| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 19 | $0 | 0.00% | +19 | New |
| Quaker Wealth Management, LLC | 3 | $57 | 0.00% | −1−25.0% | Reduced |
| Kerr Financial Planning Corp | 4 | $70 | 0.00% | +4 | New |
| Trium Capital LLP | 4 | $75 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 6 | $113 | 0.00% | +6 | New |
| 3 Factor Indexing, LLC | 7 | $132 | 0.00% | +7 | New |
| Curio Wealth, LLC | 9 | $169 | 0.00% | +9 | New |
| TopTier Wealth Management, LLC | 11 | $206 | 0.00% | +11 | New |
| Rachor Investment Advisory Services, LLC | 11 | $207 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $207 | 0.00% | +11 | New |
| Nvest Wealth Strategies, Inc. | 13 | $245 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $260 | 0.00% | −1−7.1% | Reduced |
| Fort Vancouver Investment Management, LLC | 16 | $301 | 0.00% | +16 | New |
| Godfrey Financial Associates, Inc. | 19 | $357 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20 | $375 | 0.00% | +20 | New |
| Anfield Capital Management, LLC | 22 | $413 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 28 | $526 | 0.00% | +28 | New |
| True Wealth Design, LLC | 34 | $639 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 35 | $657 | 0.00% | +10+40.0% | Added |
| Principia Wealth Advisory, LLC | 35 | $657 | 0.00% | +35 | New |
| Benson Wealth Management INC | 37 | $694 | 0.00% | +37 | New |
| NVWM, LLC | 45 | $845 | 0.00% | +45 | New |
| Intentional Wealth Strategies, LLC | 45 | $845 | 0.00% | +45 | New |
| Aviso Financial Inc. | 49 | $915 | 0.00% | +49 | New |
| Nemes Rush Group LLC | 49 | $920 | 0.00% | +49 | New |
| Accordant Advisory Group Inc | 49 | $920 | 0.00% | +49 | New |
| NBC Securities, Inc. | 50 | $938 | 0.00% | 00.0% | Unchanged |
| Trust Co | 53 | $995 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 54 | $1.01K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 57 | $1.07K | 0.00% | +57 | New |
| Bay Harbor Wealth Management, LLC | 62 | $1.16K | 0.00% | +29+87.9% | Added |
| Horizon Investments, LLC | 62 | $1.16K | 0.00% | +45+264.7% | Added |
| Investors Research Corp | 68 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 72 | $1.35K | 0.00% | −50−41.0% | Reduced |
| Marquette Asset Management, LLC | 74 | $1.39K | 0.00% | +74 | New |
| DiNuzzo Private Wealth, Inc. | 77 | $1.45K | 0.00% | +5+6.9% | Added |
| Cornerstone Planning Group LLC | 86 | $1.47K | 0.00% | +86 | New |
| Bare Financial Services, Inc | 80 | $1.50K | 0.00% | −11−12.1% | Reduced |
| Prestige Wealth Management Group LLC | 80 | $1.50K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 80 | $1.50K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 80 | $1.50K | 0.00% | +70+700.0% | Added |
| IMA Wealth, Inc. | 87 | $1.63K | 0.00% | −12−12.1% | Reduced |
| Crewe Advisors LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $1.97K | 0.00% | +97+1,212.5% | Added |
| CX Institutional | 100 | $2.00K | 0.00% | −450−81.8% | Reduced |
| Forum Finance Group S.A. | 100 | $2.00K | 0.00% | +100 | New |
| Kilter Group LLC | 118 | $2.21K | 0.00% | +1+0.9% | Added |
| Dogwood Wealth Management LLC | 126 | $2.37K | 0.00% | +93+281.8% | Added |
| Addison Advisors LLC | 137 | $2.57K | 0.00% | +137 | New |
| Golden State Equity Partners | 151 | $2.83K | 0.00% | +151 | New |
| Colonial Trust Co | 174 | $2.87K | 0.00% | +4+2.4% | Added |
| Rialto Wealth Management, LLC | 156 | $2.93K | 0.00% | +17+12.2% | Added |
| MB, Levis & Associates, LLC | 159 | $2.98K | 0.00% | +159 | New |
| Avion Wealth | 162 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 160 | $3.00K | 0.00% | −84−34.4% | Reduced |
| Vision Financial Markets LLC | 161 | $3.02K | 0.00% | +161 | New |
| Twin Peaks Wealth Advisors, LLC | 170 | $3.19K | 0.00% | +170 | New |
| UMA Financial Services, Inc. | 214 | $4.02K | 0.00% | +29+15.7% | Added |
| Archer Investment Corp | 217 | $4.07K | 0.00% | +217 | New |
| Quadrant Capital Group LLC | 220 | $4.13K | 0.00% | +14+6.8% | Added |
| SHP Wealth Management | 225 | $4.22K | 0.00% | +225 | New |
| Cullen/Frost Bankers, Inc. | 239 | $4.49K | 0.00% | −1,540−86.6% | Reduced |
| Bank & Trust Co | 260 | $4.88K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 266 | $4.99K | 0.00% | +266 | New |
| JFS Wealth Advisors, LLC | 273 | $5.13K | 0.00% | +13+5.0% | Added |
| Private Wealth Management Group, LLC | 280 | $5.26K | 0.00% | −15−5.1% | Reduced |
| N.E.W. Advisory Services LLC | 300 | $5.63K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 304 | $5.71K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 411 | $7.71K | 0.00% | +411 | New |
| Spire Wealth Management | 415 | $7.79K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 451 | $8.46K | 0.00% | +396+720.0% | Added |
| Cassaday & Co Wealth Management LLC | 456 | $8.56K | 0.00% | +456 | New |
| Mark Sheptoff Financial Planning, LLC | 500 | $8.56K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 466 | $8.75K | 0.00% | +466 | New |
| Stone House Investment Management, LLC | 507 | $9.52K | 0.00% | +498+5,533.3% | Added |
| Private Trust Co NA | 528 | $9.91K | 0.00% | +9+1.7% | Added |
| Carolina Wealth Advisors, LLC | 538 | $10.1K | 0.00% | +538 | New |
| CVA Family Office, LLC | 541 | $10.2K | 0.00% | +506+1,445.7% | Added |
| Acumen Wealth Advisors, LLC | 546 | $10.2K | 0.00% | −612−52.8% | Reduced |
| Fortitude Family Office, LLC | 561 | $10.5K | 0.00% | +258+85.1% | Added |
| Parkside Financial Bank & Trust | 610 | $11.4K | 0.00% | +183+42.9% | Added |
| Innovative Asset Advisors Group, LLC | 644 | $12.1K | 0.01% | +644 | New |
| Bell Investment Advisors, Inc | 668 | $12.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 694 | $13.0K | 0.00% | +694 | New |
| Elevated Capital Advisors, LLC | 704 | $13.2K | 0.00% | +704 | New |
| Sound Income Strategies, LLC | 694 | $13.3K | 0.00% | −1,306−65.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 727 | $13.6K | 0.00% | +200+38.0% | Added |
| Covestor Ltd | 709 | $14.0K | 0.01% | −974−57.9% | Reduced |
| Massmutual Trust Co FSB | 748 | $14.0K | 0.00% | +105+16.3% | Added |
| Creative Financial Designs Inc | 775 | $14.5K | 0.00% | +775 | New |
| Versant Capital Management, Inc | 781 | $14.7K | 0.00% | +304+63.7% | Added |
| Pacifica Partners Inc. | 801 | $15.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 795 | $15.2K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 810 | $15.2K | 0.00% | −2,276−73.8% | Reduced |
| Sunbelt Securities, Inc. | 834 | $15.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 991 | $18.6K | 0.01% | +991 | New |
| Oakworth Capital, Inc. | 997 | $18.7K | 0.00% | +297+42.4% | Added |
| Geneos Wealth Management Inc. | 1,000 | $18.8K | 0.00% | −200−16.7% | Reduced |