| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $486 | 0.00% | +1 | New |
| Cullen/Frost Bankers, Inc. | 1 | $487 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $487 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $487 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $487 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 1 | $487 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 1 | $487 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $487 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $487 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $487 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 2 | $973 | 0.00% | −19−90.5% | Reduced |
| Fortitude Family Office, LLC | 2 | $973 | 0.00% | −2−50.0% | Reduced |
| First Command Advisory Services, Inc. | 2 | $973 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 2 | $974 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $974 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3 | $1.46K | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $1.46K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $1.46K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.95K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $1.95K | 0.00% | +9+225.0% | Added |
| Global Financial Private Client, LLC | 4 | $1.95K | 0.00% | +3+300.0% | Added |
| Assetmark, Inc | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $2.44K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.92K | 0.00% | +1+20.0% | Added |
| Avalon Trust Co | 7 | $3.41K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7 | $3.41K | 0.00% | +7 | New |
| High Note Wealth, LLC | 8 | $3.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $4.38K | 0.00% | −2−18.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $4.87K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $4.87K | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $4.87K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 10 | $4.87K | 0.01% | +10 | New |
| Aspect Partners, LLC | 10 | $4.87K | 0.00% | +10 | New |
| Brown Brothers Harriman & Co | 11 | $5.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $5.35K | 0.00% | +1+10.0% | Added |
| Grove Bank & Trust | 12 | $5.84K | 0.00% | +12 | New |
| Wolff Wiese Magana LLC | 12 | $5.84K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 12 | $5.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $6.81K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $6.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $7.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $7.79K | 0.00% | +7+77.8% | Added |
| Hemington Wealth Management | 19 | $9.00K | 0.00% | +10+111.1% | Added |
| Quest Partners LLC | 19 | $9.25K | 0.00% | −66−77.6% | Reduced |
| Bokf, NA | 19 | $9.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 19 | $9.28K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $9.73K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $9.73K | 0.01% | +18+900.0% | Added |
| Bell Investment Advisors, Inc | 21 | $10.2K | 0.00% | +2+10.5% | Added |
| TCTC Holdings, LLC | 22 | $10.7K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 22 | $10.8K | 0.00% | +14+175.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 24 | $11.7K | 0.01% | +24 | New |
| Crewe Advisors LLC | 25 | $12.2K | 0.00% | +25 | New |
| Atlantic Trust, LLC | 26 | $12.7K | 0.00% | +8+44.4% | Added |
| Hollencrest Capital Management | 27 | $13.1K | 0.00% | +4+17.4% | Added |
| WPG Advisers, LLC | 28 | $13.6K | 0.01% | −16−36.4% | Reduced |
| Skopos Labs, Inc. | 29 | $13.6K | 0.00% | +26+866.7% | Added |
| Versant Capital Management, Inc | 30 | $14.6K | 0.00% | −2−6.3% | Reduced |
| Financial Management Professionals, Inc. | 30 | $14.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $15.1K | 0.00% | −2,264−98.8% | Reduced |
| Clark Wealth Partners | 32 | $15.6K | 0.01% | +32 | New |
| Retirement Wealth Solutions LLC | 34 | $16.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $17.0K | 0.00% | +1+2.9% | Added |
| Thompson Investment Management, Inc. | 36 | $17.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 36 | $17.5K | 0.00% | +7+24.1% | Added |
| Colonial Trust Co | 37 | $17.9K | 0.00% | −26−41.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $19.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 40 | $19.5K | 0.00% | −10−20.0% | Reduced |
| SIMA Wealth Partners, LLC | 40 | $19.5K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 41 | $20.0K | 0.01% | +41 | New |
| Johnson Financial Group, Inc. | 42 | $20.4K | 0.00% | +42 | New |
| TFC Financial Management | 44 | $21.4K | 0.00% | +12+37.5% | Added |
| Stonebridge Financial Group, LLC | 46 | $22.4K | 0.00% | +1+2.2% | Added |
| Toth Financial Advisory Corp | 50 | $24.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $24.3K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 51 | $24.8K | 0.00% | +16+45.7% | Added |
| Bank of Jackson Hole Trust | 60 | $25.9K | 0.02% | −6−9.1% | Reduced |
| Centerpoint Advisors, LLC | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 54 | $26.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $26.3K | 0.01% | +41+315.4% | Added |
| ORG Wealth Partners, LLC | 55 | $26.8K | 0.01% | −248−81.8% | Reduced |
| EverSource Wealth Advisors, LLC | 59 | $28.7K | 0.00% | −443−88.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 60 | $29.2K | 0.00% | −1−1.6% | Reduced |
| Main Street Group, LTD | 62 | $29.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 62 | $30.2K | 0.00% | +62 | New |
| N.E.W. Advisory Services LLC | 64 | $31.3K | 0.00% | +64 | New |
| NBC Securities, Inc. | 73 | $35.0K | 0.00% | +73 | New |
| Sterling Capital Management LLC | 74 | $36.0K | 0.00% | −286−79.4% | Reduced |
| Darwin Advisors, LLC | 78 | $36.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $36.6K | 0.01% | −97−56.4% | Reduced |
| Larson Financial Group LLC | 83 | $40.4K | 0.00% | +8+10.7% | Added |
| von Borstel & Associates, Inc. | 86 | $42.0K | 0.01% | +86 | New |