| Strengthening Families & Communities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $41 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 5 | $228 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $357 | 0.00% | +1+14.3% | Added |
| NewSquare Capital LLC | 12 | $535 | 0.00% | −5−29.4% | Reduced |
| Coppell Advisory Solutions LLC | 12 | $535 | 0.00% | +12 | New |
| Coppell Advisory Solutions Corp. | 12 | $535 | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 17 | $758 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $981 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Penserra Capital Management LLC | 38 | $1.00K | 0.00% | +38 | New |
| Clear Investment Research, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 23 | $1.02K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 25 | $1.11K | 0.00% | +25 | New |
| Lee Financial Co | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 35 | $1.56K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $1.83K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 41 | $1.83K | 0.00% | +41 | New |
| TFC Financial Management | 47 | $2.11K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 48 | $2.14K | 0.00% | +48 | New |
| Legend Financial Advisors, Inc. | 50 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 54 | $2.40K | 0.00% | +1+1.9% | Added |
| Abound Wealth Management | 61 | $2.73K | 0.00% | +24+64.9% | Added |
| Washington Trust Advisors, Inc. | 64 | $2.85K | 0.00% | −13−16.9% | Reduced |
| Harbor Investment Advisory, LLC | 65 | $2.90K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 72 | $3.21K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 77 | $3.43K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 78 | $3.48K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $3.88K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $4.46K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 103 | $4.59K | 0.00% | +103 | New |
| PFS Partners, LLC | 104 | $4.66K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 111 | $4.95K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 115 | $5.13K | 0.00% | +115 | New |
| Heritage Wealth Management, LLC | 130 | $5.79K | 0.00% | +108+490.9% | Added |
| Disciplined Investments, LLC | 131 | $5.84K | 0.00% | −630−82.8% | Reduced |
| Colonial Trust Advisors | 142 | $6.33K | 0.00% | +142 | New |
| Johnson Financial Group, Inc. | 150 | $6.69K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 160 | $7.13K | 0.00% | +4+2.6% | Added |
| Larson Financial Group LLC | 162 | $7.23K | 0.00% | +1+0.6% | Added |
| EWG Elevate Inc. | 163 | $7.27K | 0.00% | +163 | New |
| M&R Capital Management Inc | 178 | $7.93K | 0.00% | +78+78.0% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 182 | $8.11K | 0.00% | +182 | New |
| Laurel Wealth Planning LLC | 185 | $8.25K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 194 | $8.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 197 | $8.78K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 199 | $8.87K | 0.01% | +199 | New |
| Gables Capital Management Inc. | 200 | $8.92K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 208 | $9.00K | 0.00% | +208 | New |
| Moisand Fitzgerald Tamayo, LLC | 207 | $9.23K | 0.00% | +69+50.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 212 | $9.45K | 0.00% | +212 | New |
| Hexagon Capital Partners LLC | 213 | $9.50K | 0.00% | −122−36.4% | Reduced |
| Core Alternative Capital | 214 | $9.52K | 0.00% | −446−67.6% | Reduced |
| Versant Capital Management, Inc | 217 | $9.67K | 0.00% | +7+3.3% | Added |
| Raffa Wealth Management, LLC | 222 | $9.90K | 0.00% | −10−4.3% | Reduced |
| TSFG, LLC | 232 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 233 | $10.4K | 0.00% | +233 | New |
| Cary Street Partners Asset Management LLC | 250 | $11.1K | 0.00% | −165−39.8% | Reduced |
| Emfo, LLC | 250 | $11.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 263 | $11.7K | 0.01% | +180+216.9% | Added |
| Cyrus J. Lawrence, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 274 | $12.0K | 0.01% | +274 | New |
| Financial Management Professionals, Inc. | 288 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 295 | $13.2K | 0.01% | −54−15.5% | Reduced |
| BDO Wealth Advisors, LLC | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 313 | $14.0K | 0.01% | +313 | New |
| Tucker Asset Management LLC | 314 | $14.0K | 0.00% | +314 | New |
| Annapolis Financial Services, LLC | 317 | $14.1K | 0.00% | +2+0.6% | Added |
| Cranbrook Wealth Management, LLC | 320 | $14.3K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 335 | $14.9K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 338 | $15.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 340 | $15.2K | 0.01% | −15,084−97.8% | Reduced |
| Private Ocean, LLC | 340 | $15.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 358 | $16.0K | 0.00% | +24+7.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 365 | $16.0K | 0.00% | +365 | New |
| Newbridge Financial Services Group, Inc. | 379 | $16.9K | 0.01% | −19−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 380 | $16.9K | 0.00% | +380 | New |
| Proequities, Inc. | 381 | $17.0K | 0.00% | −440−53.6% | Reduced |
| Concord Wealth Partners | 387 | $17.3K | 0.01% | +387 | New |
| Field & Main Bank | 400 | $17.8K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 400 | $17.8K | 0.00% | −340−45.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 418 | $18.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 416 | $19.0K | 0.02% | −3−0.7% | Reduced |
| MV Capital Management, Inc. | 439 | $19.6K | 0.00% | −76−14.8% | Reduced |
| Sageworth Trust Co | 497 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 494 | $22.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 497 | $22.2K | 0.00% | −130−20.7% | Reduced |
| Financial Perspectives, Inc | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 507 | $22.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 513 | $22.9K | 0.01% | +513 | New |