| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| ORG Partners LLC | 0 | $80 | 0.00% | −41−100.0% | Reduced |
| CGC Financial Services, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $172 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $172 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $172 | 0.00% | +2 | New |
| WPG Advisers, LLC | 2 | $172 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $181 | 0.00% | +3 | New |
| NewSquare Capital LLC | 3 | $258 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 3 | $259 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $344 | 0.00% | +4 | New |
| Vista Private Wealth Partners. LLC | 4 | $345 | 0.00% | +4 | New |
| BOK Financial Private Wealth, Inc. | 4 | $346 | 0.00% | +4 | New |
| Whittier Trust Co of Nevada Inc | 5 | $430 | 0.00% | −16−76.2% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $430 | 0.00% | −15−75.0% | Reduced |
| Colonial Trust Co | 5 | $430 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $430 | 0.00% | +5 | New |
| Nova Wealth Management, Inc. | 5 | $430 | 0.00% | +5 | New |
| Capital A Wealth Management, LLC | 5 | $430 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $431 | 0.00% | +5 | New |
| Investment Management Corp | 5 | $435 | 0.00% | +5 | New |
| Clear Investment Research, LLC | 5 | $439 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $516 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $557 | 0.00% | +3+100.0% | Added |
| Blue Bell Private Wealth Management, LLC | 7 | $603 | 0.00% | +3+75.0% | Added |
| Clark Wealth Partners | 7 | $603 | 0.00% | +7 | New |
| JDM Financial Group LLC | 8 | $689 | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 10 | $861 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $861 | 0.00% | +10 | New |
| Financial Perspectives, Inc | 10 | $877 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 11 | $947 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.12K | 0.00% | −1−7.1% | Reduced |
| Carolinas Wealth Consulting LLC | 13 | $1.13K | 0.00% | +8+160.0% | Added |
| Global Trust Asset Management, LLC | 14 | $1.21K | 0.00% | −9−39.1% | Reduced |
| TFC Financial Management | 14 | $1.21K | 0.00% | +7+100.0% | Added |
| Synergy Investment Management, LLC | 16 | $1.38K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 17 | $1.46K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.60K | 0.00% | +1+5.6% | Added |
| Motco | 23 | $1.98K | 0.00% | −69−75.0% | Reduced |
| Creative Financial Designs Inc | 23 | $1.98K | 0.00% | −46−66.7% | Reduced |
| Montag & Caldwell, LLC | 24 | $2.07K | 0.00% | +24 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $2.10K | 0.00% | +7+41.2% | Added |
| Laurel Wealth Advisors LLC | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 25 | $2.15K | 0.00% | +25 | New |
| Park Square Financial Group, LLC | 25 | $2.15K | 0.00% | +25 | New |
| Bokf, NA | 25 | $2.16K | 0.00% | +22+733.3% | Added |
| Raffa Wealth Management, LLC | 27 | $2.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 27 | $2.33K | 0.00% | +15+125.0% | Added |
| Trifecta Capital Advisors, LLC | 27 | $2.33K | 0.00% | +27 | New |
| Abound Wealth Management | 28 | $2.40K | 0.00% | +2+7.7% | Added |
| IAG Wealth Partners, LLC | 28 | $2.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.50K | 0.00% | −4−12.1% | Reduced |
| First Command Advisory Services, Inc. | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 30 | $2.56K | 0.00% | +30 | New |
| Sachetta, LLC | 32 | $2.76K | 0.00% | −78−70.9% | Reduced |
| Sawyer & Company, Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| REAP Financial Group, LLC | 37 | $3.16K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 37 | $3.19K | 0.00% | +37 | New |
| Grove Bank & Trust | 38 | $3.27K | 0.00% | +38 | New |
| Archer Investment Corp | 41 | $3.54K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $3.87K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 45 | $3.87K | 0.00% | +25+125.0% | Added |
| Quent Capital, LLC | 46 | $3.96K | 0.00% | −6,870−99.3% | Reduced |
| Hemington Wealth Management | 54 | $4.00K | 0.00% | +8+17.4% | Added |
| Private Wealth Management Group, LLC | 49 | $4.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $4.30K | 0.00% | −50−50.0% | Reduced |
| Godsey & Gibb Associates | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $4.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 51 | $4.42K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 53 | $4.56K | 0.00% | +53 | New |
| Sandy Spring Bank | 57 | $4.91K | 0.00% | +57 | New |
| Golden State Wealth Management, LLC | 59 | $5.08K | 0.00% | +59 | New |
| Sierra Ocean, LLC | 61 | $5.25K | 0.00% | +61 | New |
| Vermillion & White Wealth Management Group, LLC | 65 | $5.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $5.68K | 0.00% | −7−9.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $6.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 71 | $6.11K | 0.00% | −7−9.0% | Reduced |
| TCTC Holdings, LLC | 71 | $6.11K | 0.00% | +71 | New |
| Cornerstone Planning Group LLC | 73 | $6.48K | 0.00% | +12+19.7% | Added |
| Versant Capital Management, Inc | 83 | $7.14K | 0.00% | −42−33.6% | Reduced |
| Prestige Wealth Management Group LLC | 87 | $7.53K | 0.00% | +47+117.5% | Added |
| Raleigh Capital Management Inc. | 88 | $7.58K | 0.00% | −16−15.4% | Reduced |
| Richard W. Paul & Associates, LLC | 89 | $7.69K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 90 | $7.75K | 0.01% | +90 | New |
| SRS Capital Advisors, Inc. | 90 | $7.75K | 0.00% | −12−11.8% | Reduced |
| Delta Asset Management LLC | 93 | $8.01K | 0.00% | 00.0% | Unchanged |