| Vaughan Nelson Investment Management, L.P. | 2 | $0 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $421 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 2 | $421 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $422 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $422 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 3 | $632 | 0.00% | +3 | New |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $1.00K | 0.00% | −18−69.2% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $1.05K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 6 | $1.20K | 0.00% | +6 | New |
| MeadowBrook Investment Advisors LLC | 7 | $1.47K | 0.00% | +7 | New |
| Pineridge Advisors LLC | 7 | $1.47K | 0.00% | +7 | New |
| POM Investment Strategies, LLC | 8 | $1.69K | 0.00% | +8 | New |
| Morton Brown Family Wealth, LLC | 8 | $1.69K | 0.00% | +8 | New |
| Long Island Wealth Management, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Criterion Capital Advisors, LLC | 10 | $2.11K | 0.00% | +10 | New |
| Tacita Capital Inc | 12 | $2.53K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 14 | $2.95K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 15 | $3.16K | 0.00% | +15 | New |
| Providence Capital Advisors, LLC | 16 | $3.37K | 0.00% | −12−42.9% | Reduced |
| Private Wealth Management Group, LLC | 16 | $3.37K | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 17 | $3.50K | 0.00% | −3−15.0% | Reduced |
| Sofos Investments, Inc. | 16 | $3.57K | 0.00% | −4−20.0% | Reduced |
| O'Dell Group, LLC | 17 | $3.62K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $3.79K | 0.00% | +1+5.9% | Added |
| Raleigh Capital Management Inc. | 18 | $3.79K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.79K | 0.00% | +18 | New |
| REAP Financial Group, LLC | 18 | $3.83K | 0.00% | +18 | New |
| Aspire Private Capital, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Planning Capital Management Corp | 20 | $4.21K | 0.00% | +20 | New |
| Glass Jacobson Investment Advisors llc | 21 | $4.42K | 0.00% | −6−22.2% | Reduced |
| HighMark Wealth Management LLC | 21 | $4.42K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $4.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 23 | $4.84K | 0.01% | +23 | New |
| West Branch Capital LLC | 23 | $4.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $5.00K | 0.00% | +2+10.0% | Added |
| ZRC Wealth Management, LLC | 25 | $5.01K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $5.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $5.05K | 0.00% | +24 | New |
| Adirondack Trust Co | 23 | $5.07K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $5.42K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 27 | $5.69K | 0.00% | −1,751−98.5% | Reduced |
| Cornerstone Planning Group LLC | 28 | $5.90K | 0.00% | −6−17.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 28 | $5.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 28 | $5.93K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $6.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $6.11K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $6.74K | 0.00% | −39−54.9% | Reduced |
| Capital Analysts, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $7.16K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $7.16K | 0.01% | +34 | New |
| Atwood & Palmer Inc | 35 | $7.37K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $7.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $7.37K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 35 | $7.37K | 0.01% | +21+150.0% | Added |
| JDM Financial Group LLC | 35 | $7.37K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 37 | $7.79K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 37 | $7.84K | 0.01% | +37 | New |
| SOA Wealth Advisors, LLC. | 38 | $8.04K | 0.00% | +33+660.0% | Added |
| Sound Income Strategies, LLC | 40 | $8.42K | 0.00% | +40 | New |
| Silicon Valley Capital Partners | 41 | $8.56K | 0.00% | +1+2.5% | Added |
| BKM Wealth Management, LLC | 41 | $8.63K | 0.00% | +41 | New |
| Princeton Global Asset Management LLC | 43 | $8.98K | 0.00% | +1+2.4% | Added |
| Tennessee Valley Asset Management Partners | 43 | $9.01K | 0.00% | +43 | New |
| Red Tortoise LLC | 44 | $9.27K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $9.69K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 46 | $9.69K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $9.81K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 46 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $10.0K | 0.00% | +22+84.6% | Added |
| Cetera Trust Company, N.A | 49 | $10.3K | 0.01% | +49 | New |
| Birchbrook, Inc. | 49 | $10.3K | 0.01% | +49 | New |
| Lowe Wealth Advisors, LLC | 50 | $10.5K | 0.01% | −50−50.0% | Reduced |
| PSI Advisors, LLC | 50 | $10.5K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 52 | $11.0K | 0.01% | +52 | New |
| Central Bank & Trust Co | 53 | $11.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 56 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 58 | $12.2K | 0.02% | +58 | New |
| Independence Bank of Kentucky | 60 | $12.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 60 | $12.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $12.6K | 0.01% | +60 | New |
| Abound Wealth Management | 61 | $12.9K | 0.01% | +5+8.9% | Added |
| Washington Trust Co | 61 | $12.9K | 0.00% | +51+510.0% | Added |
| Harvest Fund Management Co., Ltd | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 60 | $13.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 63 | $13.0K | 0.00% | +30+90.9% | Added |
| First Command Advisory Services, Inc. | 63 | $13.3K | 0.00% | +63 | New |
| Eagle Bay Advisors LLC | 64 | $13.4K | 0.01% | −7−9.9% | Reduced |
| Sachetta, LLC | 65 | $13.8K | 0.01% | +65 | New |
| GPS Wealth Strategies Group, LLC | 66 | $13.9K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 66 | $13.9K | 0.00% | +6+10.0% | Added |
| EdgeRock Capital LLC | 68 | $14.0K | 0.01% | +68 | New |
| Financial Perspectives, Inc | 67 | $14.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67 | $14.1K | 0.00% | 00.0% | Unchanged |