| Asset Dedication, LLC | 7 | $0 | 0.00% | +7 | New |
| First Command Advisory Services, Inc. | 910 | $0 | 0.00% | +910 | New |
| SOA Wealth Advisors, LLC. | 1 | $35 | 0.00% | −3−75.0% | Reduced |
| Bogart Wealth, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $69 | 0.00% | +2 | New |
| Coppell Advisory Solutions Corp. | 2 | $69 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 4 | $151 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7 | $242 | 0.00% | +7 | New |
| Atwood & Palmer Inc | 10 | $346 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $381 | 0.00% | +11 | New |
| TFC Financial Management | 12 | $421 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 19 | $658 | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 19 | $658 | 0.00% | +19 | New |
| West Branch Capital LLC | 24 | $831 | 0.00% | −51−68.0% | Reduced |
| Kelly Financial Services LLC | 27 | $935 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $970 | 0.00% | −6−17.6% | Reduced |
| Endurance Wealth Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $1.00K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 30 | $1.04K | 0.00% | −30−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 30 | $1.13K | 0.00% | +30 | New |
| M&R Capital Management Inc | 35 | $1.22K | 0.00% | +35 | New |
| Raleigh Capital Management Inc. | 35 | $1.22K | 0.00% | −125−78.1% | Reduced |
| Macroview Investment Management LLC | 43 | $1.49K | 0.00% | −61−58.7% | Reduced |
| My Personal CFO, LLC | 49 | $1.70K | 0.00% | +49 | New |
| HighMark Wealth Management LLC | 51 | $1.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $1.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $1.94K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 57 | $1.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $1.97K | 0.00% | +3+5.6% | Added |
| TD Ameritrade Investment Management, LLC | 60 | $2.00K | 0.00% | −12−16.7% | Reduced |
| Atlantic Trust, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $2.01K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 58 | $2.01K | 0.00% | +58 | New |
| Cranbrook Wealth Management, LLC | 65 | $2.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 66 | $2.29K | 0.00% | −35−34.7% | Reduced |
| New Millennium Group LLC | 71 | $2.46K | 0.00% | +71 | New |
| Abound Wealth Management | 77 | $2.67K | 0.00% | +67+670.0% | Added |
| Cornerstone Planning Group LLC | 74 | $2.73K | 0.00% | +74 | New |
| Pin Oak Investment Advisors Inc | 95 | $3.00K | 0.00% | −144−60.3% | Reduced |
| Resources Management Corp | 85 | $3.00K | 0.00% | −66−43.7% | Reduced |
| Baystate Wealth Management LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.12K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 90 | $3.12K | 0.00% | +90 | New |
| Key Financial Inc | 103 | $3.27K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $3.46K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 103 | $3.55K | 0.00% | +2+2.0% | Added |
| TCI Wealth Advisors, Inc. | 106 | $3.66K | 0.00% | −290−73.2% | Reduced |
| Sutton Wealth Advisors Inc. | 108 | $3.74K | 0.00% | −22−16.9% | Reduced |
| Mascoma Wealth Management LLC | 109 | $3.77K | 0.00% | +109 | New |
| Salem Investment Counselors Inc | 110 | $3.81K | 0.00% | +100+1,000.0% | Added |
| Rise Advisors, LLC | 112 | $3.87K | 0.00% | +2+1.8% | Added |
| Adirondack Retirement Specialists, Inc. | 112 | $3.88K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 118 | $4.09K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 118 | $4.09K | 0.00% | +118 | New |
| Sugarloaf Wealth Management, LLC | 129 | $4.48K | 0.00% | −1−0.8% | Reduced |
| Coastal Capital Group, Inc. | 142 | $4.51K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 131 | $4.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $4.57K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 133 | $4.61K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 138 | $4.76K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 139 | $4.81K | 0.00% | +139 | New |
| Capital Advisors, Ltd. LLC | 150 | $5.00K | 0.00% | +150 | New |
| North Star Investment Management Corp. | 150 | $5.19K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $5.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 160 | $5.54K | 0.00% | +87+119.2% | Added |
| Larson Financial Group LLC | 168 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 168 | $6.00K | 0.00% | +23+15.9% | Added |
| Financial Freedom, LLC | 181 | $6.26K | 0.00% | +181 | New |
| Bell Investment Advisors, Inc | 184 | $6.37K | 0.00% | +15+8.9% | Added |
| Quent Capital, LLC | 196 | $6.79K | 0.00% | +3+1.6% | Added |
| Park Circle Co | 200 | $6.93K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $6.93K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 205 | $7.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 203 | $7.03K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 207 | $7.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 210 | $7.27K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $8.66K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $8.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 252 | $8.73K | 0.00% | −1,838−87.9% | Reduced |
| Zions Bancorporation, N.A. | 271 | $9.38K | 0.00% | −407−60.0% | Reduced |
| Founders Capital Management | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 300 | $10.4K | 0.00% | −64−17.6% | Reduced |
| Sittner & Nelson, LLC | 300 | $10.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $10.4K | 0.00% | +300 | New |
| Distillate Capital Partners LLC | 303 | $10.5K | 0.98% | +303 | New |
| Madden Securities Corp | 304 | $10.5K | 0.01% | +304 | New |
| Mark Sheptoff Financial Planning, LLC | 308 | $10.7K | 0.01% | +108+54.0% | Added |
| City State Bank | 325 | $11.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 320 | $11.1K | 0.01% | +320 | New |
| Cedar Mountain Advisors, LLC | 327 | $11.3K | 0.00% | +4+1.2% | Added |
| Bangor Savings Bank | 341 | $12.0K | 0.00% | −58−14.5% | Reduced |
| Avion Wealth | 400 | $12.0K | 0.00% | 00.0% | Unchanged |