| PrairieView Partners, LLC | 1 | $0 | 0.00% | −153−99.4% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| HighMark Wealth Management LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1 | $144 | 0.00% | −37−97.4% | Reduced |
| CGC Financial Services, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 2 | $231 | 0.05% | +2 | New |
| Sofos Investments, Inc. | 1 | $265 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $289 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $290 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2 | $290 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $434 | 0.00% | −154−98.1% | Reduced |
| Raleigh Capital Management Inc. | 4 | $577 | 0.00% | −366−98.9% | Reduced |
| Bokf, NA | 4 | $577 | 0.00% | −2−33.3% | Reduced |
| American Capital Advisory, LLC | 4 | $578 | 0.00% | +4 | New |
| Lee Financial Co | 4 | $580 | 0.00% | −18−81.8% | Reduced |
| Tucker Asset Management LLC | 5 | $722 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 8 | $1.00K | 0.00% | −310−97.5% | Reduced |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.01K | 0.00% | +7 | New |
| JJJ Advisors Inc. | 8 | $1.16K | 0.00% | −26−76.5% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.16K | 0.00% | −2−20.0% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $1.16K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.22K | 0.00% | +8 | New |
| Smartleaf Asset Management LLC | 9 | $1.34K | 0.00% | +9 | New |
| Carolina Wealth Advisors, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $1.45K | 0.00% | −19−65.5% | Reduced |
| Bray Capital Advisors | 10 | $1.45K | 0.00% | +10 | New |
| Financial Perspectives, Inc | 10 | $1.45K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $1.48K | 0.00% | +10 | New |
| Oakworth Capital, Inc. | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.73K | 0.00% | +7+140.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.75K | 0.00% | −16−57.1% | Reduced |
| Atlantic Trust, LLC | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $1.88K | 0.00% | +13 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | +8+114.3% | Added |
| Albion Financial Group | 14 | $2.02K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $2.31K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.46K | 0.00% | −30−63.8% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $2.75K | 0.00% | −24−55.8% | Reduced |
| Abound Wealth Management | 20 | $2.89K | 0.00% | +7+53.8% | Added |
| Capital Advisors, Ltd. LLC | 19 | $3.00K | 0.00% | +17+850.0% | Added |
| Pacifica Partners Inc. | 30 | $3.40K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 25 | $3.61K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 25 | $3.61K | 0.00% | +25 | New |
| Horrell Capital Management, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $4.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 29 | $4.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 30 | $4.33K | 0.00% | −70−70.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 | $4.62K | 0.00% | −206−86.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 34 | $4.91K | 0.00% | +34 | New |
| Cohen & Steers, Inc. | 37 | $5.00K | 0.00% | −9−19.6% | Reduced |
| Coston, McIsaac & Partners | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 35 | $5.06K | 0.00% | −80−69.6% | Reduced |
| Fortitude Family Office, LLC | 40 | $5.78K | 0.00% | +40 | New |
| Archer Investment Corp | 41 | $5.86K | 0.00% | +1+2.5% | Added |
| Princeton Global Asset Management LLC | 41 | $5.87K | 0.00% | +1+2.5% | Added |
| Sawyer & Company, Inc | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 43 | $6.21K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $6.50K | 0.00% | +35+350.0% | Added |
| EdgeRock Capital LLC | 59 | $6.74K | 0.00% | +59 | New |
| Spectrum Wealth Counsel, LLC | 47 | $6.79K | 0.00% | +47 | New |
| Valley National Advisers Inc | 54 | $7.00K | 0.00% | +6+12.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 49 | $7.00K | 0.00% | +1+2.1% | Added |
| Godsey & Gibb Associates | 50 | $7.22K | 0.00% | −40−44.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 50 | $7.22K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $7.22K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 51 | $7.30K | 0.00% | +1+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 51 | $7.37K | 0.00% | −6,600−99.2% | Reduced |
| Cornerstone Planning Group LLC | 53 | $7.66K | 0.00% | −2−3.6% | Reduced |
| Aspire Private Capital, LLC | 53 | $7.69K | 0.00% | −2,351−97.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 58 | $8.00K | 0.01% | −122−67.8% | Reduced |
| GW&K Investment Management, LLC | 54 | $8.00K | 0.00% | +17+45.9% | Added |
| Syntax Research, Inc. | 64 | $9.25K | 0.01% | +64 | New |
| Vermillion & White Wealth Management Group, LLC | 65 | $9.39K | 0.01% | +65 | New |
| Retirement Group, LLC | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 77 | $11.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 78 | $11.3K | 0.00% | −76−49.4% | Reduced |
| Sachetta, LLC | 78 | $11.3K | 0.01% | +78 | New |
| Evermay Wealth Management LLC | 84 | $12.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 85 | $12.3K | 0.00% | +37+77.1% | Added |
| McIlrath & Eck, LLC | 86 | $12.4K | 0.00% | +61+244.0% | Added |
| Prestige Wealth Management Group LLC | 86 | $12.5K | 0.00% | −841−90.7% | Reduced |
| Kozak & Associates, Inc. | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 106 | $12.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 93 | $13.4K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 95 | $13.8K | 0.02% | +1+1.1% | Added |
| Harbor Investment Advisory, LLC | 96 | $13.9K | 0.00% | −301−75.8% | Reduced |
| Key Financial Inc | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 102 | $14.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 102 | $14.7K | 0.00% | +1+1.0% | Added |
| SOA Wealth Advisors, LLC. | 104 | $15.0K | 0.00% | +1+1.0% | Added |
| Colonial Trust Advisors | 105 | $15.2K | 0.00% | +99+1,650.0% | Added |