| Horan Securities, Inc. | 2 | $0 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Widmann Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 1 | $181 | 0.00% | – | – |
| McDonald Partners LLC | 3 | $548 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $548 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Enhancement Group LLC | 4 | $1.00K | 0.00% | +4 | New |
| Cedar Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| TD Ameritrade Investment Management, LLC | 11 | $2.00K | 0.00% | −45−80.4% | Reduced |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | −2−13.3% | Reduced |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Focused Wealth Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| First Bank & Trust | 17 | $3.00K | 0.00% | +17 | New |
| Core Alternative Capital | 15 | $3.00K | 0.00% | +15 | New |
| Schubert & Co | 15 | $3.00K | 0.00% | +15 | New |
| Arcadia Investment Advisors LLC | 20 | $3.64K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 20 | $4.00K | 0.01% | −880−97.8% | Reduced |
| Stonebridge Capital Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $4.00K | 0.00% | +2+10.5% | Added |
| Plante Moran Financial Advisors, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Patriot Financial Group Insurance Agency, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Retirement Planning Co of New England, Inc. | 26 | $4.00K | 0.00% | +26 | New |
| Stephens Consulting, LLC | 24 | $4.37K | 0.00% | +24 | New |
| Sutton Wealth Advisors Inc. | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 25 | $5.00K | 0.00% | −6,995−99.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 26 | $5.00K | 0.00% | +5+23.8% | Added |
| Zullo Investment Group, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| Tucker Asset Management LLC | 31 | $5.62K | 0.00% | 00.0% | Unchanged |
| Motco | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $6.00K | 0.00% | +3+10.7% | Added |
| Financial Management Professionals, Inc. | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 36 | $7.00K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 46 | $8.00K | 0.00% | +18+64.3% | Added |
| Bogart Wealth, LLC | 50 | $9.00K | 0.00% | −31−38.3% | Reduced |
| Exchange Traded Concepts, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $9.09K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 60 | $10.0K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 61 | $11.0K | 0.00% | +2+3.4% | Added |
| TCI Wealth Advisors, Inc. | 59 | $11.0K | 0.00% | −1−1.7% | Reduced |
| Cypress Capital Management LLC (WY) | 61 | $11.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 60 | $11.0K | 0.00% | +8+15.4% | Added |
| Lenox Wealth Advisors, LLC | 59 | $11.0K | 0.00% | +28+90.3% | Added |
| Shore Point Advisors, LLC | 58 | $11.0K | 0.01% | +58 | New |
| Eagle Bay Advisors LLC | 67 | $12.0K | 0.01% | −100−59.9% | Reduced |
| HighMark Wealth Management LLC | 64 | $12.0K | 0.01% | +24+60.0% | Added |
| Founders Capital Management | 71 | $13.0K | 0.01% | −9−11.3% | Reduced |
| John W. Brooker & Co., CPAs | 71 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 80 | $14.0K | 0.00% | +80 | New |
| Tyler-Stone Wealth Management | 76 | $14.0K | 0.01% | +76 | New |
| Evermay Wealth Management LLC | 83 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 84 | $15.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 81 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 87 | $16.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 86 | $16.0K | 0.00% | +86 | New |
| Ossiam | 89 | $16.0K | 0.00% | +89 | New |
| CVA Family Office, LLC | 90 | $16.0K | 0.00% | +90 | New |
| Front Row Advisors LLC | 95 | $17.0K | 0.01% | −2−2.1% | Reduced |
| Arlington Partners LLC | 91 | $17.0K | 0.00% | +91 | New |
| Fortitude Advisory Group L.L.C. | 96 | $17.0K | 0.01% | +96 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $18.0K | 0.00% | −300−75.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 97 | $18.0K | 0.00% | +97 | New |
| Ahrens Investment Partners LLC | 102 | $19.0K | 0.01% | +102 | New |
| Accel Wealth Management | 107 | $20.0K | 0.01% | +2+1.9% | Added |
| RPg Family Wealth Advisory, LLC | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 113 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 119 | $22.0K | 0.00% | −16−11.9% | Reduced |
| Equitec Proprietary Markets, LLC | 119 | $22.0K | 0.01% | +119 | New |
| Vigilant Capital Management, LLC | 128 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 126 | $23.0K | 0.00% | +3+2.4% | Added |
| Concord Wealth Partners | 127 | $23.0K | 0.01% | +127 | New |
| Earnest Partners LLC | 132 | $24.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 137 | $24.0K | 0.00% | +137 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 142 | $26.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 145 | $26.0K | 0.02% | +113+353.1% | Added |
| Pflug Koory, LLC | 150 | $27.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 150 | $27.0K | 0.04% | +150 | New |
| Graves-Light Private Wealth Management, Inc. | 155 | $28.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 155 | $28.0K | 0.00% | +27+21.1% | Added |
| Contravisory Investment Management, Inc. | 175 | $32.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 176 | $32.0K | 0.00% | +124+238.5% | Added |
| Tarbox Family Office, Inc. | 182 | $33.0K | 0.01% | +9+5.2% | Added |