| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 0 | $9 | 0.00% | 0 | New |
| Fortis Capital Advisors, LLC | 4 | $305 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6 | $457 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $457 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $533 | 0.00% | +7 | New |
| Longfellow Investment Management Co LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 13 | $1.00K | 0.00% | +13 | New |
| Independence Bank of Kentucky | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 16 | $1.22K | 0.00% | +8+100.0% | Added |
| Tfo-TDC, LLC | 54 | $1.29K | 0.00% | +54 | New |
| Financial Synergies Wealth Advisors, Inc. | 22 | $1.68K | 0.00% | −1−4.3% | Reduced |
| Estabrook Capital Management | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $1.83K | 0.00% | +24 | New |
| Goodman Advisory Group, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $2.00K | 0.00% | +32 | New |
| Bellwether Advisors, LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $2.59K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 35 | $2.71K | 0.00% | +35 | New |
| Baystate Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 40 | $3.05K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $3.12K | 0.00% | +19+86.4% | Added |
| Disciplined Investments, LLC | 43 | $3.27K | 0.00% | −7−14.0% | Reduced |
| Trifecta Capital Advisors, LLC | 48 | $3.65K | 0.00% | +48 | New |
| Hallmark Capital Management Inc | 50 | $3.81K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 50 | $3.82K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $3.84K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 64 | $4.00K | 0.00% | +64 | New |
| Stonebridge Capital Advisors LLC | 53 | $4.04K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 54 | $4.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $4.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $4.49K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $4.57K | 0.00% | −2−3.2% | Reduced |
| Financial Management Professionals, Inc. | 69 | $5.00K | 0.00% | −100−59.2% | Reduced |
| Rocky Mountain Advisers, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 71 | $5.00K | 0.00% | +71 | New |
| Pinnacle Financial Partners Inc | 66 | $5.03K | 0.00% | +66 | New |
| Abound Wealth Management | 66 | $5.03K | 0.00% | −22−25.0% | Reduced |
| My Personal CFO, LLC | 74 | $5.63K | 0.01% | +74 | New |
| Versant Capital Management, Inc | 76 | $5.79K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $5.86K | 0.00% | +77 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $6.00K | 0.05% | +80 | New |
| VitalStone Financial, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Quarry LP | 83 | $6.32K | 0.01% | +83 | New |
| Rosenberg Matthew Hamilton | 95 | $7.23K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $7.61K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $7.77K | 0.00% | +102 | New |
| Rise Advisors, LLC | 106 | $8.04K | 0.01% | +1+1.0% | Added |
| Accel Wealth Management | 106 | $8.07K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 107 | $8.15K | 0.00% | +63+143.2% | Added |
| Laurel Wealth Advisors LLC | 116 | $8.83K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 118 | $8.98K | 0.01% | +3+2.6% | Added |
| Vigilant Capital Management, LLC | 118 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 122 | $9.29K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $9.29K | 0.00% | +122 | New |
| MCF Advisors LLC | 131 | $10.0K | 0.00% | +105+403.8% | Added |
| BerganKDV Wealth Management, LLC | 136 | $10.4K | 0.00% | −2−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 140 | $10.7K | 0.00% | +140 | New |
| Essex Investment Management Co LLC | 146 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 148 | $11.3K | 0.00% | +148 | New |
| Red Tortoise LLC | 150 | $11.4K | 0.01% | +150 | New |
| Pacifica Partners Inc. | 150 | $11.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $11.8K | 0.00% | +155 | New |
| JJJ Advisors Inc. | 147 | $11.9K | 0.00% | +46+45.5% | Added |
| South State Corp. | 157 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 157 | $12.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 160 | $12.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 170 | $12.9K | 0.00% | −100−37.0% | Reduced |
| JFS Wealth Advisors, LLC | 180 | $13.7K | 0.00% | −68−27.4% | Reduced |
| New England Capital Financial Advisors LLC | 186 | $14.5K | 0.01% | +186 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 | $15.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 207 | $15.8K | 0.00% | +207 | New |
| Spire Wealth Management | 215 | $16.0K | 0.00% | −345−61.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 215 | $16.4K | 0.01% | +215 | New |
| Capital Advisors, Ltd. LLC | 222 | $17.0K | 0.00% | +26+13.3% | Added |
| New Millennium Group LLC | 228 | $17.4K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 232 | $17.7K | 0.00% | +232 | New |
| Loomis Sayles & Co L P | 239 | $18.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 252 | $19.0K | 0.00% | +216+600.0% | Added |
| Ancora Advisors, LLC | 258 | $20.0K | 0.00% | +184+248.6% | Added |
| Dividend Assets Capital, LLC | 280 | $21.0K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 282 | $21.5K | 0.01% | +282 | New |
| Bell Investment Advisors, Inc | 289 | $22.0K | 0.01% | +20+7.4% | Added |
| West Paces Advisors Inc. | 322 | $24.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 353 | $27.0K | 0.01% | −34−8.8% | Reduced |
| Atlas Capital Advisors LLC | 354 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 368 | $28.0K | 0.00% | −193−34.4% | Reduced |
| RFP Financial Group LLC | 372 | $28.3K | 0.01% | +372 | New |
| Endurance Wealth Management, Inc. | 378 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 400 | $30.0K | 0.00% | 00.0% | Unchanged |