| Carroll Financial Associates, Inc. | 12 | $0 | 0.00% | −1,689−99.3% | Reduced |
| Financial Enhancement Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Larson Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $0 | 0.00% | +6 | New |
| Lake Point Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Ford Financial Group, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $1.03K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.99K | 0.00% | −100−78.7% | Reduced |
| Manchester Capital Management LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 32 | $2.00K | 0.00% | +32 | New |
| Wealth Quarterback LLC | 21 | $2.00K | 0.00% | +21 | New |
| First Horizon Corp | 49 | $3.00K | 0.00% | −150−75.4% | Reduced |
| Atwood & Palmer Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 47 | $3.00K | 0.00% | +6+14.6% | Added |
| Bellwether Advisors, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 41 | $3.00K | 0.00% | +41 | New |
| MV Capital Management, Inc. | 47 | $3.00K | 0.00% | +47 | New |
| Strategic Blueprint, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Disciplined Investments, LLC | 53 | $4.00K | 0.00% | −300−85.0% | Reduced |
| Versant Capital Management, Inc | 61 | $4.00K | 0.00% | −63−50.8% | Reduced |
| Brown Brothers Harriman & Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.00K | 0.00% | +60 | New |
| Enterprise Financial Services Corp | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 101 | $7.00K | 0.00% | +101 | New |
| Glen Eagle Advisors, LLC | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 105 | $8.00K | 0.00% | −100−48.8% | Reduced |
| West Paces Advisors Inc. | 114 | $8.41K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 128 | $9.00K | 0.00% | −404−75.9% | Reduced |
| Earnest Partners LLC | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 144 | $10.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 148 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 170 | $13.0K | 0.01% | −6,633−97.5% | Reduced |
| Avion Wealth | 173 | $13.0K | 0.00% | +100+137.0% | Added |
| Heritage Wealth Management, LLC | 176 | $13.0K | 0.00% | +176 | New |
| Twin Lakes Capital Management, LLC | 194 | $14.0K | 0.01% | +1+0.5% | Added |
| Better Money Decisions, LLC | 192 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 189 | $14.0K | 0.00% | +189 | New |
| Parkside Financial Bank & Trust | 205 | $15.0K | 0.00% | +4+2.0% | Added |
| Tarbox Family Office, Inc. | 219 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 218 | $16.0K | 0.00% | +18+9.0% | Added |
| Penserra Capital Management LLC | 230 | $16.0K | 0.00% | +230 | New |
| Advocacy Wealth Management Services, LLC | 226 | $17.0K | 0.00% | −55−19.6% | Reduced |
| Westside Investment Management, Inc. | 231 | $17.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 225 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 231 | $17.0K | 0.00% | +17+7.9% | Added |
| American State Bank (Iowa) | 257 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 251 | $19.0K | 0.00% | +1+0.4% | Added |
| Itau Unibanco Holding S.A. | 263 | $19.0K | 0.00% | +263 | New |
| TCTC Holdings, LLC | 275 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 290 | $21.0K | 0.02% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 279 | $21.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 280 | $21.0K | 0.00% | −2−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 279 | $21.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $22.1K | 0.00% | −1,028−77.4% | Reduced |
| IronBridge Private Wealth, LLC | 307 | $23.0K | 0.01% | +1+0.3% | Added |
| Tucker Asset Management LLC | 312 | $23.0K | 0.01% | +23+8.0% | Added |
| NewSquare Capital LLC | 330 | $24.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $24.0K | 0.01% | +300 | New |
| Sugarloaf Wealth Management, LLC | 334 | $25.0K | 0.01% | +1+0.3% | Added |
| TCI Wealth Advisors, Inc. | 345 | $25.0K | 0.00% | +33+10.6% | Added |
| Caldwell Trust Co | 350 | $25.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 346 | $26.0K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 350 | $26.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $27.0K | 0.03% | – | New |
| Thompson Siegel & Walmsley LLC | 374 | $28.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 380 | $28.0K | 0.02% | +39+11.4% | Added |
| MUFG Americas Holdings Corp | 391 | $29.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 427 | $31.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 432 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 434 | $32.0K | 0.01% | +314+261.7% | Added |
| Global Retirement Partners, LLC | 461 | $34.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 479 | $35.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 474 | $35.0K | 0.00% | +474 | New |
| North Star Investment Management Corp. | 500 | $37.0K | 0.00% | 00.0% | Unchanged |