| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $133 | 0.00% | −16−94.1% | Reduced |
| IMA Wealth, Inc. | 1 | $133 | 0.00% | −3−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $133 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $133 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $265 | 0.00% | −3−60.0% | Reduced |
| Motco | 2 | $265 | 0.00% | +2 | New |
| Downshift Financial, LLC | 3 | $398 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $530 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4 | $531 | 0.00% | +4 | New |
| NVWM, LLC | 4 | $531 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $531 | 0.00% | +4 | New |
| USA Financial Formulas | 5 | $664 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 5 | $664 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $664 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 7 | $867 | 0.00% | +2+40.0% | Added |
| North Star Investment Management Corp. | 7 | $929 | 0.00% | −6−46.2% | Reduced |
| Mascoma Wealth Management LLC | 7 | $929 | 0.00% | +7 | New |
| South State Corp. | 7 | $930 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.06K | 0.00% | −8−50.0% | Reduced |
| Trust Co | 8 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.06K | 0.00% | +7+700.0% | Added |
| Silicon Valley Capital Partners | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.33K | 0.00% | +5+100.0% | Added |
| Financial Management Professionals, Inc. | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $2.08K | 0.00% | +1+5.3% | Added |
| Hughes Financial Services, LLC | 16 | $2.12K | 0.00% | +2+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $2.12K | 0.00% | +4+33.3% | Added |
| Creative Capital Management Investments LLC | 16 | $2.12K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $2.26K | 0.00% | +1+6.3% | Added |
| Armstrong Advisory Group, Inc | 19 | $2.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $2.52K | 0.00% | +1+5.6% | Added |
| Barrett & Company, Inc. | 20 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $2.92K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 22 | $2.92K | 0.00% | +1+4.8% | Added |
| Avion Wealth | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 24 | $3.19K | 0.00% | +24 | New |
| Atlantic Trust, LLC | 25 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $3.32K | 0.00% | +4+19.0% | Added |
| SJS Investment Consulting Inc. | 25 | $3.32K | 0.00% | +6+31.6% | Added |
| MV Capital Management, Inc. | 26 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $3.58K | 0.00% | +20+285.7% | Added |
| Toth Financial Advisory Corp | 28 | $3.72K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Financial Network Wealth Advisors LLC | 31 | $4.12K | 0.00% | −14−31.1% | Reduced |
| Whittier Trust Co | 46 | $5.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 41 | $5.44K | 0.00% | −9−18.0% | Reduced |
| High Note Wealth, LLC | 41 | $5.44K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 43 | $5.71K | 0.00% | +43 | New |
| Quarry LP | 43 | $5.71K | 0.00% | +43 | New |
| LRI Investments, LLC | 50 | $6.64K | 0.00% | −21−29.6% | Reduced |
| Valley National Advisers Inc | 50 | $6.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $6.77K | 0.00% | −14−21.5% | Reduced |
| Action Point Financial Planning, LLC | 57 | $7.17K | 0.00% | +57 | New |
| Brown Brothers Harriman & Co | 56 | $7.43K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 56 | $7.43K | 0.00% | −57−50.4% | Reduced |
| Sachetta, LLC | 56 | $7.43K | 0.00% | +9+19.1% | Added |
| Zions Bancorporation, National Association | 65 | $8.63K | 0.00% | +38+140.7% | Added |
| WPG Advisers, LLC | 68 | $9.03K | 0.01% | −6−8.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 69 | $9.16K | 0.00% | +2+3.0% | Added |
| Silver Grove Financial Group, Inc. | 74 | $9.82K | 0.01% | +74 | New |
| MJT & Associates Financial Advisory Group, Inc. | 75 | $9.96K | 0.01% | +1+1.4% | Added |
| Bogart Wealth, LLC | 83 | $11.0K | 0.00% | +62+295.2% | Added |
| Private Wealth Management Group, LLC | 88 | $11.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 91 | $12.1K | 0.00% | +85+1,416.7% | Added |
| LifeSteps Financial, Inc. | 93 | $12.3K | 0.01% | +93 | New |
| Rossby Financial, LCC | 94 | $12.5K | 0.00% | −68−42.0% | Reduced |
| Farmers & Merchants Investments Inc | 97 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 95 | $13.0K | 0.00% | −34−26.4% | Reduced |
| Parkside Financial Bank & Trust | 98 | $13.0K | 0.00% | −42−30.0% | Reduced |
| Wolff Wiese Magana LLC | 99 | $13.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $13.3K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 103 | $13.7K | 0.00% | +3+3.0% | Added |
| Crewe Advisors LLC | 105 | $13.9K | 0.00% | −168−61.5% | Reduced |
| Signature Equity Partners, LLC | 105 | $13.9K | 0.01% | +105 | New |
| CVA Family Office, LLC | 107 | $14.2K | 0.00% | +14+15.1% | Added |
| Cedar Mountain Advisors, LLC | 115 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 127 | $15.7K | 0.00% | +52+69.3% | Added |
| Clear Street Markets LLC | 119 | $15.8K | 0.00% | −681−85.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 153 | $16.2K | 0.00% | −78−33.8% | Reduced |
| Fairscale Capital, LLC | 132 | $17.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 137 | $18.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 142 | $18.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 141 | $19.0K | 0.00% | −11−7.2% | Reduced |
| Abound Wealth Management | 155 | $20.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 158 | $21.0K | 0.00% | +63+66.3% | Added |