| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| TFC Financial Management | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $70 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $105 | 0.00% | −2−40.0% | Reduced |
| Raffa Wealth Management, LLC | 4 | $141 | 0.00% | −2−33.3% | Reduced |
| Maryland Capital Advisors Inc. | 4 | $141 | 0.00% | +4 | New |
| Compass Financial Management LLC | 4 | $141 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 6 | $211 | 0.00% | +6 | New |
| Motco | 7 | $246 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $281 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $282 | 0.00% | +8 | New |
| GHP Investment Advisors, Inc. | 9 | $317 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $351 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $352 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 11 | $399 | 0.00% | +11 | New |
| Salomon & Ludwin, LLC | 13 | $454 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $456 | 0.00% | +3+30.0% | Added |
| Addison Advisors LLC | 13 | $457 | 0.00% | +13 | New |
| Stone House Investment Management, LLC | 14 | $492 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $528 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 16 | $563 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 17 | $594 | 0.00% | +9+112.5% | Added |
| Distillate Capital Partners LLC | 17 | $597 | 0.00% | −212−92.6% | Reduced |
| Planning Strategies Inc. | 18 | $633 | 0.00% | +18 | New |
| Ares Financial Consulting, LLC | 21 | $738 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $808 | 0.00% | +15+187.5% | Added |
| Bogart Wealth, LLC | 24 | $843 | 0.00% | +24 | New |
| LRI Investments, LLC | 24 | $843 | 0.00% | +24 | New |
| Retirement Wealth Solutions LLC | 30 | $1.05K | 0.00% | −3−9.1% | Reduced |
| Toth Financial Advisory Corp | 30 | $1.05K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 32 | $1.12K | 0.00% | −85−72.6% | Reduced |
| Accordant Advisory Group Inc | 33 | $1.16K | 0.00% | −44,653−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $1.16K | 0.00% | +7+26.9% | Added |
| Cornerstone Financial Management LLC | 37 | $1.30K | 0.00% | +37 | New |
| Owl Creek Wealth Partners LLC | 40 | $1.41K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 42 | $1.45K | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 43 | $1.51K | 0.00% | +19+79.2% | Added |
| Cornerstone Planning Group LLC | 43 | $1.52K | 0.00% | +43 | New |
| Private Trust Co NA | 45 | $1.58K | 0.00% | +34+309.1% | Added |
| South State Corp. | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 48 | $1.69K | 0.00% | +37+336.4% | Added |
| MCF Advisors LLC | 49 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 50 | $1.76K | 0.00% | +3+6.4% | Added |
| Avion Wealth | 72 | $2.00K | 0.00% | +57+380.0% | Added |
| Creative Financial Designs Inc | 59 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $2.11K | 0.00% | −24−28.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $2.21K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 65 | $2.28K | 0.00% | −8,036−99.2% | Reduced |
| Rialto Wealth Management, LLC | 65 | $2.29K | 0.00% | +28+75.7% | Added |
| First Horizon Corp | 69 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 70 | $2.46K | 0.00% | +70 | New |
| NBT Bank N A | 71 | $2.50K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 73 | $2.56K | 0.00% | −8−9.9% | Reduced |
| Signature Equity Partners, LLC | 73 | $2.56K | 0.00% | +21+40.4% | Added |
| Fourth Dimension Wealth, LLC | 75 | $2.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 81 | $2.85K | 0.00% | +81 | New |
| Prestige Wealth Management Group LLC | 81 | $2.85K | 0.00% | +11+15.7% | Added |
| Transamerica Financial Advisors, Inc. | 84 | $2.95K | 0.00% | +84 | New |
| Atlantic Trust, LLC | 87 | $3.06K | 0.00% | +71+443.8% | Added |
| JPL Wealth Management, LLC | 90 | $3.16K | 0.00% | +65+260.0% | Added |
| ZRC Wealth Management, LLC | 94 | $3.30K | 0.00% | +94 | New |
| Creative Capital Management Investments LLC | 95 | $3.34K | 0.00% | +95 | New |
| Independence Bank of Kentucky | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 122 | $4.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 157 | $5.52K | 0.00% | +148+1,644.4% | Added |
| Assetmark, Inc | 159 | $5.59K | 0.00% | +7+4.6% | Added |
| Keating Financial Advisory Services, Inc. | 168 | $5.90K | 0.00% | −19−10.2% | Reduced |
| Zions Bancorporation, National Association | 170 | $5.97K | 0.00% | +7+4.3% | Added |
| Private Wealth Management Group, LLC | 173 | $6.08K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 187 | $6.57K | 0.00% | +12+6.9% | Added |
| Armstrong Advisory Group, Inc | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 218 | $7.62K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 231 | $8.01K | 0.00% | +231 | New |
| JFS Wealth Advisors, LLC | 237 | $8.33K | 0.00% | +7+3.0% | Added |
| Picton Mahoney Asset Management | 239 | $8.40K | 0.00% | +239 | New |
| HighMark Wealth Management LLC | 250 | $8.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 258 | $9.07K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 260 | $9.14K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 281 | $9.88K | 0.00% | +67+31.3% | Added |
| Arlington Trust Co LLC | 303 | $10.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 318 | $11.2K | 0.00% | −149−31.9% | Reduced |
| Fortitude Family Office, LLC | 325 | $11.4K | 0.00% | −21−6.1% | Reduced |
| Huntington National Bank | 348 | $12.2K | 0.00% | +54+18.4% | Added |
| Evolution Wealth Management Inc. | 350 | $12.3K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 365 | $12.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 380 | $13.4K | 0.00% | +158+71.2% | Added |
| Hilton Head Capital Partners, LLC | 388 | $13.6K | 0.01% | −1,351−77.7% | Reduced |
| Community Bank, N.A. | 392 | $13.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 409 | $14.4K | 0.00% | +18+4.6% | Added |
| Millstone Evans Group, LLC | 414 | $14.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 438 | $15.4K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 458 | $16.1K | 0.00% | +95+26.2% | Added |
| Quantbot Technologies LP | 494 | $17.4K | 0.00% | −43,446−98.9% | Reduced |
| Hillsdale Investment Management Inc. | 500 | $17.6K | 0.00% | +500 | New |