| First Personal Financial Services | 4 | $0 | 0.00% | +4 | New |
| Curi Capital | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $408 | 0.00% | – | – |
| TD Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 23 | $1.00K | 0.00% | +23 | New |
| PSI Advisors, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Tyler-Stone Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 42 | $2.00K | 0.00% | +1+2.4% | Added |
| Ten Capital Wealth Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Cassady Schiller Wealth Management, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Atlas Capital Advisors LLC | 46 | $2.69K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 45 | $3.00K | 0.00% | −5,331−99.2% | Reduced |
| Valley National Advisers Inc | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $3.00K | 0.00% | +53 | New |
| Elmwood Wealth Management, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Schubert & Co | 45 | $3.00K | 0.00% | +45 | New |
| Guardian Wealth Management, Inc. | 47 | $3.00K | 0.00% | +47 | New |
| Versant Capital Management, Inc | 74 | $4.00K | 0.00% | −30−28.8% | Reduced |
| Winch Advisory Services, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $4.50K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 89 | $5.00K | 0.00% | +89 | New |
| CarsonAllaria Wealth Management, Ltd. | 81 | $5.00K | 0.00% | +81 | New |
| Cranbrook Wealth Management, LLC | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $6.00K | 0.00% | +100 | New |
| Exchange Traded Concepts, LLC | 142 | $8.00K | 0.00% | −1−0.7% | Reduced |
| Bellwether Advisors, LLC | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 144 | $8.00K | 0.00% | +144 | New |
| KB Financial Partners, LLC | 137 | $8.00K | 0.00% | +137 | New |
| Ogorek Anthony Joseph | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 160 | $9.00K | 0.00% | +160 | New |
| Future Financial Wealth Managment LLC | 148 | $9.00K | 0.01% | +148 | New |
| Loomis Sayles & Co L P | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 169 | $10.0K | 0.01% | +169 | New |
| Hudock, Inc. | 196 | $11.0K | 0.00% | −233−54.3% | Reduced |
| Massmutual Trust Co FSB | 183 | $11.0K | 0.00% | +31+20.4% | Added |
| Salem Investment Counselors Inc | 193 | $11.0K | 0.00% | +193 | New |
| Tradition Wealth Management, LLC | 185 | $11.0K | 0.00% | +185 | New |
| Stephens Consulting, LLC | 193 | $11.3K | 0.01% | +193 | New |
| Halpern Financial, Inc. | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $11.7K | 0.01% | +200 | New |
| Harbour Investments, Inc. | 198 | $12.0K | 0.00% | −2,188−91.7% | Reduced |
| Pacifica Partners Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $12.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Retirement Group, LLC | 199 | $12.0K | 0.01% | +199 | New |
| Gould Capital, LLC | 214 | $12.0K | 0.01% | +214 | New |
| Rocky Mountain Advisers, LLC | 226 | $13.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 224 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $13.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 234 | $13.0K | 0.00% | +234 | New |
| Atwood & Palmer Inc | 238 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 238 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 244 | $14.2K | 0.00% | −427−63.6% | Reduced |
| Sageworth Trust Co | 260 | $15.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 266 | $16.0K | 0.01% | −200−42.9% | Reduced |
| Country Trust Bank | 273 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 279 | $16.0K | 0.01% | +128+84.8% | Added |
| High Net Worth Advisory Group LLC | 275 | $16.0K | 0.01% | +275 | New |
| Gemmer Asset Management LLC | 290 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 310 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 267 | $18.0K | 0.06% | +267 | New |
| Bogart Wealth, LLC | 325 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 319 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 324 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 326 | $19.0K | 0.00% | +151+86.3% | Added |
| Rise Advisors, LLC | 328 | $19.1K | 0.02% | +328 | New |
| First PREMIER Bank | 340 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 334 | $20.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 330 | $20.0K | 0.01% | +3+0.9% | Added |
| JFS Wealth Advisors, LLC | 347 | $20.0K | 0.00% | +79+29.5% | Added |
| Tilia Fiduciary Partners, Inc. | 334 | $20.0K | 0.02% | +334 | New |
| BDO Wealth Advisors, LLC | 367 | $21.0K | 0.00% | +2+0.5% | Added |
| HC Financial Advisors Inc | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 395 | $23.0K | 0.00% | +395 | New |
| Aspire Private Capital, LLC | 436 | $25.0K | 0.01% | −15−3.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 446 | $26.0K | 0.00% | +246+123.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 445 | $26.0K | 0.01% | +445 | New |
| Motco | 458 | $27.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 440 | $27.0K | 0.00% | +120+37.5% | Added |
| Rather & Kittrell, Inc. | 474 | $27.0K | 0.02% | +474 | New |
| Lenox Wealth Advisors, LLC | 483 | $28.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $29.0K | 0.00% | +100+25.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 500 | $29.0K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 498 | $30.0K | 0.01% | +30+6.4% | Added |
| Evoke Wealth, LLC | 564 | $33.0K | 0.00% | +8+1.4% | Added |
| Lindbrook Capital, LLC | 579 | $34.0K | 0.01% | +19+3.4% | Added |
| Webster Bank, N. A. | 600 | $35.0K | 0.00% | 00.0% | Unchanged |