| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $15 | 0.00% | 0 | Unchanged |
| Semmax Financial Advisors Inc. | 1 | $238 | 0.00% | +1 | New |
| Rise Advisors, LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4 | $919 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $919 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $919 | 0.00% | +1+33.3% | Added |
| Sofos Investments, Inc. | 4 | $953 | 0.00% | −203−98.1% | Reduced |
| Asset Dedication, LLC | 4 | $1.00K | 0.00% | −25−86.2% | Reduced |
| Briaud Financial Planning, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $1.24K | 0.00% | +3+100.0% | Added |
| Cedar Wealth Management, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $2.30K | 0.00% | +10 | New |
| TFC Financial Management | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $2.98K | 0.00% | +13 | New |
| Winch Advisory Services, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $3.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $4.13K | 0.00% | +8+80.0% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $4.59K | 0.00% | +20 | New |
| LGT Financial Advisors LLC | 20 | $4.63K | 0.01% | +20 | New |
| Exchange Traded Concepts, LLC | 21 | $4.82K | 0.00% | +4+23.5% | Added |
| Red Tortoise LLC | 21 | $4.82K | 0.00% | +21 | New |
| Avion Wealth | 28 | $5.00K | 0.00% | +6+27.3% | Added |
| Castleview Partners, LLC | 25 | $5.74K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 25 | $5.74K | 0.00% | +25 | New |
| St Germain D J Co Inc | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 25 | $5.98K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 30 | $6.89K | 0.00% | −36−54.5% | Reduced |
| Sutton Wealth Advisors Inc. | 30 | $6.89K | 0.00% | +4+15.4% | Added |
| Atticus Wealth Management, LLC | 32 | $7.35K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 32 | $7.35K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 32 | $7.35K | 0.01% | +32 | New |
| Sound Income Strategies, LLC | 32 | $7.46K | 0.00% | −1−3.0% | Reduced |
| HighMark Wealth Management LLC | 34 | $7.80K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $7.84K | 0.00% | −66−66.0% | Reduced |
| Archer Investment Corp | 35 | $8.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 38 | $8.72K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 38 | $8.72K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 40 | $9.18K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 40 | $9.18K | 0.00% | +35+700.0% | Added |
| Abound Wealth Management | 40 | $9.21K | 0.00% | +6+17.6% | Added |
| Rogco, LP | 42 | $9.64K | 0.00% | +42 | New |
| Key Financial Inc | 43 | $9.87K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $10.1K | 0.00% | −44−50.0% | Reduced |
| PrairieView Partners, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 48 | $11.0K | 0.01% | −116−70.7% | Reduced |
| Bell Investment Advisors, Inc | 48 | $11.0K | 0.00% | −3−5.9% | Reduced |
| Acima Private Wealth, LLC | 50 | $11.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $11.5K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 51 | $11.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 52 | $11.9K | 0.00% | −36−40.9% | Reduced |
| Financial Freedom, LLC | 53 | $12.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $12.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 56 | $13.0K | 0.01% | +2+3.7% | Added |
| Cedar Mountain Advisors, LLC | 57 | $13.1K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 58 | $13.3K | 0.00% | +2+3.6% | Added |
| Coppell Advisory Solutions LLC | 59 | $13.4K | 0.00% | −612−91.2% | Reduced |
| Capital Advisors, Ltd. LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 66 | $15.2K | 0.00% | −42−38.9% | Reduced |
| Pinnacle Bancorp, Inc. | 66 | $15.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 69 | $15.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 71 | $16.3K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 72 | $16.5K | 0.00% | +72 | New |
| Slocum, Gordon & Co LLP | 73 | $16.8K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 74 | $17.1K | 0.00% | +6+8.8% | Added |
| Northwest Capital Management Inc | 75 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 77 | $17.8K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 81 | $18.6K | 0.01% | −52−39.1% | Reduced |
| Colonial Trust Co | 80 | $19.2K | 0.00% | +46+135.3% | Added |
| South State Corp. | 86 | $19.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 88 | $20.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 91 | $20.9K | 0.01% | +4+4.6% | Added |
| Arlington Partners LLC | 95 | $21.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 95 | $21.8K | 0.01% | +95 | New |
| JFS Wealth Advisors, LLC | 95 | $21.8K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 97 | $22.3K | 0.01% | +97 | New |
| American National Bank | 100 | $23.0K | 0.00% | −86−46.2% | Reduced |
| Stone House Investment Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $23.0K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $23.2K | 0.01% | −10−9.0% | Reduced |
| First Community Trust NA | 103 | $23.6K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 105 | $24.0K | 0.02% | −70−40.0% | Reduced |
| Canton Hathaway, LLC | 105 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 110 | $25.3K | 0.01% | −35−24.1% | Reduced |
| West Paces Advisors Inc. | 111 | $25.5K | 0.01% | −111−50.0% | Reduced |
| MV Capital Management, Inc. | 111 | $25.5K | 0.00% | +11+11.0% | Added |
| Core Alternative Capital | 113 | $25.8K | 0.00% | +1+0.9% | Added |
| Montag A & Associates Inc | 113 | $25.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 114 | $26.2K | 0.00% | −20−14.9% | Reduced |
| KB Financial Partners, LLC | 126 | $29.0K | 0.01% | −1−0.8% | Reduced |