| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $26 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 0 | $130 | 0.00% | 0 | New |
| SHP Wealth Management | 0 | $137 | 0.00% | −1−100.0% | Reduced |
| Community Financial Services Group, LLC | 1 | $279 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $279 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $280 | 0.00% | −13−92.9% | Reduced |
| NVWM, LLC | 1 | $280 | 0.00% | −1−50.0% | Reduced |
| Triumph Capital Management | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $280 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $280 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $280 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $280 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 2 | $479 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $559 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $560 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $560 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $560 | 0.00% | +1+100.0% | Added |
| Bokf, NA | 2 | $560 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $560 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $560 | 0.00% | +2 | New |
| Bryn Mawr Trust Co | 3 | $840 | 0.00% | −497−99.4% | Reduced |
| Sawyer & Company, Inc | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $840 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $840 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $840 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $840 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $840 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $840 | 0.00% | +3 | New |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $1.12K | 0.00% | −3−42.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 4 | $1.12K | 0.00% | +4 | New |
| Kilter Group LLC | 5 | $1.40K | 0.00% | −5−50.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.68K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 7 | $1.96K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $1.96K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $2.24K | 0.00% | −2−20.0% | Reduced |
| CNB Bank | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.24K | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 8 | $2.24K | 0.00% | −14−63.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9 | $2.52K | 0.00% | −2−18.2% | Reduced |
| Stone House Investment Management, LLC | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $2.52K | 0.00% | +3+50.0% | Added |
| McCarthy Grittinger Financial Group, LLC | 9 | $2.52K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 10 | $2.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $2.83K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $3.00K | 0.00% | +3+33.3% | Added |
| Asset Dedication, LLC | 11 | $3.08K | 0.00% | +6+120.0% | Added |
| Creative Capital Management Investments LLC | 11 | $3.08K | 0.00% | +11 | New |
| Rossby Financial, LCC | 12 | $3.36K | 0.00% | −1−7.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 12 | $3.36K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 12 | $3.36K | 0.01% | +12 | New |
| JPL Wealth Management, LLC | 13 | $3.64K | 0.00% | −6−31.6% | Reduced |
| TD Capital Management LLC | 14 | $3.78K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 14 | $3.91K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 14 | $3.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $3.92K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 15 | $4.21K | 0.00% | +7+87.5% | Added |
| Colonial Trust Co | 16 | $4.48K | 0.00% | +16 | New |
| Creative Financial Designs Inc | 17 | $4.76K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $5.04K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 19 | $5.32K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 20 | $5.60K | 0.00% | +20 | New |
| Truvestments Capital LLC | 20 | $5.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $5.60K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 20 | $5.62K | 0.00% | +2+11.1% | Added |
| Atlantic Trust, LLC | 21 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 21 | $5.88K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 23 | $6.16K | 0.00% | +23 | New |
| McMillan Office, Inc. | 23 | $6.44K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 23 | $6.44K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 24 | $6.72K | 0.00% | −4,266−99.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $6.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 24 | $6.72K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 25 | $6.97K | 0.00% | +1+4.2% | Added |
| SJS Investment Consulting Inc. | 25 | $7.00K | 0.00% | −56−69.1% | Reduced |
| Signature Equity Partners, LLC | 25 | $7.03K | 0.00% | −22−46.8% | Reduced |
| WPG Advisers, LLC | 26 | $7.28K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 27 | $7.56K | 0.00% | −67−71.3% | Reduced |
| Twin Tree Management, LP | 28 | $7.84K | 0.00% | −79−73.8% | Reduced |
| ESL Trust Services, LLC | 28 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 25 | $7.97K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $8.00K | 0.00% | −2−6.3% | Reduced |
| UMA Financial Services, Inc. | 29 | $8.12K | 0.00% | −6−17.1% | Reduced |
| N.E.W. Advisory Services LLC | 30 | $8.40K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $8.40K | 0.00% | +4+15.4% | Added |
| Elequin Capital LP | 31 | $8.68K | 0.00% | +31 | New |
| Institute for Wealth Management, LLC. | 32 | $8.96K | 0.00% | +32 | New |