| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $294 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $294 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $294 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $294 | 0.00% | +1 | New |
| Oakmont Advisory Group, LLC | 1 | $294 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $298 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $555 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $587 | 0.00% | −34−94.4% | Reduced |
| Grove Bank & Trust | 2 | $587 | 0.00% | −9−81.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $587 | 0.00% | −1−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 2 | $587 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $587 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2 | $587 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $587 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $587 | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $587 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $587 | 0.00% | +2 | New |
| South State Corp. | 2 | $588 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $588 | 0.00% | +2 | New |
| Investors Research Corp | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $1.18K | 0.00% | −15−78.9% | Reduced |
| MV Capital Management, Inc. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.18K | 0.00% | +2+100.0% | Added |
| First Command Advisory Services, Inc. | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.47K | 0.00% | +2+66.7% | Added |
| Quarry LP | 6 | $1.76K | 0.00% | −326−98.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.76K | 0.00% | +1+20.0% | Added |
| Sachetta, LLC | 6 | $1.76K | 0.00% | +1+20.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.76K | 0.00% | +4+200.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $1.76K | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 7 | $2.06K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $2.06K | 0.00% | +6+600.0% | Added |
| Zions Bancorporation, National Association | 8 | $2.35K | 0.00% | −2−20.0% | Reduced |
| Rothschild Investment LLC | 8 | $2.35K | 0.00% | −1−11.1% | Reduced |
| Cornerstone Planning Group LLC | 8 | $2.45K | 0.00% | −7−46.7% | Reduced |
| Pinnacle Bancorp, Inc. | 10 | $2.94K | 0.00% | −4−28.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 10 | $2.94K | 0.00% | +1+11.1% | Added |
| High Note Wealth, LLC | 11 | $3.23K | 0.00% | +11 | New |
| Action Point Financial Planning, LLC | 12 | $3.23K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 12 | $3.52K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 13 | $3.82K | 0.00% | +2+18.2% | Added |
| First Horizon Corp | 15 | $4.40K | 0.00% | −3−16.7% | Reduced |
| Financial Gravity Companies, Inc. | 15 | $4.40K | 0.00% | +15 | New |
| True Wealth Design, LLC | 16 | $4.70K | 0.00% | −6−27.3% | Reduced |
| GHP Investment Advisors, Inc. | 16 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $4.70K | 0.00% | +9+128.6% | Added |
| JFS Wealth Advisors, LLC | 17 | $4.99K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 20 | $5.87K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $6.46K | 0.00% | −1−4.3% | Reduced |
| Strengthening Families & Communities, LLC | 22 | $6.46K | 0.00% | +6+37.5% | Added |
| Private Wealth Management Group, LLC | 22 | $6.46K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $6.75K | 0.00% | −4−14.8% | Reduced |
| Brown Brothers Harriman & Co | 23 | $6.75K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $6.75K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $7.05K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 27 | $7.93K | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 29 | $8.52K | 0.00% | −63−68.5% | Reduced |
| Owl Creek Wealth Partners LLC | 29 | $8.52K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $8.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $9.40K | 0.00% | +4+14.3% | Added |
| Align Financial, LLC | 33 | $9.69K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $9.98K | 0.00% | +1+3.0% | Added |
| Private Trust Co NA | 34 | $9.98K | 0.00% | +4+13.3% | Added |
| Capital Advisors, Ltd. LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $10.6K | 0.00% | −22−37.9% | Reduced |
| HM Payson & Co | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $15.0K | 0.00% | −41−44.6% | Reduced |
| Allworth Financial LP | 52 | $15.3K | 0.00% | −31−37.3% | Reduced |
| Alpine Bank Wealth Management | 55 | $16.1K | 0.00% | +55 | New |
| Mather Group, LLC. | 58 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $17.9K | 0.00% | −8−11.6% | Reduced |
| SJS Investment Consulting Inc. | 65 | $19.1K | 0.00% | +62+2,066.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 67 | $19.7K | 0.00% | −16−19.3% | Reduced |
| Continuum Advisory, LLC | 67 | $19.7K | 0.00% | +67 | New |
| Park Place Capital Corp | 68 | $20.0K | 0.00% | −6−8.1% | Reduced |
| Los Angeles Capital Management LLC | 74 | $21.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 84 | $24.7K | 0.00% | −3−3.4% | Reduced |
| Versant Capital Management, Inc | 90 | $26.4K | 0.00% | −106−54.1% | Reduced |
| GWM Advisors LLC | 91 | $26.7K | 0.00% | +12+15.2% | Added |
| Wellington-Altus USA Inc. | 101 | $28.2K | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $29.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 103 | $30.2K | 0.00% | +15+17.0% | Added |
| Antipodes Partners Ltd | 113 | $33.2K | 0.00% | +113 | New |
| Trust Co of Toledo NA | 118 | $34.6K | 0.00% | +68+136.0% | Added |
| Steward Partners Investment Advisory, LLC | 134 | $39.3K | 0.00% | +11+8.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 135 | $39.6K | 0.00% | 00.0% | Unchanged |