| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 1 | $20 | 0.00% | −17−94.4% | Reduced |
| Activest Wealth Management | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $20 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $20 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 2 | $39 | 0.00% | −52−96.3% | Reduced |
| Mather Group, LLC. | 2 | $39 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $40 | 0.00% | −35−94.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $40 | 0.00% | −4−66.7% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $59 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $62 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $78 | 0.00% | +2+100.0% | Added |
| Retirement Wealth Solutions LLC | 4 | $79 | 0.00% | −14−77.8% | Reduced |
| AdvisorNet Financial, Inc | 4 | $79 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $79 | 0.00% | +4 | New |
| Providence Capital Advisors, LLC | 4 | $79 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $99 | 0.00% | +3+150.0% | Added |
| Signature Equity Partners, LLC | 8 | $157 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 8 | $158 | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 10 | $197 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 11 | $216 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 11 | $216 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 12 | $236 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12 | $236 | 0.00% | +7+140.0% | Added |
| Creative Capital Management Investments LLC | 12 | $236 | 0.00% | +12 | New |
| Pinnacle Wealth Planning Services, Inc. | 14 | $275 | 0.00% | −789−98.3% | Reduced |
| Acumen Wealth Advisors, LLC | 15 | $295 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 17 | $366 | 0.00% | +17 | New |
| USA Financial Formulas | 19 | $373 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 20 | $393 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 24 | $472 | 0.00% | +12+100.0% | Added |
| Cheviot Value Management, LLC | 25 | $491 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $491 | 0.00% | +25 | New |
| Highland Investment Advisors LLC | 25 | $491 | 0.00% | +25 | New |
| Medallion Wealth Advisors, LLC | 30 | $590 | 0.00% | −60−66.7% | Reduced |
| CVA Family Office, LLC | 32 | $629 | 0.00% | −86−72.9% | Reduced |
| Archer Investment Corp | 37 | $727 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $728 | 0.00% | +9+32.1% | Added |
| Atlas Capital Advisors LLC | 40 | $786 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 45 | $885 | 0.00% | +44+4,400.0% | Added |
| Stone House Investment Management, LLC | 48 | $943 | 0.00% | +48 | New |
| St Germain D J Co Inc | 50 | $983 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 50 | $983 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 52 | $1.02K | 0.00% | −69−57.0% | Reduced |
| Action Point Financial Planning, LLC | 53 | $1.04K | 0.00% | +53 | New |
| American Capital Advisory, LLC | 56 | $1.10K | 0.00% | −15−21.1% | Reduced |
| Principia Wealth Advisory, LLC | 57 | $1.12K | 0.00% | +51+850.0% | Added |
| Cromwell Holdings LLC | 58 | $1.14K | 0.00% | +20+52.6% | Added |
| UMA Financial Services, Inc. | 63 | $1.24K | 0.00% | +16+34.0% | Added |
| SJS Investment Consulting Inc. | 67 | $1.32K | 0.00% | −289−81.2% | Reduced |
| Massmutual Trust Co FSB | 68 | $1.34K | 0.00% | −384−85.0% | Reduced |
| Park Place Capital Corp | 68 | $1.34K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 68 | $1.34K | 0.00% | +68 | New |
| Gill Capital Partners, LLC | 70 | $1.38K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $1.40K | 0.00% | +71 | New |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $1.46K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 75 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 82 | $1.61K | 0.00% | −45−35.4% | Reduced |
| Beacon Financial Strategies CORP | 83 | $1.63K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 88 | $1.73K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 97 | $1.91K | 0.00% | −149−60.6% | Reduced |
| Nemes Rush Group LLC | 100 | $1.97K | 0.00% | −4−3.8% | Reduced |
| Horizon Financial Services, LLC | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $1.97K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 116 | $2.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 118 | $2.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 123 | $2.42K | 0.00% | +30+32.3% | Added |
| Advocate Investing Services LLC | 124 | $2.44K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 135 | $2.65K | 0.00% | +135 | New |
| Smartleaf Asset Management LLC | 147 | $2.85K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 146 | $2.87K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 150 | $2.95K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 160 | $3.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 178 | $3.50K | 0.00% | +178 | New |
| National Bank of Canada | 184 | $3.61K | 0.00% | −957−83.9% | Reduced |
| Cape Investment Advisory, Inc. | 188 | $3.69K | 0.00% | +188 | New |
| Farmers & Merchants Investments Inc | 190 | $3.73K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $3.93K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $3.93K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 200 | $3.93K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 200 | $3.93K | 0.00% | +200 | New |
| Hughes Financial Services, LLC | 202 | $3.97K | 0.00% | +1+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Allied Private Wealth LLC | 200 | $4.11K | 0.00% | +200 | New |
| Silver Grove Financial Group, Inc. | 237 | $4.66K | 0.00% | +237 | New |
| Highline Wealth Partners LLC | 257 | $5.05K | 0.00% | −9−3.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 265 | $5.21K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 272 | $5.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 281 | $5.52K | 0.00% | +140+99.3% | Added |
| 1620 Investment Advisors, Inc. | 293 | $5.76K | 0.00% | −763−72.3% | Reduced |
| Altshuler Shaham Ltd | 296 | $5.82K | 0.00% | +46+18.4% | Added |
| MPWM Advisory Solutions, LLC | 300 | $5.89K | 0.00% | −100−25.0% | Reduced |