| Toth Financial Advisory Corp | 0 | $5 | 0.00% | 0 | New |
| Fortis Advisors, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $320 | 0.00% | – | – |
| True Wealth Design, LLC | 3 | $481 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 5 | $800 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $803 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6 | $960 | 0.00% | +6 | New |
| Clearview Wealth Advisors LLC | 6 | $961 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 10 | $1.00K | 0.00% | −19,520−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −32−78.0% | Reduced |
| TSFG, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9 | $1.44K | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.61K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 18 | $2.00K | 0.00% | −47−72.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | +15 | New |
| SkyView Investment Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| WR Wealth Planners, LLC | 13 | $2.08K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 14 | $2.24K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 14 | $2.24K | 0.00% | +14 | New |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.24K | 0.00% | +14 | New |
| Sofos Investments, Inc. | 160 | $2.46K | 0.11% | −6−3.6% | Reduced |
| Hexagon Capital Partners LLC | 18 | $2.88K | 0.00% | −32−64.0% | Reduced |
| Disciplined Investments, LLC | 18 | $2.88K | 0.00% | +1+5.9% | Added |
| Ridgewood Investments LLC | 18 | $2.92K | 0.00% | +18 | New |
| Valley National Advisers Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Grey Fox Wealth Advisors, LLC | 19 | $3.04K | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 20 | $3.20K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $3.36K | 0.00% | −11−34.4% | Reduced |
| Ellevest, Inc. | 21 | $3.36K | 0.00% | +13+162.5% | Added |
| Rise Advisors, LLC | 22 | $3.55K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $4.17K | 0.00% | +4+18.2% | Added |
| Jones Financial Companies LLLP | 28 | $4.48K | 0.00% | +27+2,700.0% | Added |
| Tilia Fiduciary Partners, Inc. | 33 | $5.28K | 0.01% | +33 | New |
| Raleigh Capital Management Inc. | 39 | $6.26K | 0.00% | +39 | New |
| Hollencrest Capital Management | 41 | $6.57K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 43 | $6.88K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $6.88K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 49 | $7.00K | 0.00% | +49 | New |
| Schubert & Co | 44 | $7.04K | 0.01% | −1−2.2% | Reduced |
| Horan Securities, Inc. | 44 | $7.04K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45 | $7.21K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $7.37K | 0.00% | −7−13.2% | Reduced |
| Washington Trust Advisors, Inc. | 46 | $7.37K | 0.00% | +2+4.5% | Added |
| Tucker Asset Management LLC | 49 | $7.84K | 0.00% | −19−27.9% | Reduced |
| Buck Wealth Strategies, LLC | 52 | $8.33K | 0.00% | +52 | New |
| Carolina Wealth Advisors, LLC | 57 | $9.13K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 59 | $9.45K | 0.00% | +59 | New |
| Stephens Consulting, LLC | 60 | $9.61K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 62 | $9.99K | 0.01% | −30−32.6% | Reduced |
| Baystate Wealth Management LLC | 68 | $10.9K | 0.00% | +4+6.3% | Added |
| RE Dickinson Investment Advisors, LLC | 67 | $11.0K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 69 | $11.0K | 0.00% | +1+1.5% | Added |
| Hoese & Co LLP | 75 | $11.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $12.0K | 0.00% | −99−56.6% | Reduced |
| Financial Management Professionals, Inc. | 80 | $13.0K | 0.00% | +13+19.4% | Added |
| Sittner & Nelson, LLC | 85 | $13.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $14.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 95 | $15.0K | 0.01% | −9−8.7% | Reduced |
| ING Groep NV | 95 | $15.2K | 0.00% | −27,441−99.7% | Reduced |
| Sutton Wealth Advisors Inc. | 97 | $15.5K | 0.01% | −1,914−95.2% | Reduced |
| Lowe Wealth Advisors, LLC | 97 | $15.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $15.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 103 | $16.5K | 0.01% | −28−21.4% | Reduced |
| Coastal Capital Group, Inc. | 104 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 106 | $17.0K | 0.00% | −1−0.9% | Reduced |
| Dividend Assets Capital, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $17.3K | 0.00% | +9+9.1% | Added |
| Legacy Bridge, LLC | 110 | $17.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 115 | $18.4K | 0.02% | −27−19.0% | Reduced |
| Creative Financial Designs Inc | 116 | $18.6K | 0.00% | +100+625.0% | Added |
| CVA Family Office, LLC | 117 | $18.7K | 0.00% | +117 | New |
| Crewe Advisors LLC | 122 | $19.5K | 0.00% | −53−30.3% | Reduced |
| Tfo-TDC, LLC | 124 | $19.9K | 0.00% | +123+12,300.0% | Added |
| Covestor Ltd | 127 | $20.0K | 0.02% | +6+5.0% | Added |
| Clear Perspectives Financial Planning, LLC | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 126 | $20.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 137 | $21.9K | 0.00% | +134+4,466.7% | Added |
| Kalos Management, Inc. | 140 | $22.4K | 0.04% | +140 | New |
| RFP Financial Group LLC | 149 | $23.9K | 0.03% | +149 | New |
| Prestige Wealth Management Group LLC | 149 | $23.9K | 0.01% | +2+1.4% | Added |
| Harbour Investments, Inc. | 165 | $26.4K | 0.00% | +63+61.8% | Added |
| Bellevue Asset Management, LLC | 166 | $26.6K | 0.02% | −484−74.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 169 | $27.1K | 0.01% | −23−12.0% | Reduced |
| Hanson & Doremus Investment Management | 172 | $28.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 177 | $28.3K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 180 | $28.8K | 0.02% | −96−34.8% | Reduced |
| BerganKDV Wealth Management, LLC | 186 | $29.8K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 199 | $31.9K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 200 | $32.0K | 0.03% | +200 | New |
| Focused Wealth Management, Inc | 202 | $32.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 208 | $33.3K | 0.00% | −43−17.1% | Reduced |