| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $5 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $272 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $295 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $557 | 0.00% | +4 | New |
| NFJ Investment Group, LLC | 4 | $558 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $559 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $698 | 0.00% | −3−37.5% | Reduced |
| Highline Wealth Partners LLC | 5 | $698 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $838 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $977 | 0.00% | +7 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +7+175.0% | Added |
| Versant Capital Management, Inc | 8 | $1.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12 | $1.68K | 0.00% | +8+200.0% | Added |
| Wolff Wiese Magana LLC | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 14 | $2.00K | 0.00% | +14 | New |
| Buck Wealth Strategies, LLC | 17 | $2.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $2.38K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.93K | 0.00% | +2+10.5% | Added |
| TSFG, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 20 | $3.00K | 0.00% | +20 | New |
| Baystate Wealth Management LLC | 21 | $3.06K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 23 | $3.21K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $3.35K | 0.00% | −44−64.7% | Reduced |
| Baker Avenue Asset Management, LP | 27 | $3.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $3.77K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $3.91K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $4.18K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 34 | $4.74K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $5.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $5.86K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 43 | $6.00K | 0.00% | +3+7.5% | Added |
| Semmax Financial Advisors Inc. | 46 | $6.10K | 0.00% | +46 | New |
| Solstein Capital, LLC | 46 | $6.42K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 46 | $6.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $6.70K | 0.00% | +23+92.0% | Added |
| Sandy Spring Bank | 50 | $6.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 54 | $7.00K | 0.00% | +54 | New |
| RFP Financial Group LLC | 51 | $7.12K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 52 | $7.25K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 52 | $7.25K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $7.67K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $7.67K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 56 | $7.81K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $8.37K | 0.00% | +8+15.4% | Added |
| Delta Asset Management LLC | 60 | $8.43K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $8.90K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 62 | $9.00K | 0.00% | +5+8.8% | Added |
| Evermay Wealth Management LLC | 65 | $9.07K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 69 | $9.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $9.77K | 0.00% | −15−17.6% | Reduced |
| Key Financial Inc | 71 | $9.90K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 71 | $9.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 73 | $10.0K | 0.00% | +5+7.4% | Added |
| Sound Income Strategies, LLC | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $10.5K | 0.00% | +14+23.0% | Added |
| Headlands Technologies LLC | 76 | $10.6K | 0.01% | +76 | New |
| Stonebridge Capital Advisors LLC | 83 | $11.6K | 0.00% | −11−11.7% | Reduced |
| JNBA Financial Advisors | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 93 | $13.0K | 0.00% | +57+158.3% | Added |
| Trifecta Capital Advisors, LLC | 100 | $14.0K | 0.00% | −250−71.4% | Reduced |
| Hallmark Capital Management Inc | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 106 | $14.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 108 | $15.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 112 | $15.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 121 | $16.8K | 0.01% | +1+0.8% | Added |
| Aspire Private Capital, LLC | 122 | $17.2K | 0.01% | −4,299−97.2% | Reduced |
| Mascoma Wealth Management LLC | 124 | $17.3K | 0.01% | +55+79.7% | Added |
| North Star Investment Management Corp. | 128 | $17.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 150 | $20.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 156 | $21.8K | 0.01% | −163−51.1% | Reduced |
| First Pacific Financial | 157 | $21.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 168 | $23.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 170 | $23.7K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 181 | $25.2K | 0.01% | +1+0.6% | Added |
| Motco | 187 | $26.1K | 0.00% | −7−3.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 188 | $26.2K | 0.00% | +188 | New |
| Capstone Investment Advisors, LLC | 191 | $26.6K | 0.00% | +71+59.2% | Added |
| Glen Eagle Advisors, LLC | 192 | $26.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 195 | $27.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 204 | $28.5K | 0.01% | −6−2.9% | Reduced |
| Trust Co | 210 | $29.3K | 0.00% | 00.0% | Unchanged |