| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Scarborough Advisors, LLC | 1 | $136 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 1 | $136 | 0.00% | +1 | New |
| Pineridge Advisors LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $407 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 3 | $421 | 0.00% | −3−50.0% | Reduced |
| Unique Wealth Strategies, LLC | 4 | $517 | 0.00% | +4 | New |
| Asset Dedication, LLC | 4 | $543 | 0.00% | −500−99.2% | Reduced |
| Opal Wealth Advisors, LLC | 4 | $543 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $543 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $678 | 0.00% | −4−44.4% | Reduced |
| Ridgewood Investments LLC | 5 | $713 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $757 | 0.00% | +6 | New |
| Geneos Wealth Management Inc. | 6 | $814 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $814 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $950 | 0.00% | +2+40.0% | Added |
| Chris Bulman Inc | 8 | $1.08K | 0.00% | +8 | New |
| Assetmark, Inc | 8 | $1.10K | 0.00% | −353−97.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 9 | $1.22K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14 | $1.90K | 0.00% | −965−98.6% | Reduced |
| Winthrop Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 16 | $2.17K | 0.00% | +6+60.0% | Added |
| Iron Horse Wealth Management, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $2.58K | 0.00% | −33−63.5% | Reduced |
| Fairway Wealth LLC | 19 | $2.58K | 0.00% | +19 | New |
| Jackson, Grant Investment Advisers, Inc. | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $2.93K | 0.00% | −1−4.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $2.98K | 0.00% | +4+22.2% | Added |
| Hershey Financial Advisers, LLC | 22 | $2.98K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 23 | $3.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $3.12K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $3.12K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $3.66K | 0.00% | +18+200.0% | Added |
| City State Bank | 28 | $3.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $3.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $4.48K | 0.00% | −34−50.7% | Reduced |
| Rosenberg Matthew Hamilton | 35 | $4.60K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $5.00K | 0.00% | +11+37.9% | Added |
| Front Row Advisors LLC | 45 | $6.10K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 | $6.24K | 0.00% | −550−92.3% | Reduced |
| Chilton Capital Management LLC | 46 | $6.24K | 0.00% | +46 | New |
| Harbor Investment Advisory, LLC | 47 | $6.38K | 0.00% | +47 | New |
| M&R Capital Management Inc | 50 | $6.78K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $6.78K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 51 | $6.92K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 56 | $7.59K | 0.01% | +56 | New |
| JJJ Advisors Inc. | 57 | $7.73K | 0.00% | −23−28.7% | Reduced |
| Raffa Wealth Management, LLC | 57 | $7.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $8.00K | 0.00% | +4+7.3% | Added |
| Baldwin Brothers Inc | 60 | $8.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 65 | $8.82K | 0.00% | +4+6.6% | Added |
| Clear Point Advisors Inc. | 73 | $9.90K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $11.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 87 | $11.8K | 0.00% | +87 | New |
| GW&K Investment Management, LLC | 97 | $13.0K | 0.00% | +11+12.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $13.0K | 0.00% | +100 | New |
| Ramirez Asset Management, Inc. | 100 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 101 | $13.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $14.0K | 0.00% | −2−1.9% | Reduced |
| Financial Connections Group, Inc. | 109 | $14.0K | 0.01% | −1−0.9% | Reduced |
| Capital Analysts, LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 104 | $14.1K | 0.00% | −13−11.1% | Reduced |
| Catalyst Capital Advisors LLC | 104 | $14.1K | 0.00% | −13−11.1% | Reduced |
| Frazier Financial Advisors, LLC | 106 | $14.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 107 | $14.5K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 112 | $15.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 121 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 119 | $16.0K | 0.00% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 124 | $16.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 129 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 128 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 130 | $17.6K | 0.01% | +130 | New |
| Ransom Advisory, Ltd | 132 | $17.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 133 | $18.0K | 0.00% | −9−6.3% | Reduced |
| Rise Advisors, LLC | 135 | $18.3K | 0.01% | +11+8.9% | Added |
| Park Place Capital Corp | 141 | $19.1K | 0.01% | −17−10.8% | Reduced |
| Pathway Financial Advisers, LLC | 143 | $19.3K | 0.01% | +1+0.7% | Added |
| Cohen & Steers, Inc. | 144 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 150 | $20.3K | 0.00% | +150 | New |
| RFP Financial Group LLC | 150 | $20.3K | 0.01% | −165−52.4% | Reduced |
| Bangor Savings Bank | 150 | $20.3K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 151 | $20.5K | 0.00% | +109+259.5% | Added |
| Riverview Trust Co | 162 | $22.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 162 | $22.0K | 0.01% | +62+62.0% | Added |
| Ogorek Anthony Joseph | 165 | $22.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 166 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 175 | $23.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 179 | $24.3K | 0.00% | +176+5,866.7% | Added |
| Wetzel Investment Advisors, Inc. | 208 | $26.9K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $27.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $27.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 201 | $27.3K | 0.00% | 00.0% | Unchanged |