| Lazard Asset Management LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $0 | 0.00% | +1+10.0% | Added |
| Northwest Capital Management Inc | 0 | $13 | 0.00% | 0 | Unchanged |
| Richard W. Paul & Associates, LLC | 3 | $91 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $152 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $152 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 8 | $255 | 0.00% | −158−95.2% | Reduced |
| American Capital Advisory, LLC | 9 | $275 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 11 | $335 | 0.00% | −5−31.3% | Reduced |
| Tennessee Valley Asset Management Partners | 11 | $335 | 0.00% | +11 | New |
| True Wealth Design, LLC | 13 | $396 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 22 | $670 | 0.00% | +22 | New |
| Aspect Partners, LLC | 25 | $761 | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 28 | $853 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $913 | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 42 | $1.00K | 0.00% | +42 | New |
| Arlington Trust Co LLC | 37 | $1.13K | 0.00% | +37 | New |
| Global Trust Asset Management, LLC | 40 | $1.22K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $1.37K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $1.65K | 0.00% | +54 | New |
| New Millennium Group LLC | 55 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 59 | $1.78K | 0.00% | +59 | New |
| Sugarloaf Wealth Management, LLC | 60 | $1.83K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 63 | $1.92K | 0.00% | −595−90.4% | Reduced |
| Smartleaf Asset Management LLC | 65 | $1.99K | 0.00% | +65 | New |
| Avion Wealth | 56 | $2.00K | 0.00% | +16+40.0% | Added |
| Clear Investment Research, LLC | 68 | $2.07K | 0.00% | +68 | New |
| Kelly Financial Services LLC | 73 | $2.22K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $2.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $2.28K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 75 | $2.28K | 0.00% | +75 | New |
| Solstein Capital, LLC | 77 | $2.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 80 | $2.44K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 84 | $2.56K | 0.00% | +84 | New |
| Versant Capital Management, Inc | 88 | $2.68K | 0.00% | +48+120.0% | Added |
| Raffa Wealth Management, LLC | 91 | $2.77K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 93 | $2.83K | 0.00% | +93 | New |
| Maryland Capital Advisors Inc. | 95 | $2.89K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 96 | $2.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 97 | $2.96K | 0.00% | +4+4.3% | Added |
| FSA Wealth Management LLC | 111 | $3.00K | 0.00% | +111 | New |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Baldwin Brothers Inc | 99 | $3.02K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $3.04K | 0.00% | +100 | New |
| Hobbs Group Advisors, LLC | 100 | $3.04K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 100 | $3.05K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 102 | $3.10K | 0.00% | +102 | New |
| Beaird Harris Wealth Management, LLC | 102 | $3.10K | 0.00% | +14+15.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 109 | $3.32K | 0.00% | +109 | New |
| Venturi Wealth Management, LLC | 110 | $3.35K | 0.00% | −73−39.9% | Reduced |
| Boyd Watterson Asset Management LLC | 125 | $3.81K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $3.81K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 125 | $3.81K | 0.00% | +125 | New |
| Scarborough Advisors, LLC | 129 | $3.93K | 0.00% | +129 | New |
| Retirement Group, LLC | 130 | $3.96K | 0.00% | +130 | New |
| New England Capital Financial Advisors LLC | 132 | $4.01K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 134 | $4.07K | 0.00% | +2+1.5% | Added |
| Hollencrest Capital Management | 141 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 150 | $4.57K | 0.00% | +150 | New |
| Rakuten Securities, Inc. | 151 | $4.60K | 0.00% | +151 | New |
| Costello Asset Management, INC | 161 | $4.91K | 0.00% | −499−75.6% | Reduced |
| Bell Investment Advisors, Inc | 169 | $5.15K | 0.00% | +11+7.0% | Added |
| Creative Financial Designs Inc | 177 | $5.39K | 0.00% | +1+0.6% | Added |
| Northwest Financial Advisors | 180 | $5.48K | 0.00% | +180 | New |
| Mascoma Wealth Management LLC | 195 | $5.94K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $6.09K | 0.00% | −693−77.6% | Reduced |
| Norwood Financial Corp | 200 | $6.09K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 200 | $6.09K | 0.01% | +200 | New |
| BKM Wealth Management, LLC | 200 | $6.09K | 0.00% | +200 | New |
| Sachetta, LLC | 205 | $6.24K | 0.00% | +205 | New |
| Focused Wealth Management, Inc | 213 | $6.49K | 0.00% | +1+0.5% | Added |
| Core Alternative Capital | 219 | $6.67K | 0.00% | −51−18.9% | Reduced |
| Bellevue Asset Management, LLC | 220 | $6.72K | 0.01% | +4+1.9% | Added |
| Planning Capital Management Corp | 222 | $6.76K | 0.01% | +222 | New |
| Rosenberg Matthew Hamilton | 247 | $7.52K | 0.00% | −341−58.0% | Reduced |
| Wolff Wiese Magana LLC | 250 | $7.61K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 250 | $7.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 254 | $7.73K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 265 | $8.07K | 0.00% | +265 | New |
| M&R Capital Management Inc | 265 | $8.08K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 266 | $8.10K | 0.00% | +266 | New |
| Gleason Group, Inc. | 269 | $8.18K | 0.00% | +3+1.1% | Added |
| Centennial Bank | 300 | $9.13K | 0.01% | +300 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 308 | $9.38K | 0.00% | −100−24.5% | Reduced |
| Cetera Trust Company, N.A | 321 | $9.77K | 0.01% | +321 | New |
| Sound Income Strategies, LLC | 340 | $10.4K | 0.00% | +40+13.3% | Added |
| Studio Investment Management LLC | 341 | $10.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $10.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 345 | $10.5K | 0.00% | −238−40.8% | Reduced |
| Prestige Wealth Management Group LLC | 361 | $11.0K | 0.00% | −200−35.7% | Reduced |
| Ogorek Anthony Joseph | 373 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 365 | $11.1K | 0.00% | +2+0.6% | Added |
| Core Wealth Advisors, Inc. | 373 | $11.4K | 0.00% | −194−34.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 385 | $11.7K | 0.00% | +385 | New |
| Birchbrook, Inc. | 385 | $11.7K | 0.01% | +385 | New |
| GW&K Investment Management, LLC | 378 | $12.0K | 0.00% | +127+50.6% | Added |