| Householder Group Estate & Retirement Specialist, LLC | 12 | $0 | 0.00% | +12 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| Mendota Financial Group, LLC | 3 | $70 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 5 | $116 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 10 | $232 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 15 | $345 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $355 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $394 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $464 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $464 | 0.00% | +3+17.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $510 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 23 | $534 | 0.00% | −12−34.3% | Reduced |
| Hexagon Capital Partners LLC | 23 | $534 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $535 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 29 | $673 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 36 | $687 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $720 | 0.00% | −28−47.5% | Reduced |
| Northwest Financial Advisors | 35 | $801 | 0.00% | +35 | New |
| TFC Financial Management | 41 | $953 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 65 | $1.00K | 0.00% | +65 | New |
| Private Trust Co NA | 45 | $1.04K | 0.00% | +45 | New |
| Grove Bank & Trust | 46 | $1.07K | 0.00% | +46 | New |
| West Paces Advisors Inc. | 47 | $1.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $1.21K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 56 | $1.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $1.39K | 0.00% | +15+33.3% | Added |
| Financial Network Wealth Advisors LLC | 67 | $1.56K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 67 | $1.56K | 0.00% | +67 | New |
| Oliver Lagore Vanvalin Investment Group | 74 | $1.72K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 98 | $2.27K | 0.00% | +45+84.9% | Added |
| LRI Investments, LLC | 97 | $2.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $2.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 110 | $2.55K | 0.00% | +10+10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 110 | $2.55K | 0.00% | +26+31.0% | Added |
| Zions Bancorporation, N.A. | 120 | $2.79K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 132 | $3.06K | 0.00% | +132 | New |
| Sachetta, LLC | 155 | $3.60K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $3.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 166 | $3.85K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 170 | $3.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 187 | $4.34K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 188 | $4.37K | 0.00% | +188 | New |
| Capital Performance Advisors LLP | 195 | $4.53K | 0.00% | +195 | New |
| Bruce G. Allen Investments, LLC | 196 | $4.55K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.64K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $4.64K | 0.00% | +200 | New |
| Harbor Investment Advisory, LLC | 242 | $5.62K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 244 | $5.67K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $5.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 262 | $6.08K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $6.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 271 | $6.29K | 0.00% | +1+0.4% | Added |
| Raleigh Capital Management Inc. | 297 | $6.90K | 0.00% | +92+44.9% | Added |
| Blume Capital Management, Inc. | 300 | $6.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 335 | $7.00K | 0.00% | +22+7.0% | Added |
| Hemington Wealth Management | 306 | $7.00K | 0.00% | +306 | New |
| Tortoise Investment Management, LLC | 316 | $7.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 327 | $7.59K | 0.00% | +11+3.5% | Added |
| GW&K Investment Management, LLC | 334 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 425 | $9.87K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 414 | $10.0K | 0.00% | −90−17.9% | Reduced |
| North Star Investment Management Corp. | 436 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 440 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 443 | $10.3K | 0.00% | +443 | New |
| Meeder Asset Management Inc | 446 | $10.4K | 0.00% | +34+8.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 459 | $10.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 471 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 484 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 494 | $11.5K | 0.00% | +494 | New |
| CVA Family Office, LLC | 535 | $12.4K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 553 | $12.8K | 0.01% | +3+0.5% | Added |
| ZRC Wealth Management, LLC | 600 | $13.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 587 | $14.0K | 0.00% | +3+0.5% | Added |
| Clearstead Advisors, LLC | 606 | $14.1K | 0.00% | +290+91.8% | Added |
| AdvisorNet Financial, Inc | 627 | $14.6K | 0.00% | +605+2,750.0% | Added |
| Delta Asset Management LLC | 633 | $14.7K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 651 | $15.1K | 0.00% | +651 | New |
| Covestor Ltd | 677 | $16.0K | 0.01% | −2,586−79.3% | Reduced |
| Bokf, NA | 704 | $16.1K | 0.00% | +704 | New |
| Central Trust Co | 700 | $16.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 725 | $16.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 729 | $16.9K | 0.00% | −295−28.8% | Reduced |
| Eastern Bank | 791 | $18.4K | 0.00% | +791 | New |
| Deseret Mutual Benefit Administrators | 811 | $18.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 900 | $20.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 908 | $21.1K | 0.00% | +396+77.3% | Added |
| Rothschild Investment LLC | 923 | $21.4K | 0.00% | +40+4.5% | Added |
| Larson Financial Group LLC | 924 | $21.5K | 0.00% | +924 | New |
| Wiser Advisor Group LLC | 943 | $21.9K | 0.03% | +9+1.0% | Added |
| Continuum Advisory, LLC | 893 | $22.1K | 0.00% | +20+2.3% | Added |
| Beacon Capital Management, LLC | 1,020 | $23.7K | 0.00% | +10+1.0% | Added |
| Bogart Wealth, LLC | 1,060 | $24.6K | 0.00% | +1+0.1% | Added |
| Thompson Investment Management, Inc. | 1,070 | $24.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,073 | $24.9K | 0.00% | +1,073 | New |
| Parkside Financial Bank & Trust | 1,082 | $25.1K | 0.00% | +13+1.2% | Added |
| PSI Advisors, LLC | 1,141 | $26.5K | 0.01% | +11+1.0% | Added |
| Cromwell Holdings LLC | 1,253 | $29.1K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 1,560 | $30.4K | 0.02% | 00.0% | Unchanged |