| Institute for Wealth Management, LLC. | 0 | $1 | 0.00% | 0 | New |
| Bogart Wealth, LLC | 1 | $173 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $336 | 0.00% | +2 | New |
| Monetary Solutions, Ltd | 2 | $346 | 0.00% | +2 | New |
| Geneos Wealth Management Inc. | 3 | $519 | 0.00% | +3 | New |
| Downshift Financial, LLC | 3 | $519 | 0.00% | +3 | New |
| Burk Holdings LLC | 4 | $692 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 4 | $692 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $693 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $693 | 0.00% | +4 | New |
| LRI Investments, LLC | 5 | $866 | 0.00% | +3+150.0% | Added |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Creative Financial Designs Inc | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.04K | 0.00% | +3+100.0% | Added |
| Motco | 6 | $1.04K | 0.00% | +6 | New |
| Breakwater Investment Management | 6 | $1.04K | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 7 | $1.21K | 0.00% | −55−88.7% | Reduced |
| Armstrong Advisory Group, Inc | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 7 | $1.21K | 0.00% | +7 | New |
| Benson Wealth Management INC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $1.56K | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $1.73K | 0.00% | +10 | New |
| BOK Financial Private Wealth, Inc. | 10 | $1.73K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 11 | $1.90K | 0.00% | +4+57.1% | Added |
| GHP Investment Advisors, Inc. | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $1.91K | 0.00% | +3+37.5% | Added |
| UMA Financial Services, Inc. | 11 | $1.91K | 0.00% | +4+57.1% | Added |
| Highline Wealth Partners LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $2.25K | 0.00% | +4+44.4% | Added |
| SHP Wealth Management | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $2.58K | 0.00% | +16 | New |
| IFP Advisors, Inc | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 19 | $3.29K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $3.64K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 21 | $3.65K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 24 | $3.81K | 0.00% | +24 | New |
| Buck Wealth Strategies, LLC | 23 | $3.98K | 0.00% | +23 | New |
| Independence Bank of Kentucky | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 25 | $4.33K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $4.33K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 28 | $4.85K | 0.00% | +9+47.4% | Added |
| Anchor Investment Management, LLC | 29 | $5.02K | 0.00% | +29 | New |
| Bravera Wealth | 30 | $5.19K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $5.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $6.41K | 0.00% | +36+3,600.0% | Added |
| NBC Securities, Inc. | 42 | $7.27K | 0.00% | −1−2.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 43 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $8.09K | 0.00% | +1+2.0% | Added |
| Financial Consulate, Inc | 47 | $8.14K | 0.00% | +12+34.3% | Added |
| Wellington-Altus USA Inc. | 65 | $8.68K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $8.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $9.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $9.87K | 0.00% | +45+375.0% | Added |
| Silver Grove Financial Group, Inc. | 58 | $10.0K | 0.01% | +58 | New |
| ZRC Wealth Management, LLC | 60 | $10.4K | 0.00% | +60 | New |
| Ancora Advisors, LLC | 62 | $10.7K | 0.00% | −98−61.3% | Reduced |
| EFG International AG | 78 | $13.5K | 0.00% | −3−3.7% | Reduced |
| Central Trust Co | 81 | $14.0K | 0.00% | −4−4.7% | Reduced |
| Rossby Financial, LCC | 82 | $14.2K | 0.00% | +34+70.8% | Added |
| Salomon & Ludwin, LLC | 87 | $14.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 94 | $16.3K | 0.00% | +94 | New |
| Three Bearings Fiduciary Advisors, Inc. | 96 | $16.6K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 98 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 99 | $17.1K | 0.01% | +99 | New |
| Golden State Wealth Management, LLC | 124 | $21.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 125 | $21.7K | 0.00% | +30+31.6% | Added |
| Ninety One UK Ltd | 134 | $23.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 141 | $24.5K | 0.03% | +1+0.7% | Added |
| V-Square Quantitative Management LLC | 142 | $24.6K | 0.00% | +142 | New |
| Morse Asset Management, Inc | 150 | $26.0K | 0.00% | −5,700−97.4% | Reduced |
| Bessemer Group Inc | 171 | $29.0K | 0.00% | +102+147.8% | Added |
| Larson Financial Group LLC | 173 | $29.9K | 0.00% | +20+13.1% | Added |
| Umb Bank N A | 190 | $32.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 193 | $33.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 198 | $34.3K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 216 | $37.4K | 0.00% | −6−2.7% | Reduced |
| Boyd Watterson Asset Management LLC | 239 | $41.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 246 | $42.6K | 0.00% | +136+123.6% | Added |
| Harbour Investments, Inc. | 248 | $42.9K | 0.00% | +6+2.5% | Added |
| Ares Financial Consulting, LLC | 263 | $45.5K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 313 | $54.2K | 0.00% | +19+6.5% | Added |
| Parkside Financial Bank & Trust | 326 | $56.4K | 0.00% | +42+14.8% | Added |
| Hilltop National Bank | 334 | $57.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 359 | $62.1K | 0.00% | +359 | New |
| SBI Securities Co., Ltd. | 381 | $66.0K | 0.00% | −56−12.8% | Reduced |
| Barclays PLC | 392 | $67.9K | 0.00% | −427−52.1% | Reduced |
| Rothschild Investment LLC | 398 | $68.9K | 0.00% | −42−9.5% | Reduced |