| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 1 | $91 | 0.00% | +1 | New |
| Central Trust Co | 10 | $684 | 0.00% | −622−98.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 10 | $684 | 0.00% | −69−87.3% | Reduced |
| EverSource Wealth Advisors, LLC | 12 | $821 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 17 | $1.16K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 27 | $1.85K | 0.00% | +8+42.1% | Added |
| Harbour Investments, Inc. | 29 | $1.98K | 0.00% | +29 | New |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $2.00K | 0.00% | +36 | New |
| DecisionPoint Financial, LLC | 31 | $2.12K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 31 | $2.15K | 0.00% | +31 | New |
| Glass Jacobson Investment Advisors llc | 38 | $2.60K | 0.00% | +38 | New |
| Sierra Capital LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 50 | $3.42K | 0.00% | +50 | New |
| Money Concepts Capital Corp | 57 | $3.91K | 0.00% | −81−58.7% | Reduced |
| Institutional & Family Asset Management, LLC | 59 | $4.04K | 0.00% | +13+28.3% | Added |
| Parkside Financial Bank & Trust | 59 | $4.04K | 0.00% | +59 | New |
| Carolinas Wealth Consulting LLC | 63 | $4.31K | 0.00% | +63 | New |
| Fiduciary Alliance LLC | 64 | $4.38K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 68 | $4.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $4.93K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 69 | $5.00K | 0.00% | +4+6.2% | Added |
| RFP Financial Group LLC | 86 | $5.88K | 0.00% | +86 | New |
| GWM Advisors LLC | 134 | $6.43K | 0.00% | +134 | New |
| Montag A & Associates Inc | 108 | $7.39K | 0.00% | +108 | New |
| Prestige Wealth Management Group LLC | 109 | $7.46K | 0.00% | +109 | New |
| Old North State Trust, LLC | 116 | $8.00K | 0.01% | +116 | New |
| Thomas J. Herzfeld Advisors, Inc. | 123 | $8.41K | 0.00% | +3+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 126 | $8.62K | 0.00% | +80+173.9% | Added |
| Bourgeon Capital Management LLC | 128 | $8.76K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 128 | $8.76K | 0.00% | +128 | New |
| Parallel Advisors, LLC | 130 | $8.89K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 130 | $8.89K | 0.00% | +65+100.0% | Added |
| Sofos Investments, Inc. | 68 | $9.28K | 0.10% | −976−93.5% | Reduced |
| Sargent Bickham Lagudis LLC | 149 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 162 | $11.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 171 | $11.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 173 | $11.8K | 0.00% | +173 | New |
| Twin Lakes Capital Management, LLC | 174 | $11.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 172 | $12.0K | 0.00% | +22+14.7% | Added |
| Private Trust Co NA | 240 | $16.0K | 0.00% | +20+9.1% | Added |
| Global Retirement Partners, LLC | 245 | $16.8K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 248 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 250 | $17.1K | 0.00% | +22+9.6% | Added |
| Pinnacle Bancorp, Inc. | 258 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 280 | $19.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 284 | $19.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 294 | $20.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 315 | $21.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 350 | $23.9K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 352 | $24.1K | 0.00% | −34−8.8% | Reduced |
| Brown Brothers Harriman & Co | 386 | $26.4K | 0.00% | −2,701−87.5% | Reduced |
| Arlington Partners LLC | 400 | $27.4K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 500 | $34.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 508 | $34.8K | 0.01% | +29+6.1% | Added |
| Okabena Investment Services Inc | 526 | $36.0K | 0.03% | −1,900−78.3% | Reduced |
| Resurgent Financial Advisors LLC | 586 | $40.1K | 0.02% | +586 | New |
| Signaturefd, LLC | 588 | $40.2K | 0.00% | −146−19.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 589 | $40.3K | 0.00% | +589 | New |
| Northwest Investment Counselors, LLC | 600 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 619 | $42.0K | 0.01% | +619 | New |
| Trustcore Financial Services, LLC | 626 | $42.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 628 | $43.0K | 0.00% | +628 | New |
| Toronto Dominion Bank | 650 | $45.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 694 | $47.0K | 0.00% | +36+5.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 685 | $47.0K | 0.00% | +685 | New |
| Park Place Capital Corp | 691 | $47.0K | 0.01% | +691 | New |
| Newbridge Financial Services Group, Inc. | 711 | $48.7K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 788 | $53.9K | 0.00% | −32−3.9% | Reduced |
| Quadrant Capital Group LLC | 879 | $60.1K | 0.01% | +122+16.1% | Added |
| Western Pacific Wealth Management, LP | 1,067 | $73.0K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,075 | $74.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,097 | $75.0K | 0.01% | −163−12.9% | Reduced |
| Laffer Tengler Investments | 1,199 | $82.0K | 0.02% | −28−2.3% | Reduced |
| First Horizon Advisors, Inc. | 1,221 | $83.5K | 0.00% | −73−5.6% | Reduced |
| Horan Securities, Inc. | 1,235 | $84.5K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,448 | $99.0K | 0.00% | −293−16.8% | Reduced |
| Storebrand Asset Management AS | 1,448 | $99.1K | 0.00% | −159−9.9% | Reduced |
| Financial Perspectives, Inc | 1,539 | $105.3K | 0.05% | 00.0% | Unchanged |
| Boit C F David | 1,550 | $106.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,768 | $118.0K | 0.00% | +1,678+153.9% | Added |
| Penserra Capital Management LLC | 1,845 | $126.0K | 0.00% | +1,230+200.0% | Added |
| Leonteq Securities AG | 1,925 | $131.7K | 0.01% | −1,463−43.2% | Reduced |
| Harvest Fund Management Co., Ltd | 2,174 | $149.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,219 | $152.0K | 0.01% | −90−3.9% | Reduced |
| Lindbrook Capital, LLC | 2,245 | $153.6K | 0.02% | +793+54.6% | Added |
| Harbor Investment Advisory, LLC | 2,291 | $156.7K | 0.02% | +102+4.7% | Added |
| Citadel Advisors LLC | 2,378 | $162.7K | 0.00% | −117,399−98.0% | Reduced |
| Grove Bank & Trust | 2,525 | $173.0K | 0.04% | +2,525 | New |
| Hollencrest Capital Management | 2,603 | $178.1K | 0.02% | +2,603 | New |
| Thrivent Financial for Lutherans | 2,944 | $201.0K | 0.00% | +2,944 | New |
| CAPROCK Group, Inc. | 2,956 | $202.2K | 0.02% | +2,956 | New |
| Bridgefront Capital, LLC | 3,012 | $206.1K | 0.14% | −743−19.8% | Reduced |
| Colony Group LLC | 3,024 | $207.0K | 0.00% | +3,024 | New |
| National Asset Management, Inc. | 3,026 | $207.0K | 0.01% | +3,026 | New |
| Baron Wealth Management LLC | 3,035 | $207.6K | 0.16% | +3,035 | New |
| Dividend Assets Capital, LLC | 3,050 | $209.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 3,073 | $210.0K | 0.00% | −212−6.5% | Reduced |
