| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $317 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $317 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $317 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $317 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $317 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $630 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $633 | 0.00% | −1−33.3% | Reduced |
| Spire Wealth Management | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $634 | 0.00% | +1+100.0% | Added |
| Motco | 2 | $634 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $634 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $891 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 3 | $950 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $950 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 3 | $950 | 0.00% | +3 | New |
| Central Trust Co | 3 | $951 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $951 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 4 | $1.27K | 0.00% | −14−77.8% | Reduced |
| SHP Wealth Management | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| Washington Trust Advisors, Inc. | 4 | $1.37K | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5 | $1.64K | 0.00% | −5−50.0% | Reduced |
| Whipplewood Advisors, LLC | 6 | $1.90K | 0.00% | −14−70.0% | Reduced |
| North Star Investment Management Corp. | 6 | $1.90K | 0.00% | −2−25.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.90K | 0.00% | −1−14.3% | Reduced |
| Albion Financial Group | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $1.90K | 0.00% | +5+500.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.90K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $2.22K | 0.00% | +4+133.3% | Added |
| Bogart Wealth, LLC | 8 | $2.53K | 0.00% | +2+33.3% | Added |
| UMA Financial Services, Inc. | 8 | $2.54K | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $2.54K | 0.00% | +5+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $2.85K | 0.00% | −2−18.2% | Reduced |
| Bell Investment Advisors, Inc | 9 | $2.85K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $2.85K | 0.00% | +4+80.0% | Added |
| Avion Wealth | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $3.17K | 0.00% | +2+25.0% | Added |
| Private Trust Co NA | 11 | $3.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $3.48K | 0.00% | +1+10.0% | Added |
| Creative Capital Management Investments LLC | 12 | $3.80K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 12 | $3.80K | 0.00% | +12 | New |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.80K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $4.12K | 0.00% | +2+18.2% | Added |
| CoreCap Advisors, LLC | 13 | $4.12K | 0.00% | +11+550.0% | Added |
| LifeSteps Financial, Inc. | 13 | $4.12K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 13 | $4.12K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $4.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $4.43K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 14 | $4.43K | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 15 | $4.75K | 0.00% | +15 | New |
| Meeder Asset Management Inc | 17 | $5.39K | 0.00% | −15−46.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $5.39K | 0.00% | −1−5.6% | Reduced |
| Sachetta, LLC | 17 | $5.39K | 0.00% | +3+21.4% | Added |
| Institute for Wealth Management, LLC. | 18 | $5.70K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $6.34K | 0.00% | −5−20.0% | Reduced |
| Valued Wealth Advisors LLC | 21 | $6.65K | 0.00% | +9+75.0% | Added |
| Cromwell Holdings LLC | 22 | $6.97K | 0.00% | +10+83.3% | Added |
| Salomon & Ludwin, LLC | 23 | $7.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $7.60K | 0.00% | +2+9.1% | Added |
| Kemnay Advisory Services Inc. | 25 | $7.92K | 0.00% | +2+8.7% | Added |
| Manchester Capital Management LLC | 26 | $8.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $8.87K | 0.00% | −38−57.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 28 | $8.87K | 0.00% | +28 | New |
| Frazier Financial Advisors, LLC | 29 | $9.19K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $11.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $11.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 36 | $11.4K | 0.00% | +30+500.0% | Added |
| Action Point Financial Planning, LLC | 42 | $13.0K | 0.00% | +42 | New |
| Owl Creek Wealth Partners LLC | 50 | $15.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $17.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 57 | $17.8K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 59 | $18.7K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $19.3K | 0.00% | +12+24.5% | Added |
| Fortitude Family Office, LLC | 63 | $20.0K | 0.00% | +1+1.6% | Added |
| CNB Bank | 64 | $20.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $20.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $20.9K | 0.00% | +8+13.8% | Added |
| Bare Financial Services, Inc | 66 | $20.9K | 0.00% | +25+61.0% | Added |
| Eastern Bank | 68 | $21.5K | 0.00% | −5−6.8% | Reduced |
| JPL Wealth Management, LLC | 72 | $22.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 74 | $23.4K | 0.00% | +6+8.8% | Added |
| Keating Financial Advisory Services, Inc. | 74 | $23.4K | 0.00% | +8+12.1% | Added |
| CX Institutional | 75 | $24.0K | 0.00% | +6+8.7% | Added |
| Crewe Advisors LLC | 80 | $25.3K | 0.00% | +80 | New |
| Stone House Investment Management, LLC | 89 | $28.2K | 0.00% | +2+2.3% | Added |
| WPG Advisers, LLC | 99 | $31.4K | 0.02% | +1+1.0% | Added |