| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| TFC Financial Management | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1 | $180 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $180 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $180 | 0.00% | +1 | New |
| Horizon Investments, LLC | 2 | $359 | 0.00% | −2−50.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $360 | 0.00% | +2 | New |
| Triumph Capital Management | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $540 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $540 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $540 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $544 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $719 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $719 | 0.00% | +4 | New |
| Mascoma Wealth Management LLC | 4 | $719 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $719 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $719 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $900 | 0.00% | +2+66.7% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.26K | 0.00% | +5+250.0% | Added |
| NBT Bank N A | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.56K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 9 | $1.62K | 0.00% | +4+80.0% | Added |
| Marquette Asset Management, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.82K | 0.00% | +3+37.5% | Added |
| Financial Network Wealth Advisors LLC | 11 | $1.98K | 0.00% | −1−8.3% | Reduced |
| HFM Investment Advisors, LLC | 11 | $1.98K | 0.00% | +5+83.3% | Added |
| Avion Wealth | 12 | $2.00K | 0.00% | +5+71.4% | Added |
| Tounjian Advisory Partners, LLC | 13 | $2.34K | 0.00% | −1,843−99.3% | Reduced |
| Johnson Financial Group, Inc. | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.34K | 0.00% | +2+18.2% | Added |
| JPL Wealth Management, LLC | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 19 | $2.63K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 15 | $2.70K | 0.00% | +6+66.7% | Added |
| Bruce G. Allen Investments, LLC | 16 | $2.88K | 0.00% | −19−54.3% | Reduced |
| Essential Partners LLC | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $3.06K | 0.00% | +3+21.4% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $3.24K | 0.00% | +2+12.5% | Added |
| Principia Wealth Advisory, LLC | 19 | $3.42K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $3.42K | 0.00% | +8+72.7% | Added |
| Albion Financial Group | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 20 | $3.60K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 22 | $3.96K | 0.00% | +1+4.8% | Added |
| Creative Capital Management Investments LLC | 22 | $3.96K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 23 | $4.14K | 0.00% | +23 | New |
| SHP Wealth Management | 23 | $4.17K | 0.00% | +6+35.3% | Added |
| Ronald Blue Trust, Inc. | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $4.32K | 0.00% | +5+26.3% | Added |
| CoreCap Advisors, LLC | 28 | $5.04K | 0.00% | −19−40.4% | Reduced |
| Pier Capital, LLC | 28 | $5.04K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 29 | $5.22K | 0.00% | −3−9.4% | Reduced |
| Manning & Napier Advisors LLC | 31 | $5.30K | 0.00% | +31 | New |
| ZRC Wealth Management, LLC | 31 | $5.58K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 33 | $5.93K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $5.93K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $6.29K | 0.00% | +4+12.9% | Added |
| RMG Wealth Management LLC | 40 | $6.44K | 0.00% | +25+166.7% | Added |
| Webster Bank, N. A. | 36 | $6.47K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $6.66K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $6.89K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $7.10K | 0.00% | −2−4.9% | Reduced |
| Aventura Private Wealth, LLC | 40 | $7.19K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 40 | $7.19K | 0.00% | +40 | New |
| Robbins Farley LLC | 42 | $7.55K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 43 | $7.73K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $8.00K | 0.00% | +50 | New |
| IMA Wealth, Inc. | 45 | $8.09K | 0.00% | +15+50.0% | Added |
| Cornerstone Planning Group LLC | 60 | $8.25K | 0.00% | −32−34.8% | Reduced |
| United Financial Planning Group LLC | 47 | $8.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $8.56K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $8.81K | 0.00% | +10+25.6% | Added |
| Cromwell Holdings LLC | 50 | $8.99K | 0.00% | +25+100.0% | Added |
| High Note Wealth, LLC | 53 | $9.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 60 | $10.8K | 0.00% | +12+25.0% | Added |
| Action Point Financial Planning, LLC | 66 | $11.0K | 0.00% | +66 | New |
| Pacific Center for Financial Services | 65 | $11.7K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 65 | $11.7K | 0.00% | +65 | New |
| Cape Investment Advisory, Inc. | 68 | $12.2K | 0.00% | +68 | New |
| Basecamp Wealth Advisors LLC | 69 | $12.4K | 0.00% | −14−16.9% | Reduced |
| Concord Wealth Partners | 71 | $12.8K | 0.00% | +71 | New |
| True Wealth Design, LLC | 71 | $12.8K | 0.00% | −14−16.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 98 | $13.2K | 0.00% | −3−3.0% | Reduced |
| IFG Advisory, LLC | 77 | $13.9K | 0.00% | +77 | New |
| Zions Bancorporation, National Association | 78 | $14.0K | 0.00% | +5+6.8% | Added |
| Signature Equity Partners, LLC | 78 | $14.0K | 0.01% | +60+333.3% | Added |
| Atlas Capital Advisors LLC | 80 | $14.4K | 0.00% | +62+344.4% | Added |
| Quarry LP | 86 | $15.5K | 0.00% | +86 | New |
| Cassaday & Co Wealth Management LLC | 87 | $15.6K | 0.00% | −9−9.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 88 | $15.8K | 0.00% | +32+57.1% | Added |
| CX Institutional | 87 | $16.0K | 0.00% | −880−91.0% | Reduced |
| Transce3nd, LLC | 118 | $17.2K | 0.15% | −4−3.3% | Reduced |