| Fairman Group, LLC | 0 | $8 | 0.00% | −11−100.0% | Reduced |
| Private Wealth Management Group, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2 | $174 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 5 | $399 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $458 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $463 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 7 | $609 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $701 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $782 | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 10 | $870 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $914 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $991 | 0.00% | +11 | New |
| Avion Wealth | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 12 | $1.04K | 0.00% | +12 | New |
| United Community Bank | 13 | $1.13K | 0.00% | −362−96.5% | Reduced |
| Kilter Group LLC | 14 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.45K | 0.00% | +3+21.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 18 | $1.56K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $2.00K | 0.00% | −21−43.8% | Reduced |
| Atlantic Trust, LLC | 23 | $2.00K | 0.00% | −6−20.7% | Reduced |
| Financial Consulate, Inc | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $2.17K | 0.00% | +6+31.6% | Added |
| DiNuzzo Private Wealth, Inc. | 26 | $2.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 29 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.69K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 30 | $2.72K | 0.00% | +30 | New |
| Bruce G. Allen Investments, LLC | 32 | $2.78K | 0.00% | −1−3.0% | Reduced |
| McIlrath & Eck, LLC | 34 | $2.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 34 | $2.98K | 0.00% | −2−5.6% | Reduced |
| Valley National Advisers Inc | 35 | $3.00K | 0.00% | −5−12.5% | Reduced |
| Coston, McIsaac & Partners | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $3.22K | 0.00% | +9+32.1% | Added |
| Prestige Wealth Management Group LLC | 37 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 38 | $3.30K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.48K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 40 | $3.54K | 0.00% | +40 | New |
| WPG Advisers, LLC | 43 | $3.74K | 0.00% | +3+7.5% | Added |
| Osbon Capital Management LLC | 45 | $3.91K | 0.00% | +45 | New |
| Groesbeck Investment Management Corp | 50 | $4.00K | 0.01% | +50 | New |
| Legacy Bridge, LLC | 47 | $4.09K | 0.00% | +47 | New |
| Harbor Investment Advisory, LLC | 49 | $4.26K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 58 | $5.04K | 0.00% | +58 | New |
| Transamerica Financial Advisors, Inc. | 61 | $5.37K | 0.00% | −1−1.6% | Reduced |
| Zions Bancorporation, National Association | 63 | $5.48K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 72 | $6.26K | 0.00% | +72 | New |
| High Note Wealth, LLC | 73 | $6.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $6.43K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 79 | $6.87K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 80 | $6.96K | 0.00% | +80 | New |
| DekaBank Deutsche Girozentrale | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | $7.82K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 99 | $8.61K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 109 | $9.47K | 0.00% | +109 | New |
| Arlington Trust Co LLC | 120 | $10.4K | 0.00% | +120 | New |
| Farmers & Merchants Investments Inc | 122 | $10.6K | 0.00% | +5+4.3% | Added |
| Sachetta, LLC | 136 | $11.9K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 144 | $12.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 161 | $14.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 162 | $14.1K | 0.00% | −235−59.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 172 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 175 | $15.2K | 0.01% | +175 | New |
| Quent Capital, LLC | 185 | $16.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $16.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 190 | $16.7K | 0.00% | +190 | New |
| South State Corp. | 192 | $16.7K | 0.00% | −50−20.7% | Reduced |
| Bernard Wealth Management Corp. | 225 | $19.6K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 235 | $20.4K | 0.00% | −2,062,977−100.0% | Reduced |
| TD Private Client Wealth LLC | 240 | $20.9K | 0.00% | −1−0.4% | Reduced |
| Salomon & Ludwin, LLC | 232 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $21.7K | 0.00% | −26−9.4% | Reduced |
| MV Capital Management, Inc. | 250 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 250 | $21.7K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $21.7K | 0.00% | +250 | New |
| National Bank of Canada | 265 | $23.0K | 0.00% | +115+76.7% | Added |
| Assetmark, Inc | 267 | $23.2K | 0.00% | +85+46.7% | Added |
| Brown Brothers Harriman & Co | 268 | $23.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 276 | $24.0K | 0.01% | +1+0.4% | Added |
| Spire Wealth Management | 277 | $24.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 289 | $25.1K | 0.00% | −225−43.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 294 | $25.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 298 | $25.9K | 0.00% | +80+36.7% | Added |
| Ronald Blue Trust, Inc. | 317 | $27.6K | 0.00% | −98−23.6% | Reduced |
| Arcadia Investment Management Corp | 330 | $28.7K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 340 | $29.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 380 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 389 | $33.8K | 0.00% | +174+80.9% | Added |
| Atlas Capital Advisors LLC | 405 | $35.2K | 0.00% | +405 | New |
| Deseret Mutual Benefit Administrators | 414 | $36.0K | 0.02% | −497−54.6% | Reduced |
| Nemes Rush Group LLC | 417 | $36.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 421 | $36.6K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 429 | $37.3K | 0.00% | +429 | New |