| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $329 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $329 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $375 | 0.00% | +1+100.0% | Added |
| Tfo-TDC, LLC | 3 | $493 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 3 | $493 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $493 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $493 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 5 | $879 | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 6 | $986 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.34K | 0.00% | +8 | New |
| Plato Investment Management Ltd | 9 | $1.48K | 0.00% | +9 | New |
| JJJ Advisors Inc. | 9 | $1.48K | 0.00% | +2+28.6% | Added |
| Colonial Trust Advisors | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.64K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.81K | 0.00% | +5+83.3% | Added |
| Planning Capital Management Corp | 11 | $1.81K | 0.00% | +11 | New |
| Impact Partnership Wealth, LLC | 12 | $1.97K | 0.00% | −1,592−99.3% | Reduced |
| Versant Capital Management, Inc | 12 | $1.97K | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.97K | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 12 | $2.06K | 0.00% | +1+9.1% | Added |
| VisionPoint Advisory Group, LLC | 13 | $2.14K | 0.00% | −7−35.0% | Reduced |
| Lee Financial Co | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.30K | 0.00% | +14 | New |
| TD Capital Management LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $2.46K | 0.00% | +15 | New |
| Custom Portfolio Group LLC | 15 | $2.46K | 0.00% | +15 | New |
| Smartleaf Asset Management LLC | 16 | $2.63K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 16 | $2.63K | 0.00% | +4+33.3% | Added |
| Central Bank & Trust Co | 17 | $2.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $3.15K | 0.00% | +22 | New |
| Global Wealth Management Investment Advisory, Inc. | 20 | $3.29K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 20 | $3.29K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $3.45K | 0.00% | −5−19.2% | Reduced |
| DT Investment Partners, LLC | 22 | $3.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $4.27K | 0.00% | +3+13.0% | Added |
| SRS Capital Advisors, Inc. | 28 | $4.53K | 0.00% | −28−50.0% | Reduced |
| Key Financial Inc | 28 | $4.60K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 30 | $4.93K | 0.01% | −51−63.0% | Reduced |
| PSI Advisors, LLC | 35 | $5.75K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.90K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 42 | $6.90K | 0.00% | +28+200.0% | Added |
| Thompson Siegel & Walmsley LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $7.07K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 47 | $7.72K | 0.00% | +47 | New |
| GW&K Investment Management, LLC | 51 | $8.00K | 0.00% | +13+34.2% | Added |
| Prestige Wealth Management Group LLC | 52 | $8.54K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 53 | $8.70K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53 | $8.71K | 0.00% | +53 | New |
| Credential Qtrade Securities Inc. | 56 | $9.20K | 0.00% | +56 | New |
| Paloma Partners Management Co | 57 | $9.37K | 0.00% | −7,149−99.2% | Reduced |
| Bangor Savings Bank | 60 | $9.86K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 62 | $10.2K | 0.01% | +62 | New |
| PFG Private Wealth Management, LLC | 65 | $10.7K | 0.01% | +65 | New |
| Rise Advisors, LLC | 67 | $10.9K | 0.01% | +1+1.5% | Added |
| Pathway Financial Advisers, LLC | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 70 | $11.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $12.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 82 | $13.0K | 0.01% | −67−45.0% | Reduced |
| Cornerstone Planning Group LLC | 87 | $14.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 87 | $14.3K | 0.00% | +1+1.2% | Added |
| Financial Perspectives, Inc | 88 | $14.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 88 | $14.5K | 0.00% | +80+1,000.0% | Added |
| Salem Investment Counselors Inc | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 95 | $15.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 99 | $16.0K | 0.00% | +16+19.3% | Added |
| Bogart Wealth, LLC | 98 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 102 | $16.7K | 0.00% | +1+1.0% | Added |
| Coppell Advisory Solutions LLC | 102 | $16.8K | 0.00% | +51+100.0% | Added |
| SOA Wealth Advisors, LLC. | 107 | $17.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 109 | $17.9K | 0.01% | +1+0.9% | Added |
| Zions Bancorporation, N.A. | 111 | $18.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 114 | $18.8K | 0.00% | +1+0.9% | Added |
| Glassman Wealth Services | 116 | $19.1K | 0.00% | +11+10.5% | Added |
| MCF Advisors LLC | 116 | $19.1K | 0.00% | +108+1,350.0% | Added |
| Covestor Ltd | 116 | $20.0K | 0.01% | +35+43.2% | Added |
| West Paces Advisors Inc. | 124 | $20.4K | 0.01% | −15−10.8% | Reduced |
| HHM Wealth Advisors, LLC | 125 | $20.5K | 0.00% | −210−62.7% | Reduced |
| Smithfield Trust Co | 135 | $22.0K | 0.00% | −428−76.0% | Reduced |
| West Branch Capital LLC | 136 | $22.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 139 | $22.8K | 0.00% | 00.0% | Unchanged |