| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $27 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2 | $311 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 3 | $465 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $548 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4 | $620 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $621 | 0.00% | +1+33.3% | Added |
| Perkins Coie Trust Co | 7 | $1.08K | 0.00% | −7−50.0% | Reduced |
| Bank of New Hampshire | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7 | $1.09K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 11 | $1.71K | 0.00% | +11 | New |
| Baystate Wealth Management LLC | 11 | $1.78K | 0.00% | +9+450.0% | Added |
| Dunhill Financial, LLC | 12 | $1.94K | 0.00% | +12 | New |
| Avion Wealth | 11 | $2.00K | 0.00% | −9−45.0% | Reduced |
| Exchange Traded Concepts, LLC | 13 | $2.02K | 0.00% | +13 | New |
| Naples Money Management LLC | 13 | $2.02K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 15 | $2.25K | 0.00% | +15 | New |
| Hollencrest Capital Management | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.48K | 0.00% | +16 | New |
| Carmichael Hill & Associates, Inc. | 17 | $2.58K | 0.00% | +1+6.3% | Added |
| Tyler-Stone Wealth Management | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 21 | $3.00K | 0.00% | +1+5.0% | Added |
| HBC Financial Services, PLLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $3.10K | 0.00% | +17+566.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 20 | $3.10K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 21 | $3.26K | 0.00% | +21 | New |
| Founders Capital Management | 25 | $3.94K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $4.03K | 0.00% | +26 | New |
| Caldwell Sutter Capital, Inc. | 27 | $4.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $4.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $4.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $4.96K | 0.00% | +3+10.3% | Added |
| Valued Wealth Advisors LLC | 33 | $5.11K | 0.00% | +33 | New |
| Grove Bank & Trust | 34 | $5.27K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 35 | $5.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 36 | $5.58K | 0.00% | +36 | New |
| Colonial Trust Advisors | 38 | $5.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $5.89K | 0.01% | +38 | New |
| Macroview Investment Management LLC | 39 | $5.99K | 0.01% | −50−56.2% | Reduced |
| FSA Wealth Management LLC | 39 | $6.00K | 0.00% | +39 | New |
| Whittier Trust Co of Nevada Inc | 39 | $6.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $7.75K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.75K | 0.00% | +50 | New |
| JTC Employer Solutions Trusteee Ltd | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 54 | $8.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 54 | $8.37K | 0.00% | +54 | New |
| Oliver Lagore Vanvalin Investment Group | 58 | $8.93K | 0.00% | −48−45.3% | Reduced |
| Bell Investment Advisors, Inc | 59 | $9.15K | 0.00% | −3−4.8% | Reduced |
| Red Tortoise LLC | 61 | $9.46K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 63 | $9.77K | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 63 | $9.77K | 0.01% | +63 | New |
| Winch Advisory Services, LLC | 64 | $9.86K | 0.00% | +2+3.2% | Added |
| BFSG, LLC | 64 | $9.93K | 0.00% | +64 | New |
| Long Island Wealth Management, Inc. | 66 | $10.0K | 0.01% | +66 | New |
| Arlington Partners LLC | 65 | $10.1K | 0.00% | +65 | New |
| Garner Asset Management Corp | 67 | $10.2K | 0.01% | +67 | New |
| American Capital Advisory, LLC | 68 | $10.5K | 0.01% | +68 | New |
| Raleigh Capital Management Inc. | 68 | $10.6K | 0.00% | +12+21.4% | Added |
| Hazlett, Burt & Watson, Inc. | 72 | $11.0K | 0.01% | +1+1.4% | Added |
| Rogco, LP | 75 | $11.6K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 75 | $11.6K | 0.00% | +25+50.0% | Added |
| Byrne Asset Management LLC | 75 | $11.9K | 0.01% | +20+36.4% | Added |
| Distillate Capital Partners LLC | 78 | $12.1K | 2.63% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 78 | $12.2K | 0.00% | +78 | New |
| Spectrum Wealth Counsel, LLC | 85 | $13.2K | 0.00% | +85 | New |
| Colonial Trust Co | 86 | $13.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $13.3K | 0.00% | +1+1.2% | Added |
| Sachetta, LLC | 89 | $13.8K | 0.01% | +89 | New |
| Abound Wealth Management | 89 | $13.8K | 0.01% | −2−2.2% | Reduced |
| Cetera Trust Company, N.A | 93 | $14.4K | 0.01% | +93 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 95 | $14.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $15.0K | 0.00% | +2+2.0% | Added |
| Private Wealth Management Group, LLC | 99 | $15.4K | 0.01% | +99 | New |
| Investors Research Corp | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $15.5K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 102 | $15.8K | 0.00% | +102 | New |
| Criterion Capital Advisors, LLC | 105 | $16.3K | 0.01% | +105 | New |
| Farmers & Merchants Investments Inc | 112 | $17.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 113 | $17.5K | 0.01% | −694−86.0% | Reduced |
| Focused Wealth Management, Inc | 115 | $17.8K | 0.00% | −75−39.5% | Reduced |
| JFS Wealth Advisors, LLC | 118 | $18.3K | 0.00% | +18+18.0% | Added |
| SOA Wealth Advisors, LLC. | 118 | $18.3K | 0.00% | −42−26.3% | Reduced |
| Grayhawk Investment Strategies Inc. | 122 | $18.9K | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 126 | $19.5K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 126 | $19.5K | 0.01% | +9+7.7% | Added |
| First Personal Financial Services | 137 | $21.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 137 | $21.2K | 0.01% | +33+31.7% | Added |
| Optimum Investment Advisors | 150 | $23.3K | 0.01% | −125−45.5% | Reduced |
| VisionPoint Advisory Group, LLC | 157 | $24.3K | 0.01% | −2−1.3% | Reduced |