| Quest Partners LLC | 1 | $54 | 0.00% | −7−87.5% | Reduced |
| NBC Securities, Inc. | 1 | $97 | 0.01% | −2,123−100.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $162 | 0.00% | +3 | New |
| Van Hulzen Asset Management, LLC | 4 | $216 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $269 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $355 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $431 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $484 | 0.00% | +9 | New |
| Aspect Partners, LLC | 10 | $538 | 0.00% | −1−9.1% | Reduced |
| Atwood & Palmer Inc | 10 | $539 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 11 | $587 | 0.00% | +11 | New |
| Capital A Wealth Management, LLC | 11 | $592 | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 12 | $646 | 0.00% | +12 | New |
| ORG Partners LLC | 12 | $654 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $700 | 0.00% | +13 | New |
| Colonial Trust Co | 14 | $753 | 0.00% | −550−97.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 15 | $807 | 0.00% | −771−98.1% | Reduced |
| Central Pacific Bank - Trust Division | 15 | $807 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $915 | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $1.02K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.07K | 0.00% | −33−62.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $1.08K | 0.00% | −322−94.2% | Reduced |
| HHM Wealth Advisors, LLC | 21 | $1.13K | 0.00% | +21 | New |
| West Branch Capital LLC | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 28 | $1.51K | 0.00% | +28 | New |
| Whipplewood Advisors, LLC | 28 | $1.51K | 0.00% | +28 | New |
| Sachetta, LLC | 29 | $1.56K | 0.00% | +1+3.6% | Added |
| True Wealth Design, LLC | 29 | $1.56K | 0.00% | +2+7.4% | Added |
| TFC Financial Management | 29 | $1.57K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 33 | $1.78K | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 33 | $1.78K | 0.00% | +12+57.1% | Added |
| Red Tortoise LLC | 36 | $1.94K | 0.00% | +36 | New |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 45 | $2.42K | 0.00% | +45 | New |
| Cranbrook Wealth Management, LLC | 48 | $2.58K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 50 | $2.69K | 0.00% | +16+47.1% | Added |
| SOA Wealth Advisors, LLC. | 50 | $2.69K | 0.00% | +50 | New |
| Quest 10 Wealth Builders, Inc. | 50 | $2.69K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 51 | $2.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.91K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 54 | $2.91K | 0.00% | +54 | New |
| DiNuzzo Private Wealth, Inc. | 58 | $3.12K | 0.00% | −1−1.7% | Reduced |
| AllSquare Wealth Management LLC | 58 | $3.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $3.17K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $3.23K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 60 | $3.23K | 0.00% | +26+76.5% | Added |
| Rosenberg Matthew Hamilton | 61 | $3.28K | 0.00% | +61 | New |
| Spire Wealth Management | 66 | $3.55K | 0.00% | −22−25.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 68 | $3.66K | 0.01% | −56−45.2% | Reduced |
| Abound Wealth Management | 70 | $3.77K | 0.00% | −7−9.1% | Reduced |
| PFG Private Wealth Management, LLC | 79 | $4.25K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 81 | $4.36K | 0.00% | +81 | New |
| Marshall & Sterling Wealth Advisors Inc. | 81 | $4.36K | 0.00% | +81 | New |
| Teachers Insurance & Annuity Association of America | 85 | $4.58K | 0.01% | +85 | New |
| Dunhill Financial, LLC | 87 | $4.68K | 0.00% | +21+31.8% | Added |
| Ameriflex Group, Inc. | 85 | $4.73K | 0.00% | +85 | New |
| Washington Trust Advisors, Inc. | 89 | $4.82K | 0.00% | +89 | New |
| Montag A & Associates Inc | 90 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 82 | $4.84K | 0.00% | +1+1.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 90 | $4.84K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 98 | $5.26K | 0.00% | +1+1.0% | Added |
| Key Financial Inc | 99 | $5.33K | 0.00% | +59+147.5% | Added |
| Indiana Trust & Investment Management CO | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 100 | $5.38K | 0.00% | +100 | New |
| GHP Investment Advisors, Inc. | 103 | $5.53K | 0.00% | −200−66.0% | Reduced |
| Zions Bancorporation, N.A. | 107 | $5.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 109 | $5.87K | 0.00% | +6+5.8% | Added |
| Bell Investment Advisors, Inc | 112 | $6.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 115 | $6.19K | 0.00% | +115 | New |
| McIlrath & Eck, LLC | 116 | $6.24K | 0.00% | −1,330−92.0% | Reduced |
| AdvisorNet Financial, Inc | 116 | $6.24K | 0.00% | −23−16.5% | Reduced |
| WR Wealth Planners, LLC | 121 | $6.51K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 123 | $6.61K | 0.00% | +1+0.8% | Added |
| Hallmark Capital Management Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $7.10K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 132 | $7.10K | 0.00% | +69+109.5% | Added |
| TCTC Holdings, LLC | 133 | $7.16K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 145 | $7.80K | 0.00% | +145 | New |
| Bank of Jackson Hole Trust | 151 | $8.13K | 0.01% | +151 | New |
| SJS Investment Consulting Inc. | 153 | $8.23K | 0.00% | −10−6.1% | Reduced |
| Aventura Private Wealth, LLC | 156 | $8.40K | 0.00% | +156 | New |
| Promus Capital, LLC | 160 | $8.63K | 0.01% | +160 | New |
| Transcendent Capital Group LLC | 165 | $8.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 175 | $9.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 184 | $9.90K | 0.00% | +22+13.6% | Added |
| Meeder Asset Management Inc | 188 | $10.1K | 0.00% | −21−10.0% | Reduced |
| Financial Freedom, LLC | 199 | $10.7K | 0.01% | +2+1.0% | Added |
| Gen-Wealth Partners Inc | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $10.8K | 0.01% | +200 | New |
| Flagship Wealth Advisors, LLC | 200 | $10.8K | 0.01% | +200 | New |
| Raleigh Capital Management Inc. | 209 | $11.2K | 0.00% | +95+83.3% | Added |
| Salem Investment Counselors Inc | 215 | $11.6K | 0.00% | 00.0% | Unchanged |