| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $155 | 0.00% | −17−89.5% | Reduced |
| Carolinas Wealth Consulting LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $310 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $387 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 6 | $464 | 0.00% | −3−33.3% | Reduced |
| Perkins Coie Trust Co | 6 | $464 | 0.00% | −3−33.3% | Reduced |
| Colonial Trust Advisors | 6 | $464 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7 | $541 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $542 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $619 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9 | $696 | 0.00% | +9 | New |
| Atwood & Palmer Inc | 10 | $774 | 0.00% | +10 | New |
| Avion Wealth | 17 | $1.00K | 0.00% | −8−32.0% | Reduced |
| Lummis Asset Management, LP | 15 | $1.16K | 0.00% | +15 | New |
| Carmichael Hill & Associates, Inc. | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.63K | 0.00% | −24−53.3% | Reduced |
| Wolff Wiese Magana LLC | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 23 | $1.78K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 27 | $2.12K | 0.00% | +27 | New |
| Assetmark, Inc | 29 | $2.24K | 0.00% | +26+866.7% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $2.40K | 0.00% | +31 | New |
| Fortitude Family Office, LLC | 35 | $2.71K | 0.00% | +35 | New |
| Long Island Wealth Management, Inc. | 37 | $3.00K | 0.00% | +37 | New |
| VisionPoint Advisory Group, LLC | 39 | $3.02K | 0.00% | −23−37.1% | Reduced |
| Salomon & Ludwin, LLC | 48 | $3.06K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 42 | $3.25K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 44 | $3.40K | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 44 | $3.40K | 0.00% | −1−2.2% | Reduced |
| Raffa Wealth Management, LLC | 45 | $3.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $3.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $3.63K | 0.00% | +47 | New |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 54 | $4.18K | 0.00% | +54 | New |
| Tucker Asset Management LLC | 57 | $4.41K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 58 | $4.49K | 0.00% | +15+34.9% | Added |
| Rakuten Securities, Inc. | 60 | $4.64K | 0.00% | +60 | New |
| Barrett & Company, Inc. | 62 | $4.79K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 62 | $4.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $4.80K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 62 | $4.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $5.10K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 66 | $5.11K | 0.00% | +66 | New |
| Delta Asset Management LLC | 68 | $5.26K | 0.00% | +3+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $5.72K | 0.00% | +12+19.4% | Added |
| Tradition Wealth Management, LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 88 | $6.81K | 0.00% | −529−85.7% | Reduced |
| USA Financial Portformulas Corp | 90 | $6.96K | 0.00% | −3,941−97.8% | Reduced |
| TCTC Holdings, LLC | 93 | $7.19K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 98 | $7.64K | 0.00% | −2−2.0% | Reduced |
| Aspect Partners, LLC | 100 | $7.73K | 0.00% | +100 | New |
| Twin Lakes Capital Management, LLC | 100 | $7.76K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 110 | $8.51K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $8.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $9.20K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $9.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 120 | $9.29K | 0.00% | +3+2.6% | Added |
| JNBA Financial Advisors | 123 | $9.51K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 123 | $9.51K | 0.00% | +123 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 132 | $10.2K | 0.00% | +132 | New |
| Sachetta, LLC | 133 | $10.3K | 0.00% | +133 | New |
| Clearstead Advisors, LLC | 135 | $10.4K | 0.00% | +25+22.7% | Added |
| Oakworth Capital, Inc. | 139 | $10.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 140 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $11.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 176 | $11.2K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 151 | $11.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 152 | $11.8K | 0.00% | −1−0.7% | Reduced |
| Cedar Mountain Advisors, LLC | 154 | $11.9K | 0.00% | +154 | New |
| PFS Partners, LLC | 154 | $11.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 156 | $12.1K | 0.00% | +108+225.0% | Added |
| Umb Bank N A | 157 | $12.1K | 0.00% | +10+6.8% | Added |
| Gables Capital Management Inc. | 163 | $12.6K | 0.01% | +66+68.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 168 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 169 | $13.1K | 0.00% | +13+8.3% | Added |
| Riggs Asset Managment Co. Inc. | 176 | $13.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $13.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 176 | $13.6K | 0.00% | +176 | New |
| Sunbelt Securities, Inc. | 180 | $13.9K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 180 | $13.9K | 0.00% | +180 | New |
| Plato Investment Management Ltd | 182 | $14.1K | 0.02% | +182 | New |
| Turtle Creek Wealth Advisors, LLC | 183 | $14.2K | 0.00% | +183 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 189 | $14.6K | 0.01% | −64−25.3% | Reduced |
| Ruedi Wealth Management, Inc. | 195 | $15.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 196 | $15.4K | 0.00% | +196 | New |
| Ancora Advisors, LLC | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 203 | $15.8K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 188 | $15.9K | 0.01% | +188 | New |
| TFC Financial Management | 213 | $16.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 223 | $17.0K | 0.01% | −44−16.5% | Reduced |
| Davis Capital Management | 220 | $17.0K | 0.02% | +220 | New |
| McIlrath & Eck, LLC | 242 | $18.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 246 | $19.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 253 | $19.6K | 0.00% | +253 | New |
| Anchor Investment Management, LLC | 264 | $20.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 283 | $21.9K | 0.02% | +283 | New |
| Rothschild Investment LLC | 295 | $22.8K | 0.00% | +295 | New |