| Hexagon Capital Partners LLC | 2 | $212 | 0.00% | −1−33.3% | Reduced |
| True Wealth Design, LLC | 3 | $318 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $318 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $424 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 6 | $698 | 0.00% | +6 | New |
| Abound Wealth Management | 9 | $957 | 0.00% | +4+80.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 14 | $1.48K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 15 | $1.59K | 0.00% | +2+15.4% | Added |
| Iron Horse Wealth Management, LLC | 17 | $1.80K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Institutional & Family Asset Management, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $2.23K | 0.00% | +1+5.0% | Added |
| Carolinas Wealth Consulting LLC | 22 | $2.33K | 0.00% | −32−59.3% | Reduced |
| Tortoise Investment Management, LLC | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 28 | $2.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $3.71K | 0.00% | −24−40.7% | Reduced |
| Proequities, Inc. | 36 | $3.81K | 0.00% | −33−47.8% | Reduced |
| Steward Financial Group LLC | 40 | $4.00K | 0.00% | +40 | New |
| Legend Financial Advisors, Inc. | 38 | $4.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 38 | $4.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 46 | $4.87K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $4.98K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48 | $5.08K | 0.00% | +48 | New |
| Montag A & Associates Inc | 49 | $5.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $5.30K | 0.00% | −28−35.9% | Reduced |
| Atticus Wealth Management, LLC | 50 | $5.30K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $5.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $6.00K | 0.00% | +5+9.1% | Added |
| Glen Eagle Advisors, LLC | 61 | $6.51K | 0.00% | −1−1.6% | Reduced |
| Bell Investment Advisors, Inc | 64 | $6.78K | 0.00% | +15+30.6% | Added |
| JFS Wealth Advisors, LLC | 65 | $6.89K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 69 | $7.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 74 | $7.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 78 | $8.00K | 0.00% | +10+14.7% | Added |
| Harbor Investment Advisory, LLC | 86 | $9.11K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 87 | $9.22K | 0.00% | +87 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 89 | $9.43K | 0.01% | +89 | New |
| DT Investment Partners, LLC | 92 | $9.75K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 96 | $10.0K | 0.00% | +1+1.1% | Added |
| MV Capital Management, Inc. | 95 | $10.1K | 0.00% | +9+10.5% | Added |
| Farmers & Merchants Investments Inc | 96 | $10.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 122 | $12.9K | 0.00% | +20+19.6% | Added |
| Roble, Belko & Company, Inc | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $13.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 131 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 130 | $14.0K | 0.00% | +14+12.1% | Added |
| Hanson & Doremus Investment Management | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 161 | $17.1K | 0.00% | −4−2.4% | Reduced |
| Semmax Financial Advisors Inc. | 154 | $17.1K | 0.01% | +154 | New |
| Citizens National Bank Trust Department | 175 | $18.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 183 | $19.4K | 0.00% | −17−8.5% | Reduced |
| Hollencrest Capital Management | 183 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 186 | $19.8K | 0.00% | −67−26.5% | Reduced |
| Versant Capital Management, Inc | 187 | $19.8K | 0.01% | −5−2.6% | Reduced |
| PSI Advisors, LLC | 191 | $20.2K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 200 | $21.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 210 | $22.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 214 | $22.0K | 0.02% | +6+2.9% | Added |
| Zions Bancorporation, N.A. | 217 | $23.0K | 0.00% | −2−0.9% | Reduced |
| Glassman Wealth Services | 234 | $24.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 248 | $26.3K | 0.00% | −1−0.4% | Reduced |
| Quent Capital, LLC | 248 | $26.3K | 0.00% | −110−30.7% | Reduced |
| Leonteq Securities AG | 267 | $28.3K | 0.00% | −1−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 271 | $28.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 282 | $29.8K | 0.00% | +256+984.6% | Added |
| Baystate Wealth Management LLC | 282 | $30.0K | 0.00% | −9−3.1% | Reduced |
| First Horizon Advisors, Inc. | 284 | $30.1K | 0.00% | +17+6.4% | Added |
| Massmutual Trust Co FSB | 287 | $30.4K | 0.00% | +12+4.4% | Added |
| TD Private Client Wealth LLC | 287 | $30.4K | 0.00% | +71+32.9% | Added |
| Colonial Trust Co | 293 | $31.0K | 0.01% | +93+46.5% | Added |
| VisionPoint Advisory Group, LLC | 294 | $31.1K | 0.01% | +152+107.0% | Added |
| Westside Investment Management, Inc. | 300 | $31.8K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 300 | $31.8K | 0.00% | +300 | New |
| Ronald Blue Trust, Inc. | 296 | $34.0K | 0.00% | +132+80.5% | Added |
| Front Row Advisors LLC | 324 | $34.3K | 0.02% | −8−2.4% | Reduced |
| Cohen & Steers, Inc. | 361 | $38.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 384 | $40.7K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 400 | $42.4K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 400 | $42.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 401 | $42.5K | 0.00% | −48−10.7% | Reduced |
| Ci Investments Inc. | 419 | $44.0K | 0.00% | +19+4.8% | Added |
| Jones Financial Companies LLLP | 424 | $44.9K | 0.00% | −195−31.5% | Reduced |
| Proffitt & Goodson Inc | 500 | $53.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 500 | $53.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $53.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 496 | $53.0K | 0.00% | +163+48.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 516 | $55.0K | 0.00% | −1,039−66.8% | Reduced |