| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 1 | $220 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $223 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $223 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $446 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $446 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $447 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $447 | 0.00% | +1+100.0% | Added |
| UMA Financial Services, Inc. | 2 | $447 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $461 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 3 | $669 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $670 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $670 | 0.00% | +3 | New |
| SHP Wealth Management | 4 | $892 | 0.00% | −2−33.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $892 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $893 | 0.00% | −16−80.0% | Reduced |
| Quarry LP | 5 | $1.11K | 0.00% | −636−99.2% | Reduced |
| IFG Advisory, LLC | 5 | $1.11K | 0.00% | +5 | New |
| Operose Advisors LLC | 5 | $1.11K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.56K | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $1.56K | 0.00% | +5+250.0% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 9 | $2.01K | 0.00% | +3+50.0% | Added |
| Sunrise Financial Services, LLC | 10 | $2.23K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 10 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $2.45K | 0.00% | +3+37.5% | Added |
| Rossby Financial, LCC | 11 | $2.45K | 0.00% | +10+1,000.0% | Added |
| Creative Capital Management Investments LLC | 11 | $2.45K | 0.00% | +11 | New |
| Marshall Investment Management, LLC | 11 | $2.45K | 0.00% | +11 | New |
| Webster Bank, N. A. | 12 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.68K | 0.00% | +1+9.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13 | $2.90K | 0.00% | +2+18.2% | Added |
| Bayban | 14 | $3.12K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 16 | $3.57K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 17 | $3.79K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 18 | $4.01K | 0.00% | +8+80.0% | Added |
| Tounjian Advisory Partners, LLC | 18 | $4.06K | 0.00% | +18 | New |
| Vermillion Wealth Management, Inc. | 21 | $4.68K | 0.00% | −4−16.0% | Reduced |
| Trust Co of Toledo NA | 21 | $4.68K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 21 | $4.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $4.91K | 0.00% | +13+144.4% | Added |
| Bogart Wealth, LLC | 23 | $5.13K | 0.00% | +23 | New |
| Action Point Financial Planning, LLC | 25 | $5.35K | 0.00% | +25 | New |
| JDM Financial Group LLC | 25 | $5.58K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $5.58K | 0.00% | +18+257.1% | Added |
| Westside Investment Management, Inc. | 28 | $6.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $7.81K | 0.00% | −37−51.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 35 | $7.81K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 37 | $8.13K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $8.25K | 0.00% | +37 | New |
| Spurstone Advisory Services, LLC | 40 | $8.79K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $9.14K | 0.00% | +41 | New |
| MidFirst Bank | 42 | $9.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $9.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $9.59K | 0.00% | +6+16.2% | Added |
| Sachetta, LLC | 44 | $9.82K | 0.00% | +21+91.3% | Added |
| Zions Bancorporation, National Association | 45 | $10.0K | 0.00% | +39+650.0% | Added |
| Creative Financial Designs Inc | 47 | $10.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 52 | $11.6K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 56 | $12.5K | 0.00% | +27+93.1% | Added |
| Meeder Asset Management Inc | 58 | $12.9K | 0.00% | +58 | New |
| CVA Family Office, LLC | 59 | $13.2K | 0.00% | +4+7.3% | Added |
| Ares Financial Consulting, LLC | 61 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65 | $14.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $15.0K | 0.00% | +1+1.5% | Added |
| Basecamp Wealth Advisors LLC | 75 | $16.7K | 0.00% | +15+25.0% | Added |
| Trust Co of Vermont | 78 | $17.4K | 0.00% | +78 | New |
| Pacific Center for Financial Services | 79 | $17.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 87 | $19.4K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 89 | $19.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 90 | $20.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $20.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 94 | $21.0K | 0.00% | −136−59.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 94 | $21.0K | 0.00% | +4+4.4% | Added |
| Anchor Investment Management, LLC | 95 | $21.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 95 | $21.2K | 0.00% | +19+25.0% | Added |
| Spire Wealth Management | 96 | $21.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 101 | $22.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 114 | $25.4K | 0.00% | +13+12.9% | Added |
| Huntington National Bank | 115 | $25.5K | 0.00% | −274−70.4% | Reduced |
| Cedar Mountain Advisors, LLC | 124 | $27.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 125 | $27.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 130 | $29.0K | 0.00% | +50+62.5% | Added |
| Covestor Ltd | 135 | $30.0K | 0.02% | −164−54.8% | Reduced |
| Cetera Trust Company, N.A | 138 | $30.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 146 | $32.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 150 | $33.5K | 0.02% | +14+10.3% | Added |
| JFS Wealth Advisors, LLC | 170 | $37.9K | 0.00% | −73−30.0% | Reduced |
| Cornerstone Planning Group LLC | 177 | $39.0K | 0.00% | −11−5.9% | Reduced |
| TD Private Client Wealth LLC | 177 | $39.5K | 0.00% | −158−47.2% | Reduced |
| Wall Street Access Asset Management, LLC | 181 | $40.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 188 | $41.9K | 0.00% | +188 | New |
| GHP Investment Advisors, Inc. | 197 | $43.9K | 0.00% | 00.0% | Unchanged |