| Kilter Group LLC | 1 | $24 | 0.00% | −7−87.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $47 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 4 | $95 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 6 | $142 | 0.00% | −6−50.0% | Reduced |
| Rossby Financial, LCC | 8 | $189 | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $213 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 10 | $237 | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 11 | $260 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $284 | 0.00% | −11−47.8% | Reduced |
| Financial Consulate, Inc | 12 | $284 | 0.00% | +12 | New |
| DV Trading LLC | 14 | $331 | 0.00% | +14 | New |
| Abound Wealth Management | 18 | $426 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $446 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 19 | $448 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 19 | $449 | 0.00% | +19 | New |
| Ares Financial Consulting, LLC | 20 | $473 | 0.00% | +20 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $587 | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $591 | 0.00% | +25 | New |
| Essential Investment Partners LLC | 30 | $709 | 0.00% | +30 | New |
| Zions Bancorporation, National Association | 33 | $780 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $780 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $828 | 0.00% | −74−67.9% | Reduced |
| Independence Bank of Kentucky | 37 | $874 | 0.00% | +37 | New |
| NFJ Investment Group, LLC | 42 | $992 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 50 | $1.18K | 0.00% | −568−91.9% | Reduced |
| Nemes Rush Group LLC | 51 | $1.21K | 0.00% | +51 | New |
| Central Trust Co | 55 | $1.29K | 0.00% | +2+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 56 | $1.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 58 | $1.37K | 0.00% | +26+81.3% | Added |
| Quent Capital, LLC | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| American National Bank | 79 | $1.87K | 0.00% | +79 | New |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | +100 | New |
| Larson Financial Group LLC | 88 | $2.08K | 0.00% | +64+266.7% | Added |
| Elevated Capital Advisors, LLC | 91 | $2.15K | 0.00% | +91 | New |
| True Wealth Design, LLC | 93 | $2.20K | 0.00% | −155−62.5% | Reduced |
| Wealth Preservation Advisors, LLC | 93 | $2.20K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 95 | $2.25K | 0.00% | −500−84.0% | Reduced |
| IMA Wealth, Inc. | 98 | $2.31K | 0.00% | +98 | New |
| North Star Investment Management Corp. | 99 | $2.34K | 0.00% | +99 | New |
| Roxbury Financial LLC | 101 | $2.39K | 0.00% | +1+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 111 | $2.62K | 0.00% | +111 | New |
| Signature Equity Partners, LLC | 112 | $2.65K | 0.00% | +112 | New |
| Harbour Investments, Inc. | 113 | $2.67K | 0.00% | −357−76.0% | Reduced |
| Cornerstone Financial Management LLC | 122 | $2.88K | 0.00% | +122 | New |
| GW&K Investment Management, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 131 | $3.09K | 0.00% | +131 | New |
| Geneos Wealth Management Inc. | 147 | $3.47K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 161 | $3.89K | 0.00% | +33+25.8% | Added |
| Redmont Wealth Advisors LLC | 171 | $4.04K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 176 | $4.16K | 0.00% | +150+576.9% | Added |
| AdvisorNet Financial, Inc | 177 | $4.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 178 | $4.21K | 0.00% | +178 | New |
| Sunbelt Securities, Inc. | 184 | $4.35K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 193 | $4.55K | 0.00% | +193 | New |
| Motco | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 200 | $4.73K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 224 | $5.29K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 226 | $5.34K | 0.00% | +226 | New |
| Root Financial Partners, LLC | 242 | $5.72K | 0.00% | +62+34.4% | Added |
| Pandora Wealth, Inc. | 250 | $5.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 258 | $6.10K | 0.00% | +258 | New |
| Garton & Associates Financial Advisors LLC | 265 | $6.26K | 0.00% | +265 | New |
| Bell Investment Advisors, Inc | 275 | $6.50K | 0.00% | +62+29.1% | Added |
| MAI Capital Management | 281 | $6.64K | 0.00% | +175+165.1% | Added |
| Strategic Wealth Partners, Ltd. | 284 | $6.71K | 0.00% | +34+13.6% | Added |
| Nisa Investment Advisors, LLC | 300 | $7.09K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 301 | $7.11K | 0.00% | +301 | New |
| Golden State Wealth Management, LLC | 309 | $7.32K | 0.00% | +3+1.0% | Added |
| Bare Financial Services, Inc | 354 | $8.37K | 0.00% | +36+11.3% | Added |
| JFS Wealth Advisors, LLC | 374 | $8.84K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 381 | $9.00K | 0.00% | +381 | New |
| Vermillion Wealth Management, Inc. | 389 | $9.19K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 450 | $10.6K | 0.00% | −164−26.7% | Reduced |
| GWM Advisors LLC | 453 | $10.7K | 0.00% | −19,515−97.7% | Reduced |
| Bryn Mawr Trust Co | 453 | $10.7K | 0.00% | −146−24.4% | Reduced |
| Trust Co of Vermont | 500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 531 | $12.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 533 | $12.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 576 | $13.6K | 0.00% | +305+112.5% | Added |
| Rothschild Investment LLC | 610 | $14.4K | 0.00% | −43−6.6% | Reduced |
| Parkside Financial Bank & Trust | 660 | $15.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 667 | $15.8K | 0.00% | +133+24.9% | Added |
| Rakuten Securities, Inc. | 683 | $16.1K | 0.01% | −61−8.2% | Reduced |
| Wellington-Altus USA Inc. | 685 | $16.2K | 0.01% | +685 | New |
| IFP Advisors, Inc | 736 | $17.4K | 0.00% | +87+13.4% | Added |
| Asset Dedication, LLC | 750 | $17.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 753 | $17.8K | 0.00% | +753 | New |
| Strategic Advocates LLC | 1,000 | $23.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,269 | $30.0K | 0.00% | +1,202+1,794.0% | Added |
| Global Retirement Partners, LLC | 1,318 | $31.2K | 0.00% | +610+86.2% | Added |
| TD Waterhouse Canada Inc. | 1,398 | $33.0K | 0.00% | +314+29.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,620 | $38.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,835 | $43.4K | 0.01% | +332+22.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,960 | $46.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,876 | $47.6K | 0.00% | +1,020+119.2% | Added |
| SRS Capital Advisors, Inc. | 2,377 | $56.2K | 0.00% | +1,046+78.6% | Added |
| Bruce G. Allen Investments, LLC | 2,419 | $57.2K | 0.04% | −83−3.3% | Reduced |
| Grove Bank & Trust | 2,436 | $57.6K | 0.01% | −308−11.2% | Reduced |
| HM Payson & Co | 2,474 | $58.5K | 0.00% | 00.0% | Unchanged |