| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 0 | $5 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 1 | $154 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $308 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $308 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $325 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $615 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $615 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $616 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $769 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $845 | 0.00% | +6 | New |
| TSFG, LLC | 4 | $1.00K | 0.00% | −17−81.0% | Reduced |
| Private Wealth Management Group, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Provenance Wealth Advisors, LLC | 8 | $1.23K | 0.00% | +1+14.3% | Added |
| Fairfield, Bush & Co. | 9 | $1.38K | 0.00% | +9 | New |
| Colonial Trust Advisors | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.60K | 0.00% | +10 | New |
| Boyd Watterson Asset Management LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.15K | 0.00% | +6+75.0% | Added |
| Wolff Wiese Magana LLC | 14 | $2.15K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $2.15K | 0.00% | +2+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $2.15K | 0.00% | +14 | New |
| Abound Wealth Management | 14 | $2.16K | 0.00% | −3−17.6% | Reduced |
| SJS Investment Consulting Inc. | 18 | $2.77K | 0.00% | −3−14.3% | Reduced |
| Albion Financial Group | 19 | $2.92K | 0.00% | +19 | New |
| Hollencrest Capital Management | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 21 | $3.23K | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 22 | $3.38K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $3.39K | 0.00% | +1+4.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $3.54K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 27 | $4.15K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $4.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.61K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $4.61K | 0.00% | +30 | New |
| RFP Financial Group LLC | 31 | $4.77K | 0.00% | −20−39.2% | Reduced |
| Long Island Wealth Management, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| West Tower Group, LLC | 33 | $5.08K | 0.01% | +33 | New |
| Tyler-Stone Wealth Management | 36 | $5.54K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $5.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 38 | $5.84K | 0.00% | −22−36.7% | Reduced |
| Mascoma Wealth Management LLC | 39 | $6.00K | 0.00% | −85−68.5% | Reduced |
| Asset Dedication, LLC | 38 | $6.00K | 0.00% | +38 | New |
| ORG Partners LLC | 39 | $6.45K | 0.00% | −3,694−99.0% | Reduced |
| Raffa Wealth Management, LLC | 42 | $6.46K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 45 | $6.94K | 0.00% | +45 | New |
| Solstein Capital, LLC | 46 | $7.08K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 46 | $7.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $7.23K | 0.00% | +4+9.3% | Added |
| Semmax Financial Advisors Inc. | 47 | $7.45K | 0.00% | +1+2.2% | Added |
| Friedenthal Financial | 49 | $7.54K | 0.00% | +49 | New |
| Sandy Spring Bank | 50 | $7.69K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $7.69K | 0.01% | +50 | New |
| Cetera Trust Company, N.A | 50 | $7.69K | 0.00% | +50 | New |
| Hobbs Group Advisors, LLC | 50 | $7.69K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $8.00K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 55 | $8.00K | 0.00% | +3+5.8% | Added |
| EverSource Wealth Advisors, LLC | 54 | $8.31K | 0.00% | +6+12.5% | Added |
| JJJ Advisors Inc. | 55 | $8.46K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 59 | $9.00K | 0.00% | −24−28.9% | Reduced |
| Natixis | 60 | $9.23K | 0.00% | +60 | New |
| Delta Asset Management LLC | 60 | $9.29K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 62 | $9.54K | 0.01% | +62 | New |
| Princeton Global Asset Management LLC | 64 | $9.81K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $10.0K | 0.00% | −5−6.8% | Reduced |
| Tradition Wealth Management, LLC | 63 | $10.0K | 0.00% | −1−1.6% | Reduced |
| Winch Advisory Services, LLC | 66 | $10.1K | 0.00% | +1+1.5% | Added |
| Bell Investment Advisors, Inc | 66 | $10.2K | 0.00% | −4−5.7% | Reduced |
| Evermay Wealth Management LLC | 67 | $10.3K | 0.00% | +2+3.1% | Added |
| MCF Advisors LLC | 71 | $10.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 69 | $11.0K | 0.00% | +7+11.3% | Added |
| Sound Income Strategies, LLC | 72 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 75 | $11.5K | 0.01% | +75 | New |
| JFS Wealth Advisors, LLC | 81 | $12.5K | 0.00% | +12+17.4% | Added |
| Rakuten Securities, Inc. | 84 | $12.9K | 0.01% | +84 | New |
| JNBA Financial Advisors | 86 | $13.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 87 | $13.4K | 0.00% | −25−22.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 90 | $13.8K | 0.00% | +90 | New |
| Hallmark Capital Management Inc | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $15.4K | 0.01% | +100 | New |
| Quarry LP | 110 | $16.9K | 0.01% | +110 | New |
| Avion Wealth | 108 | $17.0K | 0.00% | +97+881.8% | Added |
| Zions Bancorporation, N.A. | 111 | $17.1K | 0.00% | +3+2.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 118 | $18.1K | 0.00% | +118 | New |
| Retirement Group, LLC | 121 | $18.6K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 123 | $19.0K | 0.01% | +1+0.8% | Added |
| ICA Group Wealth Management, LLC | 125 | $19.2K | 0.00% | +125 | New |
| North Star Investment Management Corp. | 129 | $19.8K | 0.00% | +1+0.8% | Added |
| Wetzel Investment Advisors, Inc. | 131 | $20.0K | 0.01% | +131 | New |
| First Community Trust NA | 150 | $23.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 156 | $24.0K | 0.01% | 00.0% | Unchanged |