| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $165 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1,769 | $263 | 0.00% | −23−1.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $298 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $298 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $596 | 0.00% | +4 | New |
| Hollencrest Capital Management | 5 | $744 | 0.00% | +5 | New |
| Addison Advisors LLC | 6 | $893 | 0.00% | −6−50.0% | Reduced |
| My Personal CFO, LLC | 6 | $893 | 0.00% | +6 | New |
| Freedom Wealth Alliance, LLC | 6 | $893 | 0.00% | +6 | New |
| TD Ameritrade Investment Management, LLC | 9 | $1.00K | 0.00% | −75−89.3% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $1.00K | 0.00% | +8 | New |
| Sageworth Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| Iron Horse Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Level Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Eagle Bay Advisors LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7 | $1.17K | 0.00% | +7 | New |
| Truvestments Capital LLC | 8 | $1.19K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 9 | $1.34K | 0.00% | +4+80.0% | Added |
| NewSquare Capital LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $1.64K | 0.00% | +11 | New |
| West Branch Capital LLC | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 18 | $2.68K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $2.68K | 0.00% | −5−21.7% | Reduced |
| Private Advisor Group, LLC | 18,728 | $2.79K | 0.00% | −3,813−16.9% | Reduced |
| Atlas Capital Advisors LLC | 19 | $2.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $2.83K | 0.00% | +12+171.4% | Added |
| Semmax Financial Advisors Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $3.13K | 0.00% | +21 | New |
| Focused Wealth Management, Inc | 22 | $3.30K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $3.72K | 0.00% | +25 | New |
| TFC Financial Management | 25 | $3.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $4.47K | 0.00% | +30 | New |
| Aspire Private Capital, LLC | 32 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 32 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 34 | $5.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $5.07K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 36 | $5.36K | 0.00% | +36 | New |
| Robbins Farley LLC | 38 | $5.66K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 39 | $5.81K | 0.00% | +39 | New |
| Schubert & Co | 40 | $5.96K | 0.01% | +10+33.3% | Added |
| Financial Management Professionals, Inc. | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.10K | 0.00% | −8−16.3% | Reduced |
| Byrne Asset Management LLC | 45 | $6.70K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 48 | $7.15K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49 | $7.30K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 49 | $7.30K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 50 | $7.44K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 55 | $8.19K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $8.64K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $8.93K | 0.00% | −12,366−99.5% | Reduced |
| TCTC Holdings, LLC | 60 | $8.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $8.93K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $8.93K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $8.93K | 0.00% | +10+20.0% | Added |
| New Hampshire Trust | 61 | $9.08K | 0.00% | +61 | New |
| Beacon Capital Management, LLC | 63 | $9.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $9.38K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $9.68K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 65 | $9.68K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 69 | $10.3K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 79 | $11.8K | 0.00% | −507−86.5% | Reduced |
| Caption Management, LLC | 84 | $12.5K | 0.00% | +84 | New |
| Riverview Trust Co | 87 | $13.0K | 0.01% | +87 | New |
| Avion Wealth | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 97 | $14.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $14.8K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $14.9K | 0.01% | +100 | New |
| CenterStar Asset Management, LLC | – | $15.0K | 0.03% | – | – |
| Centerpoint Advisors, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 107 | $15.9K | 0.01% | −6,171−98.3% | Reduced |
| Vigilant Capital Management, LLC | 108 | $16.0K | 0.00% | −78−41.9% | Reduced |
| Advanced Asset Management Advisors Inc | 110 | $16.3K | 0.00% | +110 | New |
| AlphaMark Advisors, LLC | 116 | $17.0K | 0.01% | +1+0.9% | Added |
| NVWM, LLC | 123 | $18.3K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 134 | $20.0K | 0.02% | +134 | New |
| West Financial Advisors, LLC | 135 | $20.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 137 | $20.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $21.4K | 0.00% | +20+16.1% | Added |
| Corrado Advisors, LLC | 150 | $22.3K | 0.02% | +150 | New |
| American National Bank | 154 | $23.0K | 0.00% | −68−30.6% | Reduced |
| West Paces Advisors Inc. | 157 | $23.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 164 | $24.4K | 0.01% | −2−1.2% | Reduced |
| CVA Family Office, LLC | 165 | $24.6K | 0.01% | −75−31.3% | Reduced |
| VitalStone Financial, LLC | 166 | $25.0K | 0.02% | +166 | New |
| Resurgent Financial Advisors LLC | 168 | $25.0K | 0.01% | +168 | New |
| Farther Finance Advisors, LLC | 174 | $26.0K | 0.01% | +174 | New |
| Ritter Daniher Financial Advisory LLC | 175 | $26.1K | 0.01% | +175 | New |
| Institutional & Family Asset Management, LLC | 181 | $27.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 164 | $27.6K | 0.01% | +164 | New |