| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Silicon Valley Capital Partners | 0 | $5 | 0.00% | 0 | New |
| WealthPlan Investment Management, LLC | 0 | $56 | 0.00% | −110−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $295 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $591 | 0.00% | −37,283−100.0% | Reduced |
| Venturi Wealth Management, LLC | 4 | $591 | 0.00% | −2,502−99.8% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $591 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $738 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $886 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Versant Capital Management, Inc | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.18K | 0.00% | +8 | New |
| Fairfield, Bush & Co. | 9 | $1.33K | 0.00% | +9 | New |
| Colonial Trust Advisors | 10 | $1.48K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.48K | 0.00% | +10 | New |
| Boyd Watterson Asset Management LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.07K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $2.51K | 0.00% | −2−10.5% | Reduced |
| Abound Wealth Management | 17 | $2.51K | 0.00% | +8+88.9% | Added |
| SJS Investment Consulting Inc. | 19 | $2.81K | 0.00% | −3−13.6% | Reduced |
| Hollencrest Capital Management | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $3.00K | 0.00% | +5+31.3% | Added |
| IFP Advisors, Inc | 40 | $3.12K | 0.00% | −11−21.6% | Reduced |
| Baystate Wealth Management LLC | 21 | $3.23K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.40K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $3.69K | 0.00% | +3+13.6% | Added |
| Baker Avenue Asset Management, LP | 27 | $3.99K | 0.00% | −4−12.9% | Reduced |
| Prestige Wealth Management Group LLC | 27 | $3.99K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $4.13K | 0.00% | −17−37.8% | Reduced |
| Northwest Investment Counselors, LLC | 30 | $4.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.43K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $4.43K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 31 | $4.58K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36 | $4.88K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 36 | $5.00K | 0.00% | +36 | New |
| Tradewinds Capital Management, LLC | 34 | $5.02K | 0.00% | +34 | New |
| CVA Family Office, LLC | 35 | $5.17K | 0.00% | −5−12.5% | Reduced |
| Community Bank, N.A. | 36 | $5.32K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $5.32K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $6.20K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 43 | $6.22K | 0.00% | +43 | New |
| West Paces Advisors Inc. | 43 | $6.35K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 43 | $6.35K | 0.00% | +43 | New |
| Solstein Capital, LLC | 46 | $6.79K | 0.01% | +46 | New |
| Sunbelt Securities, Inc. | 46 | $6.82K | 0.00% | −36−43.9% | Reduced |
| Sandy Spring Bank | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 50 | $7.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 51 | $7.53K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $7.68K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 52 | $7.68K | 0.00% | +2+4.0% | Added |
| Impact Partnership Wealth, LLC | 52 | $7.68K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $8.00K | 0.00% | +57 | New |
| Stuart Chaussee & Associates, Inc. | 55 | $8.12K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $8.12K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 56 | $8.27K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $8.92K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 62 | $9.00K | 0.00% | −1−1.6% | Reduced |
| Tradition Wealth Management, LLC | 64 | $9.00K | 0.00% | +1+1.6% | Added |
| Cornerstone Planning Group LLC | 61 | $9.01K | 0.00% | +61 | New |
| Princeton Global Asset Management LLC | 64 | $9.42K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 67 | $9.89K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 69 | $9.94K | 0.00% | −114−62.3% | Reduced |
| Winch Advisory Services, LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $10.0K | 0.00% | −1,072−94.0% | Reduced |
| Farther Finance Advisors, LLC | 68 | $10.0K | 0.00% | −27−28.4% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $10.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $10.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 71 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $12.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 86 | $12.7K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 86 | $12.7K | 0.01% | +86 | New |
| Stonebridge Capital Advisors LLC | 94 | $13.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 96 | $14.0K | 0.00% | −8−7.7% | Reduced |
| Hallmark Capital Management Inc | 100 | $14.8K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 106 | $15.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 108 | $15.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 112 | $16.5K | 0.01% | −15−11.8% | Reduced |
| Capstone Investment Advisors, LLC | 120 | $17.7K | 0.00% | +120 | New |
| Retirement Group, LLC | 120 | $17.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 128 | $18.9K | 0.00% | +1+0.8% | Added |
| West Tower Group, LLC | 136 | $20.1K | 0.01% | +136 | New |
| First Community Trust NA | 150 | $22.1K | 0.02% | −13−8.0% | Reduced |
| Logan Capital Management Inc | 150 | $22.1K | 0.00% | 00.0% | Unchanged |