| FinTrust Capital Advisors, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 2 | $140 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $491 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8 | $559 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $629 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $630 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $699 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $839 | 0.00% | −104−89.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 13 | $909 | 0.00% | −9−40.9% | Reduced |
| Abound Wealth Management | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 17 | $1.19K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 21 | $1.21K | 0.00% | +14+200.0% | Added |
| Perkins Coie Trust Co | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.47K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.47K | 0.00% | +21 | New |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $1.54K | 0.00% | +4+22.2% | Added |
| SOA Wealth Advisors, LLC. | 23 | $1.61K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $1.80K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | −9−26.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 29 | $2.03K | 0.00% | +1+3.6% | Added |
| Aspect Partners, LLC | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 34 | $2.38K | 0.00% | +3+9.7% | Added |
| Cherry Tree Wealth Management, LLC | 37 | $2.59K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $2.82K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 44 | $3.08K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 46 | $3.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 46 | $3.23K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 48 | $3.35K | 0.00% | +48 | New |
| Horizon Financial Services, LLC | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.71K | 0.00% | +6+12.8% | Added |
| Central Bank & Trust Co | 54 | $3.77K | 0.00% | −3,448−98.5% | Reduced |
| Raffa Wealth Management, LLC | 54 | $3.77K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $3.91K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 53 | $4.01K | 0.00% | +53 | New |
| Brown Brothers Harriman & Co | 58 | $4.05K | 0.00% | −20−25.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 59 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 60 | $4.19K | 0.00% | +60 | New |
| Indiana Trust & Investment Management CO | 67 | $4.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 73 | $5.10K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 75 | $5.15K | 0.00% | +75 | New |
| JJJ Advisors Inc. | 74 | $5.17K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 74 | $5.19K | 0.01% | +2+2.8% | Added |
| Fortitude Family Office, LLC | 79 | $5.52K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 89 | $6.22K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 93 | $6.48K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $6.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 95 | $6.64K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 95 | $6.64K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 102 | $7.00K | 0.00% | +102 | New |
| Cedar Mountain Advisors, LLC | 100 | $7.01K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 101 | $7.06K | 0.00% | +101 | New |
| Davis Capital Management | 100 | $7.10K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $7.13K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 112 | $7.83K | 0.01% | +112 | New |
| Pacific Center for Financial Services | 114 | $7.97K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $8.44K | 0.00% | +120 | New |
| Cetera Trust Company, N.A | 123 | $8.60K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $9.12K | 0.00% | 00.0% | Unchanged |
| American National Bank | 131 | $9.16K | 0.00% | +131 | New |
| Front Row Advisors LLC | 133 | $9.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 133 | $9.30K | 0.00% | +4+3.1% | Added |
| Highline Wealth Partners LLC | 134 | $9.38K | 0.00% | +4+3.1% | Added |
| ORG Partners LLC | 133 | $9.44K | 0.00% | +117+731.3% | Added |
| Baldwin Brothers Inc | 140 | $9.79K | 0.00% | −1,000−87.7% | Reduced |
| Valley National Advisers Inc | 145 | $10.0K | 0.00% | −5−3.3% | Reduced |
| AlphaMark Advisors, LLC | 150 | $10.0K | 0.00% | +150 | New |
| TD Capital Management LLC | 145 | $10.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 148 | $10.3K | 0.00% | −41−21.7% | Reduced |
| SYSTM Wealth Solutions LLC | 150 | $10.5K | 0.00% | −3,311−95.7% | Reduced |
| Carolinas Wealth Consulting LLC | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 150 | $10.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 162 | $11.3K | 0.00% | +162 | New |
| Atticus Wealth Management, LLC | 176 | $12.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 178 | $12.4K | 0.00% | −21−10.6% | Reduced |
| Legacy Bridge, LLC | 180 | $12.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 187 | $13.1K | 0.00% | −94−33.5% | Reduced |
| Sofos Investments, Inc. | 200 | $14.0K | 0.00% | −800−80.0% | Reduced |
| Nemes Rush Group LLC | 200 | $14.0K | 0.00% | −20−9.1% | Reduced |
| Gables Capital Management Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $14.0K | 0.01% | – | New |
| RE Dickinson Investment Advisors, LLC | 201 | $14.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 209 | $14.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 210 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 212 | $14.8K | 0.00% | +24+12.8% | Added |
| Richard W. Paul & Associates, LLC | 216 | $15.1K | 0.01% | 00.0% | Unchanged |