| Avion Wealth | 38 | $0 | 0.00% | −26−40.6% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | −13−34.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $18 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 2 | $37 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $56 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $94 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $113 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $132 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 8 | $150 | 0.00% | −55−87.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 9 | $170 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $188 | 0.00% | −62−86.1% | Reduced |
| NVWM, LLC | 10 | $188 | 0.00% | +5+100.0% | Added |
| TFC Financial Management | 14 | $264 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $282 | 0.00% | +15 | New |
| Wetzel Investment Advisors, Inc. | 17 | $356 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 19 | $357 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $395 | 0.00% | −10−32.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $470 | 0.00% | +12+92.3% | Added |
| Atlantic Private Wealth, LLC | 30 | $564 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 30 | $586 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $602 | 0.00% | +16+100.0% | Added |
| Assetmark, Inc | 33 | $620 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 37 | $649 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $658 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 36 | $676 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $770 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 45 | $846 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 45 | $846 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 46 | $865 | 0.00% | +21+84.0% | Added |
| Evergreen Private Wealth LLC | 50 | $940 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 50 | $940 | 0.00% | +50 | New |
| Delos Wealth Advisors, LLC | 52 | $978 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $1.03K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 59 | $1.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 67 | $1.26K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 71 | $1.33K | 0.00% | +71 | New |
| Private Wealth Management Group, LLC | 76 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 90 | $1.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 92 | $1.73K | 0.00% | −100−52.1% | Reduced |
| Manchester Capital Management LLC | 94 | $1.77K | 0.00% | +9+10.6% | Added |
| Sachetta, LLC | 96 | $1.78K | 0.00% | +44+84.6% | Added |
| Fairway Wealth LLC | 98 | $1.84K | 0.00% | +98 | New |
| First Financial Corp | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $1.88K | 0.00% | −551−84.6% | Reduced |
| City State Bank | 100 | $1.88K | 0.00% | −450−81.8% | Reduced |
| Aspire Private Capital, LLC | 100 | $1.88K | 0.00% | −100−50.0% | Reduced |
| Central Trust Co | 100 | $1.88K | 0.00% | −50−33.3% | Reduced |
| Global Financial Private Client, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $1.88K | 0.00% | +10+11.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $1.88K | 0.00% | +100 | New |
| Camelot Portfolios, LLC | 100 | $1.88K | 0.00% | +100 | New |
| PSI Advisors, LLC | 100 | $1.88K | 0.00% | +100 | New |
| West Financial Advisors, LLC | 100 | $1.88K | 0.00% | +100 | New |
| Financial Network Wealth Advisors LLC | 100 | $1.88K | 0.00% | +100 | New |
| MB, Levis & Associates, LLC | 100 | $1.88K | 0.00% | +100 | New |
| Motco | 101 | $1.90K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 104 | $1.96K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 100 | $1.99K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 106 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 133 | $2.00K | 0.00% | +25+23.1% | Added |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | −1−1.0% | Reduced |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 111 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 116 | $2.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 122 | $2.29K | 0.00% | +52+74.3% | Added |
| Ashton Thomas Private Wealth, LLC | 125 | $2.35K | 0.00% | +125 | New |
| Archer Investment Corp | 127 | $2.39K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 150 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $3.18K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 175 | $3.29K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 176 | $3.31K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 180 | $3.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 180 | $3.38K | 0.00% | +180 | New |
| Stephens Consulting, LLC | 191 | $3.59K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 193 | $3.63K | 0.00% | +193 | New |
| SOA Wealth Advisors, LLC. | 195 | $3.66K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $3.76K | 0.00% | −318−61.4% | Reduced |
| GHP Investment Advisors, Inc. | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $3.76K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $3.76K | 0.00% | +100+100.0% | Added |
| Institutional & Family Asset Management, LLC | 200 | $3.76K | 0.00% | +100+100.0% | Added |