| Institute for Wealth Management, LLC. | 0 | $5 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 1 | $20 | 0.00% | −6−85.7% | Reduced |
| SJS Investment Consulting Inc. | 1 | $21 | 0.00% | −5−83.3% | Reduced |
| First Horizon Corp | 1 | $21 | 0.00% | −5−83.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $21 | 0.00% | −1−50.0% | Reduced |
| Costello Asset Management, INC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $21 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $41 | 0.00% | −5−71.4% | Reduced |
| Park Place Capital Corp | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $41 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $53 | 0.00% | −5−71.4% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $62 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $63 | 0.00% | +2+200.0% | Added |
| DecisionPoint Financial, LLC | 4 | $81 | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $83 | 0.00% | +4 | New |
| Louisbourg Investments Inc. | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $104 | 0.00% | −3−37.5% | Reduced |
| Whipplewood Advisors, LLC | 6 | $124 | 0.00% | −8−57.1% | Reduced |
| Archer Investment Corp | 6 | $126 | 0.00% | +3+100.0% | Added |
| Cornerstone Planning Group LLC | 6 | $129 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $145 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8 | $165 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $165 | 0.00% | +8 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $186 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $187 | 0.00% | +5+125.0% | Added |
| Arlington Trust Co LLC | 11 | $227 | 0.00% | −100−90.1% | Reduced |
| Manchester Capital Management LLC | 14 | $290 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15 | $310 | 0.00% | +15 | New |
| Silver Grove Financial Group, Inc. | 17 | $351 | 0.00% | +17 | New |
| Gilpin Wealth Management, LLC | 17 | $352 | 0.00% | +3+21.4% | Added |
| Phillip James Consulting Co. | 18 | $372 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 18 | $372 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 19 | $393 | 0.00% | −11−36.7% | Reduced |
| Eastern Bank | 20 | $413 | 0.00% | −1−4.8% | Reduced |
| Financial Gravity Companies, Inc. | 24 | $496 | 0.00% | +24 | New |
| First Pacific Financial | 26 | $538 | 0.00% | +26 | New |
| South State Corp. | 27 | $559 | 0.00% | +9+50.0% | Added |
| MidFirst Bank | 30 | $620 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 30 | $620 | 0.00% | +30 | New |
| Creative Financial Designs Inc | 33 | $682 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 33 | $682 | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 34 | $703 | 0.00% | −26−43.3% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $703 | 0.00% | −5−12.8% | Reduced |
| MV Capital Management, Inc. | 34 | $703 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 34 | $703 | 0.00% | +34 | New |
| Nvest Wealth Strategies, Inc. | 37 | $765 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 38 | $785 | 0.00% | +38 | New |
| Bruce G. Allen Investments, LLC | 39 | $806 | 0.00% | −21−35.0% | Reduced |
| Kozak & Associates, Inc. | 44 | $889 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 47 | $909 | 0.00% | +47 | New |
| Capital Analysts, LLC | 26 | $1.00K | 0.00% | −26−50.0% | Reduced |
| Centerpoint Advisors, LLC | 69 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $1.03K | 0.00% | +23+85.2% | Added |
| Rakuten Securities, Inc. | 55 | $1.14K | 0.00% | −81−59.6% | Reduced |
| Prestige Wealth Management Group LLC | 57 | $1.18K | 0.00% | +23+67.6% | Added |
| Zions Bancorporation, National Association | 62 | $1.28K | 0.00% | +58+1,450.0% | Added |
| Anchor Investment Management, LLC | 63 | $1.30K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $1.30K | 0.00% | +53+530.0% | Added |
| Proathlete Wealth Management LLC | 64 | $1.32K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 65 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 69 | $1.43K | 0.00% | −1−1.4% | Reduced |
| Huntington National Bank | 74 | $1.53K | 0.00% | −65−46.8% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 78 | $1.61K | 0.00% | +78 | New |
| Evolution Wealth Management Inc. | 88 | $1.82K | 0.00% | +88 | New |
| Central Trust Co | 96 | $1.99K | 0.00% | −40−29.4% | Reduced |
| Rosenberg Matthew Hamilton | 99 | $2.05K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $2.07K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 106 | $2.19K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 106 | $2.19K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 106 | $2.19K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 108 | $2.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 109 | $2.25K | 0.00% | −7−6.0% | Reduced |
| BankPlus Trust Department | 110 | $2.27K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 118 | $2.44K | 0.00% | −4−3.3% | Reduced |
| Roxbury Financial LLC | 118 | $2.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 121 | $2.50K | 0.00% | −1,228−91.0% | Reduced |
| CVA Family Office, LLC | 131 | $2.71K | 0.00% | +62+89.9% | Added |
| Quarry LP | 139 | $2.87K | 0.00% | −2,411−94.5% | Reduced |
| Brooklyn FI, LLC | 135 | $2.89K | 0.00% | +135 | New |
| Bogart Wealth, LLC | 154 | $3.18K | 0.00% | +135+710.5% | Added |
| Y.D. More Investments Ltd | 158 | $3.26K | 0.00% | −178−53.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 164 | $3.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 170 | $3.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 170 | $3.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $3.54K | 0.00% | −113−39.8% | Reduced |
| Elevated Capital Advisors, LLC | 177 | $3.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 177 | $3.66K | 0.00% | +77+77.0% | Added |
| Assetmark, Inc | 180 | $3.72K | 0.00% | +32+21.6% | Added |
| Cromwell Holdings LLC | 184 | $3.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 184 | $3.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 194 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 197 | $4.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 197 | $4.07K | 0.00% | +37+23.1% | Added |