| Coston, McIsaac & Partners | 3 | $0 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 0 | $13 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 3 | $175 | 0.00% | +3 | New |
| Mount Yale Investment Advisors, LLC | 4 | $233 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 4 | $233 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 7 | $408 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $408 | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 10 | $448 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 8 | $466 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $524 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $582 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $705 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $932 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 20 | $1.17K | 0.00% | −1,644−98.8% | Reduced |
| UMA Financial Services, Inc. | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $1.17K | 0.00% | +20 | New |
| GAMMA Investing LLC | 21 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.28K | 0.00% | −22−50.0% | Reduced |
| Addison Advisors LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.43K | 0.00% | +1+4.2% | Added |
| Boyd Watterson Asset Management LLC | 29 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $1.71K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $1.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $1.75K | 0.00% | +2+7.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 33 | $1.94K | 0.00% | +33 | New |
| Olistico Wealth, LLC | 34 | $1.98K | 0.00% | +34 | New |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $2.00K | 0.00% | +31 | New |
| Quintet Private Bank (Europe) S.A. | 39 | $2.27K | 0.00% | +39 | New |
| Cedar Mountain Advisors, LLC | 39 | $2.27K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 40 | $2.33K | 0.00% | +40 | New |
| Smartleaf Asset Management LLC | 43 | $2.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $2.62K | 0.00% | −39−46.4% | Reduced |
| Miller Wealth Advisors, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 51 | $2.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 49 | $2.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $2.85K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 51 | $2.97K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 52 | $3.03K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 55 | $3.22K | 0.00% | −20−26.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 59 | $3.44K | 0.00% | +59 | New |
| Hillsdale Investment Management Inc. | 60 | $3.50K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 64 | $3.73K | 0.00% | +64 | New |
| Cornerstone Planning Group LLC | 64 | $3.78K | 0.00% | +16+33.3% | Added |
| Raiffeisen Bank International AG | 65 | $3.79K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 71 | $4.13K | 0.00% | −55−43.7% | Reduced |
| Jefferies Financial Group Inc. | 75 | $4.37K | 0.00% | +75 | New |
| Manchester Capital Management LLC | 76 | $4.43K | 0.00% | −200−72.5% | Reduced |
| JNBA Financial Advisors | 78 | $4.54K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 79 | $4.60K | 0.00% | −32−28.8% | Reduced |
| LRI Investments, LLC | 80 | $4.65K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 98 | $5.71K | 0.00% | +98 | New |
| TD Capital Management LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 101 | $5.87K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 103 | $6.05K | 0.00% | +47+83.9% | Added |
| General Partner, Inc. | 107 | $6.23K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 116 | $6.50K | 0.00% | +116 | New |
| N.E.W. Advisory Services LLC | 113 | $6.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 116 | $6.76K | 0.00% | +64+123.1% | Added |
| Cape Investment Advisory, Inc. | 117 | $6.81K | 0.00% | +32+37.6% | Added |
| Sierra Ocean, LLC | 126 | $7.34K | 0.01% | −24−16.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 129 | $7.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 132 | $7.69K | 0.00% | −32−19.5% | Reduced |
| Fifth Third Bancorp | 135 | $7.86K | 0.00% | +12+9.8% | Added |
| Centricity Wealth Management, LLC | 144 | $8.39K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 147 | $8.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 160 | $9.32K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 165 | $9.61K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 173 | $10.1K | 0.01% | +2+1.2% | Added |
| Nisa Investment Advisors, LLC | 183 | $10.8K | 0.00% | +39+27.1% | Added |
| Hara Capital LLC | 185 | $10.8K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 187 | $10.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $11.6K | 0.00% | +200 | New |
| Wood Tarver Financial Group, LLC | 208 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 224 | $13.0K | 0.00% | +224 | New |
| GPS Wealth Strategies Group, LLC | 233 | $13.6K | 0.00% | −43−15.6% | Reduced |
| CoreCap Advisors, LLC | 234 | $13.6K | 0.00% | −408−63.6% | Reduced |
| Global Retirement Partners, LLC | 244 | $14.2K | 0.00% | +244 | New |
| Wealth Preservation Advisors, LLC | 251 | $14.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 254 | $14.8K | 0.00% | −461−64.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 256 | $14.9K | 0.00% | +250+4,166.7% | Added |
| Westside Investment Management, Inc. | 267 | $15.6K | 0.00% | +267 | New |
| Private Trust Co NA | 277 | $16.1K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 288 | $16.8K | 0.00% | +288 | New |
| Syntax Research, Inc. | 300 | $17.5K | 0.01% | −60,118−99.5% | Reduced |
| Eastern Bank | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 318 | $18.5K | 0.01% | +29+10.0% | Added |
| Resources Management Corp | 334 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 336 | $19.6K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 338 | $19.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 360 | $21.0K | 0.00% | −1,976−84.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 361 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 423 | $24.6K | 0.00% | 00.0% | Unchanged |