| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Activest Wealth Management | 1 | $93 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 2 | $185 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $185 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $278 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $278 | 0.00% | +3 | New |
| Legacy Investment Solutions, LLC | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $414 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $555 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 7 | $648 | 0.00% | +7 | New |
| Cary Street Partner Investment Advisory LLC | 9 | $833 | 0.00% | −5,885−99.8% | Reduced |
| Key Financial Inc | 10 | $925 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $990 | 0.00% | −20−66.7% | Reduced |
| AdvisorNet Financial, Inc | 12 | $1.11K | 0.00% | −8−40.0% | Reduced |
| Financial Gravity Companies, Inc. | 12 | $1.11K | 0.00% | +7+140.0% | Added |
| TD Capital Management LLC | 13 | $1.20K | 0.00% | +13 | New |
| Riverview Trust Co | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $1.39K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 15 | $1.39K | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 16 | $1.48K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 16 | $1.48K | 0.00% | +16 | New |
| Riggs Asset Managment Co. Inc. | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.67K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.76K | 0.00% | +19 | New |
| St. Johns Investment Management Company, LLC | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.22K | 0.00% | +24 | New |
| Venturi Wealth Management, LLC | 25 | $2.31K | 0.00% | −18−41.9% | Reduced |
| SRS Capital Advisors, Inc. | 28 | $2.59K | 0.00% | −32−53.3% | Reduced |
| Mather Group, LLC. | 29 | $2.68K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $2.68K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 44 | $4.04K | 0.00% | +44 | New |
| Salomon & Ludwin, LLC | 44 | $4.07K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $4.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 48 | $4.44K | 0.00% | −70−59.3% | Reduced |
| Arlington Trust Co LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 58 | $5.00K | 0.00% | +24+70.6% | Added |
| WR Wealth Planners, LLC | 55 | $5.09K | 0.00% | +14+34.1% | Added |
| FLP Wealth Management, LLC | 56 | $5.17K | 0.01% | +56 | New |
| Cranbrook Wealth Management, LLC | 59 | $5.46K | 0.00% | +59 | New |
| McIlrath & Eck, LLC | 65 | $6.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $6.48K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $6.84K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 74 | $6.85K | 0.00% | +23+45.1% | Added |
| Copeland Capital Management, LLC | 92 | $8.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 89 | $8.81K | 0.00% | +9+11.3% | Added |
| St Germain D J Co Inc | 100 | $9.25K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $9.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 104 | $9.62K | 0.01% | +104 | New |
| Transce3nd, LLC | 106 | $9.81K | 0.00% | +106 | New |
| Harbor Capital Advisors, Inc. | 110 | $10.0K | 0.00% | −4−3.5% | Reduced |
| Proequities, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 111 | $10.3K | 0.01% | +111 | New |
| Harbor Investment Advisory, LLC | 113 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 120 | $11.1K | 0.00% | +36+42.9% | Added |
| Skopos Labs, Inc. | 125 | $11.6K | 0.00% | +6+5.0% | Added |
| South State Corp. | 125 | $11.6K | 0.00% | +125 | New |
| Parkside Financial Bank & Trust | 137 | $12.7K | 0.00% | +30+28.0% | Added |
| Criterion Capital Advisors, LLC | 179 | $13.4K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 149 | $13.8K | 0.00% | +149 | New |
| Twin Lakes Capital Management, LLC | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $16.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 176 | $16.3K | 0.00% | −418−70.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 183 | $16.9K | 0.00% | −18−9.0% | Reduced |
| Harbour Investments, Inc. | 186 | $17.2K | 0.00% | +9+5.1% | Added |
| Addison Advisors LLC | 188 | $17.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 197 | $18.2K | 0.01% | −854−81.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 200 | $18.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $18.5K | 0.02% | +200 | New |
| Rise Advisors, LLC | 203 | $18.8K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 216 | $20.0K | 0.01% | +216 | New |
| Continuum Advisory, LLC | 232 | $21.5K | 0.00% | −5−2.1% | Reduced |
| GW&K Investment Management, LLC | 240 | $22.0K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 239 | $22.1K | 0.00% | +239 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 250 | $23.1K | 0.01% | +70+38.9% | Added |
| Sierra Ocean, LLC | 250 | $23.1K | 0.02% | +250 | New |
| Park Place Capital Corp | 253 | $23.4K | 0.01% | +10+4.1% | Added |
| Group One Trading, L.P. | 269 | $24.9K | 0.00% | −7,203−96.4% | Reduced |
| UMA Financial Services, Inc. | 273 | $25.3K | 0.00% | +273 | New |
| Umb Bank N A | 297 | $27.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 297 | $27.5K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 300 | $27.8K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $27.8K | 0.01% | +300 | New |
| GHP Investment Advisors, Inc. | 327 | $30.3K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 346 | $32.0K | 0.02% | +346 | New |
| Heck Capital Advisors, LLC | 350 | $32.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 352 | $32.6K | 0.00% | +240+214.3% | Added |
| GPS Wealth Strategies Group, LLC | 362 | $33.5K | 0.00% | −7−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 365 | $33.8K | 0.00% | +17+4.9% | Added |
| Meeder Asset Management Inc | 365 | $33.8K | 0.00% | −14−3.7% | Reduced |
| Baillie Gifford & Co | 379 | $35.1K | 0.00% | −12−3.1% | Reduced |
| Colonial Trust Co | 404 | $37.4K | 0.01% | +404 | New |
| Bell Investment Advisors, Inc | 406 | $37.6K | 0.01% | +2+0.5% | Added |
| Whipplewood Advisors, LLC | 407 | $37.7K | 0.02% | +407 | New |
| CoreCap Advisors, LLC | 456 | $42.2K | 0.00% | +15+3.4% | Added |
| Bruce G. Allen Investments, LLC | 459 | $42.5K | 0.03% | −278−37.7% | Reduced |