| Vaughan Nelson Investment Management, L.P. | 7 | $0 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 7 | $403 | 0.00% | −7−50.0% | Reduced |
| Bank of New Hampshire | 7 | $403 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $404 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 8 | $461 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $462 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 9 | $519 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $749 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $807 | 0.00% | +1+7.7% | Added |
| Fairfield, Bush & Co. | 15 | $865 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | −52−85.2% | Reduced |
| Financial Management Professionals, Inc. | 25 | $1.00K | 0.00% | −9−26.5% | Reduced |
| Asset Dedication, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 18 | $1.04K | 0.00% | +18 | New |
| Clear Investment Research, LLC | 20 | $1.15K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.33K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 23 | $1.33K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 27 | $1.56K | 0.00% | −15−35.7% | Reduced |
| St. Johns Investment Management Company, LLC | 33 | $1.90K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 35 | $2.08K | 0.00% | −246−87.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 36 | $2.08K | 0.00% | −227−86.3% | Reduced |
| O'Dell Group, LLC | 39 | $2.25K | 0.00% | +39 | New |
| Dunhill Financial, LLC | 43 | $2.46K | 0.00% | +43 | New |
| Red Tortoise LLC | 43 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 43 | $2.49K | 0.00% | +43 | New |
| Frank, Rimerman Advisors LLC | 47 | $2.71K | 0.00% | +47 | New |
| Birchbrook, Inc. | 50 | $2.88K | 0.00% | +50 | New |
| Strategic Investment Solutions, Inc. | 51 | $2.94K | 0.00% | −3,162−98.4% | Reduced |
| FinTrust Capital Advisors, LLC | 52 | $3.00K | 0.00% | −801−93.9% | Reduced |
| Long Island Wealth Management, Inc. | 47 | $3.00K | 0.00% | +47 | New |
| Proffitt & Goodson Inc | 56 | $3.23K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 58 | $3.37K | 0.00% | +58 | New |
| GPS Wealth Strategies Group, LLC | 59 | $3.38K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 63 | $3.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 63 | $3.68K | 0.00% | +63 | New |
| Kayne Anderson Rudnick Investment Management LLC | 64 | $3.69K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 64 | $3.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 65 | $3.75K | 0.00% | −1−1.5% | Reduced |
| RFP Financial Group LLC | 69 | $3.98K | 0.00% | +69 | New |
| West Oak Capital, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 65 | $4.00K | 0.00% | +29+80.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 70 | $4.04K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 71 | $4.09K | 0.00% | +71 | New |
| Able Wealth Management LLC | 72 | $4.15K | 0.00% | +72 | New |
| Hollencrest Capital Management | 73 | $4.21K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 73 | $4.24K | 0.00% | +21+40.4% | Added |
| Fortis Group Advisors, LLC | 74 | $4.27K | 0.00% | +37+100.0% | Added |
| Sittner & Nelson, LLC | 77 | $4.44K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 77 | $4.44K | 0.00% | +77 | New |
| Larson Financial Group LLC | 79 | $4.53K | 0.00% | −7−8.1% | Reduced |
| Credential Qtrade Securities Inc. | 81 | $4.67K | 0.00% | +81 | New |
| Central Trust Co | 81 | $4.67K | 0.00% | +57+237.5% | Added |
| Livelsberger Financial Advisory | 83 | $4.78K | 0.00% | +83 | New |
| First Personal Financial Services | 83 | $4.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 83 | $4.79K | 0.00% | +15+22.1% | Added |
| Cetera Trust Company, N.A | 85 | $4.90K | 0.00% | +85 | New |
| Ables, Iannone, Moore & Associates, Inc. | 85 | $4.90K | 0.00% | +85 | New |
| Resources Management Corp | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 81 | $5.00K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 87 | $5.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 90 | $5.19K | 0.00% | −101−52.9% | Reduced |
| Indiana Trust & Investment Management CO | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 90 | $5.19K | 0.00% | +90 | New |
| Rakuten Securities, Inc. | 90 | $5.19K | 0.00% | +90 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $5.35K | 0.00% | −44−32.4% | Reduced |
| Smartleaf Asset Management LLC | 98 | $5.65K | 0.00% | +98 | New |
| Missouri Trust & Investment Co | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 100 | $5.76K | 0.00% | +100 | New |
| Founders Capital Management | 101 | $5.82K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 106 | $6.11K | 0.00% | +23+27.7% | Added |
| Private Ocean, LLC | 106 | $6.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 110 | $6.34K | 0.00% | +110 | New |
| Semmax Financial Advisors Inc. | 130 | $7.10K | 0.00% | +1+0.8% | Added |
| Sound Income Strategies, LLC | 126 | $7.24K | 0.00% | +101+404.0% | Added |
| Laurel Wealth Advisors LLC | 133 | $7.67K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 136 | $7.84K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 138 | $7.95K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 141 | $8.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 142 | $8.19K | 0.01% | +142 | New |
| West Financial Advisors, LLC | 145 | $8.36K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 145 | $8.36K | 0.01% | +145 | New |
| PFS Partners, LLC | 148 | $8.50K | 0.01% | +2+1.4% | Added |
| Main Street Group, LTD | 148 | $8.56K | 0.00% | +148 | New |
| Evermay Wealth Management LLC | 153 | $8.82K | 0.00% | +6+4.1% | Added |
| Dividend Assets Capital, LLC | 161 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 167 | $9.09K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $9.34K | 0.00% | −268−62.3% | Reduced |
| Thompson Investment Management, Inc. | 167 | $9.63K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 167 | $9.63K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 167 | $9.63K | 0.01% | +167 | New |
| PFG Private Wealth Management, LLC | 174 | $10.0K | 0.01% | +174 | New |
| McIlrath & Eck, LLC | 175 | $10.1K | 0.00% | +86+96.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 176 | $10.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 177 | $10.2K | 0.01% | −9−4.8% | Reduced |
| Trifecta Capital Advisors, LLC | 193 | $11.1K | 0.00% | 00.0% | Unchanged |