| Winch Advisory Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Salem Investment Counselors Inc | 1 | $134 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 2 | $267 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $267 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 134 | $283 | 0.01% | +55+69.6% | Added |
| Baker Avenue Asset Management, LP | 3 | $413 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 4 | $534 | 0.00% | −6−60.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $534 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 5 | $655 | 0.00% | +5 | New |
| McIlrath & Eck, LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $669 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $669 | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 6 | $802 | 0.00% | +2+50.0% | Added |
| C M Bidwell & Associates Ltd | 7 | $935 | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 20 | $1.00K | 0.01% | −25−55.6% | Reduced |
| Benjamin Edwards Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8 | $1.07K | 0.00% | +8 | New |
| Proequities, Inc. | 9 | $1.20K | 0.00% | +2+28.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.34K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $1.47K | 0.00% | −28−71.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $1.47K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $1.74K | 0.12% | −7−35.0% | Reduced |
| Raffa Wealth Management, LLC | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $1.87K | 0.00% | +6+75.0% | Added |
| FinTrust Capital Advisors, LLC | 25 | $1.97K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $2.00K | 0.00% | +11+275.0% | Added |
| Toth Financial Advisory Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $2.27K | 0.00% | +17 | New |
| Armstrong Advisory Group, Inc | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $2.41K | 0.00% | +17+1,700.0% | Added |
| Chilton Capital Management LLC | 18 | $2.41K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 22 | $2.94K | 0.00% | +3+15.8% | Added |
| BBJS Financial Advisors, LLC | 23 | $3.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.07K | 0.00% | +14+155.6% | Added |
| Level Financial Advisors, Inc. | 24 | $3.21K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 25 | $3.34K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $3.34K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $3.34K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $3.34K | 0.00% | −467−96.9% | Reduced |
| Column Capital Advisors, LLC | 28 | $3.74K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 28 | $3.74K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $3.88K | 0.00% | −6−17.1% | Reduced |
| Sutton Wealth Advisors Inc. | 29 | $3.88K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $4.41K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 34 | $4.54K | 0.00% | +9+36.0% | Added |
| Center for Financial Planning, Inc. | 37 | $4.94K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | −47−55.3% | Reduced |
| Allworth Financial LP | 39 | $5.21K | 0.00% | +4+11.4% | Added |
| Creative Financial Designs Inc | 40 | $5.34K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $5.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $5.34K | 0.00% | +40 | New |
| Bellevue Asset Management, LLC | 44 | $5.88K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 46 | $6.00K | 0.00% | +27+142.1% | Added |
| Johnson Financial Group, Inc. | 45 | $6.01K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $6.15K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 48 | $6.41K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $6.68K | 0.00% | +50 | New |
| Highlander Capital Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 55 | $7.35K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 59 | $7.88K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 61 | $8.15K | 0.00% | +6+10.9% | Added |
| Earnest Partners LLC | 68 | $9.09K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 70 | $9.35K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $9.35K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $9.62K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 55 | $10.1K | 0.00% | −7,484−99.3% | Reduced |
| Lindbrook Capital, LLC | 83 | $11.1K | 0.00% | −12−12.6% | Reduced |
| Glen Eagle Advisors, LLC | 84 | $11.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 96 | $12.8K | 0.00% | +88+1,100.0% | Added |
| HM Payson & Co | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $13.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $13.6K | 0.00% | +102 | New |
| Harbor Investment Advisory, LLC | 108 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 110 | $14.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 113 | $15.1K | 0.00% | +13+13.0% | Added |
| GHP Investment Advisors, Inc. | 115 | $15.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 119 | $15.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 122 | $16.0K | 0.01% | −2−1.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 125 | $16.7K | 0.01% | 00.0% | Unchanged |