| Navigoe, LLC | 15 | $0 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $20 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $40 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $40 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $59 | 0.00% | −4−57.1% | Reduced |
| 3 Factor Indexing, LLC | 3 | $60 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $98 | 0.00% | +5 | New |
| Assetmark, Inc | 5 | $99 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $99 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $100 | 0.00% | −50−90.9% | Reduced |
| Wall Street Access Asset Management, LLC | 6 | $119 | 0.00% | +6 | New |
| CWM Advisors, LLC | 8 | $159 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $238 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $277 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $278 | 0.00% | −3−17.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $298 | 0.00% | +1+7.1% | Added |
| Cromwell Holdings LLC | 18 | $357 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 20 | $396 | 0.00% | −4−16.7% | Reduced |
| HFM Investment Advisors, LLC | 23 | $456 | 0.00% | +10+76.9% | Added |
| SHP Wealth Management | 24 | $471 | 0.00% | +24 | New |
| Transamerica Financial Advisors, Inc. | 24 | $475 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $496 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 28 | $555 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $595 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $634 | 0.00% | −2−5.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 33 | $654 | 0.00% | +5+17.9% | Added |
| Rialto Wealth Management, LLC | 44 | $873 | 0.00% | +26+144.4% | Added |
| Torren Management, LLC | 45 | $897 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 46 | $912 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $932 | 0.00% | −3−6.0% | Reduced |
| JPL Wealth Management, LLC | 47 | $932 | 0.00% | +47 | New |
| LifeSteps Financial, Inc. | 50 | $991 | 0.00% | +50 | New |
| ZRC Wealth Management, LLC | 56 | $1.11K | 0.00% | −170−75.2% | Reduced |
| Creative Capital Management Investments LLC | 59 | $1.17K | 0.00% | +59 | New |
| Action Point Financial Planning, LLC | 75 | $1.47K | 0.00% | +75 | New |
| Sachetta, LLC | 76 | $1.51K | 0.00% | −27−26.2% | Reduced |
| Security National Bank of So Dak | 79 | $1.57K | 0.00% | +79 | New |
| Gables Capital Management Inc. | 82 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 90 | $1.78K | 0.00% | +1+1.1% | Added |
| Natixis | 90 | $1.78K | 0.00% | −19,866−99.5% | Reduced |
| Basecamp Wealth Advisors LLC | 91 | $1.80K | 0.00% | −70−43.5% | Reduced |
| Bell Investment Advisors, Inc | 92 | $1.82K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 95 | $1.88K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 98 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $2.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $2.12K | 0.00% | +11+11.5% | Added |
| Parkside Financial Bank & Trust | 108 | $2.14K | 0.00% | −41−27.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 110 | $2.18K | 0.00% | −3,074−96.5% | Reduced |
| Fortitude Family Office, LLC | 110 | $2.18K | 0.00% | +8+7.8% | Added |
| Kilter Group LLC | 117 | $2.32K | 0.00% | −143−55.0% | Reduced |
| Montgomery Financial Services LLC | 125 | $2.48K | 0.00% | +125 | New |
| Ankerstar Wealth, LLC | 126 | $2.50K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 131 | $2.60K | 0.00% | +11+9.2% | Added |
| RMG Wealth Management LLC | 141 | $2.64K | 0.00% | +141 | New |
| McGuire Capital Advisors Inc | 140 | $2.77K | 0.00% | +100+250.0% | Added |
| Mascoma Wealth Management LLC | 150 | $2.97K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 152 | $3.01K | 0.00% | +152 | New |
| WPG Advisers, LLC | 155 | $3.07K | 0.00% | −27−14.8% | Reduced |
| Highland Investment Advisors LLC | 200 | $3.96K | 0.00% | +200 | New |
| Caitlin John, LLC | 202 | $4.00K | 0.00% | −33−14.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 212 | $4.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 219 | $4.34K | 0.00% | +179+447.5% | Added |
| Smartleaf Asset Management LLC | 235 | $4.89K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 250 | $4.96K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 250 | $4.96K | 0.00% | +250 | New |
| Farmers & Merchants Investments Inc | 253 | $5.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 279 | $5.53K | 0.00% | −27−8.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 285 | $5.65K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 293 | $5.81K | 0.00% | +189+181.7% | Added |
| CVA Family Office, LLC | 299 | $5.93K | 0.00% | +65+27.8% | Added |
| Covestor Ltd | 319 | $6.00K | 0.00% | −2,153−87.1% | Reduced |
| SJS Investment Consulting Inc. | 347 | $6.88K | 0.00% | +320+1,185.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 352 | $6.98K | 0.00% | +352 | New |
| Financial Consulate, Inc | 353 | $6.99K | 0.00% | +353 | New |
| Rosenberg Matthew Hamilton | 354 | $7.02K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 362 | $7.09K | 0.00% | +162+81.0% | Added |
| Atlantic Union Bankshares Corp | 364 | $7.21K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 370 | $7.33K | 0.00% | +3+0.8% | Added |
| Whittier Trust Co | 375 | $7.41K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 380 | $7.53K | 0.00% | −3−0.8% | Reduced |
| Massmutual Trust Co FSB | 412 | $8.17K | 0.00% | −65−13.6% | Reduced |
| Compass Financial Management LLC | 418 | $8.29K | 0.00% | +418 | New |
| Osbon Capital Management LLC | 461 | $9.14K | 0.01% | +461 | New |
| Sittner & Nelson, LLC | 486 | $9.63K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 500 | $9.91K | 0.00% | 00.0% | Unchanged |
| First National Bank | 500 | $9.91K | 0.00% | +500 | New |
| Lodestone Wealth Management LLC | 508 | $10.1K | 0.00% | +4+0.8% | Added |
| Golden State Wealth Management, LLC | 533 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 600 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 653 | $12.9K | 0.00% | +139+27.0% | Added |
| LRI Investments, LLC | 710 | $14.1K | 0.00% | −80−10.1% | Reduced |