| Capital Advisors, Ltd. LLC | 18 | $0 | 0.00% | +18 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $12 | 0.00% | +1 | Added |
| GPS Wealth Strategies Group, LLC | 2 | $47 | 0.00% | +2 | New |
| Accordant Advisory Group Inc | 4 | $94 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $94 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $94 | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $95 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4 | $102 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 5 | $118 | 0.00% | +4+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $118 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 7 | $166 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $188 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $212 | 0.00% | +5+125.0% | Added |
| Rialto Wealth Management, LLC | 10 | $236 | 0.00% | +10 | New |
| Spurstone Advisory Services, LLC | 11 | $259 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $260 | 0.00% | −48−81.4% | Reduced |
| SJS Investment Consulting Inc. | 15 | $354 | 0.00% | +7+87.5% | Added |
| Larson Financial Group LLC | 15 | $354 | 0.00% | +15 | New |
| West Branch Capital LLC | 16 | $378 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 19 | $448 | 0.00% | +19 | New |
| MV Capital Management, Inc. | 19 | $449 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $472 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 20 | $472 | 0.00% | +20 | New |
| TFC Financial Management | 21 | $496 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $507 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 24 | $567 | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 29 | $684 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $779 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 33 | $779 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 35 | $826 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 37 | $873 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $944 | 0.00% | −67−62.6% | Reduced |
| Bank of Jackson Hole Trust | 40 | $944 | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $944 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.15K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $1.20K | 0.00% | +1+2.0% | Added |
| Principal Securities, Inc. | 52 | $1.23K | 0.00% | −570−91.6% | Reduced |
| UMA Financial Services, Inc. | 54 | $1.27K | 0.00% | +43+390.9% | Added |
| True Wealth Design, LLC | 54 | $1.27K | 0.00% | +26+92.9% | Added |
| Rossby Financial, LCC | 62 | $1.46K | 0.00% | +62 | New |
| Cape Investment Advisory, Inc. | 63 | $1.49K | 0.00% | −225−78.1% | Reduced |
| Kilter Group LLC | 64 | $1.51K | 0.00% | +64 | New |
| Evergreen Private Wealth LLC | 68 | $1.60K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 69 | $1.63K | 0.00% | +69 | New |
| Global Wealth Strategies & Associates | 70 | $1.65K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 78 | $1.84K | 0.00% | −83−51.6% | Reduced |
| Sound Income Strategies, LLC | 80 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 84 | $1.98K | 0.00% | +17+25.4% | Added |
| Hemington Wealth Management | 98 | $2.00K | 0.00% | +5+5.4% | Added |
| Farmers & Merchants Investments Inc | 100 | $2.36K | 0.00% | −388−79.5% | Reduced |
| Danske Bank A/S | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.36K | 0.00% | +100 | New |
| CoreFirst Bank & Trust | 100 | $2.36K | 0.00% | +100 | New |
| N.E.W. Advisory Services LLC | 105 | $2.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 110 | $2.60K | 0.00% | +33+42.9% | Added |
| Whipplewood Advisors, LLC | 130 | $3.07K | 0.00% | −30−18.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 130 | $3.08K | 0.00% | +15+13.0% | Added |
| Boyd Watterson Asset Management LLC | 132 | $3.12K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 133 | $3.14K | 0.00% | +1+0.8% | Added |
| Manchester Capital Management LLC | 137 | $3.23K | 0.00% | −31−18.5% | Reduced |
| Bell Investment Advisors, Inc | 138 | $3.26K | 0.00% | +37+36.6% | Added |
| Horrell Capital Management, Inc. | 147 | $3.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 165 | $3.89K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 166 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 173 | $4.08K | 0.00% | +173 | New |
| JFS Wealth Advisors, LLC | 180 | $4.25K | 0.00% | +7+4.0% | Added |
| Richardson Capital Management LLC | 185 | $4.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 190 | $4.48K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 192 | $4.53K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 181 | $4.57K | 0.00% | +181 | New |
| Community Bank, N.A. | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $4.72K | 0.00% | −302−60.2% | Reduced |
| Trust Co of Vermont | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $4.72K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 224 | $5.29K | 0.00% | −11−4.7% | Reduced |
| Old Second National Bank of Aurora | 229 | $5.40K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 230 | $5.43K | 0.01% | +100+76.9% | Added |
| Strategic Investment Solutions, Inc. | 237 | $5.58K | 0.00% | +2+0.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 250 | $5.90K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 256 | $6.00K | 0.00% | −36−12.3% | Reduced |
| Prudent Man Investment Management, Inc. | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 256 | $6.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 268 | $6.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 278 | $6.56K | 0.00% | −200−41.8% | Reduced |
| Fortis Group Advisors, LLC | 290 | $6.84K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $7.08K | 0.00% | +2+0.7% | Added |
| PFS Partners, LLC | 300 | $7.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 332 | $7.84K | 0.00% | −578−63.5% | Reduced |
| WPG Advisers, LLC | 334 | $7.88K | 0.01% | −4−1.2% | Reduced |
| North Star Investment Management Corp. | 340 | $8.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 342 | $8.07K | 0.00% | +242+242.0% | Added |
| NBT Bank N A | 363 | $8.56K | 0.00% | −699−65.8% | Reduced |
| Versant Capital Management, Inc | 366 | $8.64K | 0.00% | −610−62.5% | Reduced |
| Front Row Advisors LLC | 380 | $8.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 395 | $9.32K | 0.00% | +173+77.9% | Added |
| Country Trust Bank | 400 | $9.44K | 0.00% | +400 | New |
| Atlantic Trust, LLC | 404 | $9.54K | 0.00% | +307+316.5% | Added |