| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 25 | $0 | 0.00% | +25 | New |
| Highline Wealth Partners LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $15 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $30 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 3 | $45 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $60 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 6 | $94 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $134 | 0.00% | +6+200.0% | Added |
| DecisionPoint Financial, LLC | 10 | $150 | 0.00% | +10 | New |
| Lloyd Advisory Services, LLC. | 11 | $165 | 0.00% | +11 | New |
| Ameriflex Group, Inc. | 14 | $209 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 16 | $239 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $254 | 0.00% | +17 | New |
| SOA Wealth Advisors, LLC. | 18 | $269 | 0.00% | −115−86.5% | Reduced |
| CoreCap Advisors, LLC | 21 | $314 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $359 | 0.00% | +8+50.0% | Added |
| SHP Wealth Management | 27 | $403 | 0.00% | +27 | New |
| True Wealth Design, LLC | 40 | $598 | 0.00% | +40 | New |
| Transamerica Financial Advisors, Inc. | 41 | $612 | 0.00% | +10+32.3% | Added |
| HFM Investment Advisors, LLC | 41 | $613 | 0.00% | +24+141.2% | Added |
| Cornerstone Planning Group LLC | 44 | $655 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $658 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 49 | $732 | 0.00% | −1,666−97.1% | Reduced |
| Rothschild Investment LLC | 56 | $837 | 0.00% | +56 | New |
| Evolution Wealth Management Inc. | 72 | $1.08K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 74 | $1.11K | 0.00% | +35+89.7% | Added |
| Bare Financial Services, Inc | 75 | $1.12K | 0.00% | +37+97.4% | Added |
| N.E.W. Advisory Services LLC | 83 | $1.24K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 104 | $1.55K | 0.00% | +104 | New |
| Clearstead Advisors, LLC | 111 | $1.66K | 0.00% | +45+68.2% | Added |
| Sachetta, LLC | 117 | $1.75K | 0.00% | +117 | New |
| Action Point Financial Planning, LLC | 120 | $1.76K | 0.00% | +120 | New |
| Salem Investment Counselors Inc | 137 | $2.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 162 | $2.42K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 166 | $2.48K | 0.00% | +166 | New |
| Friedenthal Financial | 170 | $2.54K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 194 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 195 | $2.93K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 201 | $3.00K | 0.00% | +201 | New |
| Godfrey Financial Associates, Inc. | 203 | $3.03K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 215 | $3.21K | 0.00% | +215 | New |
| Parkside Financial Bank & Trust | 222 | $3.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 226 | $3.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 226 | $3.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 229 | $3.42K | 0.00% | +20+9.6% | Added |
| JFS Wealth Advisors, LLC | 270 | $4.03K | 0.00% | +18+7.1% | Added |
| Massmutual Trust Co FSB | 283 | $4.23K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 292 | $4.36K | 0.00% | −183−38.5% | Reduced |
| National Bank of Canada | 320 | $4.78K | 0.00% | −16−4.8% | Reduced |
| Essential Partners LLC | 321 | $4.80K | 0.00% | +297+1,237.5% | Added |
| Keating Financial Advisory Services, Inc. | 324 | $4.84K | 0.00% | +4+1.3% | Added |
| Huntington National Bank | 333 | $4.97K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $4.99K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 381 | $5.69K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 400 | $5.98K | 0.00% | +400 | New |
| Atlantic Trust, LLC | 403 | $6.02K | 0.00% | +119+41.9% | Added |
| NBC Securities, Inc. | 426 | $6.36K | 0.00% | −466−52.2% | Reduced |
| Valley National Advisers Inc | 433 | $6.47K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 448 | $6.69K | 0.00% | +295+192.8% | Added |
| Golden State Equity Partners | 451 | $6.74K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 452 | $6.75K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 464 | $6.93K | 0.00% | +464 | New |
| Nisa Investment Advisors, LLC | 467 | $6.98K | 0.00% | −2,308−83.2% | Reduced |
| Creative Financial Designs Inc | 467 | $6.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 483 | $7.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 600 | $8.97K | 0.00% | −403−40.2% | Reduced |
| Covestor Ltd | 644 | $9.00K | 0.01% | +76+13.4% | Added |
| WPG Advisers, LLC | 625 | $9.34K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 633 | $9.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 640 | $9.56K | 0.00% | +621+3,268.4% | Added |
| Vision Retirement, LLC | 714 | $10.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 715 | $10.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 770 | $11.5K | 0.00% | −5,674−88.1% | Reduced |
| Global Retirement Partners, LLC | 831 | $12.4K | 0.00% | +831 | New |
| EverSource Wealth Advisors, LLC | 843 | $12.6K | 0.00% | −1,916−69.4% | Reduced |
| Toronto Dominion Bank | 918 | $13.7K | 0.00% | +918 | New |
| Northwestern Mutual Wealth Management Co | 955 | $14.3K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 974 | $14.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,094 | $16.3K | 0.00% | −133−10.8% | Reduced |
| Versant Capital Management, Inc | 1,128 | $16.9K | 0.00% | +443+64.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,183 | $17.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,220 | $18.2K | 0.00% | +1,200+6,000.0% | Added |
| Millstone Evans Group, LLC | 1,255 | $18.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,254 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,392 | $20.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,363 | $20.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,428 | $21.3K | 0.00% | +735+106.1% | Added |
| CVA Family Office, LLC | 1,460 | $21.8K | 0.00% | +96+7.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,557 | $23.3K | 0.01% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,883 | $28.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,922 | $28.7K | 0.00% | −360−15.8% | Reduced |
| SBI Securities Co., Ltd. | 1,976 | $29.5K | 0.00% | +173+9.6% | Added |
| Bogart Wealth, LLC | 2,000 | $29.9K | 0.00% | +2,000 | New |
| Rakuten Securities, Inc. | 2,100 | $31.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,299 | $34.3K | 0.00% | −1,479−39.1% | Reduced |
| FNY Investment Advisers, LLC | 2,538 | $37.0K | 0.01% | −2,561−50.2% | Reduced |
