| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4 | $0 | 0.00% | +4 | New |
| Steward Partners Investment Advisory, LLC | 0 | $15 | 0.00% | 0 | New |
| Rakuten Securities, Inc. | 1 | $38 | 0.00% | −75−98.7% | Reduced |
| Birchbrook, Inc. | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 2 | $76 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $143 | 0.00% | −488−99.2% | Reduced |
| TCTC Holdings, LLC | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $190 | 0.00% | +5 | New |
| Scarborough Advisors, LLC | 5 | $190 | 0.00% | +5 | New |
| Crewe Advisors LLC | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $267 | 0.00% | +7 | New |
| VSM Wealth Advisory, LLC | 9 | $342 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $343 | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $454 | 0.00% | +1+9.1% | Added |
| Distillate Capital Partners LLC | 12 | $457 | 0.00% | −2−14.3% | Reduced |
| American Capital Advisory, LLC | 12 | $457 | 0.00% | +12 | New |
| Park Square Financial Group, LLC | 15 | $571 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $608 | 0.00% | +11+220.0% | Added |
| Glen Eagle Advisors, LLC | 18 | $667 | 0.00% | +1+5.9% | Added |
| Financial Management Professionals, Inc. | 18 | $685 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $685 | 0.00% | +12+200.0% | Added |
| Transce3nd, LLC | 18 | $685 | 0.00% | +15+500.0% | Added |
| Bell Investment Advisors, Inc | 20 | $761 | 0.00% | −18−47.4% | Reduced |
| Rothschild Investment LLC | 25 | $951 | 0.00% | +10+66.7% | Added |
| WealthTrak Capital Management LLC | 25 | $952 | 0.00% | +20+400.0% | Added |
| True Wealth Design, LLC | 26 | $973 | 0.00% | −1,975−98.7% | Reduced |
| Binnacle Investments Inc | 26 | $989 | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | −21−42.0% | Reduced |
| NBC Securities, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 27 | $1.03K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $1.03K | 0.00% | −24−47.1% | Reduced |
| Valued Wealth Advisors LLC | 27 | $1.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $1.10K | 0.00% | −30−50.8% | Reduced |
| Ameritas Advisory Services, LLC | 30 | $1.13K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 36 | $1.44K | 0.00% | −108−75.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $1.47K | 0.00% | +9+30.0% | Added |
| Archer Investment Corp | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $1.53K | 0.00% | −21−34.4% | Reduced |
| Cromwell Holdings LLC | 42 | $1.60K | 0.00% | +24+133.3% | Added |
| Private Trust Co NA | 45 | $1.71K | 0.00% | −45−50.0% | Reduced |
| Private Wealth Management Group, LLC | 46 | $1.75K | 0.00% | −128−73.6% | Reduced |
| Financial Network Wealth Advisors LLC | 48 | $1.83K | 0.00% | +48 | New |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $1.86K | 0.00% | +7+16.7% | Added |
| Activest Wealth Management | 50 | $1.90K | 0.00% | +45+900.0% | Added |
| Tortoise Investment Management, LLC | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59 | $2.25K | 0.00% | −207−77.8% | Reduced |
| Bare Financial Services, Inc | 61 | $2.32K | 0.00% | +42+221.1% | Added |
| Legacy Wealth Managment, LLC | 61 | $2.32K | 0.00% | +33+117.9% | Added |
| Legacy Investment Solutions, LLC | 61 | $2.32K | 0.00% | +61 | New |
| Prudent Man Investment Management, Inc. | 58 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 62 | $2.36K | 0.00% | +8+14.8% | Added |
| Capital A Wealth Management, LLC | 56 | $2.46K | 0.03% | +56 | New |
| Bruce G. Allen Investments, LLC | 65 | $2.47K | 0.00% | −151−69.9% | Reduced |
| Central Trust Co | 76 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 93 | $3.00K | 0.00% | +27+40.9% | Added |
| Estabrook Capital Management | 80 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 86 | $3.27K | 0.00% | −30−25.9% | Reduced |
| BFSG, LLC | 89 | $3.39K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $3.42K | 0.00% | +26+40.6% | Added |
| Brown Brothers Harriman & Co | 91 | $3.46K | 0.00% | −129−58.6% | Reduced |
| FSA Wealth Management LLC | 102 | $3.88K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 104 | $3.97K | 0.00% | +2+2.0% | Added |
| RMG Wealth Management LLC | 100 | $3.99K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 106 | $4.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 107 | $4.07K | 0.00% | −313−74.5% | Reduced |
| JFS Wealth Advisors, LLC | 110 | $4.19K | 0.00% | −93−45.8% | Reduced |
| Salem Investment Counselors Inc | 111 | $4.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 122 | $4.64K | 0.00% | +37+43.5% | Added |
| Versant Capital Management, Inc | 124 | $4.72K | 0.00% | −313−71.6% | Reduced |
| NewSquare Capital LLC | 128 | $4.87K | 0.00% | +112+700.0% | Added |
| Retirement Wealth Solutions LLC | 134 | $5.10K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 135 | $5.14K | 0.00% | +110+440.0% | Added |
| Fortitude Family Office, LLC | 151 | $5.75K | 0.00% | −128−45.9% | Reduced |
| Huntington National Bank | 202 | $7.69K | 0.00% | +44+27.8% | Added |
| Manchester Capital Management LLC | 204 | $7.76K | 0.00% | +104+104.0% | Added |
| Whittier Trust Co of Nevada Inc | 206 | $7.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $7.99K | 0.00% | +25+13.5% | Added |
| Westside Investment Management, Inc. | 209 | $8.15K | 0.00% | +159+318.0% | Added |
| Vermillion Wealth Management, Inc. | 221 | $8.42K | 0.00% | +180+439.0% | Added |
| Hemington Wealth Management | 245 | $9.00K | 0.00% | +25+11.4% | Added |
| Tacita Capital Inc | 238 | $9.06K | 0.01% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 240 | $9.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 242 | $9.21K | 0.00% | +32+15.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 243 | $9.63K | 0.00% | +243 | New |
| CoreCap Advisors, LLC | 263 | $10.0K | 0.00% | −29−9.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 284 | $10.8K | 0.00% | 00.0% | Unchanged |
| Motco | 300 | $12.4K | 0.00% | +300 | New |
| Miller Wealth Advisors, LLC | 332 | $12.6K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 347 | $13.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 371 | $14.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 374 | $14.2K | 0.00% | −175−31.9% | Reduced |
| CIBC Private Wealth Group, LLC | 440 | $16.7K | 0.00% | −425−49.1% | Reduced |
| Larson Financial Group LLC | 469 | $17.8K | 0.00% | +222+89.9% | Added |
| Altshuler Shaham Ltd | 473 | $18.0K | 0.00% | +22+4.9% | Added |
| GWM Advisors LLC | 501 | $19.1K | 0.00% | −33,470−98.5% | Reduced |
| Harbor Investment Advisory, LLC | 509 | $19.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 520 | $19.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 543 | $20.7K | 0.00% | −376−40.9% | Reduced |
