| Alaska Permanent Fund Corp | 13 | $0 | 0.00% | −36−73.5% | Reduced |
| Sierra Capital LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $32 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $61 | 0.00% | +1 | New |
| Richard W. Paul & Associates, LLC | 3 | $96 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 5 | $160 | 0.00% | −1−16.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $327 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $415 | 0.00% | +13 | New |
| HighMark Wealth Management LLC | 20 | $639 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 32 | $673 | 0.01% | −84−72.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 22 | $687 | 0.00% | +22 | New |
| Investors Research Corp | 25 | $799 | 0.00% | +25 | New |
| My Personal CFO, LLC | 25 | $799 | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 28 | $894 | 0.00% | +28 | New |
| MCF Advisors LLC | 29 | $926 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $958 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $990 | 0.00% | +31 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $1.00K | 0.01% | −50−55.6% | Reduced |
| Retirement Financial Solutions, LLC | 33 | $1.05K | 0.00% | +33 | New |
| Bellwether Advisors, LLC | 34 | $1.08K | 0.00% | −517−93.8% | Reduced |
| Global Trust Asset Management, LLC | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 41 | $1.31K | 0.00% | +41 | New |
| Eagle Bay Advisors LLC | 45 | $1.44K | 0.00% | −3,065−98.6% | Reduced |
| Highline Wealth Partners LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.66K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 56 | $1.78K | 0.00% | −249−81.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 60 | $1.92K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 61 | $1.95K | 0.00% | +61 | New |
| TD Ameritrade Investment Management, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 88 | $2.00K | 0.00% | +57+183.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 66 | $2.11K | 0.00% | +66 | New |
| Kelly Financial Services LLC | 73 | $2.33K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 82 | $2.62K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 85 | $2.71K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 90 | $2.87K | 0.00% | +1+1.1% | Added |
| First Financial Corp | 91 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $2.91K | 0.00% | −28−23.5% | Reduced |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Abound Wealth Management | 94 | $3.00K | 0.00% | −48−33.8% | Reduced |
| Maryland Capital Advisors Inc. | 95 | $3.03K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $3.05K | 0.00% | +96 | New |
| Annapolis Financial Services, LLC | 100 | $3.19K | 0.00% | −493−83.1% | Reduced |
| Beacon Capital Management, LLC | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 100 | $3.19K | 0.00% | +100 | New |
| CNB Bank | 102 | $3.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $3.38K | 0.00% | +50+89.3% | Added |
| Manchester Capital Management LLC | 107 | $3.42K | 0.00% | +38+55.1% | Added |
| CVA Family Office, LLC | 110 | $3.51K | 0.00% | −510−82.3% | Reduced |
| Bell Investment Advisors, Inc | 110 | $3.51K | 0.00% | +21+23.6% | Added |
| Creative Financial Designs Inc | 115 | $3.67K | 0.00% | +1+0.9% | Added |
| Boyd Watterson Asset Management LLC | 125 | $3.99K | 0.00% | +125 | New |
| Dividend Assets Capital, LLC | 138 | $4.00K | 0.00% | −205−59.8% | Reduced |
| Johnson Midwest Financial, LLC | 125 | $4.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 126 | $4.00K | 0.00% | +26+26.0% | Added |
| Iron Horse Wealth Management, LLC | 125 | $4.00K | 0.00% | +125 | New |
| Pinnacle Financial Partners Inc | 132 | $4.21K | 0.00% | +88+200.0% | Added |
| JJJ Advisors Inc. | 133 | $4.86K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 158 | $5.05K | 0.00% | −460−74.4% | Reduced |
| MV Capital Management, Inc. | 169 | $5.40K | 0.00% | −197−53.8% | Reduced |
| SRS Capital Advisors, Inc. | 172 | $5.49K | 0.00% | −150−46.6% | Reduced |
| JFS Wealth Advisors, LLC | 180 | $5.75K | 0.00% | −18−9.1% | Reduced |
| Schubert & Co | 181 | $5.78K | 0.01% | −65−26.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 181 | $5.78K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 166 | $5.94K | 0.00% | +166 | New |
| Hollencrest Capital Management | 196 | $6.26K | 0.00% | +196 | New |
| Norwood Financial Corp | 200 | $6.39K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $6.39K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 209 | $6.69K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 213 | $6.75K | 0.01% | +2+0.9% | Added |
| Cedar Mountain Advisors, LLC | 230 | $7.35K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 231 | $7.38K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 239 | $7.63K | 0.00% | +154+181.2% | Added |
| Gleason Group, Inc. | 259 | $8.29K | 0.00% | +2+0.8% | Added |
| Financial Avengers, Inc. | 260 | $8.30K | 0.01% | +2+0.8% | Added |
| Cribstone Capital Management, LLC | 263 | $8.40K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 265 | $8.48K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 266 | $8.52K | 0.00% | +266 | New |
| Exchange Traded Concepts, LLC | 279 | $8.91K | 0.00% | +183+190.6% | Added |
| Cornerstone Planning Group LLC | 254 | $9.08K | 0.00% | +254 | New |
| Mascoma Wealth Management LLC | 295 | $9.42K | 0.00% | −755−71.9% | Reduced |
| Stonebridge Capital Advisors LLC | 295 | $9.42K | 0.00% | −80−21.3% | Reduced |
| Clean Yield Group | 300 | $9.58K | 0.00% | −250−45.5% | Reduced |
| Sound Income Strategies, LLC | 330 | $10.5K | 0.00% | +130+65.0% | Added |
| Heritage Wealth Management, LLC | 330 | $10.5K | 0.00% | +165+100.0% | Added |
| Studio Investment Management LLC | 341 | $10.9K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 356 | $11.4K | 0.00% | +2+0.6% | Added |
| Prestige Wealth Management Group LLC | 361 | $11.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 393 | $12.0K | 0.01% | −35−8.2% | Reduced |
| McClarren Financial Advisors, Inc. | 400 | $12.0K | 0.01% | +3+0.8% | Added |
| Sargent Bickham Lagudis LLC | 402 | $12.8K | 0.00% | +100+33.1% | Added |
| Strengthening Families & Communities, LLC | 396 | $13.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 429 | $13.7K | 0.00% | +429 | New |
| City Holding Co | 438 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,409 | $14.0K | 0.00% | +952+208.3% | Added |
| Goodman Advisory Group, LLC | 447 | $14.0K | 0.01% | 00.0% | Unchanged |