| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 37 | $0 | 0.00% | +37 | New |
| Spire Wealth Management | 0 | $2 | 0.00% | 0 | New |
| TD Private Client Wealth LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $28 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 6 | $57 | 0.00% | +6 | New |
| Alerus Financial NA | 7 | $66 | 0.00% | −7−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9 | $85 | 0.00% | +9 | New |
| Lodestone Wealth Management LLC | 10 | $94 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $94 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $103 | 0.00% | +3+37.5% | Added |
| Gill Capital Partners, LLC | 12 | $113 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $123 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $131 | 0.00% | −2−12.5% | Reduced |
| Game Plan Financial Advisors, LLC | 15 | $141 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 15 | $142 | 0.00% | +15 | New |
| Hallmark Capital Management Inc | 17 | $160 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $244 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $262 | 0.00% | −9−24.3% | Reduced |
| Planning Strategies Inc. | 28 | $263 | 0.00% | +28 | New |
| American Capital Advisory, LLC | 32 | $301 | 0.00% | +32 | New |
| Hilltop National Bank | 33 | $310 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 34 | $319 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 36 | $338 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 44 | $414 | 0.00% | +44 | New |
| Kayne Anderson Rudnick Investment Management LLC | 46 | $432 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 52 | $488 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $563 | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 61 | $576 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 63 | $592 | 0.00% | +42+200.0% | Added |
| Bell Investment Advisors, Inc | 63 | $592 | 0.00% | +63 | New |
| Transamerica Financial Advisors, Inc. | 80 | $751 | 0.00% | +22+37.9% | Added |
| Mather Group, LLC. | 87 | $817 | 0.00% | −50−36.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 91 | $854 | 0.00% | +26+40.0% | Added |
| Rothschild Investment LLC | 95 | $892 | 0.00% | −64−40.3% | Reduced |
| Cedar Mountain Advisors, LLC | 100 | $939 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $939 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 100 | $939 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 100 | $939 | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 103 | $968 | 0.00% | +55+114.6% | Added |
| Owl Creek Wealth Partners LLC | 105 | $986 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 117 | $1.10K | 0.00% | +117 | New |
| Asset Dedication, LLC | 125 | $1.17K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 127 | $1.19K | 0.00% | +127 | New |
| Cromwell Holdings LLC | 130 | $1.22K | 0.00% | +46+54.8% | Added |
| Atlantic Trust, LLC | 132 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 168 | $1.58K | 0.00% | +168 | New |
| Creative Capital Management Investments LLC | 169 | $1.59K | 0.00% | +144+576.0% | Added |
| Rakuten Securities, Inc. | 182 | $1.71K | 0.00% | −1,296−87.7% | Reduced |
| Arlington Trust Co LLC | 185 | $1.74K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 218 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 222 | $2.08K | 0.00% | +151+212.7% | Added |
| Private Trust Co NA | 224 | $2.10K | 0.00% | −617−73.4% | Reduced |
| Boyd Watterson Asset Management LLC | 254 | $2.38K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 271 | $2.54K | 0.00% | +271 | New |
| Rosenberg Matthew Hamilton | 290 | $2.72K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 300 | $2.82K | 0.00% | +20+7.1% | Added |
| Asset Planning,Inc | 301 | $2.83K | 0.00% | +301 | New |
| Ogorek Anthony Joseph | 345 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 329 | $3.09K | 0.00% | +205+165.3% | Added |
| Action Point Financial Planning, LLC | 340 | $3.17K | 0.00% | +340 | New |
| Westside Investment Management, Inc. | 341 | $3.20K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 342 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 355 | $3.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 359 | $3.37K | 0.00% | +1+0.3% | Added |
| True Wealth Design, LLC | 372 | $3.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 382 | $3.59K | 0.00% | +102+36.4% | Added |
| Parkside Financial Bank & Trust | 399 | $3.75K | 0.00% | +150+60.2% | Added |
| Caitlin John, LLC | 405 | $3.80K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 410 | $3.85K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 439 | $4.12K | 0.00% | −14−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 445 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 460 | $4.32K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 502 | $4.71K | 0.00% | +502 | New |
| Prestige Wealth Management Group LLC | 514 | $4.83K | 0.00% | −154−23.1% | Reduced |
| Meeder Asset Management Inc | 548 | $5.15K | 0.00% | +81+17.3% | Added |
| Ronald Blue Trust, Inc. | 557 | $5.23K | 0.00% | +15+2.8% | Added |
| WPG Advisers, LLC | 575 | $5.40K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 575 | $5.40K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 581 | $5.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 585 | $5.49K | 0.00% | +585 | New |
| Colonial Trust Advisors | 600 | $5.63K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 614 | $5.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 672 | $6.00K | 0.00% | +65+10.7% | Added |
| AdvisorNet Financial, Inc | 675 | $6.34K | 0.00% | +390+136.8% | Added |
| Signature Equity Partners, LLC | 690 | $6.48K | 0.00% | −512−42.6% | Reduced |
| Danske Bank A/S | 700 | $6.57K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 750 | $7.04K | 0.00% | +400+114.3% | Added |
| CVA Family Office, LLC | 806 | $7.57K | 0.00% | +120+17.5% | Added |
| Fortitude Family Office, LLC | 820 | $7.70K | 0.00% | +251+44.1% | Added |
| Massmutual Trust Co FSB | 827 | $7.77K | 0.00% | +64+8.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 900 | $8.45K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 910 | $8.54K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 916 | $8.60K | 0.00% | −132−12.6% | Reduced |
| Truvestments Capital LLC | 997 | $9.36K | 0.00% | 00.0% | Unchanged |