| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Darwin Advisors, LLC | 0 | $143 | 0.00% | 0 | New |
| Cordant, Inc. | 1 | $187 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $271 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $271 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $303 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $524 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $541 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $541 | 0.00% | +1+100.0% | Added |
| Seneschal Advisors, LLC | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $545 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $579 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $812 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $812 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $812 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 3 | $812 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 3 | $812 | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $930 | 0.00% | −3−50.0% | Reduced |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.08K | 0.00% | +3+300.0% | Added |
| AdvisorNet Financial, Inc | 5 | $1.35K | 0.00% | −1−16.7% | Reduced |
| JPL Wealth Management, LLC | 5 | $1.35K | 0.00% | +1+25.0% | Added |
| Basecamp Wealth Advisors LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.62K | 0.00% | −2−25.0% | Reduced |
| Cornerstone Financial Management LLC | 6 | $1.62K | 0.00% | +2+50.0% | Added |
| Planning Strategies Inc. | 6 | $1.62K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $1.62K | 0.00% | +4+200.0% | Added |
| Silver Grove Financial Group, Inc. | 6 | $1.63K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 8 | $1.78K | 0.00% | +1+14.3% | Added |
| JNBA Financial Advisors | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $2.17K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $2.44K | 0.00% | −1−10.0% | Reduced |
| NBT Bank N A | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.44K | 0.00% | +5+125.0% | Added |
| Private Trust Co NA | 9 | $2.44K | 0.00% | +8+800.0% | Added |
| Creative Capital Management Investments LLC | 9 | $2.44K | 0.00% | +9 | New |
| ZRC Wealth Management, LLC | 9 | $2.44K | 0.00% | +9 | New |
| Marquette Asset Management, LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| IMA Wealth, Inc. | 12 | $3.25K | 0.00% | +4+50.0% | Added |
| True Wealth Design, LLC | 12 | $3.25K | 0.00% | +3+33.3% | Added |
| HM Payson & Co | 13 | $3.41K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $3.52K | 0.00% | +2+18.2% | Added |
| LRI Investments, LLC | 14 | $3.79K | 0.00% | −3−17.6% | Reduced |
| Quent Capital, LLC | 14 | $3.79K | 0.00% | −2−12.5% | Reduced |
| Hughes Financial Services, LLC | 14 | $3.79K | 0.00% | +3+27.3% | Added |
| First Horizon Corp | 15 | $4.06K | 0.00% | −167−91.8% | Reduced |
| Rakuten Securities, Inc. | 15 | $4.06K | 0.00% | −60−80.0% | Reduced |
| Salomon & Ludwin, LLC | 16 | $4.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $4.33K | 0.00% | +4+33.3% | Added |
| Retirement Wealth Solutions LLC | 16 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $4.60K | 0.00% | +5+41.7% | Added |
| UMA Financial Services, Inc. | 18 | $4.87K | 0.00% | +5+38.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18 | $4.87K | 0.00% | +8+80.0% | Added |
| Allied Private Wealth LLC | 23 | $4.97K | 0.00% | +23 | New |
| Cromwell Holdings LLC | 19 | $5.14K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $5.41K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $6.49K | 0.00% | +1+4.3% | Added |
| Fortitude Family Office, LLC | 26 | $7.03K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 27 | $7.03K | 0.00% | +27 | New |
| Rothschild Investment LLC | 26 | $7.10K | 0.00% | +18+225.0% | Added |
| GoalVest Advisory LLC | 27 | $7.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $7.58K | 0.00% | −25−47.2% | Reduced |
| Hager Investment Management Services, LLC | 28 | $7.58K | 0.00% | +2+7.7% | Added |
| Umb Bank N A | 28 | $7.58K | 0.00% | +8+40.0% | Added |
| TD Private Client Wealth LLC | 29 | $7.84K | 0.00% | +17+141.7% | Added |
| Dogwood Wealth Management LLC | 31 | $8.39K | 0.00% | +10+47.6% | Added |
| Cullen/Frost Bankers, Inc. | 34 | $9.21K | 0.00% | −141−80.6% | Reduced |
| LifeSteps Financial, Inc. | 43 | $11.6K | 0.01% | +43 | New |
| Ameritas Advisory Services, LLC | 53 | $14.3K | 0.00% | +53 | New |
| Bessemer Group Inc | 56 | $15.0K | 0.00% | −1−1.8% | Reduced |
| Bell Investment Advisors, Inc | 57 | $15.4K | 0.00% | +2+3.6% | Added |
| CX Institutional | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 70 | $18.9K | 0.00% | +12+20.7% | Added |
| Contravisory Investment Management, Inc. | 84 | $22.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 85 | $23.0K | 0.00% | +85 | New |
| Acumen Wealth Advisors, LLC | 86 | $23.3K | 0.00% | +12+16.2% | Added |
| Whi Trust Co LLC | 91 | $24.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 92 | $24.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 92 | $24.9K | 0.01% | +6+7.0% | Added |
| Owl Creek Wealth Partners LLC | 95 | $25.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 100 | $27.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 106 | $28.7K | 0.00% | −5−4.5% | Reduced |
| Cape Investment Advisory, Inc. | 107 | $28.9K | 0.01% | +107 | New |
| SJS Investment Consulting Inc. | 107 | $28.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 116 | $30.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 115 | $31.1K | 0.00% | −57−33.1% | Reduced |
| Ancora Advisors, LLC | 118 | $31.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 123 | $32.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 122 | $33.0K | 0.00% | +21+20.8% | Added |
| Clearstead Advisors, LLC | 123 | $33.3K | 0.00% | +108+720.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 135 | $36.5K | 0.01% | +135 | New |