| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $0 | 0.00% | +31 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| SJS Investment Consulting Inc. | 2 | $49 | 0.00% | −27−93.1% | Reduced |
| Tortoise Investment Management, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $49 | 0.00% | +2 | New |
| Macroview Investment Management LLC | 4 | $98 | 0.00% | +4 | New |
| First Personal Financial Services | 4 | $98 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $98 | 0.00% | +4 | New |
| True Wealth Design, LLC | 6 | $147 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $234 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 10 | $245 | 0.00% | −135,486−100.0% | Reduced |
| Valued Wealth Advisors LLC | 10 | $246 | 0.00% | −8−44.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $343 | 0.00% | −6−30.0% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $343 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 15 | $367 | 0.00% | +15 | New |
| NVWM, LLC | 16 | $391 | 0.00% | +16 | New |
| Riverview Trust Co | 22 | $538 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 26 | $636 | 0.00% | −88−77.2% | Reduced |
| FinTrust Capital Advisors, LLC | 28 | $685 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 31 | $758 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 33 | $808 | 0.00% | +14+73.7% | Added |
| Bruce G. Allen Investments, LLC | 35 | $856 | 0.00% | −14−28.6% | Reduced |
| Abich Financial Wealth Management LLC | 37 | $905 | 0.00% | −2,557−98.6% | Reduced |
| Pin Oak Investment Advisors Inc | 75 | $1.00K | 0.00% | −100−57.1% | Reduced |
| Pineridge Advisors LLC | 45 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $1.13K | 0.00% | +10+27.8% | Added |
| Abound Wealth Management | 48 | $1.18K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $1.23K | 0.00% | −4−7.4% | Reduced |
| Dunhill Financial, LLC | 52 | $1.27K | 0.00% | +35+205.9% | Added |
| Bullock Wealth Management Group | 53 | $1.35K | 0.00% | +1+1.9% | Added |
| Kelly Lawrence W & Associates Inc | 60 | $1.47K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 62 | $1.52K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 62 | $1.52K | 0.00% | +62 | New |
| Manchester Capital Management LLC | 70 | $1.71K | 0.00% | +56+400.0% | Added |
| Private Wealth Management Group, LLC | 74 | $1.81K | 0.00% | −27−26.7% | Reduced |
| SOA Wealth Advisors, LLC. | 80 | $1.96K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 90 | $2.20K | 0.00% | +90 | New |
| Hollencrest Capital Management | 96 | $2.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 99 | $2.42K | 0.00% | +17+20.7% | Added |
| Cetera Trust Company, N.A | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 104 | $2.54K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 138 | $3.00K | 0.00% | +137+13,700.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 123 | $3.01K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 123 | $3.01K | 0.00% | −3−2.4% | Reduced |
| Salomon & Ludwin, LLC | 124 | $3.03K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 124 | $3.03K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 127 | $3.11K | 0.00% | −264−67.5% | Reduced |
| Ossiam | 127 | $3.11K | 0.00% | +79+164.6% | Added |
| Plante Moran Financial Advisors, LLC | 130 | $3.18K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 135 | $3.30K | 0.00% | +135 | New |
| Global Retirement Partners, LLC | 137 | $3.35K | 0.00% | −200−59.3% | Reduced |
| Versant Capital Management, Inc | 138 | $3.38K | 0.00% | +29+26.6% | Added |
| Activest Wealth Management | 140 | $3.43K | 0.00% | +1+0.7% | Added |
| Raleigh Capital Management Inc. | 170 | $4.15K | 0.00% | +1+0.6% | Added |
| Prestige Wealth Management Group LLC | 180 | $4.40K | 0.00% | −103−36.4% | Reduced |
| Westside Investment Management, Inc. | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 235 | $5.00K | 0.00% | −12−4.9% | Reduced |
| GW&K Investment Management, LLC | 211 | $5.00K | 0.00% | +154+270.2% | Added |
| Cypress Capital Management LLC (WY) | 207 | $5.06K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 208 | $5.09K | 0.00% | −197−48.6% | Reduced |
| Halpern Financial, Inc. | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 216 | $5.30K | 0.00% | +28+14.9% | Added |
| Bell Investment Advisors, Inc | 220 | $5.38K | 0.00% | −49−18.2% | Reduced |
| MV Capital Management, Inc. | 221 | $5.41K | 0.00% | −78−26.1% | Reduced |
| Silvant Capital Management LLC | 228 | $5.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 231 | $5.65K | 0.00% | −322−58.2% | Reduced |
| AdvisorNet Financial, Inc | 241 | $5.89K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 250 | $6.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 252 | $6.16K | 0.00% | +244+3,050.0% | Added |
| Zions Bancorporation, N.A. | 256 | $6.26K | 0.00% | −62−19.5% | Reduced |
| Ashton Thomas Securities, LLC | 283 | $6.92K | 0.00% | +283 | New |
| Rakuten Securities, Inc. | 285 | $6.97K | 0.00% | −421−59.6% | Reduced |
| Addison Advisors LLC | 300 | $7.34K | 0.00% | +128+74.4% | Added |
| Venturi Wealth Management, LLC | 305 | $7.46K | 0.00% | −277−47.6% | Reduced |
| Hara Capital LLC | 310 | $7.58K | 0.00% | +310 | New |
| Valley National Advisers Inc | 363 | $8.00K | 0.00% | −221−37.8% | Reduced |
| Global Financial Private Client, LLC | 347 | $8.49K | 0.00% | +347 | New |
| PrairieView Partners, LLC | 375 | $9.00K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 375 | $9.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 379 | $9.27K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $10.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 425 | $10.4K | 0.00% | −50−10.5% | Reduced |
| Rise Advisors, LLC | 430 | $10.5K | 0.01% | +4+0.9% | Added |
| First Horizon Advisors, Inc. | 460 | $11.3K | 0.00% | +60+15.0% | Added |
| MCF Advisors LLC | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $12.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 500 | $12.2K | 0.00% | +500 | New |
| Hexagon Capital Partners LLC | 510 | $12.5K | 0.00% | +387+314.6% | Added |
| Kozak & Associates, Inc. | 510 | $12.6K | 0.00% | +5+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 530 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 532 | $13.1K | 0.00% | +327+159.5% | Added |
| Salem Investment Counselors Inc | 550 | $13.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $13.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 560 | $13.7K | 0.00% | +400+250.0% | Added |
| Sandy Spring Bank | 563 | $13.8K | 0.00% | 00.0% | Unchanged |