| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $88 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $262 | 0.00% | +3 | New |
| Quent Capital, LLC | 3 | $288 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $348 | 0.00% | −77−95.1% | Reduced |
| Bogart Wealth, LLC | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4 | $352 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $435 | 0.00% | −1−16.7% | Reduced |
| Chesapeake Asset Management LLC | 5 | $435 | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 5 | $436 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $610 | 0.00% | +7 | New |
| Claris Advisors, LLC | 7 | $610 | 0.00% | +7 | New |
| Annapolis Financial Services, LLC | 8 | $689 | 0.00% | +8 | New |
| Trifecta Capital Advisors, LLC | 8 | $697 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 9 | $784 | 0.00% | +9 | New |
| Planning Capital Management Corp | 9 | $801 | 0.00% | −29−76.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $871 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $1.04K | 0.00% | +12 | New |
| ClariVest Asset Management LLC | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 14 | $1.22K | 0.00% | −5−26.3% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $1.48K | 0.00% | +5+41.7% | Added |
| Cornerstone Planning Group LLC | 18 | $1.50K | 0.00% | +5+38.5% | Added |
| Leonteq Securities AG | 19 | $1.66K | 0.00% | −103−84.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 19 | $1.66K | 0.00% | +19 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $1.74K | 0.00% | +10+100.0% | Added |
| Park Place Capital Corp | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 20 | $2.00K | 0.00% | −42−67.7% | Reduced |
| Avion Wealth | 29 | $2.00K | 0.00% | −10−25.6% | Reduced |
| Creative Financial Designs Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $2.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.44K | 0.00% | −1−3.4% | Reduced |
| AllSquare Wealth Management LLC | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 33 | $2.87K | 0.00% | +33 | New |
| Asset Dedication, LLC | 40 | $3.48K | 0.00% | −510−92.7% | Reduced |
| PFG Private Wealth Management, LLC | 42 | $3.66K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $3.92K | 0.00% | −76−62.8% | Reduced |
| Signature Resources Capital Management, LLC | 47 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 47 | $4.09K | 0.00% | +47 | New |
| Aspire Private Capital, LLC | 48 | $4.18K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 55 | $4.83K | 0.02% | +55 | New |
| TruNorth Capital Management, LLC | 60 | $5.22K | 0.00% | +60 | New |
| Frazier Financial Advisors, LLC | 63 | $5.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 66 | $5.75K | 0.00% | +66 | New |
| First Community Trust NA | 69 | $6.01K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 72 | $6.27K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 75 | $6.53K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 75 | $6.56K | 0.00% | +39+108.3% | Added |
| FSC Wealth Advisors, LLC | 79 | $6.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 96 | $7.00K | 0.00% | +96 | New |
| Salomon & Ludwin, LLC | 90 | $7.84K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $8.71K | 0.00% | −250−71.4% | Reduced |
| North Star Investment Management Corp. | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $9.32K | 0.00% | +3+2.9% | Added |
| Raleigh Capital Management Inc. | 109 | $9.49K | 0.00% | +25+29.8% | Added |
| Harbor Investment Advisory, LLC | 114 | $9.93K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 124 | $10.8K | 0.00% | +124 | New |
| Abound Wealth Management | 124 | $10.8K | 0.00% | +8+6.9% | Added |
| Glen Eagle Advisors, LLC | 125 | $10.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 126 | $11.0K | 0.00% | +1+0.8% | Added |
| Tidemark, LLC | 127 | $11.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 135 | $11.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 140 | $12.1K | 0.00% | +7+5.3% | Added |
| Stephenson National Bank & Trust | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $13.0K | 0.01% | −42−21.9% | Reduced |
| Northwest Bank & Trust Co | 150 | $13.1K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 152 | $13.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 152 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 152 | $13.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 153 | $13.3K | 0.00% | +107+232.6% | Added |
| Sachetta, LLC | 161 | $14.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 165 | $14.4K | 0.00% | +3+1.9% | Added |
| Financial Avengers, Inc. | 172 | $15.0K | 0.01% | +1+0.6% | Added |
| Godsey & Gibb Associates | 175 | $15.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 176 | $15.3K | 0.00% | +176 | New |
| Sugarloaf Wealth Management, LLC | 176 | $15.3K | 0.00% | +176 | New |
| New Age Alpha Advisors, LLC | 181 | $15.8K | 0.01% | +181 | New |
| Private Wealth Management Group, LLC | 189 | $16.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 195 | $17.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 197 | $17.0K | 0.00% | +45+29.6% | Added |
| Arrow Financial Corp | 200 | $17.4K | 0.00% | −150−42.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 208 | $18.1K | 0.00% | +181+670.4% | Added |
| Barrett & Company, Inc. | 216 | $18.8K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 218 | $19.0K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 218 | $19.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $19.0K | 0.00% | +2+0.9% | Added |