| Hantz Financial Services, Inc. | 18 | $0 | 0.00% | −19−51.4% | Reduced |
| Hemington Wealth Management | 119 | $0 | 0.00% | +111+1,387.5% | Added |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Eastern Bank | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $31 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5 | $42 | 0.00% | +5 | New |
| SWAN Capital LLC | 8 | $62 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 8 | $62 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 10 | $77 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $77 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $78 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $78 | 0.00% | +6+150.0% | Added |
| HFM Investment Advisors, LLC | 12 | $93 | 0.00% | +10+500.0% | Added |
| Rialto Wealth Management, LLC | 13 | $101 | 0.00% | +9+225.0% | Added |
| C M Bidwell & Associates Ltd | 15 | $116 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $116 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $131 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $131 | 0.00% | +14+466.7% | Added |
| Citizens National Bank Trust Department | 20 | $155 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 23 | $177 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $186 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 25 | $193 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $212 | 0.00% | +24 | New |
| Gen-Wealth Partners Inc | 34 | $263 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 39 | $301 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 40 | $309 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 40 | $309 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $348 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 46 | $356 | 0.00% | −6−11.5% | Reduced |
| Ameriflex Group, Inc. | 46 | $356 | 0.00% | +46 | New |
| West Branch Capital LLC | 49 | $359 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $387 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 50 | $387 | 0.00% | +50 | New |
| Boreal Capital Management LLC | 60 | $464 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $468 | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 68 | $475 | 0.00% | +68 | New |
| Winch Advisory Services, LLC | 62 | $479 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 62 | $508 | 0.00% | +62 | New |
| Asset Dedication, LLC | 68 | $526 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $542 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 72 | $557 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $572 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $602 | 0.00% | −315−80.2% | Reduced |
| Activest Wealth Management | 79 | $611 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $618 | 0.00% | −569−87.7% | Reduced |
| Anchor Investment Management, LLC | 80 | $618 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 97 | $750 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 97 | $750 | 0.00% | +5+5.4% | Added |
| Rothschild Investment LLC | 100 | $773 | 0.00% | −200−66.7% | Reduced |
| McIlrath & Eck, LLC | 101 | $781 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 102 | $788 | 0.00% | −595−85.4% | Reduced |
| Bell Investment Advisors, Inc | 102 | $789 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $796 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 103 | $796 | 0.00% | +103 | New |
| Quadrant Capital Group LLC | 105 | $812 | 0.00% | +105 | New |
| BNP Paribas | 120 | $985 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 141 | $1.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $1.16K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 151 | $1.17K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 160 | $1.24K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $1.48K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 200 | $1.55K | 0.00% | −2,000−90.9% | Reduced |
| Private Wealth Management Group, LLC | 209 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 211 | $1.63K | 0.00% | −2−0.9% | Reduced |
| Barrett & Company, Inc. | 230 | $1.78K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 231 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 248 | $1.94K | 0.00% | +115+86.5% | Added |
| Banque Cantonale Vaudoise | 271 | $2.00K | 0.00% | −660−70.9% | Reduced |
| Bessemer Group Inc | 222 | $2.00K | 0.00% | +104+88.1% | Added |
| Cornerstone Planning Group LLC | 199 | $2.02K | 0.00% | +111+126.1% | Added |
| Sunbelt Securities, Inc. | 292 | $2.26K | 0.00% | −1,028−77.9% | Reduced |
| Comerica Bank | 302 | $2.33K | 0.00% | −200−39.8% | Reduced |
| Strengthening Families & Communities, LLC | 308 | $2.38K | 0.00% | −200−39.4% | Reduced |
| Adirondack Trust Co | 327 | $2.53K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 340 | $2.63K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 349 | $2.68K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 353 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 356 | $2.75K | 0.00% | −9,604−96.4% | Reduced |
| Nemes Rush Group LLC | 359 | $2.77K | 0.00% | −23−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 360 | $2.78K | 0.00% | +10+2.9% | Added |
| Root Financial Partners, LLC | 364 | $2.81K | 0.00% | +364 | New |
| Murphy & Mullick Capital Management Corp | 330 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 351 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 400 | $3.09K | 0.00% | −16−3.8% | Reduced |
| Sittner & Nelson, LLC | 400 | $3.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 411 | $3.18K | 0.00% | −1,300−76.0% | Reduced |
| Private Trust Co NA | 416 | $3.22K | 0.00% | +18+4.5% | Added |
| Financial Consulate, Inc | 434 | $3.35K | 0.00% | +434 | New |
| Raelipskie Partnership | 448 | $3.46K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 448 | $3.46K | 0.00% | −204−31.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 450 | $3.48K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 470 | $3.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 594 | $4.59K | 0.00% | −364−38.0% | Reduced |
| Harbor Investment Advisory, LLC | 600 | $4.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 601 | $4.65K | 0.00% | +504+519.6% | Added |
| Compagnie Lombard Odier SCmA | 618 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 748 | $5.78K | 0.00% | 00.0% | Unchanged |