| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Rakuten Securities, Inc. | 2 | $134 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 4 | $324 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $335 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 9 | $603 | 0.00% | +9 | New |
| Larson Financial Group LLC | 11 | $737 | 0.00% | +1+10.0% | Added |
| SOA Wealth Advisors, LLC. | 11 | $750 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $871 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 13 | $871 | 0.00% | +13 | New |
| JJJ Advisors Inc. | 14 | $938 | 0.00% | −6−30.0% | Reduced |
| Dunhill Financial, LLC | 15 | $977 | 0.00% | +15 | New |
| Asset Dedication, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $1.00K | 0.00% | −145−90.6% | Reduced |
| Private Wealth Management Group, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17 | $1.14K | 0.00% | +17 | New |
| Aspect Partners, LLC | 17 | $1.14K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 23 | $1.54K | 0.00% | +23 | New |
| Provenance Wealth Advisors, LLC | 24 | $1.61K | 0.00% | +1+4.3% | Added |
| Eagle Bay Advisors LLC | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $1.68K | 0.00% | +25 | New |
| Global Trust Asset Management, LLC | 26 | $1.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.81K | 0.00% | +27 | New |
| Plato Investment Management Ltd | 28 | $1.88K | 0.00% | +28 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 32 | $2.14K | 0.00% | +32 | New |
| Lee Financial Co | 34 | $2.28K | 0.00% | +34 | New |
| Jones Financial Companies LLLP | 36 | $2.41K | 0.00% | +36 | New |
| AdvisorNet Financial, Inc | 39 | $2.61K | 0.00% | −2−4.9% | Reduced |
| Trifecta Capital Advisors, LLC | 43 | $2.88K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 44 | $2.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 40 | $3.00K | 0.00% | −10−20.0% | Reduced |
| Raffa Wealth Management, LLC | 45 | $3.01K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 55 | $3.68K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 71 | $3.79K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 59 | $4.00K | 0.00% | −36−37.9% | Reduced |
| NBC Securities, Inc. | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 60 | $4.00K | 0.00% | +20+50.0% | Added |
| Institutional & Family Asset Management, LLC | 60 | $4.02K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 60 | $4.02K | 0.00% | +60 | New |
| True Wealth Design, LLC | 63 | $4.22K | 0.00% | −14,530−99.6% | Reduced |
| Byrne Asset Management LLC | 64 | $4.31K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $4.55K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 72 | $4.82K | 0.00% | +72 | New |
| Cullen/Frost Bankers, Inc. | 73 | $4.89K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $4.96K | 0.00% | −5−6.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $5.49K | 0.00% | +15+22.4% | Added |
| Red Tortoise LLC | 83 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 84 | $5.63K | 0.00% | +84 | New |
| Ronald Blue Trust, Inc. | 99 | $6.00K | 0.00% | −77−43.8% | Reduced |
| MV Capital Management, Inc. | 93 | $6.23K | 0.00% | −865−90.3% | Reduced |
| MCF Advisors LLC | 93 | $6.23K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $6.70K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $6.70K | 0.00% | +100 | New |
| Turtle Creek Wealth Advisors, LLC | 102 | $6.83K | 0.00% | +102 | New |
| Itau Unibanco Holding S.A. | 106 | $7.10K | 0.00% | −103−49.3% | Reduced |
| Hobbs Group Advisors, LLC | 114 | $7.64K | 0.00% | +114 | New |
| Glassman Wealth Services | 115 | $7.70K | 0.00% | +17+17.3% | Added |
| Abound Wealth Management | 119 | $7.99K | 0.00% | +12+11.2% | Added |
| Sound Income Strategies, LLC | 133 | $8.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 127 | $9.00K | 0.00% | +18+16.5% | Added |
| Wolff Wiese Magana LLC | 135 | $9.04K | 0.01% | +10+8.0% | Added |
| Centerpoint Advisors, LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 164 | $11.0K | 0.00% | +1+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 165 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 167 | $11.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 173 | $11.6K | 0.00% | +173 | New |
| JFS Wealth Advisors, LLC | 187 | $12.5K | 0.00% | +15+8.7% | Added |
| United Community Bank | 205 | $13.7K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 222 | $14.0K | 0.00% | +205+1,205.9% | Added |
| Versant Capital Management, Inc | 218 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $15.1K | 0.00% | +225 | New |
| Cornerstone Planning Group LLC | 229 | $15.3K | 0.01% | −6−2.6% | Reduced |
| CVA Family Office, LLC | 235 | $15.7K | 0.00% | +235 | New |
| North Star Investment Management Corp. | 239 | $16.0K | 0.00% | −691−74.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 250 | $16.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 252 | $16.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 254 | $17.0K | 0.00% | −72−22.1% | Reduced |
| Rogco, LP | 258 | $17.3K | 0.01% | +258 | New |
| DecisionPoint Financial, LLC | 268 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 279 | $18.7K | 0.01% | +8+3.0% | Added |
| Wetzel Investment Advisors, Inc. | 280 | $19.0K | 0.01% | +280 | New |
| St Germain D J Co Inc | 290 | $19.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 306 | $20.5K | 0.00% | −46−13.1% | Reduced |
| Manchester Capital Management LLC | 331 | $22.2K | 0.00% | +249+303.7% | Added |
| Old Second National Bank of Aurora | 332 | $22.2K | 0.01% | −166−33.3% | Reduced |
| Cape Investment Advisory, Inc. | 380 | $25.5K | 0.01% | +44+13.1% | Added |
| Spire Wealth Management | 389 | $26.5K | 0.00% | −43−10.0% | Reduced |
| Bell Investment Advisors, Inc | 402 | $26.9K | 0.01% | +10+2.6% | Added |