| Resources Management Corp | 8 | $0 | 0.00% | +8 | New |
| Householder Group Estate & Retirement Specialist, LLC | 17 | $0 | 0.00% | +17 | New |
| WestEnd Advisors, LLC | 2 | $85 | 0.00% | −1−33.3% | Reduced |
| Oakworth Capital, Inc. | 5 | $212 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 6 | $274 | 0.00% | +6 | New |
| Nemes Rush Group LLC | 9 | $281 | 0.00% | +9 | New |
| Legacy Investment Solutions, LLC | 6 | $281 | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $281 | 0.00% | +6 | New |
| M&R Capital Management Inc | 10 | $423 | 0.00% | +10 | New |
| Claris Advisors, LLC | 11 | $466 | 0.00% | +11 | New |
| First Financial Corp | 17 | $720 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 18 | $761 | 0.00% | −3−14.3% | Reduced |
| Harbour Investments, Inc. | 19 | $804 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $847 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $847 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 29 | $1.00K | 0.00% | +29 | New |
| Reuter James Wealth Management, LLC | 24 | $1.02K | 0.00% | +24 | New |
| NVWM, LLC | 26 | $1.10K | 0.00% | +9+52.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $1.19K | 0.00% | +7+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.21K | 0.00% | +1+3.7% | Added |
| Abound Wealth Management | 32 | $1.36K | 0.00% | +16+100.0% | Added |
| Fortis Group Advisors, LLC | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 33 | $1.40K | 0.00% | +33 | New |
| Center for Financial Planning, Inc. | 36 | $1.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 39 | $1.65K | 0.00% | +39 | New |
| SOA Wealth Advisors, LLC. | 39 | $1.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $1.69K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 41 | $1.74K | 0.00% | +41 | New |
| Proequities, Inc. | 42 | $1.78K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 42 | $1.78K | 0.00% | −62−59.6% | Reduced |
| Hoey Investments, Inc | 52 | $1.79K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 38 | $1.80K | 0.00% | +38 | New |
| Iron Horse Wealth Management, LLC | 44 | $1.86K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $1.86K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $1.91K | 0.00% | +45 | New |
| Versant Capital Management, Inc | 47 | $1.99K | 0.00% | +47 | New |
| TSFG, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 49 | $2.07K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 49 | $2.08K | 0.00% | −18−26.9% | Reduced |
| Glen Eagle Advisors, LLC | 49 | $2.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 51 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 56 | $2.35K | 0.00% | +25+80.6% | Added |
| Tucker Asset Management LLC | 57 | $2.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $2.50K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $2.50K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 61 | $2.58K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 65 | $2.75K | 0.00% | −1,354−95.4% | Reduced |
| Quent Capital, LLC | 67 | $2.84K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 66 | $3.13K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 79 | $3.34K | 0.00% | +79 | New |
| Sachetta, LLC | 92 | $3.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 96 | $4.00K | 0.00% | +13+15.7% | Added |
| Hemington Wealth Management | 98 | $4.00K | 0.00% | +98 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | $4.06K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 102 | $4.32K | 0.00% | −16−13.6% | Reduced |
| Ronald Blue Trust, Inc. | 127 | $4.37K | 0.00% | +27+27.0% | Added |
| Sound Income Strategies, LLC | 104 | $4.40K | 0.00% | +104 | New |
| True Wealth Design, LLC | 111 | $4.70K | 0.00% | −26,354−99.6% | Reduced |
| Westside Investment Management, Inc. | 111 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 112 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 130 | $5.50K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $5.71K | 0.00% | +135 | New |
| Ashton Thomas Securities, LLC | 136 | $5.76K | 0.00% | +136 | New |
| JFS Wealth Advisors, LLC | 137 | $5.80K | 0.00% | +5+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 138 | $5.84K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 156 | $6.60K | 0.00% | +156 | New |
| Cromwell Holdings LLC | 158 | $6.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 161 | $6.82K | 0.00% | +24+17.5% | Added |
| Cullen/Frost Bankers, Inc. | 164 | $6.96K | 0.00% | −101−38.1% | Reduced |
| Richardson Financial Services Inc. | 203 | $6.98K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 166 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 176 | $7.47K | 0.00% | −869−83.2% | Reduced |
| Whittier Trust Co | 178 | $7.53K | 0.00% | −366−67.3% | Reduced |
| Bryn Mawr Trust Co | 181 | $7.66K | 0.00% | +181 | New |
| Citizens National Bank Trust Department | 200 | $8.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 205 | $8.68K | 0.00% | +60+41.4% | Added |
| Larson Financial Group LLC | 262 | $11.1K | 0.00% | +260+13,000.0% | Added |
| Carolinas Wealth Consulting LLC | 270 | $11.4K | 0.00% | +10+3.8% | Added |
| Park Circle Co | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 281 | $11.8K | 0.00% | +281 | New |
| SRS Capital Advisors, Inc. | 288 | $12.2K | 0.00% | +29+11.2% | Added |
| Huntington National Bank | 288 | $12.2K | 0.00% | +5+1.8% | Added |
| CIBC Private Wealth Group, LLC | 301 | $12.7K | 0.00% | +103+52.0% | Added |
| Geneos Wealth Management Inc. | 302 | $12.8K | 0.00% | +245+429.8% | Added |
| Zions Bancorporation, N.A. | 314 | $13.3K | 0.00% | −1−0.3% | Reduced |
| Skopos Labs, Inc. | 327 | $13.8K | 0.00% | +327 | New |
| Bell Investment Advisors, Inc | 372 | $15.7K | 0.00% | −17−4.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 374 | $15.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 385 | $16.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 384 | $16.3K | 0.00% | −1−0.3% | Reduced |
| Jones Financial Companies LLLP | 405 | $17.1K | 0.00% | +314+345.1% | Added |
| Salem Investment Counselors Inc | 416 | $17.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 461 | $19.5K | 0.00% | −22−4.6% | Reduced |
| Armstrong Advisory Group, Inc | 466 | $19.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 495 | $21.0K | 0.01% | +32+6.9% | Added |
| Spire Wealth Management | 496 | $21.0K | 0.00% | −179−26.5% | Reduced |
| Private Trust Co NA | 498 | $21.1K | 0.00% | −30−5.7% | Reduced |