| ZRC Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 77 | $272 | 0.00% | −8−9.4% | Reduced |
| Institutional & Family Asset Management, LLC | 4 | $307 | 0.00% | +4 | New |
| Robbins Farley LLC | 5 | $384 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $524 | 0.00% | +1+16.7% | Added |
| Retirement Group, LLC | 7 | $537 | 0.00% | +7 | New |
| Adirondack Retirement Specialists, Inc. | 8 | $614 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $614 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $614 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 10 | $767 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $998 | 0.00% | −2−13.3% | Reduced |
| Avion Wealth | 26 | $1.00K | 0.00% | +20+333.3% | Added |
| Safeguard Financial, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Coastal Capital Group, Inc. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 20 | $1.53K | 0.00% | +7+53.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.76K | 0.00% | +23 | New |
| Bay Harbor Wealth Management, LLC | 25 | $1.92K | 0.00% | −4−13.8% | Reduced |
| Arlington Partners LLC | 31 | $2.38K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 33 | $2.53K | 0.00% | +33 | New |
| Financial Avengers, Inc. | 35 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $2.99K | 0.00% | +39 | New |
| Lumature Wealth Partners, LLC | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 46 | $3.53K | 0.00% | +46 | New |
| Cape Investment Advisory, Inc. | 49 | $3.75K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $4.19K | 0.00% | −536−91.5% | Reduced |
| Tradewinds Capital Management, LLC | 55 | $4.22K | 0.00% | −10−15.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 60 | $4.60K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 61 | $4.68K | 0.00% | −1,640−96.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 66 | $5.06K | 0.00% | +66 | New |
| PFG Private Wealth Management, LLC | 71 | $5.45K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 72 | $6.00K | 0.00% | −5,376−98.7% | Reduced |
| KB Financial Partners, LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 78 | $6.02K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 85 | $6.55K | 0.00% | +1+1.2% | Added |
| Costello Asset Management, INC | 92 | $7.06K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 98 | $7.52K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $7.67K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $8.00K | 0.00% | −625−86.2% | Reduced |
| Ulland Investment Advisors, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 100 | $8.00K | 0.00% | +15+17.6% | Added |
| Richard W. Paul & Associates, LLC | 106 | $8.13K | 0.00% | +12+12.8% | Added |
| Tanglewood Legacy Advisors, LLC | 110 | $8.44K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 113 | $8.67K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 122 | $9.36K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 123 | $9.45K | 0.00% | +59+92.2% | Added |
| Operose Advisors LLC | 128 | $9.82K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $9.97K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 133 | $10.0K | 0.00% | −32−19.4% | Reduced |
| Baker Avenue Asset Management, LP | 131 | $10.0K | 0.00% | −16−10.9% | Reduced |
| USA Financial Portformulas Corp | 132 | $10.1K | 0.02% | +124+1,550.0% | Added |
| Sturgeon Ventures LLP | 137 | $10.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $10.3K | 0.01% | +1+0.7% | Added |
| Pittenger & Anderson Inc | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 136 | $10.4K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 140 | $11.0K | 0.01% | +140 | New |
| Antonetti Capital Management LLC | 150 | $11.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $11.9K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 163 | $12.5K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 175 | $13.0K | 0.00% | +175 | New |
| New England Capital Financial Advisors LLC | 171 | $13.1K | 0.01% | +2+1.2% | Added |
| SOA Wealth Advisors, LLC. | 171 | $13.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 192 | $14.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 197 | $15.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $15.3K | 0.01% | +200 | New |
| Raffa Wealth Management, LLC | 201 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 204 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 205 | $16.0K | 0.01% | +2+1.0% | Added |
| Carolinas Wealth Consulting LLC | 212 | $16.3K | 0.00% | −109−34.0% | Reduced |
| Addison Advisors LLC | 214 | $16.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 215 | $16.5K | 0.01% | +2+0.9% | Added |
| GeoWealth Management, LLC | 216 | $17.0K | 0.00% | −545−71.6% | Reduced |
| Financial Management Professionals, Inc. | 221 | $17.0K | 0.00% | −5−2.2% | Reduced |
| Aspire Private Capital, LLC | 222 | $17.1K | 0.01% | −54−19.6% | Reduced |
| AXS Investments LLC | 238 | $18.3K | 0.00% | −134−36.0% | Reduced |
| Private Ocean, LLC | 242 | $18.6K | 0.00% | −252−51.0% | Reduced |
| NVWM, LLC | 246 | $18.9K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 251 | $19.3K | 0.00% | −165−39.7% | Reduced |
| First Command Financial Services, Inc. | 251 | $19.3K | 0.00% | −165−39.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 262 | $20.1K | 0.00% | −48−15.5% | Reduced |
| Providence Capital Advisors, LLC | 264 | $20.2K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 274 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 289 | $22.2K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 300 | $23.0K | 0.00% | −8−2.6% | Reduced |
| Bell Investment Advisors, Inc | 316 | $24.2K | 0.01% | +4+1.3% | Added |
| Washington Trust Advisors, Inc. | 320 | $24.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 325 | $24.9K | 0.01% | +325 | New |
| Pin Oak Investment Advisors Inc | 320 | $25.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 327 | $25.1K | 0.01% | +26+8.6% | Added |
| PFS Partners, LLC | 334 | $25.6K | 0.02% | +112+50.5% | Added |
| Cyrus J. Lawrence, LLC | 350 | $26.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 346 | $26.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 378 | $27.0K | 0.01% | −33−8.0% | Reduced |
| Westside Investment Management, Inc. | 356 | $27.3K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 361 | $27.7K | 0.02% | +2+0.6% | Added |