| Hantz Financial Services, Inc. | 12 | $0 | 0.00% | +12 | New |
| Trust Co of Vermont | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $77 | 0.00% | +2 | New |
| GoalVest Advisory LLC | 3 | $116 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4 | $146 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 4 | $154 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $155 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $155 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $193 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 6 | $232 | 0.00% | −10−62.5% | Reduced |
| Ancora Advisors, LLC | 6 | $232 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $232 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $232 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 8 | $270 | 0.00% | −3−27.3% | Reduced |
| WestEnd Advisors, LLC | 7 | $270 | 0.00% | +5+250.0% | Added |
| Riggs Asset Managment Co. Inc. | 7 | $271 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $271 | 0.00% | +7 | New |
| Continuum Advisory, LLC | 8 | $309 | 0.00% | −95−92.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $347 | 0.00% | +9 | New |
| Key Financial Inc | 9 | $348 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $386 | 0.00% | +5+100.0% | Added |
| Winnow Wealth LLC | 11 | $418 | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 12 | $464 | 0.00% | +12 | New |
| Rise Advisors, LLC | 12 | $464 | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 13 | $502 | 0.00% | −24−64.9% | Reduced |
| Raffa Wealth Management, LLC | 13 | $502 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $516 | 0.00% | +9+150.0% | Added |
| Colonial Trust Co | 14 | $541 | 0.00% | +1+7.7% | Added |
| SJS Investment Consulting Inc. | 17 | $657 | 0.00% | −5−22.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 17 | $657 | 0.00% | −2−10.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 17 | $657 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $688 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $696 | 0.00% | −51−73.9% | Reduced |
| WPG Advisers, LLC | 21 | $811 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 21 | $812 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 22 | $850 | 0.00% | +22 | New |
| NVWM, LLC | 23 | $888 | 0.00% | +5+27.8% | Added |
| Semmax Financial Advisors Inc. | 24 | $955 | 0.00% | +24 | New |
| Carolinas Wealth Consulting LLC | 25 | $966 | 0.00% | +5+25.0% | Added |
| WealthTrak Capital Management LLC | 25 | $966 | 0.00% | +5+25.0% | Added |
| Lazard Asset Management LLC | 31 | $1.00K | 0.00% | −41−56.9% | Reduced |
| Capital Analysts, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 27 | $1.04K | 0.00% | +27 | New |
| Kiker Wealth Management, LLC | 27 | $1.04K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $1.27K | 0.00% | +2+6.5% | Added |
| Princeton Global Asset Management LLC | 34 | $1.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $1.43K | 0.00% | −527−93.4% | Reduced |
| ZRC Wealth Management, LLC | 38 | $1.47K | 0.00% | −45−54.2% | Reduced |
| Atlantic Trust, LLC | 41 | $1.58K | 0.00% | +41 | New |
| Wolff Wiese Magana LLC | 41 | $1.58K | 0.00% | +41 | New |
| Mattson Financial Services, LLC | 41 | $1.58K | 0.00% | +41 | New |
| Anchor Investment Management, LLC | 46 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 48 | $1.85K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $1.86K | 0.00% | −7−12.7% | Reduced |
| Hughes Financial Services, LLC | 48 | $1.88K | 0.00% | +48 | New |
| ORG Partners LLC | 49 | $1.92K | 0.00% | +49 | New |
| Washington Trust Co | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $1.93K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $2.00K | 0.00% | −881−93.3% | Reduced |
| TSFG, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 54 | $2.09K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 63 | $2.43K | 0.00% | −23−26.7% | Reduced |
| Sierra Ocean, LLC | 64 | $2.49K | 0.00% | −210−76.6% | Reduced |
| Signature Resources Capital Management, LLC | 67 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $2.63K | 0.00% | −23−25.3% | Reduced |
| Harbor Investment Advisory, LLC | 68 | $2.63K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $2.70K | 0.00% | −27−27.8% | Reduced |
| Larson Financial Group LLC | 73 | $2.82K | 0.00% | −197−73.0% | Reduced |
| Painted Porch Advisors LLC | 81 | $3.13K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $3.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $3.28K | 0.00% | −28−24.8% | Reduced |
| Sachetta, LLC | 92 | $3.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 96 | $3.71K | 0.00% | +24+33.3% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $3.86K | 0.00% | −300−75.0% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $3.86K | 0.00% | +100 | New |
| NewSquare Capital LLC | 102 | $3.94K | 0.00% | +98+2,450.0% | Added |
| Global Financial Private Client, LLC | 107 | $4.13K | 0.00% | −106−49.8% | Reduced |
| Bruce G. Allen Investments, LLC | 107 | $4.13K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 110 | $4.25K | 0.00% | +110 | New |
| GPS Wealth Strategies Group, LLC | 115 | $4.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 119 | $4.61K | 0.00% | −4−3.3% | Reduced |
| Arlington Trust Co LLC | 120 | $4.64K | 0.00% | −20−14.3% | Reduced |
| Dunhill Financial, LLC | 123 | $4.76K | 0.00% | −5−3.9% | Reduced |
| South State Corp. | 126 | $4.87K | 0.00% | +126 | New |
| Syntax Research, Inc. | 129 | $4.98K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 130 | $5.01K | 0.00% | −332−71.9% | Reduced |
| JFS Wealth Advisors, LLC | 130 | $5.02K | 0.00% | +5+4.0% | Added |
| Activest Wealth Management | 132 | $5.09K | 0.00% | +95+256.8% | Added |
| Quent Capital, LLC | 135 | $5.21K | 0.00% | −12−8.2% | Reduced |
| Sofos Investments, Inc. | 140 | $5.41K | 0.00% | +140 | New |
| Whittier Trust Co of Nevada Inc | 147 | $5.68K | 0.00% | −17−10.4% | Reduced |
| Ogorek Anthony Joseph | 161 | $6.00K | 0.00% | +161 | New |
| Private Trust Co NA | 159 | $6.14K | 0.00% | −64−28.7% | Reduced |
| Stonebridge Financial Group, LLC | 167 | $6.45K | 0.00% | +3+1.8% | Added |
| Whittier Trust Co | 173 | $6.68K | 0.00% | −4,000−95.9% | Reduced |
| Westside Investment Management, Inc. | 180 | $6.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 149 | $7.00K | 0.00% | 00.0% | Unchanged |