| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $421 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $423 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $424 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $424 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $424 | 0.00% | +1 | New |
| Quarry LP | 1 | $424 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $806 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $848 | 0.00% | −2−50.0% | Reduced |
| UMA Financial Services, Inc. | 2 | $848 | 0.00% | −1−33.3% | Reduced |
| LRI Investments, LLC | 2 | $848 | 0.00% | +2 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.27K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4 | $1.70K | 0.00% | +4 | New |
| SHP Wealth Management | 4 | $1.70K | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $1.70K | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $1.70K | 0.00% | +1+33.3% | Added |
| Creative Financial Designs Inc | 5 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $2.54K | 0.00% | +5+500.0% | Added |
| Zions Bancorporation, National Association | 6 | $2.54K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 7 | $2.97K | 0.00% | +2+40.0% | Added |
| Signature Equity Partners, LLC | 7 | $2.97K | 0.00% | +6+600.0% | Added |
| International Assets Investment Management, LLC | 8 | $3.37K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $3.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $3.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $3.39K | 0.00% | +5+166.7% | Added |
| Creative Capital Management Investments LLC | 8 | $3.39K | 0.00% | +8 | New |
| Torren Management, LLC | 8 | $3.42K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.58K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $3.81K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 10 | $4.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $4.24K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 11 | $4.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $4.66K | 0.00% | +5+83.3% | Added |
| Financial Network Wealth Advisors LLC | 11 | $4.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $5.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $5.09K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 13 | $5.51K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 13 | $5.51K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 14 | $5.93K | 0.00% | +3+27.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 14 | $5.93K | 0.00% | +14 | New |
| Truvestments Capital LLC | 15 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 15 | $6.36K | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 16 | $6.78K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $6.78K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 19 | $8.05K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $8.33K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 21 | $8.90K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $8.90K | 0.00% | +12+133.3% | Added |
| Fulcrum Asset Management LLP | 22 | $9.37K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 23 | $9.75K | 0.00% | −1−4.2% | Reduced |
| Leonteq Securities AG | 23 | $9.75K | 0.00% | +23 | New |
| Picton Mahoney Asset Management | 24 | $10.2K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $10.6K | 0.00% | −2−7.4% | Reduced |
| Graticule Asia Macro Advisors LLC | 26 | $11.0K | 0.00% | +26 | New |
| Bravera Wealth | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 33 | $14.0K | 0.00% | +33 | New |
| Plante Moran Financial Advisors, LLC | 37 | $15.7K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 40 | $17.0K | 0.01% | −6−13.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 40 | $17.0K | 0.00% | +2+5.3% | Added |
| Compass Financial Management LLC | 40 | $17.0K | 0.00% | +40 | New |
| Parvin Asset Management, LLC | 45 | $19.1K | 0.02% | −462−91.1% | Reduced |
| Abound Wealth Management | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 45 | $19.1K | 0.00% | +10+28.6% | Added |
| Essential Partners LLC | 45 | $19.1K | 0.01% | +31+221.4% | Added |
| National Bank of Canada | 45 | $19.1K | 0.00% | +45 | New |
| CVA Family Office, LLC | 46 | $19.5K | 0.00% | +3+7.0% | Added |
| Sachetta, LLC | 47 | $19.9K | 0.01% | +47 | New |
| Atlantic Union Bankshares Corp | 48 | $20.3K | 0.00% | +48 | New |
| IFP Advisors, Inc | 57 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $24.2K | 0.01% | +13+29.5% | Added |
| Wolff Wiese Magana LLC | 61 | $25.9K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 62 | $26.3K | 0.01% | +62 | New |
| Assetmark, Inc | 68 | $28.8K | 0.00% | −3−4.2% | Reduced |
| Action Point Financial Planning, LLC | 74 | $29.7K | 0.00% | +74 | New |
| Global Retirement Partners, LLC | 72 | $30.5K | 0.00% | +72 | New |
| Rothschild Investment LLC | 74 | $31.4K | 0.00% | +21+39.6% | Added |
| Northwestern Mutual Wealth Management Co | 82 | $34.8K | 0.00% | +4+5.1% | Added |
| Nomura Asset Management Co Ltd | 84 | $35.6K | 0.00% | −47−35.9% | Reduced |
| Massmutual Trust Co FSB | 87 | $36.9K | 0.00% | −15−14.7% | Reduced |
| Harbor Capital Advisors, Inc. | 92 | $39.0K | 0.00% | −2−2.1% | Reduced |
| Central Trust Co | 97 | $41.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 100 | $42.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $42.4K | 0.00% | +100 | New |
| Pinnacle Wealth Planning Services, Inc. | 102 | $43.2K | 0.00% | −6−5.6% | Reduced |
| Parkside Financial Bank & Trust | 108 | $45.8K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 159 | $46.5K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 124 | $52.6K | 0.00% | −1−0.8% | Reduced |
| Harbour Investments, Inc. | 125 | $52.9K | 0.00% | +1+0.8% | Added |
| Trust Co of Toledo NA | 134 | $56.8K | 0.00% | +134 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $60.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $61.0K | 0.00% | +92+176.9% | Added |
| EverSource Wealth Advisors, LLC | 146 | $61.9K | 0.00% | −110−43.0% | Reduced |
| Mather Group, LLC. | 148 | $62.7K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 150 | $63.6K | 0.05% | −54−26.5% | Reduced |
| Covestor Ltd | 153 | $65.0K | 0.04% | −32−17.3% | Reduced |
| Kemnay Advisory Services Inc. | 164 | $69.5K | 0.01% | −169−50.8% | Reduced |