| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $353 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $470 | 0.00% | +1+33.3% | Added |
| Addison Advisors LLC | 4 | $470 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $470 | 0.00% | +4 | New |
| Glass Jacobson Investment Advisors llc | 4 | $470 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 5 | $588 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $731 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $940 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| NewSquare Capital LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $1.29K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.41K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $1.53K | 0.00% | −2−13.3% | Reduced |
| Red Tortoise LLC | 13 | $1.53K | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 14 | $1.65K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 14 | $1.66K | 0.00% | −58−80.6% | Reduced |
| Clearview Wealth Advisors LLC | 16 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | −36−73.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 19 | $2.23K | 0.00% | +19 | New |
| Schubert & Co | 20 | $2.35K | 0.00% | −13−39.4% | Reduced |
| Lee Financial Co | 20 | $2.35K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $2.94K | 0.00% | +25 | New |
| Sierra Capital LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 24 | $3.00K | 0.00% | +24 | New |
| Ruedi Wealth Management, Inc. | 26 | $3.06K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 29 | $3.27K | 0.00% | +29 | New |
| Accurate Wealth Management, LLC | 31 | $3.72K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 34 | $4.00K | 0.00% | −1−2.9% | Reduced |
| Manchester Capital Management LLC | 34 | $4.00K | 0.00% | +26+325.0% | Added |
| Heritage Wealth Management, LLC | 36 | $4.23K | 0.00% | +32+800.0% | Added |
| Delos Wealth Advisors, LLC | 40 | $4.70K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 41 | $4.82K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $4.94K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 44 | $5.17K | 0.00% | +44 | New |
| Albion Financial Group | 47 | $5.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $5.64K | 0.00% | −13−21.3% | Reduced |
| Institutional & Family Asset Management, LLC | 49 | $5.76K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $5.85K | 0.00% | −5−9.1% | Reduced |
| Investors Research Corp | 50 | $5.88K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 50 | $5.88K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 55 | $6.46K | 0.00% | +55 | New |
| Harbor Investment Advisory, LLC | 62 | $7.29K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 65 | $7.64K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 68 | $7.99K | 0.00% | −123−64.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 70 | $8.20K | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 74 | $8.70K | 0.00% | +66+825.0% | Added |
| Bellwether Advisors, LLC | 75 | $8.81K | 0.00% | −66−46.8% | Reduced |
| Old North State Trust, LLC | 74 | $9.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $9.87K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 86 | $10.0K | 0.00% | +86 | New |
| First Command Financial Services, Inc. | 86 | $10.0K | 0.00% | +86 | New |
| Piershale Financial Group, Inc. | 86 | $10.1K | 0.01% | +86 | New |
| Dark Forest Capital Management LP | 90 | $10.6K | 0.00% | +90 | New |
| Farther Finance Advisors, LLC | 90 | $10.6K | 0.00% | +90 | New |
| Motco | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 98 | $11.5K | 0.00% | +32+48.5% | Added |
| Hussman Strategic Advisors, Inc. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $11.8K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 103 | $12.2K | 0.00% | +84+442.1% | Added |
| Salem Investment Counselors Inc | 107 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 108 | $12.7K | 0.00% | +60+125.0% | Added |
| Capital Analysts, LLC | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 118 | $13.3K | 0.14% | −917−88.6% | Reduced |
| West Oak Capital, LLC | 115 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 133 | $15.6K | 0.00% | +9+7.3% | Added |
| EverSource Wealth Advisors, LLC | 134 | $15.7K | 0.00% | +102+318.8% | Added |
| Farmers & Merchants Investments Inc | 135 | $15.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 136 | $16.0K | 0.01% | +136 | New |
| Coppell Advisory Solutions Corp. | 136 | $16.0K | 0.01% | +136 | New |
| DT Investment Partners, LLC | 138 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 139 | $16.4K | 0.01% | +1+0.7% | Added |
| Atlas Capital Advisors LLC | 140 | $16.5K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 143 | $16.8K | 0.01% | +143 | New |
| Quent Capital, LLC | 146 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 150 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 151 | $17.7K | 0.00% | +151 | New |
| Covestor Ltd | 151 | $18.0K | 0.01% | +1+0.7% | Added |
| MB, Levis & Associates, LLC | 164 | $19.3K | 0.02% | +164 | New |
| Anchor Investment Management, LLC | 169 | $19.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 175 | $20.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 175 | $20.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 187 | $21.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 181 | $21.3K | 0.00% | +62+52.1% | Added |
| Creative Financial Designs Inc | 182 | $21.4K | 0.00% | +1+0.6% | Added |
| Clear Street Markets LLC | 195 | $23.0K | 0.00% | −2,296−92.2% | Reduced |
| FinTrust Capital Advisors, LLC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 203 | $24.0K | 0.01% | +203 | New |
| Coastal Capital Group, Inc. | 214 | $24.6K | 0.01% | +1+0.5% | Added |
| Lazard Asset Management LLC | 218 | $25.0K | 0.00% | +14+6.9% | Added |
| Colonial Trust Advisors | 213 | $25.0K | 0.00% | +213 | New |