| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $162 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $243 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $243 | 0.00% | +3 | New |
| Kessler Investment Group, LLC | 4 | $324 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4 | $355 | 0.03% | −4,453−99.9% | Reduced |
| AdvisorNet Financial, Inc | 5 | $405 | 0.00% | −42−89.4% | Reduced |
| NVWM, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $405 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $405 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $454 | 0.00% | +6 | New |
| First Pacific Financial | 6 | $486 | 0.00% | −60−90.9% | Reduced |
| Aspect Partners, LLC | 6 | $486 | 0.00% | −3−33.3% | Reduced |
| Fairman Group, LLC | 6 | $486 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $648 | 0.00% | +8 | New |
| Pineridge Advisors LLC | 8 | $657 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 9 | $729 | 0.00% | +9 | New |
| HHM Wealth Advisors, LLC | 9 | $729 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $729 | 0.00% | +9 | New |
| Capital A Wealth Management, LLC | 9 | $729 | 0.00% | +9 | New |
| Riverview Trust Co | 10 | $810 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 11 | $891 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $959 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $972 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $972 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 14 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 19 | $1.51K | 0.00% | −125−86.8% | Reduced |
| Caitlin John, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 21 | $1.67K | 0.00% | +1+5.0% | Added |
| West Paces Advisors Inc. | 23 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 24 | $1.94K | 0.00% | +24 | New |
| True Wealth Design, LLC | 24 | $1.94K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $2.00K | 0.00% | −14−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 25 | $2.02K | 0.00% | +25 | New |
| Murphy & Mullick Capital Management Corp | 25 | $2.02K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $2.21K | 0.00% | +7+35.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 30 | $2.43K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 31 | $2.51K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 32 | $2.57K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 32 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $2.83K | 0.00% | +12+52.2% | Added |
| Carolinas Wealth Consulting LLC | 36 | $2.92K | 0.00% | +3+9.1% | Added |
| Ogorek Anthony Joseph | 40 | $3.00K | 0.00% | +40 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $3.24K | 0.00% | −1−2.4% | Reduced |
| Sandy Spring Bank | 40 | $3.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $3.40K | 0.00% | −7−14.3% | Reduced |
| PFG Private Wealth Management, LLC | 43 | $3.48K | 0.00% | −12−21.8% | Reduced |
| Bray Capital Advisors | 45 | $3.64K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 48 | $3.89K | 0.00% | −16−25.0% | Reduced |
| City Holding Co | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $4.05K | 0.01% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $4.21K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $4.29K | 0.00% | +53 | New |
| MPWM Advisory Solutions, LLC | 54 | $4.35K | 0.00% | +54 | New |
| Bullock Wealth Management Group | 58 | $4.69K | 0.00% | −62−51.7% | Reduced |
| Clean Yield Group | 59 | $4.78K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $4.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $4.94K | 0.00% | +61 | New |
| Harvest Fund Management Co., Ltd | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 70 | $5.00K | 0.00% | +16+29.6% | Added |
| Dunhill Financial, LLC | 64 | $5.21K | 0.00% | +12+23.1% | Added |
| Bogart Wealth, LLC | 65 | $5.25K | 0.00% | 00.0% | Unchanged |
| Motco | 66 | $5.34K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 67 | $5.42K | 0.00% | +67 | New |
| NewSquare Capital LLC | 1,897 | $5.58K | 0.00% | −46−2.4% | Reduced |
| PFS Partners, LLC | 74 | $5.99K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Webster Bank, N. A. | 75 | $6.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $6.48K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 81 | $6.56K | 0.01% | +81 | New |
| Lee Danner & Bass Inc | 85 | $6.88K | 0.00% | +85 | New |
| Hemington Wealth Management | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $7.13K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 89 | $7.21K | 0.00% | +89 | New |
| Anfield Capital Management, LLC | 100 | $8.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 104 | $8.42K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 105 | $8.46K | 0.00% | +1+1.0% | Added |
| Crewe Advisors LLC | 106 | $8.58K | 0.00% | −244−69.7% | Reduced |
| MV Capital Management, Inc. | 107 | $8.66K | 0.00% | +2+1.9% | Added |
| Continuum Advisory, LLC | 113 | $9.15K | 0.00% | −6−5.0% | Reduced |
| Raleigh Capital Management Inc. | 120 | $9.72K | 0.00% | −15−11.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 123 | $10.0K | 0.00% | +1+0.8% | Added |
| FLP Wealth Management, LLC | 127 | $10.3K | 0.03% | +127 | New |
| Creative Financial Designs Inc | 131 | $10.6K | 0.00% | −942−87.8% | Reduced |
| Financial Freedom, LLC | 132 | $10.7K | 0.01% | +1+0.8% | Added |
| Stephens Consulting, LLC | 135 | $10.9K | 0.00% | +135 | New |
| Bank of Jackson Hole Trust | 135 | $10.9K | 0.01% | +135 | New |
| Addison Advisors LLC | 137 | $11.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 141 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 141 | $11.4K | 0.00% | +78+123.8% | Added |
| Criterion Capital Advisors, LLC | 198 | $11.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $12.0K | 0.00% | +150 | New |
| Compass Wealth Management LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |