| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $235 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $542 | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $812 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $1.35K | 0.00% | +10 | New |
| MinichMacGregor Wealth Management, LLC | 12 | $1.62K | 0.00% | +12 | New |
| Eagle Bay Advisors LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.63K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | −28−66.7% | Reduced |
| Westside Investment Management, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,443 | $2.09K | 0.00% | −218−1.4% | Reduced |
| Disciplined Investments, LLC | 17 | $2.30K | 0.00% | +7+70.0% | Added |
| EverSource Wealth Advisors, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.71K | 0.00% | +12+150.0% | Added |
| Hollencrest Capital Management | 20 | $2.71K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 23 | $3.11K | 0.00% | +23 | New |
| Carolinas Wealth Consulting LLC | 24 | $3.25K | 0.00% | −35−59.3% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $3.66K | 0.00% | +27 | New |
| Bogart Wealth, LLC | 29 | $3.93K | 0.00% | +29 | New |
| Northwest Investment Counselors, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 31 | $4.20K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 32 | $4.35K | 0.00% | +32 | New |
| HighMark Wealth Management LLC | 33 | $4.47K | 0.00% | −11−25.0% | Reduced |
| Retirement Financial Solutions, LLC | 33 | $4.47K | 0.00% | +33 | New |
| Community Bank, N.A. | 36 | $4.87K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36 | $4.88K | 0.00% | −183−83.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 36 | $4.88K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $5.00K | 0.00% | −3−7.9% | Reduced |
| Tradition Wealth Management, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 42 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 42 | $5.69K | 0.00% | +42 | New |
| Front Row Advisors LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $6.09K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $6.77K | 0.01% | +1+2.0% | Added |
| Horan Securities, Inc. | 50 | $6.77K | 0.00% | +50 | New |
| RFP Financial Group LLC | 51 | $6.91K | 0.00% | +51 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $7.00K | 0.06% | −60−54.5% | Reduced |
| Financial Management Professionals, Inc. | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $7.04K | 0.00% | +52 | New |
| Stuart Chaussee & Associates, Inc. | 55 | $7.45K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 56 | $7.58K | 0.00% | +56 | New |
| Heritage Wealth Management, LLC | 58 | $7.85K | 0.00% | +58 | New |
| JJJ Advisors Inc. | 55 | $7.86K | 0.00% | +5+10.0% | Added |
| Trustcore Financial Services, LLC | 59 | $7.99K | 0.00% | +35+145.8% | Added |
| Delta Asset Management LLC | 60 | $8.18K | 0.00% | +60 | New |
| Money Concepts Capital Corp | 61 | $8.26K | 0.00% | −74−54.8% | Reduced |
| Key Financial Inc | 71 | $8.28K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $9.07K | 0.00% | +40+148.1% | Added |
| Coastal Capital Group, Inc. | 80 | $9.33K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 71 | $9.59K | 0.00% | −69−49.3% | Reduced |
| MCF Advisors LLC | 71 | $9.61K | 0.00% | +64+914.3% | Added |
| JFS Wealth Advisors, LLC | 72 | $9.75K | 0.00% | −2−2.7% | Reduced |
| Sound Income Strategies, LLC | 72 | $9.75K | 0.00% | +44+157.1% | Added |
| Bell Investment Advisors, Inc | 81 | $11.0K | 0.00% | −8−9.0% | Reduced |
| Dividend Assets Capital, LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $11.4K | 0.00% | +84 | New |
| JNBA Financial Advisors | 86 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 87 | $11.8K | 0.00% | −5−5.4% | Reduced |
| Stonebridge Capital Advisors LLC | 94 | $12.7K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 96 | $13.0K | 0.01% | +96 | New |
| Leelyn Smith, LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $13.5K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $13.5K | 0.01% | +100 | New |
| Trifecta Capital Advisors, LLC | 100 | $13.5K | 0.01% | +100 | New |
| Sutton Wealth Advisors Inc. | 106 | $14.4K | 0.01% | −21−16.5% | Reduced |
| Federated Hermes, Inc. | 110 | $14.9K | 0.00% | −1,333−92.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 110 | $14.9K | 0.01% | +110 | Added |
| Group One Trading, L.P. | 112 | $15.2K | 0.00% | −1,009−90.0% | Reduced |
| Zions Bancorporation, N.A. | 118 | $16.0K | 0.00% | +6+5.4% | Added |
| Retirement Group, LLC | 119 | $16.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 125 | $16.9K | 0.01% | −21−14.4% | Reduced |
| GeoWealth Management, LLC | 125 | $17.0K | 0.00% | −24−16.1% | Reduced |
| Stephens Consulting, LLC | 127 | $17.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 127 | $17.2K | 0.00% | +7+5.8% | Added |
| Loomis Sayles & Co L P | 131 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 143 | $19.4K | 0.00% | −130−47.6% | Reduced |
| Accurate Wealth Management, LLC | 140 | $19.5K | 0.01% | +140 | New |
| Global Retirement Partners, LLC | 144 | $19.6K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 150 | $20.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 151 | $20.4K | 0.01% | +1+0.7% | Added |
| Essex Investment Management Co LLC | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 156 | $21.1K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 159 | $21.5K | 0.01% | +159 | New |