| Spartan Planning & Wealth Management | 3 | $0 | 0.00% | −938−99.7% | Reduced |
| Corbenic Partners LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 58 | $0 | 0.00% | +58 | New |
| Old North State Trust, LLC | 6 | $495 | 0.45% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 154 | $1.00K | 0.02% | −31−16.8% | Reduced |
| Karlinski Andrew C | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 19 | $1.47K | 0.00% | +19 | New |
| WestEnd Advisors, LLC | 21 | $1.63K | 0.00% | +21 | New |
| Cedar Wealth Management, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| IAG Wealth Partners, LLC | 34 | $3.00K | 0.00% | +16+88.9% | Added |
| Laurel Wealth Planning LLC | 40 | $3.00K | 0.00% | +40 | New |
| CNB Bank | 48 | $4.00K | 0.00% | −32−40.0% | Reduced |
| ClariVest Asset Management LLC | 63 | $4.00K | 0.00% | +11+21.2% | Added |
| Schubert & Co | 58 | $4.00K | 0.00% | +22+61.1% | Added |
| Atlas Capital Advisors LLC | 60 | $4.65K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $6.00K | 0.00% | −112−58.3% | Reduced |
| Pflug Koory, LLC | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 77 | $6.00K | 0.00% | +77 | New |
| Contravisory Investment Management, Inc. | 88 | $7.00K | 0.00% | −260−74.7% | Reduced |
| Cedar Mountain Advisors, LLC | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 88 | $7.00K | 0.06% | +88 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 97 | $8.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 91 | $8.00K | 0.00% | +91 | New |
| Robbins Farley LLC | 100 | $8.00K | 0.01% | +100 | New |
| Founders Capital Management | 115 | $9.00K | 0.01% | +115 | New |
| Semmax Financial Advisors Inc. | 109 | $10.0K | 0.00% | −258−70.3% | Reduced |
| Winch Advisory Services, LLC | 131 | $10.0K | 0.00% | +1+0.8% | Added |
| Stuart Chaussee & Associates, Inc. | 130 | $10.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 102 | $10.0K | 0.00% | +102 | New |
| Operose Advisors LLC | 145 | $11.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 147 | $11.0K | 0.01% | +30+25.6% | Added |
| Bellevue Asset Management, LLC | 151 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 172 | $13.3K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 192 | $15.0K | 0.02% | +2+1.1% | Added |
| Ten Capital Wealth Advisors, LLC | 191 | $15.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 193 | $15.0K | 0.01% | +193 | New |
| Tucker Asset Management LLC | 214 | $16.6K | 0.01% | +214 | New |
| GHP Investment Advisors, Inc. | 215 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 245 | $18.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 227 | $18.0K | 0.01% | +79+53.4% | Added |
| TD Ameritrade Investment Management, LLC | 250 | $19.0K | 0.00% | −229−47.8% | Reduced |
| Investors Asset Management of Georgia Inc | 244 | $19.0K | 0.01% | +244 | New |
| Wolff Wiese Magana LLC | 260 | $20.0K | 0.01% | −50−16.1% | Reduced |
| GeoWealth Management, LLC | 256 | $20.0K | 0.00% | +27+11.8% | Added |
| Rational Advisors LLC | 297 | $23.0K | 0.00% | −65,145−99.5% | Reduced |
| FNY Investment Advisers, LLC | 300 | $23.0K | 0.02% | −450−60.0% | Reduced |
| Mach-1 Financial Group, Inc. | 300 | $23.0K | 0.02% | +300 | New |
| Northwest Investment Counselors, LLC | 322 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 334 | $26.0K | 0.01% | +334 | New |
| Toth Financial Advisory Corp | 362 | $28.0K | 0.00% | +70+24.0% | Added |
| Urban Wealth Management, LLC | 366 | $28.0K | 0.09% | +366 | New |
| Selective Wealth Management, Inc. | 378 | $29.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 386 | $30.0K | 0.00% | +160+70.8% | Added |
| Marquette Asset Management, LLC | 400 | $31.0K | 0.01% | −324−44.8% | Reduced |
| Emerson Wealth Management, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 400 | $31.0K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 400 | $32.0K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 421 | $33.0K | 0.01% | +421 | New |
| Valley National Advisers Inc | 440 | $35.0K | 0.01% | +2+0.5% | Added |
| Guardian Wealth Management, Inc. | 466 | $36.0K | 0.04% | +3+0.6% | Added |
| Aua Capital Management, LLC | 478 | $37.0K | 0.02% | −16−3.2% | Reduced |
| Horan Securities, Inc. | 472 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 475 | $37.0K | 0.00% | +161+51.3% | Added |
| Alaska Permanent Fund Corp | 486 | $38.0K | 0.00% | −1,035−68.0% | Reduced |
| Intelligent Financial Strategies | 504 | $39.0K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 534 | $41.4K | 0.03% | +534 | New |
| Cornerstone Management, Inc. | 539 | $41.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 538 | $42.0K | 0.01% | −312−36.7% | Reduced |
| Heritage Wealth Management, LLC | 552 | $42.8K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 559 | $43.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 554 | $43.0K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 570 | $44.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 516 | $44.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 590 | $45.7K | 0.02% | +36+6.5% | Added |
| Seldon Capital LP | 600 | $46.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 612 | $47.4K | 0.03% | +4+0.7% | Added |
| Disciplined Investments, LLC | 617 | $48.0K | 0.02% | +12+2.0% | Added |
| Retirement Group, LLC | 622 | $48.0K | 0.02% | +201+47.7% | Added |
| Gould Capital, LLC | 631 | $49.0K | 0.04% | +5+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 644 | $50.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 672 | $52.0K | 0.02% | −149−18.1% | Reduced |
| First Bank & Trust | 669 | $52.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 680 | $52.7K | 0.04% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 683 | $53.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 684 | $53.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 704 | $54.5K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 715 | $55.0K | 0.05% | +441+160.9% | Added |
| Essex Investment Management Co LLC | 740 | $57.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 760 | $58.0K | 0.04% | +760 | New |