| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $35 | 0.00% | +1 | New |
| Ahrens Investment Partners LLC | 2 | $71 | 0.00% | +2 | New |
| Richard W. Paul & Associates, LLC | 3 | $106 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $176 | 0.00% | – | – |
| Sofos Investments, Inc. | 35 | $295 | 0.01% | +3+9.4% | Added |
| Canada Pension Plan Investment Board | 10 | $353 | 0.00% | −38,400−100.0% | Reduced |
| Tfo-TDC, LLC | 11 | $388 | 0.00% | +10+1,000.0% | Added |
| True Wealth Design, LLC | 13 | $459 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 20 | $630 | 0.00% | +20 | New |
| HighMark Wealth Management LLC | 20 | $706 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $988 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $1.06K | 0.00% | −4−11.8% | Reduced |
| Insight Financial Services | 30 | $1.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $1.09K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 41 | $1.45K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $1.59K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48 | $1.71K | 0.00% | +38+380.0% | Added |
| Highline Wealth Partners LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sugarloaf Wealth Management, LLC | 60 | $2.12K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 66 | $2.33K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 67 | $2.36K | 0.00% | −212−76.0% | Reduced |
| Kelly Financial Services LLC | 73 | $2.58K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 75 | $2.65K | 0.00% | −220−74.6% | Reduced |
| NVWM, LLC | 82 | $2.89K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 104 | $3.00K | 0.00% | +16+18.2% | Added |
| Beaird Harris Wealth Management, LLC | 86 | $3.05K | 0.00% | −153−64.0% | Reduced |
| New Millennium Group LLC | 91 | $3.20K | 0.00% | +1+1.1% | Added |
| First Financial Corp | 91 | $3.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $3.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 94 | $3.32K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $3.35K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $3.37K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $3.53K | 0.00% | −26−20.6% | Reduced |
| Annapolis Financial Services, LLC | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $3.53K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $3.53K | 0.00% | +100 | New |
| CNB Bank | 102 | $3.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 105 | $3.71K | 0.00% | −2−1.9% | Reduced |
| SJS Investment Consulting Inc. | 107 | $3.78K | 0.00% | +1+0.9% | Added |
| Dividend Assets Capital, LLC | 138 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 116 | $4.08K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 124 | $4.38K | 0.00% | +14+12.7% | Added |
| Johnson Midwest Financial, LLC | 125 | $4.41K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $4.41K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 125 | $4.41K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 130 | $4.59K | 0.00% | +130 | New |
| New England Capital Financial Advisors LLC | 132 | $4.65K | 0.00% | −34−20.5% | Reduced |
| Pinnacle Financial Partners Inc | 132 | $4.66K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 157 | $5.54K | 0.01% | +101+180.4% | Added |
| Crewe Advisors LLC | 158 | $5.58K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 172 | $6.08K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 181 | $6.39K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $7.05K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $7.06K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 200 | $7.06K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 201 | $7.09K | 0.00% | +32+18.9% | Added |
| Focused Wealth Management, Inc | 210 | $7.42K | 0.00% | +1+0.5% | Added |
| Bellevue Asset Management, LLC | 213 | $7.52K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 221 | $7.80K | 0.00% | +41+22.8% | Added |
| Cedar Mountain Advisors, LLC | 230 | $8.11K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 238 | $8.40K | 0.01% | +57+31.5% | Added |
| Gleason Group, Inc. | 262 | $9.23K | 0.00% | +3+1.2% | Added |
| Financial Avengers, Inc. | 262 | $9.25K | 0.01% | +2+0.8% | Added |
| M&R Capital Management Inc | 265 | $9.36K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 267 | $9.43K | 0.00% | −939−77.9% | Reduced |
| Mascoma Wealth Management LLC | 295 | $9.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 294 | $10.4K | 0.00% | +63+27.3% | Added |
| Sound Income Strategies, LLC | 300 | $10.6K | 0.00% | −30−9.1% | Reduced |
| Clean Yield Group | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 323 | $11.4K | 0.01% | −6,147−95.0% | Reduced |
| JJJ Advisors Inc. | 329 | $11.4K | 0.00% | +196+147.4% | Added |
| Studio Investment Management LLC | 341 | $12.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $12.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 358 | $12.6K | 0.00% | +2+0.6% | Added |
| Prestige Wealth Management Group LLC | 361 | $12.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 367 | $13.0K | 0.00% | −1,046−74.0% | Reduced |
| Ogorek Anthony Joseph | 393 | $13.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 403 | $13.0K | 0.01% | +3+0.8% | Added |
| Hollencrest Capital Management | 391 | $13.8K | 0.00% | +195+99.5% | Added |
| Northwest Investment Counselors, LLC | 393 | $13.9K | 0.00% | −2,600−86.9% | Reduced |
| Strengthening Families & Communities, LLC | 397 | $14.0K | 0.01% | +1+0.3% | Added |
| Trivant Custom Portfolio Group, LLC | 400 | $14.1K | 0.01% | +400 | New |
| GPS Wealth Strategies Group, LLC | 415 | $14.6K | 0.00% | +415 | New |
| Capital Advisors, Ltd. LLC | 437 | $15.0K | 0.00% | −972−69.0% | Reduced |
| Ruedi Wealth Management, Inc. | 444 | $15.7K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 447 | $15.8K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 461 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 472 | $16.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 472 | $16.7K | 0.00% | +472 | New |