| TSFG, LLC | 2 | $0 | 0.00% | +2 | New |
| First National Bank of South Miami | 2 | $490 | 0.00% | −14−87.5% | Reduced |
| Concord Wealth Partners | 2 | $546 | 0.00% | −2−50.0% | Reduced |
| PEAK6 Investments LLC | 3 | $649 | 0.00% | −114−97.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 5 | $1.00K | 0.00% | −21−80.8% | Reduced |
| Bollard Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| ORG Partners LLC | 2 | $1.00K | 0.00% | +2 | New |
| Fiduciary Alliance LLC | 5 | $1.23K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 245 | $1.33K | 0.01% | +6+2.5% | Added |
| Northwest Capital Management Inc | 7 | $1.72K | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.96K | 0.00% | +6+300.0% | Added |
| Impact Partnership Wealth, LLC | 8 | $1.96K | 0.00% | +8 | New |
| Cherry Tree Wealth Management, LLC | 8 | $1.96K | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 9 | $2.27K | 0.00% | +2+28.6% | Added |
| Hollencrest Capital Management | 12 | $2.94K | 0.00% | −125−91.2% | Reduced |
| GeoWealth Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $3.68K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $4.17K | 0.00% | −2−10.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17 | $4.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $4.41K | 0.00% | −2−10.0% | Reduced |
| Atwood & Palmer Inc | 18 | $4.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $4.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $4.41K | 0.00% | −1−5.3% | Reduced |
| Ridgewood Investments LLC | 19 | $4.60K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $4.66K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $4.67K | 0.00% | +3+18.8% | Added |
| Stone House Investment Management, LLC | 20 | $4.90K | 0.00% | +20 | New |
| American National Bank | 21 | $5.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $6.62K | 0.00% | −105−79.5% | Reduced |
| Pacifica Partners Inc. | 30 | $7.30K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $7.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $7.84K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 33 | $8.21K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $8.83K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 37 | $8.97K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 37 | $9.07K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 42 | $10.3K | 0.00% | −38−47.5% | Reduced |
| PSI Advisors, LLC | 44 | $10.7K | 0.00% | −29−39.7% | Reduced |
| Baker Avenue Asset Management, LP | 44 | $10.8K | 0.00% | −275−86.2% | Reduced |
| GW&K Investment Management, LLC | 46 | $11.0K | 0.00% | +46 | New |
| Global Trust Asset Management, LLC | 47 | $11.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 47 | $11.5K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 48 | $11.8K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 50 | $12.3K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 51 | $12.5K | 4.04% | +51 | New |
| Centerpoint Advisors, LLC | 53 | $13.0K | 0.01% | +1+1.9% | Added |
| Tucker Asset Management LLC | 54 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 56 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $13.7K | 0.01% | +56 | New |
| JNBA Financial Advisors | 59 | $14.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 62 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 65 | $15.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 68 | $16.7K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 70 | $17.2K | 0.00% | +70 | New |
| First Command Financial Services, Inc. | 70 | $17.2K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 75 | $18.4K | 0.00% | −8−9.6% | Reduced |
| CNB Bank | 75 | $18.4K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 77 | $18.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 79 | $19.0K | 0.01% | +1+1.3% | Added |
| Your Advocates Ltd., LLP | 90 | $22.1K | 0.01% | +60+200.0% | Added |
| Salem Investment Counselors Inc | 95 | $23.3K | 0.00% | −100−51.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $24.5K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 101 | $24.8K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 102 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 104 | $25.5K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 105 | $25.7K | 0.01% | +102+3,400.0% | Added |
| Carolinas Wealth Consulting LLC | 109 | $26.7K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 110 | $27.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 117 | $27.0K | 0.01% | +110+1,571.4% | Added |
| Steward Financial Group LLC | 114 | $27.0K | 0.01% | +114 | New |
| Tyler-Stone Wealth Management | 122 | $30.0K | 0.02% | +122 | New |
| CVA Family Office, LLC | 125 | $30.6K | 0.01% | −17−12.0% | Reduced |
| West Financial Advisors, LLC | 126 | $30.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 126 | $30.9K | 0.00% | +31+32.6% | Added |
| Capital Advisors, Ltd. LLC | 127 | $31.0K | 0.00% | +25+24.5% | Added |
| Hexagon Capital Partners LLC | 127 | $31.1K | 0.01% | +60+89.6% | Added |
| Aspire Private Capital, LLC | 129 | $31.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 130 | $31.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 130 | $32.0K | 0.01% | −478−78.6% | Reduced |
| Oakmont Corp | 131 | $32.1K | 0.00% | −33−20.1% | Reduced |
| JJJ Advisors Inc. | 132 | $32.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 138 | $33.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 140 | $34.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 140 | $34.3K | 0.01% | +140 | New |
| Baystate Wealth Management LLC | 140 | $34.5K | 0.00% | −19−11.9% | Reduced |
| Grove Bank & Trust | 147 | $36.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 150 | $36.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 155 | $38.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 157 | $38.5K | 0.01% | +129+460.7% | Added |
| Cassady Schiller Wealth Management, LLC | 159 | $39.0K | 0.02% | −16−9.1% | Reduced |
| Core Alternative Capital | 161 | $39.5K | 0.01% | +11+7.3% | Added |
| HHM Wealth Advisors, LLC | 165 | $40.5K | 0.01% | 00.0% | Unchanged |