| Wood Tarver Financial Group, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $100 | 0.00% | −3−60.0% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $150 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $150 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $200 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5 | $250 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 7 | $350 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 10 | $499 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 13 | $649 | 0.00% | +12+1,200.0% | Added |
| Rialto Wealth Management, LLC | 16 | $799 | 0.00% | +16 | New |
| Parkworth Wealth Management, Inc. | 18 | $899 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 20 | $999 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 20 | $999 | 0.00% | +20 | New |
| Financial Gravity Companies, Inc. | 21 | $1.05K | 0.00% | +21 | New |
| Financial Management Professionals, Inc. | 24 | $1.20K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 24 | $1.20K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $1.25K | 0.00% | +18+257.1% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $1.30K | 0.00% | +17+188.9% | Added |
| Huntington National Bank | 31 | $1.55K | 0.00% | −507−94.2% | Reduced |
| AdvisorNet Financial, Inc | 32 | $1.60K | 0.00% | +24+300.0% | Added |
| Oakworth Capital, Inc. | 34 | $1.70K | 0.00% | −151−81.6% | Reduced |
| Ameritas Advisory Services, LLC | 34 | $1.70K | 0.00% | +34 | New |
| Whipplewood Advisors, LLC | 35 | $1.75K | 0.00% | −143−80.3% | Reduced |
| Valued Wealth Advisors LLC | 36 | $1.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $1.85K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 39 | $1.95K | 0.00% | +25+178.6% | Added |
| NBC Securities, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 42 | $2.10K | 0.00% | −41−49.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 44 | $2.20K | 0.00% | +44 | New |
| Arlington Trust Co LLC | 44 | $2.20K | 0.00% | +44 | New |
| Smartleaf Asset Management LLC | 53 | $2.64K | 0.00% | +29+120.8% | Added |
| Principia Wealth Advisory, LLC | 59 | $2.94K | 0.00% | +12+25.5% | Added |
| Pineridge Advisors LLC | 62 | $3.10K | 0.00% | +62 | New |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $3.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 71 | $3.54K | 0.00% | −122−63.2% | Reduced |
| Sachetta, LLC | 77 | $3.84K | 0.00% | +77 | New |
| Wealth Preservation Advisors, LLC | 78 | $3.89K | 0.00% | −1−1.3% | Reduced |
| HM Payson & Co | 82 | $4.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 93 | $4.64K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 103 | $5.14K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 108 | $5.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 109 | $5.44K | 0.00% | +109 | New |
| New Millennium Group LLC | 112 | $5.59K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 112 | $5.59K | 0.00% | +112 | New |
| Hazlett, Burt & Watson, Inc. | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $6.24K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 125 | $6.24K | 0.00% | +125 | New |
| Beacon Capital Management, LLC | 133 | $6.64K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 134 | $6.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 139 | $6.94K | 0.00% | +139 | New |
| First PREMIER Bank | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 141 | $7.04K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 143 | $7.14K | 0.00% | −2−1.4% | Reduced |
| Total Investment Management Inc | 144 | $7.19K | 0.00% | +144 | New |
| Central Trust Co | 149 | $7.44K | 0.00% | +114+325.7% | Added |
| Abound Wealth Management | 160 | $7.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $8.09K | 0.00% | −1−0.6% | Reduced |
| CoreCap Advisors, LLC | 166 | $8.29K | 0.00% | −2−1.2% | Reduced |
| Maseco LLP | 167 | $8.33K | 0.00% | +167 | New |
| Foster Dykema Cabot & Partners, LLC | 181 | $9.04K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 203 | $10.1K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 208 | $10.4K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 216 | $10.8K | 0.00% | −1−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 263 | $13.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 291 | $14.5K | 0.00% | +57+24.4% | Added |
| WPG Advisers, LLC | 292 | $14.6K | 0.01% | +60+25.9% | Added |
| True Wealth Design, LLC | 306 | $15.3K | 0.01% | +250+446.4% | Added |
| Bell Investment Advisors, Inc | 310 | $15.5K | 0.00% | +43+16.1% | Added |
| Whittier Trust Co of Nevada Inc | 316 | $15.8K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 327 | $16.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 347 | $17.3K | 0.00% | +347 | New |
| Twin Peaks Wealth Advisors, LLC | 361 | $18.7K | 0.01% | +361 | New |
| Park Place Capital Corp | 395 | $19.2K | 0.00% | +93+30.8% | Added |
| Creative Financial Designs Inc | 394 | $19.7K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 476 | $23.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 490 | $24.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 491 | $24.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 513 | $25.6K | 0.00% | −268−34.3% | Reduced |
| Lowe Wealth Advisors, LLC | 513 | $25.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 519 | $25.9K | 0.02% | +194+59.7% | Added |
| MTM Investment Management, LLC | 522 | $26.1K | 0.01% | +522 | New |
| Concord Wealth Partners | 553 | $27.6K | 0.00% | +553 | New |
| Clearstead Advisors, LLC | 556 | $27.8K | 0.00% | +556 | New |
| CNB Bank | 592 | $29.6K | 0.01% | +592 | New |
| Wolff Wiese Magana LLC | 594 | $29.7K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 601 | $30.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 601 | $30.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 620 | $31.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 638 | $32.0K | 0.02% | −135−17.5% | Reduced |
| Ci Investments Inc. | 637 | $32.0K | 0.00% | −64−9.1% | Reduced |
| Hemington Wealth Management | 721 | $35.0K | 0.01% | +195+37.1% | Added |
| Harbour Investments, Inc. | 704 | $35.1K | 0.00% | +301+74.7% | Added |
| Geneos Wealth Management Inc. | 705 | $35.2K | 0.00% | −1−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 706 | $35.2K | 0.00% | +566+404.3% | Added |
| Talon Private Wealth, LLC | 708 | $35.3K | 0.00% | +708 | New |
| Rise Advisors, LLC | 754 | $37.6K | 0.01% | 00.0% | Unchanged |