| HighMark Wealth Management LLC | 1 | $0 | 0.00% | −100−99.0% | Reduced |
| Fortis Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $106 | 0.00% | – | New |
| Carolinas Wealth Consulting LLC | 16 | $1.00K | 0.00% | −500−96.9% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $1.00K | 0.00% | +1+4.2% | Added |
| TFC Financial Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Aspire Private Capital, LLC | 29 | $2.00K | 0.00% | −2,235−98.7% | Reduced |
| Lindbrook Capital, LLC | 29 | $2.00K | 0.00% | −393−93.1% | Reduced |
| HWG Holdings LP | 36 | $2.00K | 0.00% | −25−41.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 35 | $2.00K | 0.00% | +35 | New |
| Wealth Quarterback LLC | 20 | $2.00K | 0.00% | +20 | New |
| Washington Trust Co | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $3.00K | 0.00% | +50 | New |
| PNC Managed Account Solutions, Inc. | 65 | $3.00K | 0.00% | +65 | New |
| Sound Income Strategies, LLC | 75 | $4.00K | 0.00% | −32−29.9% | Reduced |
| Hudock, Inc. | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 73 | $4.00K | 0.00% | +73 | New |
| Islay Capital Management, LLC | 97 | $5.00K | 0.00% | −300−75.6% | Reduced |
| Global Trust Asset Management, LLC | 100 | $5.00K | 0.00% | −39−28.1% | Reduced |
| First Horizon Corp | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 102 | $5.00K | 0.00% | −4−3.8% | Reduced |
| Pinnacle Bancorp, Inc. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $5.00K | 0.00% | +100 | New |
| IAG Wealth Partners, LLC | 100 | $6.00K | 0.00% | −30−23.1% | Reduced |
| Baystate Wealth Management LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 105 | $6.00K | 0.00% | +105 | New |
| Firestone Capital Management | 125 | $7.00K | 0.00% | −175−58.3% | Reduced |
| MV Capital Management, Inc. | 136 | $7.00K | 0.00% | +10+7.9% | Added |
| Financial Avengers, Inc. | 132 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 135 | $7.00K | 0.00% | +84+164.7% | Added |
| Exchange Traded Concepts, LLC | 137 | $7.00K | 0.00% | +137 | New |
| Lake Point Wealth Management | 128 | $7.00K | 0.00% | +128 | New |
| American State Bank (Iowa) | 150 | $7.96K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 149 | $8.00K | 0.00% | +149 | New |
| Retirement Group, LLC | 162 | $9.00K | 0.00% | −577−78.1% | Reduced |
| Lowe Wealth Advisors, LLC | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 171 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 162 | $9.00K | 0.00% | +162 | New |
| Brewin Dolphin Ltd | 180 | $9.56K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 195 | $10.0K | 0.00% | −15−7.1% | Reduced |
| Baldwin Brothers Inc | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 192 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 184 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 185 | $10.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 200 | $11.0K | 0.01% | −56−21.9% | Reduced |
| Corbenic Partners LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 211 | $11.0K | 0.01% | +23+12.2% | Added |
| Lenox Wealth Advisors, LLC | 200 | $11.0K | 0.00% | +200 | New |
| GoalVest Advisory LLC | 229 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 242 | $13.0K | 0.00% | −152−38.6% | Reduced |
| Cypress Point Wealth Management, LLC | 250 | $13.0K | 0.01% | +250 | New |
| Canton Hathaway, LLC | 256 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 306 | $15.0K | 0.00% | −16−5.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 290 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 280 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 286 | $15.0K | 0.00% | +172+150.9% | Added |
| Phoenix Wealth Advisors | 300 | $16.0K | 0.01% | −300−50.0% | Reduced |
| Trust Co | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 307 | $16.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 296 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 322 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 317 | $17.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 327 | $17.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 330 | $17.5K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 345 | $18.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 342 | $18.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 338 | $18.0K | 0.01% | +322+2,012.5% | Added |
| FormulaFolio Investments, LLC | 351 | $19.0K | 0.01% | – | – |