| Cutler Group LP | 2 | $0 | 0.00% | −1,050−99.8% | Reduced |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $37 | 0.00% | 0 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $347 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $477 | 0.00% | +4 | New |
| Colonial Trust Advisors | 5 | $596 | 0.00% | −569−99.1% | Reduced |
| True Wealth Design, LLC | 5 | $596 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $1.55K | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 15 | $1.79K | 0.00% | −65−81.3% | Reduced |
| Country Trust Bank | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 13 | $2.00K | 0.00% | +13 | New |
| VitalStone Financial, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Tennessee Valley Asset Management Partners | 17 | $2.02K | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 19 | $2.26K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 22 | $2.62K | 0.00% | +22 | New |
| Frank, Rimerman Advisors LLC | 23 | $2.74K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $2.75K | 0.00% | +23 | New |
| Annapolis Financial Services, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $2.98K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.98K | 0.00% | +25 | New |
| Private Wealth Management Group, LLC | 25 | $2.98K | 0.00% | +25 | New |
| Clear Street Markets LLC | 29 | $3.00K | 0.00% | −11−27.5% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $3.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 26 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $3.22K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $3.45K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $3.45K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 31 | $3.69K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $3.93K | 0.00% | +29+725.0% | Added |
| FSA Wealth Management LLC | 31 | $4.00K | 0.00% | +31 | New |
| Jackson, Grant Investment Advisers, Inc. | 34 | $4.05K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 35 | $4.17K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 36 | $4.29K | 0.00% | −16−30.8% | Reduced |
| Citizens National Bank Trust Department | 38 | $4.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 40 | $4.76K | 0.00% | +40 | New |
| Newbridge Financial Services Group, Inc. | 41 | $4.92K | 0.00% | +41 | New |
| Tower View Investment Management & Research LLC | 40 | $5.00K | 0.00% | +8+25.0% | Added |
| Nemes Rush Group LLC | 42 | $5.00K | 0.00% | +3+7.7% | Added |
| Pineridge Advisors LLC | 43 | $5.12K | 0.00% | +43 | New |
| Richard W. Paul & Associates, LLC | 49 | $5.84K | 0.00% | −10−16.9% | Reduced |
| Aspire Private Capital, LLC | 52 | $6.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 55 | $6.53K | 0.00% | +8+17.0% | Added |
| Valued Wealth Advisors LLC | 58 | $6.64K | 0.01% | +58 | New |
| Long Island Wealth Management, Inc. | 59 | $7.00K | 0.00% | +59 | New |
| City Holding Co | 60 | $7.15K | 0.00% | −10−14.3% | Reduced |
| JCIC Asset Management Inc. | 60 | $7.15K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 68 | $8.12K | 0.00% | +1+1.5% | Added |
| Creative Capital Management Investments LLC | 70 | $8.34K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 71 | $8.46K | 0.00% | +71 | New |
| FSC Wealth Advisors, LLC | 72 | $8.58K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 72 | $8.58K | 0.00% | +8+12.5% | Added |
| Ancora Advisors, LLC | 74 | $8.81K | 0.00% | −64−46.4% | Reduced |
| Private Ocean, LLC | 74 | $8.81K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $8.93K | 0.00% | −1−1.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $9.00K | 0.00% | −75−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 80 | $9.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $9.53K | 0.00% | +1+1.3% | Added |
| Evermay Wealth Management LLC | 83 | $9.89K | 0.00% | +3+3.8% | Added |
| Red Tortoise LLC | 85 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 86 | $10.2K | 0.00% | +86 | New |
| Jones Financial Companies LLLP | 91 | $10.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 91 | $10.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 91 | $10.8K | 0.00% | −94−50.8% | Reduced |
| Adirondack Trust Co | 92 | $11.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 97 | $11.6K | 0.00% | −71−42.3% | Reduced |
| Slocum, Gordon & Co LLP | 100 | $11.9K | 0.01% | −300−75.0% | Reduced |
| Norwood Financial Corp | 100 | $11.9K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 100 | $11.9K | 0.01% | +100 | New |
| Dividend Assets Capital, LLC | 108 | $13.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 113 | $13.5K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 115 | $13.7K | 0.01% | +115 | New |
| Scarborough Advisors, LLC | 122 | $14.5K | 0.00% | +122 | New |
| Northwest Bank & Trust Co | 126 | $15.0K | 0.01% | +126 | New |
| Hallmark Capital Management Inc | 130 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 131 | $15.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 134 | $16.0K | 0.01% | +134 | New |
| Tyler-Stone Wealth Management | 142 | $16.9K | 0.01% | +77+118.5% | Added |
| Carolinas Wealth Consulting LLC | 146 | $17.3K | 0.00% | −7−4.6% | Reduced |
| Bell Investment Advisors, Inc | 146 | $17.4K | 0.00% | −1−0.7% | Reduced |
| Thompson Investment Management, Inc. | 150 | $17.9K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 147 | $17.9K | 0.01% | +147 | New |
| Wetzel Investment Advisors, Inc. | 150 | $18.0K | 0.01% | +150 | New |
| MV Capital Management, Inc. | 156 | $18.6K | 0.00% | +2+1.3% | Added |
| Founders Capital Management | 157 | $18.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 161 | $19.2K | 0.00% | +12+8.1% | Added |
| Westside Investment Management, Inc. | 165 | $19.7K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $19.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $20.9K | 0.00% | −97−35.7% | Reduced |
| CGC Financial Services, LLC | 180 | $21.4K | 0.01% | +110+157.1% | Added |
| DSM Capital Partners LLC | 181 | $21.6K | 0.00% | +181 | New |
| Tfo-TDC, LLC | 191 | $22.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 199 | $23.7K | 0.01% | 00.0% | Unchanged |
