| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $182 | 0.00% | −363−99.2% | Reduced |
| Assetmark, Inc | 3 | $191 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 4 | $256 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $382 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $447 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $510 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $573 | 0.00% | +9 | New |
| Impact Partnership Wealth, LLC | 9 | $573 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 9 | $588 | 0.00% | +3+50.0% | Added |
| NewSquare Capital LLC | 14 | $892 | 0.00% | +14 | New |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $1.00K | 0.00% | +16+177.8% | Added |
| Carmichael Hill & Associates, Inc. | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $1.21K | 0.00% | −165−89.7% | Reduced |
| Hollencrest Capital Management | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $1.47K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 25 | $1.59K | 0.00% | −45−64.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 42 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $2.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $2.87K | 0.00% | +1+2.3% | Added |
| Highline Wealth Partners LLC | 46 | $2.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 43 | $3.00K | 0.00% | +43 | New |
| AdvisorNet Financial, Inc | 48 | $3.06K | 0.00% | −630−92.9% | Reduced |
| Salomon & Ludwin, LLC | 48 | $3.06K | 0.00% | +48 | New |
| Tucker Asset Management LLC | 57 | $3.63K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 60 | $3.82K | 0.00% | +60 | New |
| VisionPoint Advisory Group, LLC | 62 | $3.95K | 0.00% | +55+785.7% | Added |
| Chesapeake Asset Management LLC | 62 | $3.95K | 0.00% | +62 | New |
| Trifecta Capital Advisors, LLC | 62 | $3.95K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 62 | $3.95K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 62 | $3.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $3.95K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $4.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $4.21K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 73 | $4.65K | 0.00% | +73 | New |
| Tradition Wealth Management, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 93 | $5.93K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $6.18K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $6.39K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $6.39K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 111 | $7.00K | 0.00% | +111 | New |
| Northwest Investment Counselors, LLC | 110 | $7.01K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $7.01K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 110 | $7.01K | 0.00% | −24−17.9% | Reduced |
| Investors Research Corp | 116 | $7.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 117 | $7.46K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $7.58K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $7.58K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 123 | $7.84K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 126 | $8.03K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 139 | $8.86K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 140 | $8.92K | 0.00% | +140 | New |
| Zions Bancorporation, N.A. | 141 | $8.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 147 | $9.37K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 151 | $9.62K | 0.01% | +151 | New |
| MV Capital Management, Inc. | 153 | $9.75K | 0.00% | +5+3.4% | Added |
| PFS Partners, LLC | 154 | $9.84K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 156 | $9.94K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 161 | $10.0K | 0.00% | +1+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 168 | $10.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 176 | $11.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $11.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 176 | $11.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 180 | $11.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 193 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 195 | $12.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 197 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 203 | $12.8K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 213 | $13.6K | 0.00% | +213 | New |
| TFC Financial Management | 213 | $13.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 242 | $15.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 246 | $16.0K | 0.00% | +246 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 253 | $16.1K | 0.01% | +253 | New |
| Concord Wealth Partners | 257 | $16.4K | 0.00% | −100−28.0% | Reduced |
| Anchor Investment Management, LLC | 264 | $16.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 267 | $17.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 297 | $18.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 302 | $19.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 309 | $19.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 314 | $20.0K | 0.00% | +1+0.3% | Added |
| Gradient Investments LLC | 314 | $20.0K | 0.00% | −18−5.4% | Reduced |
| Farmers & Merchants Investments Inc | 319 | $20.3K | 0.00% | −360−53.0% | Reduced |
| Bell Investment Advisors, Inc | 336 | $21.4K | 0.00% | +14+4.3% | Added |
| Trust Co of Vermont | 352 | $22.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 401 | $25.0K | 0.03% | 00.0% | Unchanged |
| City State Bank | 397 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 416 | $25.0K | 0.00% | +416 | New |
| Bartlett & Co. Wealth Management LLC | 400 | $25.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 420 | $26.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 441 | $27.7K | 0.02% | +441 | New |
| Quintet Private Bank (Europe) S.A. | 439 | $28.0K | 0.00% | +439 | New |