| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Grey Fox Wealth Advisors, LLC | 1 | $30 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $60 | 0.00% | −115−98.3% | Reduced |
| Creative Financial Designs Inc | 3 | $90 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $120 | 0.00% | +4 | New |
| Archer Investment Corp | 8 | $240 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $261 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $269 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $322 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $419 | 0.00% | +14 | New |
| Laurel Wealth Advisors LLC | 16 | $480 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $599 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $599 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $599 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 20 | $599 | 0.00% | +20 | New |
| Goodman Advisory Group, LLC | 21 | $629 | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 23 | $689 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $689 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $779 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $779 | 0.00% | +1+4.0% | Added |
| Disciplined Investments, LLC | 28 | $838 | 0.00% | +3+12.0% | Added |
| Boyd Watterson Asset Management LLC | 29 | $868 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $898 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 30 | $898 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 31 | $928 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $958 | 0.00% | +19+146.2% | Added |
| TD Ameritrade Investment Management, LLC | 41 | $1.00K | 0.00% | −185−81.9% | Reduced |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 35 | $1.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 37 | $1.12K | 0.00% | −806−95.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 41 | $1.23K | 0.00% | −183−81.7% | Reduced |
| Kelly Financial Services LLC | 42 | $1.26K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $1.29K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $1.46K | 0.00% | +8+19.0% | Added |
| CVA Family Office, LLC | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 52 | $1.56K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $1.80K | 0.00% | −179−74.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 60 | $1.80K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 62 | $1.87K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $1.92K | 0.00% | +65 | New |
| Farmers & Merchants Investments Inc | 65 | $1.95K | 0.00% | −6−8.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 77 | $2.00K | 0.00% | +1+1.3% | Added |
| CKW Financial Group | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 71 | $2.13K | 0.00% | +4+6.0% | Added |
| Prestige Wealth Management Group LLC | 71 | $2.13K | 0.00% | −174−71.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 80 | $2.40K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 81 | $2.42K | 0.00% | +1+1.3% | Added |
| Farther Finance Advisors, LLC | 84 | $2.50K | 0.00% | +50+147.1% | Added |
| JFS Wealth Advisors, LLC | 84 | $2.52K | 0.00% | −16−16.0% | Reduced |
| Barrett & Company, Inc. | 90 | $2.69K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $2.69K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $2.99K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $2.99K | 0.00% | +100 | New |
| Avion Wealth | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 102 | $3.05K | 0.00% | +39+61.9% | Added |
| Cape Investment Advisory, Inc. | 103 | $3.09K | 0.00% | +103 | New |
| Glassman Wealth Services | 105 | $3.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 109 | $3.26K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 109 | $3.26K | 0.00% | +109 | New |
| West Financial Advisors, LLC | 117 | $3.50K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $3.59K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 126 | $3.77K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 128 | $3.83K | 0.00% | −34,177−99.6% | Reduced |
| North Star Investment Management Corp. | 130 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 132 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 136 | $4.07K | 0.00% | −35−20.5% | Reduced |
| Quent Capital, LLC | 137 | $4.10K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 137 | $4.12K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 153 | $4.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 159 | $4.76K | 0.00% | −226−58.7% | Reduced |
| Strengthening Families & Communities, LLC | 180 | $5.00K | 0.00% | −49−21.4% | Reduced |
| Asset Dedication, LLC | 167 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 170 | $5.09K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 176 | $5.21K | 0.01% | +176 | New |
| Chesapeake Asset Management LLC | 184 | $5.51K | 0.01% | +184 | New |
| Gradient Investments LLC | 190 | $5.70K | 0.00% | +138+265.4% | Added |
| Peoples Financial Services Corp. | 191 | $5.71K | 0.00% | +56+41.5% | Added |
| 1832 Asset Management L.P. | 200 | $5.99K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $5.99K | 0.00% | +200 | New |
| Colonial Trust Co | 200 | $5.99K | 0.00% | +200 | New |
| Cowen Prime Advisors LLC | 220 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 214 | $6.41K | 0.00% | +214 | New |
| Stephens Consulting, LLC | 215 | $6.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 215 | $6.45K | 0.00% | −7−3.2% | Reduced |
| Proequities, Inc. | 232 | $6.95K | 0.00% | +80+52.6% | Added |