| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 13 | $0 | 0.00% | +13 | New |
| HighMark Wealth Management LLC | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $434 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2 | $434 | 0.00% | +2 | New |
| McElhenny Sheffield Capital Management, LLC | 2 | $434 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $434 | 0.00% | +2 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $651 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $652 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 10 | $986 | 0.00% | +10 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | −7,153−99.9% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 5 | $1.08K | 0.00% | +5 | New |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $1.30K | 0.00% | +6 | New |
| Colonial Trust Advisors | 6 | $1.30K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $1.52K | 0.00% | +7 | New |
| NewSquare Capital LLC | 7 | $1.52K | 0.00% | +7 | New |
| Riverpoint Wealth Management Holdings, LLC | 7 | $1.52K | 0.00% | +7 | New |
| MCF Advisors LLC | 7 | $1.59K | 0.00% | −195−96.5% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $1.74K | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 7 | $2.00K | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | +11 | New |
| Goodwin Investment Advisory | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.17K | 0.00% | −1−9.1% | Reduced |
| Coppell Advisory Solutions LLC | 10 | $2.17K | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $2.17K | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $2.39K | 0.00% | +4+57.1% | Added |
| Lee Financial Co | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $2.60K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $2.60K | 0.00% | +12 | New |
| Byrne Asset Management LLC | 12 | $2.60K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Steward Financial Group LLC | 15 | $3.00K | 0.00% | +15 | New |
| Albion Financial Group | 14 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 15 | $3.17K | 0.00% | +15 | New |
| Truvestments Capital LLC | 15 | $3.25K | 0.00% | +15 | New |
| Grey Fox Wealth Advisors, LLC | 16 | $3.47K | 0.00% | +16 | New |
| Beaird Harris Wealth Management, LLC | 17 | $3.69K | 0.00% | +17 | New |
| TD Ameritrade Investment Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Crewe Advisors LLC | 19 | $4.12K | 0.00% | −20−51.3% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $4.13K | 0.00% | +3+18.8% | Added |
| Schubert & Co | 20 | $4.34K | 0.00% | −6−23.1% | Reduced |
| Tradition Wealth Management, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 61 | $5.00K | 0.00% | +61 | New |
| Beacon Capital Management, LLC | 25 | $5.42K | 0.00% | +25 | New |
| BerganKDV Wealth Management, LLC | 25 | $5.42K | 0.00% | −293−92.1% | Reduced |
| Tradewinds Capital Management, LLC | 26 | $5.64K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $6.00K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 28 | $6.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $6.07K | 0.00% | +9+47.4% | Added |
| Core Alternative Capital | 28 | $6.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $6.72K | 0.00% | −6−16.2% | Reduced |
| Sound Income Strategies, LLC | 32 | $6.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 29 | $6.93K | 0.00% | +29 | New |
| Horrell Capital Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 35 | $7.59K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 35 | $7.59K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 36 | $7.86K | 0.01% | +36 | New |
| Coston, McIsaac & Partners | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $8.02K | 0.00% | −46−55.4% | Reduced |
| Hexagon Capital Partners LLC | 40 | $8.67K | 0.00% | −11−21.6% | Reduced |
| Atticus Wealth Management, LLC | 40 | $8.67K | 0.00% | +40 | New |
| Archer Investment Corp | 40 | $8.73K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 43 | $9.00K | 0.01% | +35+437.5% | Added |
| AdvisorNet Financial, Inc | 42 | $9.11K | 0.00% | −2,446−98.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 46 | $9.98K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 47 | $10.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $10.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $10.8K | 0.00% | +50 | New |
| CarsonAllaria Wealth Management, Ltd. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 55 | $11.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $11.9K | 0.00% | −1−1.8% | Reduced |
| Sofos Investments, Inc. | 217 | $12.0K | 0.13% | +217 | New |
| TFC Financial Management | 57 | $12.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 60 | $13.0K | 0.01% | −3−4.8% | Reduced |
| SOA Wealth Advisors, LLC. | 62 | $13.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 63 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $14.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 68 | $14.7K | 0.00% | +15+28.3% | Added |
| Sutton Wealth Advisors Inc. | 70 | $15.2K | 0.01% | −2−2.8% | Reduced |
| First Personal Financial Services | 70 | $15.2K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 71 | $15.4K | 0.01% | +71 | New |
| BDO Wealth Advisors, LLC | 71 | $15.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 73 | $16.0K | 0.02% | +73 | New |
| DB Wealth Management Group, LLC | 76 | $16.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 80 | $17.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $17.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $17.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 84 | $18.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 87 | $19.0K | 0.00% | +17+24.3% | Added |