| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | +3 | New |
| ORG Partners LLC | 1 | $235 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $236 | 0.00% | −1−50.0% | Reduced |
| Delta Asset Management LLC | 2 | $471 | 0.00% | +2 | New |
| Trust Co of Vermont | 2 | $471 | 0.00% | +2 | New |
| Colonial Trust Advisors | 3 | $707 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $707 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $941 | 0.00% | +4 | New |
| Duncker Streett & Co Inc | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $942 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $943 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Perkins Coie Trust Co | 5 | $1.18K | 0.00% | −2−28.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.33K | 0.00% | −96−89.7% | Reduced |
| Kelly Financial Services LLC | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| Hobbs Group Advisors, LLC | 6 | $1.41K | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 7 | $1.65K | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $1.84K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.88K | 0.00% | +1+14.3% | Added |
| Hexagon Capital Partners LLC | 8 | $1.89K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $1.89K | 0.00% | −1−11.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $2.59K | 0.00% | +5+83.3% | Added |
| Sachetta, LLC | 11 | $2.59K | 0.00% | +11 | New |
| Arlington Trust Co LLC | 12 | $2.83K | 0.00% | +12 | New |
| MCF Advisors LLC | 12 | $2.83K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.53K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 16 | $3.77K | 0.00% | −9−36.0% | Reduced |
| Solstein Capital, LLC | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 16 | $3.77K | 0.00% | +16 | New |
| Institutional & Family Asset Management, LLC | 16 | $3.77K | 0.00% | +16 | New |
| VitalStone Financial, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $4.47K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $4.48K | 0.00% | −3−13.6% | Reduced |
| Stone House Investment Management, LLC | 20 | $4.71K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 20 | $4.71K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $4.71K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $4.95K | 0.00% | +21 | New |
| Avion Wealth | 21 | $5.00K | 0.00% | +8+61.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $5.42K | 0.00% | +10+76.9% | Added |
| FinTrust Capital Advisors, LLC | 28 | $6.59K | 0.00% | −42−60.0% | Reduced |
| Harbor Investment Advisory, LLC | 28 | $6.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $6.59K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 30 | $7.07K | 0.00% | +30 | New |
| Level Financial Advisors, Inc. | 31 | $7.30K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 32 | $7.54K | 0.01% | +32 | New |
| Financial Perspectives, Inc | 36 | $8.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 36 | $8.48K | 0.01% | +26+260.0% | Added |
| Able Wealth Management LLC | 38 | $8.95K | 0.01% | +38 | New |
| Voisard Asset Management Group, Inc. | 38 | $8.95K | 0.01% | +38 | New |
| Private Ocean, LLC | 40 | $9.42K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 40 | $9.42K | 0.01% | +40 | New |
| Aspect Partners, LLC | 42 | $9.89K | 0.01% | +42 | New |
| Richardson Financial Services Inc. | 42 | $9.89K | 0.01% | +42 | New |
| HighMark Wealth Management LLC | 44 | $10.4K | 0.01% | −1−2.2% | Reduced |
| Macroview Investment Management LLC | 46 | $10.8K | 0.01% | −8−14.8% | Reduced |
| Broadwater Capital Management LLC | 48 | $11.3K | 0.01% | +48 | New |
| WFA Asset Management Corp | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 50 | $11.8K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 44 | $12.0K | 0.01% | +44 | New |
| Carolinas Wealth Consulting LLC | 52 | $12.2K | 0.00% | −11−17.5% | Reduced |
| Grove Bank & Trust | 53 | $12.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $14.8K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 64 | $15.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 64 | $15.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $15.1K | 0.00% | +32+100.0% | Added |
| Northwest Financial Advisors | 64 | $15.1K | 0.01% | +64 | New |
| New Millennium Group LLC | 65 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $15.3K | 0.00% | +25+62.5% | Added |
| Bogart Wealth, LLC | 67 | $15.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 71 | $16.7K | 0.00% | +71 | New |
| Global Financial Private Client, LLC | 73 | $17.2K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $18.1K | 0.01% | −75−49.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 80 | $18.8K | 0.00% | −40−33.3% | Reduced |
| Baldwin Brothers Inc | 80 | $18.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 106 | $19.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 91 | $21.4K | 0.00% | +75+468.8% | Added |
| Abound Wealth Management | 91 | $21.4K | 0.01% | +7+8.3% | Added |
| Austin Private Wealth, LLC | 98 | $23.1K | 0.00% | +98 | New |
| Fortitude Family Office, LLC | 99 | $23.3K | 0.02% | +99 | New |
| PSI Advisors, LLC | 100 | $23.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $23.6K | 0.02% | +100 | New |
| Plato Investment Management Ltd | 101 | $23.8K | 0.03% | +101 | New |
| South State Corp. | 101 | $23.8K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 108 | $25.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $25.9K | 0.01% | −65−37.1% | Reduced |
| GW&K Investment Management, LLC | 109 | $26.0K | 0.00% | +6+5.8% | Added |
| Truvestments Capital LLC | 112 | $26.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 113 | $26.6K | 0.00% | +52+85.2% | Added |