| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| BOUSSARD & GAVAUDAN GESTION SAS | 1 | $98 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $99 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 1 | $99 | 0.00% | 00.0% | Unchanged |
| COMPASS FINANCIAL MANAGEMENT LLC | 1 | $99 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $100 | 0.00% | −17−94.4% | Reduced |
| Blume Capital Management, Inc. | 1 | $100 | 0.00% | 00.0% | Unchanged |
| MARYLAND CAPITAL ADVISORS INC. | 1 | $100 | 0.00% | +1 | New |
| Clark Wealth Partners | 2 | $199 | 0.00% | −5−71.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2 | $199 | 0.00% | +2 | New |
| Colonial Trust Co / SC | 3 | $298 | 0.00% | −14−82.4% | Reduced |
| Seneschal Advisors, LLC | 3 | $298 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $301 | 0.00% | 00.0% | Unchanged |
| MOTCO | 4 | $397 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $397 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $496 | 0.00% | −6−54.5% | Reduced |
| Cornerstone Financial Management LLC | 5 | $496 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $497 | 0.00% | −6−54.5% | Reduced |
| Quaker Wealth Management, LLC | 5 | $497 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $596 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $596 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $596 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $596 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $695 | 0.00% | −35−83.3% | Reduced |
| RAFFA WEALTH MANAGEMENT, LLC | 7 | $695 | 0.00% | −1−12.5% | Reduced |
| American Capital Advisory, LLC | 7 | $696 | 0.00% | +2+40.0% | Added |
| Abound Wealth Management | 8 | $795 | 0.00% | −14−63.6% | Reduced |
| Westfuller Advisors, LLC | 9 | $894 | 0.00% | −553−98.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 9 | $894 | 0.00% | +9 | New |
| MidFirst Bank | 10 | $993 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 15 | $1K | 0.00% | −5−25.0% | Reduced |
| Basecamp Wealth Advisors LLC | 12 | $1.19K | 0.00% | −108−90.0% | Reduced |
| NBT BANK N A /NY | 12 | $1.19K | 0.00% | −60−83.3% | Reduced |
| Nemes Rush Group LLC | 12 | $1.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.19K | 0.00% | +6+100.0% | Added |
| IFG Advisory, LLC | 12 | $1.19K | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $1.39K | 0.00% | +14 | New |
| Crewe Advisors LLC | 14 | $1.39K | 0.00% | +14 | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 15 | $1.49K | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 15 | $1.49K | 0.00% | +9+150.0% | Added |
| Park Square Financial Group, LLC | 16 | $1.59K | 0.01% | −4−20.0% | Reduced |
| MCGUIRE CAPITAL ADVISORS INC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| SOUTH STATE CORP. | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| WEST PACES ADVISORS INC. | 18 | $1.79K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 19 | $1.95K | 0.00% | +5+35.7% | Added |
| CHESAPEAKE ASSET MANAGEMENT LLC | 20 | $1.99K | 0.00% | +20 | New |
| MV CAPITAL MANAGEMENT, INC. | 20 | $1.99K | 0.00% | −3−13.0% | Reduced |
| FINANCIAL CONSULATE, INC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 23 | $2.28K | 0.00% | −26−53.1% | Reduced |
| Triumph Capital Management | 24 | $2.38K | 0.00% | −60−71.4% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $2.38K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 24 | $2.43K | 0.00% | +24 | New |
| Signature Resources Capital Management, LLC | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 25 | $2.48K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.48K | 0.00% | −3−10.7% | Reduced |
| Rialto Wealth Management, LLC | 26 | $2.58K | 0.00% | +3+13.0% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $2.58K | 0.00% | +3+13.0% | Added |
| Retirement Wealth Solutions LLC | 27 | $2.68K | 0.00% | −2−6.9% | Reduced |
| FWL INVESTMENT MANAGEMENT, LLC | 27 | $2.68K | 0.00% | +27 | New |
| Creative Capital Management Investments LLC | 27 | $2.68K | 0.00% | +27 | New |
| IMA Wealth, Inc. | 30 | $2.98K | 0.00% | +10+50.0% | Added |
| ARMSTRONG ADVISORY GROUP, INC | 32 | $3.18K | 0.00% | −59−64.8% | Reduced |
| CLEAR STREET MARKETS LLC | 33 | $3.28K | 0.00% | +10+43.5% | Added |
| Private Wealth Management Group, LLC | 33 | $3.28K | 0.00% | +21+175.0% | Added |
| Addison Advisors LLC | 33 | $3.28K | 0.00% | −4−10.8% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $3.38K | 0.00% | +34 | New |
| TOUNJIAN ADVISORY PARTNERS, LLC | 36 | $3.57K | 0.00% | +36 | New |
| ZRC WEALTH MANAGEMENT, LLC | 36 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $3.77K | 0.00% | +5+15.2% | Added |
| Altshuler Shaham Ltd | 39 | $3.87K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 39 | $3.87K | 0.00% | +39 | New |
| VALLEY NATIONAL ADVISERS INC | 39 | $3.87K | 0.00% | −8−17.0% | Reduced |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | $3.97K | 0.00% | +40 | New |
| Avion Wealth | 44 | $4K | 0.00% | +9+25.7% | Added |
| Transamerica Financial Advisors, Inc. | 44 | $4.37K | 0.00% | +19+76.0% | Added |
| Graney & King, LLC | 48 | $4.77K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 49 | $4.87K | 0.00% | +14+40.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 53 | $5.26K | 0.00% | +53 | New |
| Rakuten Securities, Inc. | 55 | $5.46K | 0.00% | −92−62.6% | Reduced |
| HIGHLINE WEALTH PARTNERS LLC | 55 | $5.46K | 0.00% | −4−6.8% | Reduced |
| Valued Wealth Advisors LLC | 55 | $5.46K | 0.00% | +21+61.8% | Added |
| Silver Grove Financial Group, Inc. | 58 | $5.76K | 0.00% | +58 | New |
| Sachetta, LLC | 59 | $5.86K | 0.00% | +16+37.2% | Added |
| Prestige Wealth Management Group LLC | 60 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 66 | $6.55K | 0.00% | −374−85.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 66 | $6.55K | 0.00% | +66 | New |
| Arlington Trust Co LLC | 66 | $6.55K | 0.00% | +66 | New |
| TOTH FINANCIAL ADVISORY CORP | 70 | $6.95K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 72 | $7.15K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 72 | $7.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 72 | $7.38K | 0.00% | −19−20.9% | Reduced |
| ACTION POINT FINANCIAL PLANNING, LLC | 81 | $7.94K | 0.00% | +81 | New |
| FARMERS & MERCHANTS INVESTMENTS INC | 82 | $8.14K | 0.00% | −2−2.4% | Reduced |