| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Cary Street Partner Investment Advisory LLC | 1 | $210 | 0.00% | −43,090−100.0% | Reduced |
| Raleigh Capital Management Inc. | 1 | $210 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $379 | 0.03% | −1,346−99.9% | Reduced |
| Delta Asset Management LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $421 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 2 | $421 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $421 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $421 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $595 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $631 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $635 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $841 | 0.00% | +1+33.3% | Added |
| Highline Wealth Partners LLC | 4 | $841 | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $841 | 0.00% | +4 | New |
| Evelyn Partners Investment Management Services Ltd | 4 | $841 | 0.00% | +4 | New |
| WPG Advisers, LLC | 4 | $841 | 0.00% | +4 | New |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $1.00K | 0.00% | −33−82.5% | Reduced |
| Darwin Advisors, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $1.06K | 0.00% | +1+25.0% | Added |
| Decker Retirement Planning Inc. | 6 | $1.26K | 0.00% | +6 | New |
| HHM Wealth Advisors, LLC | 7 | $1.47K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 8 | $1.68K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 9 | $1.89K | 0.00% | −3−25.0% | Reduced |
| Missouri Trust & Investment Co | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 9 | $1.89K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 10 | $2.10K | 0.00% | +10 | New |
| Bellevue Asset Management, LLC | 12 | $2.52K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.52K | 0.00% | +2+20.0% | Added |
| Reyes Financial Architecture, Inc. | 12 | $2.52K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 13 | $2.73K | 0.00% | +7+116.7% | Added |
| Valued Wealth Advisors LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $3.57K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $3.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $4.00K | 0.00% | −3−13.6% | Reduced |
| First Pacific Financial | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $4.42K | 0.00% | −5−19.2% | Reduced |
| Raffa Wealth Management, LLC | 21 | $4.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $4.42K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 22 | $4.63K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 23 | $4.84K | 0.00% | −18−43.9% | Reduced |
| Addison Advisors LLC | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $5.05K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 25 | $5.26K | 0.00% | −11−30.6% | Reduced |
| City State Bank | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 25 | $5.26K | 0.00% | +25 | New |
| Crewe Advisors LLC | 25 | $5.26K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 26 | $5.47K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $5.68K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 27 | $5.68K | 0.01% | +27 | New |
| GPS Wealth Strategies Group, LLC | 28 | $5.89K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 30 | $6.31K | 0.00% | +30 | New |
| Morse Asset Management, Inc | 30 | $6.31K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 31 | $6.52K | 0.00% | +31 | New |
| Pier Capital, LLC | 36 | $7.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 40 | $8.41K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 40 | $8.41K | 0.00% | +40 | New |
| Carolinas Wealth Consulting LLC | 41 | $8.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 43 | $9.04K | 0.00% | −457−91.4% | Reduced |
| Private Wealth Management Group, LLC | 44 | $9.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 44 | $9.25K | 0.00% | +3+7.3% | Added |
| PSI Advisors, LLC | 47 | $9.88K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $10.5K | 0.01% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 50 | $10.5K | 0.00% | +50 | New |
| Golden State Wealth Management, LLC | 51 | $10.7K | 0.00% | +51 | New |
| Tortoise Investment Management, LLC | 55 | $11.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 55 | $11.6K | 0.00% | +3+5.8% | Added |
| Key Financial Inc | 59 | $12.4K | 0.00% | +9+18.0% | Added |
| Medallion Wealth Advisors, LLC | 57 | $13.2K | 0.01% | +57 | New |
| Harbor Investment Advisory, LLC | 65 | $13.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $13.7K | 0.00% | +4+6.6% | Added |
| Toth Financial Advisory Corp | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 72 | $15.1K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 74 | $15.6K | 0.01% | +74 | New |
| Fedenia Advisers LLC | 76 | $16.0K | 0.01% | +76 | New |
| Riverview Trust Co | 77 | $16.2K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 79 | $16.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $16.6K | 0.00% | +35+79.5% | Added |
| Stonebridge Financial Group, LLC | 80 | $16.8K | 0.00% | +80 | New |
| CVA Family Office, LLC | 81 | $17.0K | 0.00% | +46+131.4% | Added |
| Coppell Advisory Solutions LLC | 91 | $19.2K | 0.00% | −5−5.2% | Reduced |