| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 1 | $72 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $72 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $144 | 0.00% | −1−33.3% | Reduced |
| Private Trust Co NA | 2 | $144 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $144 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $144 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $147 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $287 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $359 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $360 | 0.00% | −2−28.6% | Reduced |
| HFM Investment Advisors, LLC | 6 | $431 | 0.00% | +2+50.0% | Added |
| Hughes Financial Services, LLC | 6 | $431 | 0.00% | +3+100.0% | Added |
| Creative Capital Management Investments LLC | 6 | $431 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $431 | 0.00% | +6 | New |
| Activest Wealth Management | 7 | $503 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 7 | $503 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $574 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $575 | 0.00% | +5+166.7% | Added |
| GGM Financials LLC | 9 | $646 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $718 | 0.00% | −10−50.0% | Reduced |
| Mascoma Wealth Management LLC | 10 | $718 | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 10 | $719 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $790 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $934 | 0.00% | +8+160.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | +16 | New |
| Bare Financial Services, Inc | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $1.36K | 0.00% | +19 | New |
| Comprehensive Financial Planning, Inc. | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $1.44K | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 24 | $1.72K | 0.00% | −7−22.6% | Reduced |
| Cornerstone Planning Group LLC | 27 | $1.75K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 25 | $1.79K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 28 | $2.01K | 0.00% | −7−20.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 28 | $2.01K | 0.00% | −4−12.5% | Reduced |
| Signature Resources Capital Management, LLC | 28 | $2.01K | 0.00% | +28 | New |
| St. Johns Investment Management Company, LLC | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $2.15K | 0.00% | +1+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 35 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 36 | $2.58K | 0.00% | +36 | New |
| Cromwell Holdings LLC | 40 | $2.87K | 0.00% | +19+90.5% | Added |
| Pacific Center for Financial Services | 41 | $2.94K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $3.09K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 44 | $3.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $3.23K | 0.00% | +12+36.4% | Added |
| Quent Capital, LLC | 45 | $3.23K | 0.00% | +45 | New |
| Meramec Financial Planners, LLC | 50 | $3.29K | 0.00% | −104−67.5% | Reduced |
| Atlantic Trust, LLC | 47 | $3.38K | 0.00% | +21+80.8% | Added |
| Mosley Wealth Management | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $3.59K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 55 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 56 | $4.02K | 0.00% | +56 | New |
| Investors Portfolio Services LLC | 57 | $4.09K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 59 | $4.24K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 60 | $4.31K | 0.00% | +60 | New |
| Zions Bancorporation, National Association | 64 | $4.60K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $5.39K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 78 | $5.60K | 0.00% | +22+39.3% | Added |
| Farmers & Merchants Investments Inc | 85 | $6.10K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 88 | $6.32K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 90 | $6.61K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $7.18K | 0.00% | −50−33.3% | Reduced |
| Danske Bank A/S | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $7.68K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 114 | $8.19K | 0.00% | +114 | New |
| Premier Financial Group | 118 | $8.47K | 0.00% | +118 | New |
| SHP Wealth Management | 121 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $8.98K | 0.00% | +13+11.6% | Added |
| Godfrey Financial Associates, Inc. | 135 | $9.69K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 137 | $9.84K | 0.00% | +111+426.9% | Added |
| Versant Capital Management, Inc | 139 | $9.98K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 150 | $10.8K | 0.00% | +150 | New |
| Eurizon Capital SGR S.p.A. | 158 | $11.3K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 172 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 197 | $14.1K | 0.00% | +41+26.3% | Added |
| Albion Financial Group | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $14.4K | 0.00% | +100+100.0% | Added |
| Rosenberg Matthew Hamilton | 202 | $14.5K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 218 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 221 | $15.9K | 0.00% | +8+3.8% | Added |
| MCF Advisors LLC | 224 | $16.1K | 0.00% | −90−28.7% | Reduced |
| Huntington National Bank | 240 | $17.2K | 0.00% | +56+30.4% | Added |
| IFG Advisory, LLC | 250 | $18.0K | 0.00% | +250 | New |