| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 15,802 | $0 | 0.00% | +15,802 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $304 | 0.00% | −2−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $608 | 0.00% | −20−83.3% | Reduced |
| True Wealth Design, LLC | 4 | $608 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $760 | 0.00% | +2+66.7% | Added |
| Toth Financial Advisory Corp | 5 | $760 | 0.00% | +5 | New |
| Core Alternative Capital | 5 | $760 | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $912 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8 | $1.22K | 0.00% | +8 | New |
| Abound Wealth Management | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $1.52K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 17 | $2.53K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 17 | $2.58K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 19 | $2.89K | 0.00% | +2+11.8% | Added |
| Hollencrest Capital Management | 20 | $3.04K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 21 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $3.34K | 0.00% | +2+10.0% | Added |
| SJS Investment Consulting Inc. | 22 | $3.34K | 0.00% | +2+10.0% | Added |
| Westside Investment Management, Inc. | 22 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $3.98K | 0.00% | −257−83.4% | Reduced |
| Prestige Wealth Management Group LLC | 27 | $4.10K | 0.00% | −40−59.7% | Reduced |
| Northwest Investment Counselors, LLC | 30 | $4.56K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.56K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $4.56K | 0.01% | +30 | New |
| ICA Group Wealth Management, LLC | 31 | $4.71K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 31 | $4.71K | 0.00% | +4+14.8% | Added |
| FinTrust Capital Advisors, LLC | 36 | $4.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $5.01K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 36 | $5.47K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $5.47K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 38 | $5.77K | 0.00% | +38 | New |
| CVA Family Office, LLC | 40 | $6.08K | 0.00% | +10+33.3% | Added |
| Raffa Wealth Management, LLC | 42 | $6.38K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 43 | $6.53K | 0.00% | +43 | New |
| Laurel Wealth Advisors LLC | 45 | $6.84K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $7.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 48 | $7.29K | 0.01% | −2−4.0% | Reduced |
| Hexagon Capital Partners LLC | 50 | $7.60K | 0.00% | −37−42.5% | Reduced |
| Horan Securities, Inc. | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $7.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 51 | $7.75K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $7.90K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $7.90K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 52 | $8.00K | 0.00% | +1+2.0% | Added |
| JJJ Advisors Inc. | 55 | $8.09K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $8.36K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 56 | $8.51K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $9.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $9.69K | 0.00% | +64 | New |
| Valley National Advisers Inc | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 63 | $10.0K | 0.00% | +20+46.5% | Added |
| Tradition Wealth Management, LLC | 63 | $10.0K | 0.00% | +27+75.0% | Added |
| WealthPLAN Partners, LLC | 67 | $10.2K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 69 | $10.5K | 0.00% | −3−4.2% | Reduced |
| MCF Advisors LLC | 71 | $10.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $10.8K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 71 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $10.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 82 | $12.1K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 85 | $12.9K | 0.00% | +4+4.9% | Added |
| JNBA Financial Advisors | 86 | $13.1K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 94 | $14.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 95 | $14.4K | 0.00% | +11+13.1% | Added |
| Hallmark Capital Management Inc | 100 | $15.2K | 0.00% | −43−30.1% | Reduced |
| Field & Main Bank | 100 | $15.2K | 0.01% | −25−20.0% | Reduced |
| Piershale Financial Group, Inc. | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 101 | $15.3K | 0.01% | +5+5.2% | Added |
| GeoWealth Management, LLC | 104 | $16.0K | 0.00% | −21−16.8% | Reduced |
| Sutton Wealth Advisors Inc. | 106 | $16.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 108 | $16.4K | 0.00% | −10−8.5% | Reduced |
| WealthPlan Investment Management, LLC | 110 | $16.7K | 0.00% | +110 | New |
| Retirement Group, LLC | 120 | $18.0K | 0.01% | +1+0.8% | Added |
| Covestor Ltd | 127 | $19.0K | 0.02% | −413−76.5% | Reduced |
| Stephens Consulting, LLC | 127 | $19.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 127 | $19.4K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 150 | $22.8K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 155 | $23.6K | 0.02% | −4−2.5% | Reduced |
| Ellevest, Inc. | 161 | $24.5K | 0.00% | −19−10.6% | Reduced |
| First Community Trust NA | 163 | $24.8K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 167 | $25.4K | 0.02% | +167 | New |
| Focused Wealth Management, Inc | 168 | $25.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 169 | $25.7K | 0.01% | +18+11.9% | Added |
| Mascoma Wealth Management LLC | 183 | $26.7K | 0.01% | 00.0% | Unchanged |