| Curi Capital | 7 | $0 | 0.00% | +7 | New |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| Widmann Financial Services, Inc. | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 3 | $176 | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Surevest, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Core Alternative Capital | 16 | $1.00K | 0.00% | +16 | New |
| Annapolis Financial Services, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| TD Waterhouse Canada Inc. | 14 | $1.09K | 0.00% | +14 | New |
| Atlas Capital Advisors LLC | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 42 | $2.00K | 0.00% | −180−81.1% | Reduced |
| Toth Financial Advisory Corp | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31 | $2.00K | 0.00% | +31 | New |
| Mach-1 Financial Group, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Addison Advisors LLC | 28 | $2.00K | 0.00% | +28 | New |
| Schubert & Co | 40 | $2.00K | 0.00% | +40 | New |
| McCarthy Grittinger Financial Group, LLC | 44 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $3.00K | 0.00% | −200−79.7% | Reduced |
| Ci Investments Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $3.00K | 0.00% | +43 | New |
| PFG Private Wealth Management, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 68 | $4.00K | 0.00% | +68 | New |
| First Community Trust NA | 75 | $4.41K | 0.00% | +75 | New |
| West Paces Advisors Inc. | 84 | $4.94K | 0.00% | +44+110.0% | Added |
| TD Ameritrade Investment Management, LLC | 77 | $5.00K | 0.00% | −59−43.4% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 85 | $5.00K | 0.00% | +85 | New |
| Financial Perspectives, Inc | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 108 | $6.00K | 0.01% | +18+20.0% | Added |
| Total Clarity Wealth Management, Inc. | 120 | $7.00K | 0.00% | −562−82.4% | Reduced |
| High Net Worth Advisory Group LLC | 125 | $7.00K | 0.00% | +125 | New |
| Gables Capital Management Inc. | 161 | $9.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 156 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 155 | $9.00K | 0.00% | +155 | New |
| Insight Financial Services | 155 | $9.00K | 0.01% | +155 | New |
| Amplius Wealth Advisors, LLC | 158 | $9.00K | 0.00% | +158 | New |
| Sutton Wealth Advisors Inc. | 156 | $9.17K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 171 | $10.0K | 0.00% | −377−68.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 178 | $10.0K | 0.00% | +145+439.4% | Added |
| Mascoma Wealth Management LLC | 177 | $10.0K | 0.00% | +177 | New |
| Raffa Wealth Management, LLC | 189 | $11.1K | 0.00% | +5+2.7% | Added |
| Carolina Wealth Advisors, LLC | 197 | $12.0K | 0.01% | +197 | New |
| IAG Wealth Partners, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Harbor Investment Advisory, LLC | 220 | $13.0K | 0.00% | −57−20.6% | Reduced |
| St. Johns Investment Management Company, LLC | 226 | $13.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 222 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 230 | $13.5K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 235 | $14.0K | 0.00% | −1−0.4% | Reduced |
| Kings Point Capital Management | 230 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 252 | $15.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 263 | $15.0K | 0.00% | 00.0% | Unchanged |
| Markston International LLC | 250 | $15.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 299 | $17.0K | 0.00% | −3,407−91.9% | Reduced |
| Lenox Wealth Advisors, LLC | 284 | $17.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 305 | $17.0K | 0.01% | +305 | New |
| Cordasco Financial Network | 301 | $18.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 299 | $18.0K | 0.01% | +299 | New |
| Aquatic Capital Management LLC | 300 | $18.0K | 0.03% | +300 | New |
| FSB Premier Wealth Management, Inc. | 332 | $19.0K | 0.01% | +332 | New |
| WFA Asset Management Corp | 331 | $19.5K | 0.01% | +331 | New |
| Stonebridge Capital Advisors LLC | 348 | $20.0K | 0.00% | +55+18.8% | Added |
| JNBA Financial Advisors | 334 | $20.0K | 0.00% | +115+52.5% | Added |
| Front Row Advisors LLC | 361 | $21.0K | 0.01% | −21−5.5% | Reduced |
| Bogart Wealth, LLC | 363 | $21.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 394 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 394 | $23.2K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 403 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 413 | $24.0K | 0.00% | +220+114.0% | Added |
| Exchange Traded Concepts, LLC | 406 | $24.0K | 0.00% | +406 | New |
| Quent Capital, LLC | 414 | $24.0K | 0.01% | +414 | New |
| Zions Bancorporation, N.A. | 440 | $26.0K | 0.00% | +26+6.3% | Added |
| JFS Wealth Advisors, LLC | 454 | $27.0K | 0.00% | +54+13.5% | Added |
| Tortoise Investment Management, LLC | 483 | $28.0K | 0.01% | +7+1.5% | Added |
| CVA Family Office, LLC | 480 | $28.0K | 0.01% | +480 | New |
| Carmichael Hill & Associates, Inc. | 494 | $29.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 490 | $29.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 500 | $29.0K | 0.01% | +500 | New |
| City State Bank | 500 | $29.0K | 0.02% | +500 | New |
| Logan Capital Management Inc | 510 | $30.0K | 0.00% | −510−50.0% | Reduced |
| True Link Financial Advisors, LLC | – | $30.0K | 0.00% | – | – |
| Missouri Trust & Investment Co | 519 | $30.0K | 0.02% | +519 | New |
| Financial Management Professionals, Inc. | 524 | $31.0K | 0.01% | +6+1.2% | Added |
| Covestor Ltd | 525 | $31.0K | 0.04% | +525 | New |
| Glassman Wealth Services | 553 | $32.0K | 0.01% | +26+4.9% | Added |