Winch Advisory Services, LLC | 78 | $19.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 80 | $19.1K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 81 | $19.3K | 0.00% | +81 | New |
| JFS Wealth Advisors, LLC | 83 | $19.8K | 0.00% | −3−3.5% | Reduced |
| ETF Managers Group, LLC | 87 | $20.8K | 0.00% | +87 | New |
| MV Capital Management, Inc. | 95 | $22.7K | 0.00% | +4+4.4% | Added |
| Sutton Wealth Advisors Inc. | 100 | $23.9K | 0.01% | −1,340−93.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $23.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 102 | $24.0K | 0.00% | −40−28.2% | Reduced |
| SOA Wealth Advisors, LLC. | 101 | $24.2K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 102 | $24.4K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 104 | $24.9K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 103 | $25.0K | 0.01% | −100−49.3% | Reduced |
| Endurance Wealth Management, Inc. | 110 | $26.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 107 | $26.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 109 | $26.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 117 | $28.0K | 0.00% | +115+5,750.0% | Added |
| Studio Investment Management LLC | 124 | $29.6K | 0.01% | +124 | New |
| West Financial Advisors, LLC | 126 | $30.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 129 | $30.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 132 | $30.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 130 | $31.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 132 | $31.5K | 0.02% | +132 | New |
| Hollencrest Capital Management | 137 | $32.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 138 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 140 | $33.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 142 | $33.9K | 0.01% | +37+35.2% | Added |
| Grove Bank & Trust | 147 | $35.1K | 0.01% | +13+9.7% | Added |
| Pittenger & Anderson Inc | 150 | $35.8K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 150 | $35.9K | 0.00% | +113+305.4% | Added |
| GPS Wealth Strategies Group, LLC | 155 | $37.0K | 0.01% | +155 | New |
| Carmel Capital Partners, LLC | 158 | $37.7K | 0.02% | +158 | New |
| KB Financial Partners, LLC | 158 | $38.0K | 0.01% | −76−32.5% | Reduced |
| Baystate Wealth Management LLC | 159 | $38.1K | 0.00% | −28−15.0% | Reduced |
| Stonebridge Capital Advisors LLC | 160 | $38.2K | 0.00% | 00.0% | Unchanged |