| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $178 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $184 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $886 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $886 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 5 | $925 | 0.00% | +5 | New |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Carolinas Wealth Consulting LLC | 6 | $1.06K | 0.00% | +2+50.0% | Added |
| Valued Wealth Advisors LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.24K | 0.00% | +3+75.0% | Added |
| Provenance Wealth Advisors, LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 9 | $1.59K | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 9 | $1.59K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $1.77K | 0.00% | −74−88.1% | Reduced |
| Colonial Trust Advisors | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $1.95K | 0.00% | +10+1,000.0% | Added |
| Boyd Watterson Asset Management LLC | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $2.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.19K | 0.00% | +2+20.0% | Added |
| Sofos Investments, Inc. | 12 | $2.19K | 0.00% | +10+500.0% | Added |
| FPC Investment Advisory, Inc. | 14 | $2.40K | 0.00% | +14 | New |
| Venturi Wealth Management, LLC | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $2.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.66K | 0.00% | +1+7.1% | Added |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | +4+28.6% | Added |
| Sachetta, LLC | 23 | $3.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $3.54K | 0.00% | −18−47.4% | Reduced |
| Hollencrest Capital Management | 20 | $3.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $3.54K | 0.00% | +2+11.1% | Added |
| Meeder Asset Management Inc | 21 | $3.72K | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $4.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.79K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $4.96K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $5.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $5.32K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $5.32K | 0.00% | +30 | New |
| RFP Financial Group LLC | 31 | $5.49K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $6.00K | 0.00% | −22−40.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 36 | $6.38K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 36 | $6.38K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 37 | $6.56K | 0.00% | −73−66.4% | Reduced |
| Mascoma Wealth Management LLC | 39 | $6.91K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 45 | $7.97K | 0.00% | +45 | New |
| Solstein Capital, LLC | 46 | $8.15K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 47 | $8.26K | 0.00% | +1+2.2% | Added |
| Semmax Financial Advisors Inc. | 47 | $8.61K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 49 | $8.68K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $8.86K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $8.86K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $9.21K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $9.21K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $9.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 57 | $10.1K | 0.01% | +7+14.0% | Added |
| IFP Advisors, Inc | 57 | $10.1K | 0.00% | +10+21.3% | Added |
| Delta Asset Management LLC | 60 | $10.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $11.3K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $11.5K | 0.00% | −2−3.0% | Reduced |
| Winch Advisory Services, LLC | 66 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $11.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $12.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 71 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $12.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $13.0K | 0.00% | +3+4.3% | Added |
| Cornerstone Planning Group LLC | 74 | $13.2K | 0.00% | −1−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 81 | $14.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 81 | $14.5K | 0.00% | +27+50.0% | Added |
| First Financial Corp | 83 | $14.7K | 0.01% | +83 | New |
| American Capital Advisory, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 87 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 93 | $16.5K | 0.01% | +93 | New |
| Trifecta Capital Advisors, LLC | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 103 | $18.2K | 0.00% | +103 | New |
| WR Wealth Planners, LLC | 106 | $18.8K | 0.01% | +106 | New |
| Avion Wealth | 104 | $19.0K | 0.01% | −4−3.7% | Reduced |
| Zions Bancorporation, N.A. | 111 | $19.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $21.0K | 0.01% | −323−73.6% | Reduced |
| Retirement Group, LLC | 121 | $21.5K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 123 | $21.7K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 130 | $21.9K | 0.01% | −1−0.8% | Reduced |
| ICA Group Wealth Management, LLC | 133 | $23.6K | 0.00% | +8+6.4% | Added |
| First Community Trust NA | 150 | $26.6K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $26.6K | 0.01% | +150 | New |
| Rosenberg Matthew Hamilton | 156 | $27.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $27.8K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 157 | $27.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 165 | $29.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 170 | $30.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 180 | $31.9K | 0.01% | −286−61.4% | Reduced |
| AdvisorNet Financial, Inc | 180 | $31.9K | 0.00% | −32−15.1% | Reduced |
| Gleason Group, Inc. | 182 | $32.2K | 0.01% | +1+0.6% | Added |