| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $63 | 0.00% | 0 | New |
| Pathway Financial Advisers, LLC | 398,940 | $449 | 0.00% | +398,494+89,348.4% | Added |
| PEAK6 Investments LLC | 1 | $693 | 0.00% | −1−50.0% | Reduced |
| ClariVest Asset Management LLC | 1 | $752 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $887 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $888 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1 | $888 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $888 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $888 | 0.00% | +1 | New |
| Pacific Capital Wealth Advisors, Inc | 1 | $888 | 0.00% | +1 | New |
| Voisard Asset Management Group, Inc. | 1 | $888 | 0.00% | +1 | New |
| Foster Dykema Cabot & Partners, LLC | 1 | $888 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $1.77K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.78K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.78K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.78K | 0.00% | +1+100.0% | Added |
| Legacy Investment Solutions, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $1.80K | 0.00% | +2 | New |
| Evergreen Private Wealth LLC | 3 | $2.66K | 0.00% | −1,768−99.8% | Reduced |
| Atwood & Palmer Inc | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $2.66K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $2.66K | 0.00% | +1+50.0% | Added |
| Oakworth Capital, Inc. | 3 | $2.66K | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $2.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4 | $3.55K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $3.55K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $3.68K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $4.05K | 0.00% | +2+66.7% | Added |
| Provenance Wealth Advisors, LLC | 5 | $4.44K | 0.00% | −10−66.7% | Reduced |
| Avalon Trust Co | 5 | $4.44K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $4.44K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 6 | $5.33K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $5.33K | 0.00% | +6 | New |
| Reston Wealth Management LLC | 6 | $5.33K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $6.21K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 7 | $6.21K | 0.00% | +7 | New |
| Addison Advisors LLC | 7 | $6.21K | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $6.22K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 8 | $7.10K | 0.00% | +5+166.7% | Added |
| Aspect Partners, LLC | 9 | $7.99K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $7.99K | 0.01% | +2+28.6% | Added |
| Rosenberg Matthew Hamilton | 9 | $7.99K | 0.00% | +7+350.0% | Added |
| Mascoma Wealth Management LLC | 10 | $8.88K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $8.88K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 10 | $8.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $8.88K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $8.88K | 0.01% | +10 | New |
| Northwest Financial Advisors | 10 | $8.88K | 0.01% | +10 | New |
| Salem Investment Counselors Inc | 10 | $8.88K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $8.88K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 11 | $8.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $9.00K | 0.00% | +3+37.5% | Added |
| Frazier Financial Advisors, LLC | 11 | $9.76K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $9.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $9.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 12 | $10.7K | 0.01% | +12 | New |
| Red Tortoise LLC | 12 | $11.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $12.1K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 14 | $12.6K | 0.00% | −2−12.5% | Reduced |
| Rogco, LP | 15 | $13.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $13.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $13.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $13.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 16 | $14.2K | 0.00% | +13+433.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $14.2K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $14.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 18 | $16.0K | 0.01% | +10+125.0% | Added |
| LRI Investments, LLC | 18 | $16.2K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 19 | $16.5K | 0.01% | +19 | New |
| Crewe Advisors LLC | 19 | $16.9K | 0.00% | +1+5.6% | Added |
| Mechanics Financial Corp | 20 | $17.8K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 21 | $19.0K | 0.01% | +21 | New |
| Pin Oak Investment Advisors Inc | 22 | $19.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $19.5K | 0.01% | −1−4.3% | Reduced |
| Raffa Wealth Management, LLC | 22 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $20.0K | 0.00% | +1+4.5% | Added |
| Hemington Wealth Management | 23 | $20.0K | 0.01% | +23 | New |
| Pacific Center for Financial Services | 23 | $20.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 24 | $21.3K | 0.00% | +1+4.3% | Added |
| Catalyst Capital Advisors LLC | 24 | $21.3K | 0.00% | +24 | New |
| FinTrust Capital Advisors, LLC | 24 | $21.3K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $22.2K | 0.01% | 00.0% | Unchanged |