| FinTrust Capital Advisors, LLC | 174 | $0 | 0.00% | +43+32.8% | Added |
| WestEnd Advisors, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $178 | 0.00% | +2 | New |
| NVWM, LLC | 6 | $624 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $826 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $827 | 0.00% | +8 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | −181−93.8% | Reduced |
| Capital Analysts, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.03K | 0.00% | +5+100.0% | Added |
| JJJ Advisors Inc. | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11 | $1.14K | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.24K | 0.00% | −387−97.0% | Reduced |
| First Personal Financial Services | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.34K | 0.00% | +3+30.0% | Added |
| Jones Financial Companies LLLP | 19 | $1.96K | 0.00% | +3+18.8% | Added |
| Avion Wealth | 20 | $2.00K | 0.00% | +12+150.0% | Added |
| Bokf, NA | 20 | $2.06K | 0.00% | −96−82.8% | Reduced |
| Hallmark Capital Management Inc | 20 | $2.06K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 21 | $2.17K | 0.00% | +21 | New |
| Atlas Capital Advisors LLC | 22 | $2.27K | 0.00% | −35−61.4% | Reduced |
| Logan Capital Management Inc | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $2.48K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.48K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 25 | $2.58K | 0.00% | −15−37.5% | Reduced |
| Unique Wealth Strategies, LLC | 28 | $2.60K | 0.00% | +28 | New |
| Fairway Wealth LLC | 27 | $2.79K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 31 | $2.93K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $3.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $3.72K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 37 | $3.82K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $4.04K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 40 | $4.13K | 0.00% | +23+135.3% | Added |
| Atwood & Palmer Inc | 44 | $4.54K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 45 | $4.65K | 0.00% | −23−33.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 46 | $4.75K | 0.00% | +46 | New |
| Capital Advisors, Ltd. LLC | 47 | $5.00K | 0.00% | +4+9.3% | Added |
| Strengthening Families & Communities, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 50 | $5.16K | 0.00% | +50 | New |
| Exchange Traded Concepts, LLC | 50 | $5.16K | 0.00% | −47−48.5% | Reduced |
| Trust Co of Vermont | 50 | $5.16K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $5.16K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 55 | $5.67K | 0.00% | +4+7.8% | Added |
| Washington Trust Advisors, Inc. | 55 | $5.71K | 0.00% | −90−62.1% | Reduced |
| First Horizon Advisors, Inc. | 57 | $5.89K | 0.00% | −3−5.0% | Reduced |
| Sandy Spring Bank | 57 | $5.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $5.99K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 60 | $6.20K | 0.00% | −569−90.5% | Reduced |
| Register Financial Advisors LLC | 64 | $6.61K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 66 | $6.82K | 0.00% | +66 | New |
| Addison Advisors LLC | 69 | $7.13K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 70 | $7.23K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 73 | $7.54K | 0.00% | +73 | New |
| Washington Trust Co | 73 | $7.54K | 0.00% | +8+12.3% | Added |
| Semmax Financial Advisors Inc. | 79 | $7.78K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 84 | $8.72K | 0.00% | +84 | New |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 89 | $9.19K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $9.29K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 93 | $9.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 94 | $9.71K | 0.00% | −28−23.0% | Reduced |
| Smithfield Trust Co | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $10.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 101 | $10.4K | 0.00% | +3+3.1% | Added |
| Criterion Capital Advisors, LLC | 101 | $10.4K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 103 | $10.6K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 103 | $10.7K | 0.00% | −20−16.3% | Reduced |
| Rosenberg Matthew Hamilton | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $11.9K | 0.00% | +4+3.6% | Added |
| Financial Perspectives, Inc | 118 | $12.2K | 0.00% | +1+0.9% | Added |
| Stone House Investment Management, LLC | 118 | $12.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 122 | $12.6K | 0.01% | +39+47.0% | Added |
| Solstein Capital, LLC | 125 | $12.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $13.0K | 0.00% | −8−6.0% | Reduced |
| Estabrook Capital Management | 127 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 127 | $13.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 129 | $13.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 146 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 142 | $14.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $14.8K | 0.00% | −500−77.8% | Reduced |
| Advisors Asset Management, Inc. | 145 | $15.0K | 0.00% | +145 | New |
| Sugarloaf Wealth Management, LLC | 153 | $15.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 155 | $16.0K | 0.00% | −14−8.3% | Reduced |
| LRI Investments, LLC | 160 | $16.6K | 0.00% | +93+138.8% | Added |
| Quent Capital, LLC | 166 | $17.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 171 | $17.7K | 0.00% | +1+0.6% | Added |
| Opal Wealth Advisors, LLC | 182 | $18.8K | 0.01% | +182 | New |
| Delta Asset Management LLC | 183 | $18.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $20.7K | 0.01% | 00.0% | Unchanged |
| HGK Asset Management Inc | 200 | $20.7K | 0.00% | +200 | New |
| Venturi Wealth Management, LLC | 200 | $20.7K | 0.00% | −48−19.4% | Reduced |