| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 1 | $0 | 0.00% | +1 | New |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $2.00K | 0.00% | −3−60.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Evolution Advisers, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Tyler-Stone Wealth Management | 2 | $2.00K | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 3 | $2.54K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $2.54K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.00K | 0.00% | −4−50.0% | Reduced |
| Pittenger & Anderson Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3 | $3.00K | 0.00% | +3 | New |
| KB Financial Partners, LLC | 3 | $3.00K | 0.00% | +3 | New |
| Quent Capital, LLC | 3 | $3.00K | 0.00% | +3 | New |
| Patriot Financial Group Insurance Agency, LLC | 5 | $4.00K | 0.00% | +1+25.0% | Added |
| First Bank & Trust | 5 | $4.00K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $4.23K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5 | $4.23K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6 | $5.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $5.00K | 0.00% | +3+100.0% | Added |
| Ossiam | 7 | $6.00K | 0.00% | −81−92.0% | Reduced |
| Hanson & Doremus Investment Management | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 7 | $6.00K | 0.00% | +7 | New |
| Sageworth Trust Co | 8 | $7.00K | 0.00% | −29−78.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 8 | $7.00K | 0.00% | +8 | New |
| Zullo Investment Group, Inc. | 8 | $7.00K | 0.00% | +8 | New |
| Salem Investment Counselors Inc | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $8.00K | 0.00% | +9 | New |
| Tilia Fiduciary Partners, Inc. | 10 | $8.00K | 0.01% | +10 | New |
| Financial Management Professionals, Inc. | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $10.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $10.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 15 | $12.0K | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 15 | $13.0K | 0.00% | +15 | New |
| Optiver Holding B.V. | 18 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $14.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $14.4K | 0.00% | +3+21.4% | Added |
| Kistler-Tiffany Companies, LLC | 18 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 23 | $16.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $17.0K | 0.00% | +15+300.0% | Added |
| Standard Family Office LLC | 20 | $17.0K | 0.15% | +20 | New |
| Geneos Wealth Management Inc. | 22 | $18.0K | 0.00% | +2+10.0% | Added |
| Core Alternative Capital | 21 | $18.0K | 0.00% | +21 | New |
| Pacifica Partners Inc. | 25 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 25 | $21.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 26 | $22.0K | 0.00% | +14+116.7% | Added |
| Carroll Financial Associates, Inc. | 28 | $23.0K | 0.00% | −21−42.9% | Reduced |
| Sageworth Trust Co of South Dakota | 27 | $23.0K | 0.04% | +27 | New |
| Eagle Bay Advisors LLC | 29 | $24.0K | 0.02% | −24−45.3% | Reduced |
| American Research & Management Co. | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 30 | $25.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 29 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 29 | $25.0K | 0.00% | +16+123.1% | Added |
| Amplius Wealth Advisors, LLC | 30 | $25.0K | 0.00% | +30 | New |
| TCI Wealth Advisors, Inc. | 31 | $26.0K | 0.00% | −3−8.8% | Reduced |
| Column Capital Advisors, LLC | 33 | $28.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 34 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 35 | $30.0K | 0.00% | +3+9.4% | Added |
| MV Capital Management, Inc. | 35 | $30.0K | 0.00% | +9+34.6% | Added |
| Lee Financial Co | 35 | $30.0K | 0.01% | +35 | New |
| Toth Financial Advisory Corp | 37 | $31.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 38 | $32.0K | 0.02% | −7−15.6% | Reduced |
| Earnest Partners LLC | 38 | $32.0K | 0.00% | +38 | New |
| Glen Eagle Advisors, LLC | 38 | $32.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 40 | $34.0K | 0.00% | −7−14.9% | Reduced |
| WD Rutherford LLC | 40 | $34.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $34.0K | 0.02% | +2+5.3% | Added |
| Bellevue Group AG | 40 | $34.0K | 0.00% | +40 | New |
| Covestor Ltd | 43 | $36.0K | 0.05% | +43 | New |
| Reilly Financial Advisors, LLC | 44 | $37.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 45 | $38.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 45 | $38.0K | 0.02% | +25+125.0% | Added |
| Massmutual Trust Co FSB | 49 | $41.0K | 0.00% | +12+32.4% | Added |
| Covington Capital Management | 50 | $42.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $42.0K | 0.03% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 50 | $42.0K | 0.05% | 00.0% | Unchanged |