| Freestone Grove Partners LP | 1 | $34 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $68 | 0.00% | −15−88.2% | Reduced |
| RHL Group, LLC | 2 | $68 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 3 | $102 | 0.00% | −91−96.8% | Reduced |
| Manchester Capital Management LLC | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $204 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6 | $204 | 0.00% | +6 | New |
| Quadrant Capital Group LLC | 6 | $205 | 0.00% | −194−97.0% | Reduced |
| Lodestone Wealth Management LLC | 7 | $238 | 0.00% | −12−63.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7 | $238 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $238 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 8 | $272 | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 9 | $317 | 0.00% | +9 | New |
| WPG Advisers, LLC | 10 | $340 | 0.00% | −145−93.5% | Reduced |
| Rocky Mountain Advisers, LLC | 11 | $374 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $408 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $476 | 0.00% | +14 | New |
| Quent Capital, LLC | 14 | $476 | 0.00% | +14 | New |
| Burk Holdings LLC | 14 | $476 | 0.00% | +14 | New |
| Capital & Planning, LLC | 15 | $510 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $519 | 0.00% | +13+650.0% | Added |
| Smartleaf Asset Management LLC | 19 | $606 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $613 | 0.00% | −32−64.0% | Reduced |
| Bell Investment Advisors, Inc | 19 | $647 | 0.00% | −158−89.3% | Reduced |
| GHP Investment Advisors, Inc. | 20 | $681 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 25 | $851 | 0.00% | +25 | New |
| Main Street Group, LTD | 25 | $851 | 0.00% | +25 | New |
| Signature Equity Partners, LLC | 27 | $919 | 0.00% | −15−35.7% | Reduced |
| McGuire Capital Advisors Inc | 27 | $919 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $919 | 0.00% | +27 | New |
| Wealth Preservation Advisors, LLC | 27 | $919 | 0.00% | +27 | New |
| Hazlett, Burt & Watson, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Atwood & Palmer Inc | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $1.05K | 0.00% | −128−80.5% | Reduced |
| Security National Bank | 31 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 32 | $1.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 32 | $1.09K | 0.00% | +23+255.6% | Added |
| Curio Wealth, LLC | 35 | $1.19K | 0.00% | −214−85.9% | Reduced |
| True Wealth Design, LLC | 36 | $1.23K | 0.00% | −1−2.7% | Reduced |
| Parkside Financial Bank & Trust | 37 | $1.26K | 0.00% | +12+48.0% | Added |
| Fifth Third Bancorp | 39 | $1.33K | 0.00% | +12+44.4% | Added |
| Stone House Investment Management, LLC | 42 | $1.43K | 0.00% | +42 | New |
| Innovative Asset Advisors Group, LLC | 47 | $1.60K | 0.00% | +47 | New |
| Financial Freedom, LLC | 48 | $1.63K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $1.70K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 51 | $1.74K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 53 | $1.80K | 0.00% | −32−37.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 54 | $1.84K | 0.00% | +54 | New |
| CoreCap Advisors, LLC | 57 | $1.94K | 0.00% | −395−87.4% | Reduced |
| Kozak & Associates, Inc. | 60 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 63 | $2.14K | 0.00% | +2+3.3% | Added |
| Private Trust Co NA | 64 | $2.18K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 80 | $2.29K | 0.00% | −433,873−100.0% | Reduced |
| Geneos Wealth Management Inc. | 75 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bayban | 76 | $2.59K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 78 | $2.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 85 | $2.89K | 0.00% | −11−11.5% | Reduced |
| Bare Financial Services, Inc | 88 | $2.99K | 0.00% | +88 | New |
| Strategic Wealth Advisors LLC | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $3.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 98 | $3.33K | 0.00% | +54+122.7% | Added |
| Root Financial Partners, LLC | 99 | $3.37K | 0.00% | −81−45.0% | Reduced |
| Crewe Advisors LLC | 100 | $3.40K | 0.00% | −23−18.7% | Reduced |
| Nemes Rush Group LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 100 | $3.48K | 0.00% | +100 | New |
| First Horizon Corp | 103 | $3.50K | 0.00% | −274−72.7% | Reduced |
| Sound Income Strategies, LLC | 105 | $3.65K | 0.00% | +80+320.0% | Added |
| Prestige Wealth Management Group LLC | 108 | $3.67K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 114 | $3.88K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 143 | $4.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 144 | $4.90K | 0.00% | +5+3.6% | Added |
| Gould Capital, LLC | 150 | $5.10K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 158 | $5.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 165 | $5.61K | 0.00% | +132+400.0% | Added |
| Versant Capital Management, Inc | 170 | $5.78K | 0.00% | −195−53.4% | Reduced |
| Arlington Trust Co LLC | 173 | $5.88K | 0.00% | +173 | New |
| Sittner & Nelson, LLC | 192 | $6.53K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $6.80K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 200 | $6.80K | 0.01% | +200 | New |
| Quaker Wealth Management, LLC | 210 | $7.14K | 0.00% | −40−16.0% | Reduced |
| Cedar Mountain Advisors, LLC | 213 | $7.25K | 0.00% | +213 | New |
| Golden State Wealth Management, LLC | 259 | $8.81K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 262 | $8.91K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 263 | $8.95K | 0.00% | +126+92.0% | Added |
| Hantz Financial Services, Inc. | 265 | $9.00K | 0.00% | −28,234−99.1% | Reduced |
| LRI Investments, LLC | 270 | $9.19K | 0.00% | +29+12.0% | Added |
| Winch Advisory Services, LLC | 271 | $9.22K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 341 | $11.6K | 0.00% | +11+3.3% | Added |
| City Holding Co | 350 | $11.9K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 400 | $13.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 411 | $14.0K | 0.00% | −181−30.6% | Reduced |
| TD Private Client Wealth LLC | 460 | $15.6K | 0.00% | −344−42.8% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $17.0K | 0.00% | −700−58.3% | Reduced |
| Hollencrest Capital Management | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 522 | $17.8K | 0.00% | −18−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $19.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 612 | $20.8K | 0.00% | +612 | New |
