| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Cornerstone Planning Group LLC | 2 | $172 | 0.00% | +2 | New |
| Quest Partners LLC | 4 | $384 | 0.00% | −4,240−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $384 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $480 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $480 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $576 | 0.00% | −7−53.8% | Reduced |
| Abound Wealth Management | 6 | $577 | 0.00% | −62−91.2% | Reduced |
| Dunhill Financial, LLC | 7 | $684 | 0.00% | −9−56.3% | Reduced |
| Colonial Trust Advisors | 8 | $767 | 0.00% | −29−78.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $767 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $767 | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $768 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $769 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −893−98.7% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Opal Wealth Advisors, LLC | 12 | $1.15K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 17 | $1.63K | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 19 | $1.82K | 0.00% | +19 | New |
| Stone House Investment Management, LLC | 20 | $1.92K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 20 | $1.92K | 0.00% | +20 | New |
| City State Bank | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $2.12K | 0.00% | +24 | New |
| West Paces Advisors Inc. | 23 | $2.21K | 0.00% | −5−17.9% | Reduced |
| Carolinas Wealth Consulting LLC | 23 | $2.21K | 0.00% | −20−46.5% | Reduced |
| MCF Advisors LLC | 24 | $2.30K | 0.00% | +4+20.0% | Added |
| Naples Money Management LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $2.40K | 0.00% | +13+108.3% | Added |
| Raleigh Capital Management Inc. | 25 | $2.40K | 0.00% | +20+400.0% | Added |
| TFC Financial Management | 34 | $3.26K | 0.00% | +1+3.0% | Added |
| AM Squared Ltd | 36 | $3.45K | 0.01% | +36 | New |
| Aspect Partners, LLC | 37 | $3.55K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 37 | $3.55K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 37 | $3.55K | 0.00% | +6+19.4% | Added |
| Manchester Capital Management LLC | 39 | $3.74K | 0.00% | +8+25.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 40 | $3.84K | 0.00% | +40 | New |
| Meeder Asset Management Inc | 41 | $3.93K | 0.00% | +41 | New |
| LifeSteps Financial, Inc. | 45 | $4.32K | 0.00% | +45 | New |
| Carmichael Hill & Associates, Inc. | 48 | $4.61K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 50 | $4.80K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.80K | 0.00% | +50 | New |
| Gradient Investments LLC | 56 | $5.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 61 | $5.85K | 0.00% | +61 | New |
| Private Wealth Management Group, LLC | 64 | $6.14K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 65 | $6.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $6.81K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $7.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 78 | $7.48K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 90 | $8.63K | 0.00% | +90 | New |
| GW&K Investment Management, LLC | 98 | $9.00K | 0.00% | −10−9.3% | Reduced |
| Asset Dedication, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $9.30K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $9.30K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 118 | $10.0K | 0.00% | +7+6.3% | Added |
| Bruce G. Allen Investments, LLC | 109 | $10.5K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 113 | $10.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 116 | $11.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 120 | $11.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 123 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 154 | $12.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $13.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 149 | $14.3K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $14.4K | 0.01% | −60−28.6% | Reduced |
| LRI Investments, LLC | 157 | $15.1K | 0.00% | +157 | New |
| SJS Investment Consulting Inc. | 162 | $15.5K | 0.00% | −2−1.2% | Reduced |
| Distillate Capital Partners LLC | 164 | $15.7K | 2.64% | +164 | New |
| REAP Financial Group, LLC | 165 | $15.8K | 0.00% | −191−53.7% | Reduced |
| Farmers & Merchants Investments Inc | 166 | $15.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 166 | $15.9K | 0.01% | +51+44.3% | Added |
| Arlington Trust Co LLC | 189 | $18.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 192 | $18.4K | 0.00% | −315−62.1% | Reduced |
| Planning Capital Management Corp | 193 | $18.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 194 | $18.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 200 | $19.2K | 0.01% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $19.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $19.2K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 204 | $19.6K | 0.01% | +204 | New |
| Smithfield Trust Co | 228 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 237 | $22.7K | 0.01% | +218+1,147.4% | Added |
| Wetzel Investment Advisors, Inc. | 251 | $23.2K | 0.01% | +38+17.8% | Added |
| AllSquare Wealth Management LLC | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 253 | $24.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 264 | $25.3K | 0.00% | +264 | New |
| AdvisorNet Financial, Inc | 265 | $25.4K | 0.00% | +10+3.9% | Added |
| Washington Trust Advisors, Inc. | 274 | $26.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 275 | $26.4K | 0.00% | +5+1.9% | Added |
| Proequities, Inc. | 281 | $27.0K | 0.00% | −731−72.2% | Reduced |
| Johnson Financial Group, Inc. | 298 | $28.6K | 0.00% | +153+105.5% | Added |
| Smartleaf Asset Management LLC | 300 | $28.9K | 0.01% | +291+3,233.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 321 | $30.8K | 0.01% | +39+13.8% | Added |
| Coston, McIsaac & Partners | 325 | $31.0K | 0.01% | −108−24.9% | Reduced |
| Sandy Spring Bank | 332 | $31.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $33.6K | 0.00% | 00.0% | Unchanged |