| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $59 | 0.00% | +2 | New |
| Curio Wealth, LLC | 3 | $89 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $90 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 4 | $119 | 0.00% | +4 | New |
| Cassaday & Co Wealth Management LLC | 4 | $119 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 5 | $143 | 0.00% | +5 | New |
| Assetmark, Inc | 5 | $149 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $208 | 0.00% | +7 | New |
| CWM Advisors, LLC | 8 | $238 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $268 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $297 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $297 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $357 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $386 | 0.00% | +10+333.3% | Added |
| First Horizon Corp | 14 | $416 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $417 | 0.00% | +11+366.7% | Added |
| True Wealth Design, LLC | 15 | $446 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $506 | 0.00% | +3+21.4% | Added |
| Cromwell Holdings LLC | 18 | $535 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $536 | 0.00% | +13+260.0% | Added |
| Transamerica Financial Advisors, Inc. | 24 | $713 | 0.00% | +12+100.0% | Added |
| Hilton Head Capital Partners, LLC | 24 | $714 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $743 | 0.00% | +25 | New |
| Owl Creek Wealth Partners LLC | 25 | $744 | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 27 | $803 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $803 | 0.00% | +27 | New |
| Ares Financial Consulting, LLC | 28 | $819 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $832 | 0.00% | +25+833.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 28 | $832 | 0.00% | +28 | New |
| Manchester Capital Management LLC | 30 | $892 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $1.03K | 0.00% | +31+1,033.3% | Added |
| Quent Capital, LLC | 40 | $1.19K | 0.00% | −4−9.1% | Reduced |
| McGuire Capital Advisors Inc | 40 | $1.19K | 0.00% | +40 | New |
| Torren Management, LLC | 45 | $1.34K | 0.00% | −74−62.2% | Reduced |
| Bare Financial Services, Inc | 46 | $1.37K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $1.49K | 0.00% | +49+4,900.0% | Added |
| Rothschild Investment LLC | 54 | $1.60K | 0.00% | +54 | New |
| South State Corp. | 55 | $1.64K | 0.00% | +50+1,000.0% | Added |
| Financial Management Professionals, Inc. | 57 | $1.69K | 0.00% | +7+14.0% | Added |
| Gables Capital Management Inc. | 82 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 89 | $2.65K | 0.00% | +89 | New |
| Bell Investment Advisors, Inc | 92 | $2.74K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 95 | $2.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $2.85K | 0.00% | +65+209.7% | Added |
| Brown Brothers Harriman & Co | 98 | $2.91K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.97K | 0.00% | −1,250−92.6% | Reduced |
| Bangor Savings Bank | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $2.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $3.03K | 0.00% | +77+308.0% | Added |
| Sachetta, LLC | 103 | $3.06K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 104 | $3.09K | 0.00% | +52+100.0% | Added |
| Cedar Mountain Advisors, LLC | 104 | $3.09K | 0.00% | +104 | New |
| Plante Moran Financial Advisors, LLC | 120 | $3.58K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 126 | $3.75K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 149 | $4.43K | 0.00% | −136−47.7% | Reduced |
| Mascoma Wealth Management LLC | 150 | $4.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 161 | $4.79K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 182 | $5.41K | 0.00% | +42+30.0% | Added |
| Meeder Asset Management Inc | 187 | $5.56K | 0.00% | +83+79.8% | Added |
| International Assets Investment Management, LLC | 200 | $5.85K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 212 | $6.30K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 226 | $6.72K | 0.00% | +226 | New |
| Smartleaf Asset Management LLC | 235 | $6.79K | 0.00% | +14+6.3% | Added |
| CVA Family Office, LLC | 234 | $6.96K | 0.00% | +186+387.5% | Added |
| Caitlin John, LLC | 235 | $7.00K | 0.00% | +1+0.4% | Added |
| Estabrook Capital Management | 250 | $7.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 253 | $7.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 260 | $7.73K | 0.00% | +203+356.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 285 | $8.47K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 306 | $9.10K | 0.00% | −72−19.0% | Reduced |
| Rosenberg Matthew Hamilton | 354 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 364 | $10.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 367 | $10.9K | 0.00% | +3+0.8% | Added |
| Whittier Trust Co | 375 | $11.0K | 0.00% | +375 | New |
| Steward Partners Investment Advisory, LLC | 383 | $11.4K | 0.00% | −261−40.5% | Reduced |
| McIlrath & Eck, LLC | 396 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 425 | $12.6K | 0.00% | +425 | New |
| EverSource Wealth Advisors, LLC | 433 | $12.9K | 0.00% | +2+0.5% | Added |
| Massmutual Trust Co FSB | 477 | $14.2K | 0.00% | +45+10.4% | Added |
| Sittner & Nelson, LLC | 486 | $14.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 499 | $14.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $14.9K | 0.00% | +500 | New |
| Lodestone Wealth Management LLC | 504 | $15.0K | 0.01% | +504 | New |
| Bokf, NA | 514 | $15.3K | 0.00% | +514 | New |
| Golden State Wealth Management, LLC | 533 | $15.8K | 0.00% | +533 | New |
| Hilltop National Bank | 600 | $17.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 601 | $17.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 728 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 753 | $22.0K | 0.00% | −533−41.4% | Reduced |
| Signaturefd, LLC | 784 | $23.3K | 0.00% | +320+69.0% | Added |
| LRI Investments, LLC | 790 | $23.5K | 0.00% | −85−9.7% | Reduced |
| AdvisorNet Financial, Inc | 847 | $25.2K | 0.00% | +347+69.4% | Added |
| Crews Bank & Trust | 908 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 974 | $29.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 993 | $29.5K | 0.00% | 00.0% | Unchanged |