| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $9 | 0.00% | −47−100.0% | Reduced |
| Core Alternative Capital | 1 | $113 | 0.00% | −58−98.3% | Reduced |
| WestEnd Advisors, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $339 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $543 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $564 | 0.00% | −11−68.8% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $564 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 5 | $565 | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $723 | 0.00% | −257−97.7% | Reduced |
| True Wealth Design, LLC | 7 | $790 | 0.00% | +3+75.0% | Added |
| Cassady Schiller Wealth Management, LLC | 7 | $790 | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 8 | $903 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.61K | 0.00% | +2+16.7% | Added |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 19 | $2.14K | 0.00% | +19 | New |
| Signature Resources Capital Management, LLC | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 20 | $2.26K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 21 | $2.37K | 0.00% | −70−76.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 21 | $2.37K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 23 | $2.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $3.16K | 0.00% | −1−3.4% | Reduced |
| Hartford Financial Management Inc. | 29 | $3.27K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $3.50K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 31 | $3.52K | 0.00% | +31 | New |
| Fortitude Family Office, LLC | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 35 | $3.95K | 0.00% | −23−39.7% | Reduced |
| Proequities, Inc. | 35 | $3.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 37 | $4.17K | 0.00% | +1+2.8% | Added |
| VisionPoint Advisory Group, LLC | 39 | $4.40K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $4.51K | 0.00% | +25+166.7% | Added |
| GPS Wealth Strategies Group, LLC | 45 | $5.08K | 0.00% | +45 | New |
| Crewe Advisors LLC | 46 | $5.19K | 0.00% | +46 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $7.00K | 0.00% | +6+10.0% | Added |
| GW&K Investment Management, LLC | 61 | $7.00K | 0.00% | +5+8.9% | Added |
| JJJ Advisors Inc. | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 64 | $7.22K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 66 | $7.45K | 0.00% | −7−9.6% | Reduced |
| Main Street Group, LTD | 75 | $8.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 80 | $9.03K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 80 | $9.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 81 | $9.14K | 0.01% | −39−32.5% | Reduced |
| Quest Partners LLC | 82 | $9.25K | 0.00% | −10,987−99.3% | Reduced |
| Albion Financial Group | 82 | $9.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 84 | $9.48K | 0.00% | +3+3.7% | Added |
| Manchester Capital Management LLC | 84 | $9.48K | 0.00% | +4+5.0% | Added |
| Harbor Investment Advisory, LLC | 84 | $9.48K | 0.00% | +84 | New |
| HighMark Wealth Management LLC | 84 | $9.52K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 86 | $9.70K | 0.00% | +5+6.2% | Added |
| Jones Financial Companies LLLP | 87 | $9.86K | 0.00% | +87 | New |
| Legacy Bridge, LLC | 90 | $10.2K | 0.01% | +90 | New |
| Prestige Wealth Management Group LLC | 96 | $10.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $11.3K | 0.00% | +100 | New |
| Front Row Advisors LLC | 100 | $11.3K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 108 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 124 | $12.4K | 0.01% | +4+3.3% | Added |
| MV Capital Management, Inc. | 114 | $12.9K | 0.00% | −3−2.6% | Reduced |
| Rothschild Investment LLC | 115 | $13.0K | 0.00% | +20+21.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 130 | $14.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 133 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 140 | $15.8K | 0.00% | −136−49.3% | Reduced |
| Rise Advisors, LLC | 143 | $16.1K | 0.01% | +143 | New |
| Essex Investment Management Co LLC | 145 | $16.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 146 | $16.5K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 150 | $16.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 155 | $17.5K | 0.00% | +155 | New |
| Riverview Trust Co | 158 | $17.8K | 0.01% | +158 | New |
| Hexagon Capital Partners LLC | 164 | $18.5K | 0.00% | +2+1.2% | Added |
| FinTrust Capital Advisors, LLC | 170 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 171 | $19.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 186 | $21.0K | 0.00% | +184+9,200.0% | Added |
| NBC Securities, Inc. | 184 | $21.0K | 0.00% | −190−50.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 194 | $21.9K | 0.00% | −80−29.2% | Reduced |
| Spire Wealth Management | 199 | $22.5K | 0.00% | −3−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 206 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 215 | $24.3K | 0.02% | +215 | New |
| Truvestments Capital LLC | 219 | $24.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 228 | $25.7K | 0.00% | 00.0% | Unchanged |