| Glass Jacobson Investment Advisors llc | 7 | $498 | 0.00% | +7 | New |
| JNBA Financial Advisors | 10 | $712 | 0.00% | −165−94.3% | Reduced |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 18 | $1.33K | 0.00% | +18 | New |
| Prestige Wealth Management Group LLC | 19 | $1.35K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.92K | 0.00% | +27 | New |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 29 | $2.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $2.35K | 0.00% | +33 | New |
| Sugarloaf Wealth Management, LLC | 37 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $2.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.63K | 0.00% | +37 | New |
| Sofos Investments, Inc. | 71 | $2.93K | 0.03% | −864−92.4% | Reduced |
| AdvisorNet Financial, Inc | 42 | $2.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 43 | $3.06K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 44 | $3.13K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 49 | $3.49K | 0.00% | +49 | New |
| Albion Financial Group | 49 | $3.49K | 0.00% | +49 | New |
| Clearstead Advisors, LLC | 50 | $3.59K | 0.00% | +5+11.1% | Added |
| Strengthening Families & Communities, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $4.70K | 0.00% | +53+407.7% | Added |
| Archer Investment Corp | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 78 | $5.55K | 0.01% | +78 | New |
| Schubert & Co | 92 | $6.55K | 0.01% | −152−62.3% | Reduced |
| Baillie Gifford & Co | 92 | $6.55K | 0.00% | +32+53.3% | Added |
| Dividend Assets Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $7.12K | 0.00% | +100 | New |
| Piershale Financial Group, Inc. | 100 | $7.12K | 0.01% | +100 | New |
| Beacon Capital Management, LLC | 109 | $7.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 109 | $7.76K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $8.00K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 115 | $8.00K | 0.00% | +100+666.7% | Added |
| BerganKDV Wealth Management, LLC | 114 | $8.12K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $8.19K | 0.00% | +115 | New |
| Disciplined Investments, LLC | 118 | $8.40K | 0.00% | −185−61.1% | Reduced |
| IAG Wealth Partners, LLC | 118 | $8.40K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 120 | $8.58K | 0.00% | −2−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 123 | $8.76K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 125 | $8.90K | 0.00% | +100+400.0% | Added |
| South State Corp. | 138 | $9.83K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 140 | $10.0K | 0.00% | −935−87.0% | Reduced |
| ICA Group Wealth Management, LLC | 150 | $10.7K | 0.00% | +150 | New |
| Highlander Capital Management, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 161 | $11.0K | 0.00% | +9+5.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $11.0K | 0.01% | +152 | New |
| Align Wealth Management, LLC | 200 | $11.0K | 0.01% | +200 | New |
| Column Capital Advisors, LLC | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $11.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 178 | $12.7K | 0.00% | −36−16.8% | Reduced |
| Halpern Financial, Inc. | 186 | $13.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 250 | $13.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 200 | $14.2K | 0.00% | −1,360−87.2% | Reduced |
| Heritage Wealth Advisors | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $14.2K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 206 | $14.7K | 0.00% | −2,240−91.6% | Reduced |
| Harvest Fund Management Co., Ltd | 205 | $15.0K | 0.00% | −38−15.6% | Reduced |
| Johnson Financial Group, Inc. | 211 | $15.0K | 0.00% | −218−50.8% | Reduced |
| Accel Wealth Management | 214 | $15.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 200 | $15.5K | 0.01% | +200 | New |
| DT Investment Partners, LLC | 224 | $15.9K | 0.00% | +224 | New |
| Baker Avenue Asset Management, LP | 234 | $16.7K | 0.00% | +234 | New |
| Crewe Advisors LLC | 234 | $16.7K | 0.00% | +234 | New |
| Godsey & Gibb Associates | 241 | $17.2K | 0.00% | +241 | New |
| Orion Capital Management LLC | 243 | $17.3K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 247 | $18.0K | 0.00% | −81−24.7% | Reduced |
| Centerpoint Advisors, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 253 | $18.0K | 0.00% | +116+84.7% | Added |
| Bell Investment Advisors, Inc | 256 | $18.2K | 0.00% | +176+220.0% | Added |
| Banque Cantonale Vaudoise | 285 | $20.0K | 0.00% | −800−73.7% | Reduced |
| Pin Oak Investment Advisors Inc | 282 | $20.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 296 | $21.0K | 0.00% | +50+20.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 300 | $21.4K | 0.01% | +300 | New |
| Coppell Advisory Solutions Corp. | 300 | $21.4K | 0.01% | +300 | New |
| Farther Finance Advisors, LLC | 300 | $21.4K | 0.01% | +300 | New |
| Tower Research Capital LLC (TRC) | 310 | $22.0K | 0.00% | +60+24.0% | Added |
| Clearview Wealth Advisors LLC | 310 | $22.1K | 0.02% | −59−16.0% | Reduced |
| Seldon Capital LP | 328 | $23.4K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 331 | $23.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 332 | $23.6K | 0.01% | +332 | New |
| Tradition Wealth Management, LLC | 342 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 338 | $24.1K | 0.03% | +338 | New |
| FinTrust Capital Advisors, LLC | 368 | $26.2K | 0.01% | +74+25.2% | Added |
| McClarren Financial Advisors, Inc. | 400 | $28.0K | 0.03% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 400 | $28.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $28.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $28.5K | 0.02% | +400 | New |
| Financial Perspectives, Inc | 408 | $29.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 426 | $30.3K | 0.00% | +361+555.4% | Added |
| Pacifica Partners Inc. | 425 | $30.4K | 0.02% | 00.0% | Unchanged |