| HighMark Wealth Management LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $194 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $263 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $263 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $314 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 10 | $525 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 11 | $577 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $681 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 18 | $942 | 0.00% | −71−79.8% | Reduced |
| Contravisory Investment Management, Inc. | 18 | $943 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $994 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 18 | $1.00K | 0.00% | −177−90.8% | Reduced |
| Covestor Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 28 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $1.73K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 34 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 35 | $1.83K | 0.00% | +35 | New |
| Rossby Financial, LCC | 37 | $1.97K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 40 | $2.10K | 0.00% | −21−34.4% | Reduced |
| Creative Financial Designs Inc | 45 | $2.36K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 55 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 59 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 64 | $3.35K | 0.00% | +64 | New |
| Transce3nd, LLC | 70 | $3.67K | 0.00% | −825−92.2% | Reduced |
| Missouri Trust & Investment Co | 75 | $3.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 84 | $4.00K | 0.00% | −166−66.4% | Reduced |
| Cornerstone Planning Group LLC | 88 | $4.49K | 0.00% | −6−6.4% | Reduced |
| Highline Wealth Partners LLC | 89 | $4.66K | 0.00% | +6+7.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 93 | $4.88K | 0.00% | +93 | New |
| First United Bank Trust | 94 | $4.93K | 0.00% | +94 | New |
| Assetmark, Inc | 100 | $5.24K | 0.00% | −7−6.5% | Reduced |
| JCIC Asset Management Inc. | 113 | $5.92K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 117 | $6.13K | 0.00% | +117 | New |
| Birchbrook, Inc. | 127 | $6.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 119 | $6.24K | 0.00% | −9−7.0% | Reduced |
| NewSquare Capital LLC | 121 | $6.34K | 0.00% | +58+92.1% | Added |
| Rocky Mountain Advisers, LLC | 127 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 131 | $6.87K | 0.00% | +2+1.6% | Added |
| Ridgewood Investments LLC | 142 | $7.44K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 150 | $7.86K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 151 | $7.91K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 156 | $8.18K | 0.01% | +156 | New |
| Global Financial Private Client, LLC | 159 | $8.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 160 | $8.39K | 0.00% | +160 | New |
| North Star Investment Management Corp. | 168 | $8.80K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 177 | $9.28K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 177 | $9.52K | 0.00% | +177 | New |
| Garrison Bradford & Associates Inc | 184 | $9.64K | 0.01% | +184 | New |
| VSM Wealth Advisory, LLC | 192 | $10.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 192 | $10.1K | 0.00% | +192 | New |
| Lowe Wealth Advisors, LLC | 200 | $10.5K | 0.00% | −112−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 213 | $11.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 217 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 232 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 233 | $12.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 237 | $12.4K | 0.01% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 252 | $13.0K | 0.00% | +252 | New |
| GHP Investment Advisors, Inc. | 259 | $13.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 260 | $13.6K | 0.00% | −38−12.8% | Reduced |
| Robinswood Financial LLC | 264 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 275 | $14.4K | 0.00% | −451−62.1% | Reduced |
| Financial Network Wealth Advisors LLC | 279 | $14.6K | 0.02% | +164+142.6% | Added |
| CVA Family Office, LLC | 280 | $14.7K | 0.00% | −45−13.8% | Reduced |
| POM Investment Strategies, LLC | 284 | $14.9K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 296 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 302 | $15.8K | 0.01% | +145+92.4% | Added |
| Costello Asset Management, INC | 307 | $16.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 318 | $16.5K | 0.00% | +22+7.4% | Added |
| Flagship Wealth Advisors, LLC | 321 | $16.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 323 | $16.9K | 0.00% | +14+4.5% | Added |
| Bruce G. Allen Investments, LLC | 326 | $17.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 329 | $17.2K | 0.00% | +284+631.1% | Added |
| Larson Financial Group LLC | 330 | $17.3K | 0.00% | +60+22.2% | Added |
| Fortis Group Advisors, LLC | 337 | $17.7K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 340 | $17.8K | 0.02% | −2,050−85.8% | Reduced |
| IFP Advisors, Inc | 361 | $18.9K | 0.00% | +53+17.2% | Added |
| Accredited Wealth Management, LLC | 371 | $19.4K | 0.02% | +371 | New |
| Wellington Shields & Co., LLC | 376 | $19.7K | 0.01% | +376 | New |
| Western Pacific Wealth Management, LP | 391 | $20.5K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 394 | $20.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 427 | $22.4K | 0.00% | −9−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $25.5K | 0.00% | +500 | New |
| New England Capital Financial Advisors LLC | 499 | $26.2K | 0.01% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 500 | $26.2K | 0.01% | +500 | New |
| Compass Planning Associates Inc | 515 | $27.0K | 0.03% | +1+0.2% | Added |
| Danske Bank A/S | 516 | $27.1K | 0.00% | +516 | New |
| North Capital, Inc. | 521 | $27.3K | 0.03% | +521 | New |
| St Germain D J Co Inc | 541 | $28.4K | 0.00% | +541 | New |
| Manchester Capital Management LLC | 563 | $29.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 624 | $32.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 632 | $33.1K | 0.00% | −612−49.2% | Reduced |
| AdvisorNet Financial, Inc | 643 | $33.7K | 0.00% | +29+4.7% | Added |