| ZRC Wealth Management, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Rise Advisors, LLC | 0 | $18 | 0.00% | −8−100.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 5 | $320 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6 | $427 | 0.00% | +6 | New |
| PSI Advisors, LLC | 7 | $498 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 11 | $782 | 0.00% | −41−78.8% | Reduced |
| WestEnd Advisors, LLC | 13 | $924 | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 21 | $1.49K | 0.00% | +21 | New |
| Richard W. Paul & Associates, LLC | 26 | $1.85K | 0.00% | −14−35.0% | Reduced |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $2.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 38 | $2.70K | 0.00% | +38 | New |
| Cape Investment Advisory, Inc. | 42 | $2.99K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 48 | $3.41K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $3.56K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 68 | $4.00K | 0.00% | +68 | New |
| Fairfield Financial Advisors, LTD | 61 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 64 | $4.55K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 64 | $4.55K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 66 | $4.69K | 0.00% | +66 | New |
| Nalls Sherbakoff Group, LLC | 72 | $5.12K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 74 | $5.26K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 80 | $5.69K | 0.00% | −200−71.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 82 | $5.83K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 91 | $6.47K | 0.01% | −150−62.2% | Reduced |
| Hallmark Capital Management Inc | 100 | $7.11K | 0.00% | −58−36.7% | Reduced |
| Intrepid Capital Management Inc | 100 | $7.11K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.11K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $7.11K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $7.11K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 100 | $7.11K | 0.00% | +100 | New |
| New Millennium Group LLC | 104 | $7.39K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 105 | $7.47K | 0.00% | −112−51.6% | Reduced |
| GoalVest Advisory LLC | 120 | $8.53K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 121 | $8.63K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 122 | $8.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 129 | $9.17K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 138 | $9.81K | 0.01% | +1+0.7% | Added |
| Impact Partnership Wealth, LLC | 147 | $10.5K | 0.00% | −25−14.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 157 | $11.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 171 | $12.2K | 0.00% | −75−30.5% | Reduced |
| Union Savings Bank | 175 | $12.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 178 | $12.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 179 | $12.7K | 0.00% | −133−42.6% | Reduced |
| Syntax Research, Inc. | 185 | $13.2K | 0.01% | +185 | New |
| Atticus Wealth Management, LLC | 196 | $13.9K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $14.2K | 0.00% | +200 | New |
| Northwest Capital Management Inc | 201 | $14.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 202 | $14.4K | 0.01% | +4+2.0% | Added |
| Tacita Capital Inc | 205 | $14.6K | 0.01% | +75+57.7% | Added |
| Trust Co | 207 | $14.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 212 | $15.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 224 | $15.0K | 0.00% | −1−0.4% | Reduced |
| Wolff Wiese Magana LLC | 215 | $15.3K | 0.01% | −235−52.2% | Reduced |
| SJS Investment Consulting Inc. | 221 | $15.7K | 0.00% | −15−6.4% | Reduced |
| West Paces Advisors Inc. | 231 | $16.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 246 | $17.5K | 0.01% | +246 | New |
| Beacon Capital Management, LLC | 229 | $17.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $17.8K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 255 | $18.1K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 257 | $18.2K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 258 | $18.3K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 273 | $19.4K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 280 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 281 | $20.0K | 0.00% | +2+0.7% | Added |
| Princeton Global Asset Management LLC | 281 | $20.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 288 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 278 | $20.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 282 | $20.0K | 0.01% | −98−25.8% | Reduced |
| Hoese & Co LLP | 285 | $20.3K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 289 | $20.6K | 0.00% | +158+120.6% | Added |
| Tucker Asset Management LLC | 291 | $20.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 300 | $21.3K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 297 | $21.7K | 0.00% | +297 | New |
| Moisand Fitzgerald Tamayo, LLC | 310 | $22.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 311 | $22.1K | 0.01% | +311 | New |
| Operose Advisors LLC | 315 | $22.4K | 0.01% | +315 | New |
| Itau Unibanco Holding S.A. | 321 | $22.8K | 0.00% | −1−0.3% | Reduced |
| Ofi Invest Asset Management | 374 | $25.1K | 0.00% | +374 | New |
| WFA Asset Management Corp | 354 | $25.1K | 0.01% | +3+0.9% | Added |
| Zions Bancorporation, N.A. | 369 | $26.2K | 0.00% | −122−24.8% | Reduced |
| Altshuler Shaham Ltd | 375 | $26.7K | 0.00% | −110−22.7% | Reduced |
| JFS Wealth Advisors, LLC | 377 | $26.8K | 0.00% | +37+10.9% | Added |
| Earnest Partners LLC | 381 | $27.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $28.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $28.4K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 451 | $32.0K | 0.01% | +3+0.7% | Added |