| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Motco | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $87 | 0.00% | +2 | New |
| Gradient Investments LLC | 4 | $173 | 0.00% | +4 | New |
| Castleview Partners, LLC | 4 | $173 | 0.00% | +4 | New |
| IFP Advisors, Inc | 9 | $390 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $434 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $477 | 0.00% | +11 | New |
| Delos Wealth Advisors, LLC | 12 | $521 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $648 | 0.00% | +16 | New |
| M&R Capital Management Inc | 15 | $650 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $736 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $780 | 0.00% | −1−5.3% | Reduced |
| AdvisorNet Financial, Inc | 19 | $823 | 0.00% | +7+58.3% | Added |
| SJS Investment Consulting Inc. | 19 | $824 | 0.00% | +3+18.8% | Added |
| Tucker Asset Management LLC | 21 | $910 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | −64−75.3% | Reduced |
| Cornerstone Planning Group LLC | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 27 | $1.17K | 0.00% | +27 | New |
| TCTC Holdings, LLC | 28 | $1.21K | 0.00% | +28 | New |
| RFP Financial Group LLC | 32 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 34 | $1.49K | 0.00% | +12+54.5% | Added |
| Bay Harbor Wealth Management, LLC | 34 | $1.49K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 41 | $1.78K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 41 | $1.78K | 0.00% | +41 | New |
| Prestige Wealth Management Group LLC | 43 | $1.89K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 44 | $1.91K | 0.00% | +44 | New |
| Harbour Investments, Inc. | 47 | $2.04K | 0.00% | +47 | New |
| Sittner & Nelson, LLC | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $2.38K | 0.00% | +36+189.5% | Added |
| Beacon Capital Management, LLC | 60 | $2.43K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 60 | $2.59K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 62 | $2.69K | 0.00% | −2−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 62 | $2.69K | 0.00% | +62 | New |
| FSA Wealth Management LLC | 78 | $3.00K | 0.00% | +78 | New |
| Bogart Wealth, LLC | 75 | $3.25K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $3.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 93 | $4.03K | 0.00% | −121−56.5% | Reduced |
| Fortitude Family Office, LLC | 98 | $4.25K | 0.00% | +98 | New |
| Impact Partnership Wealth, LLC | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $4.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $4.90K | 0.00% | −36−24.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 118 | $5.11K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 121 | $5.23K | 0.00% | +121 | New |
| Pittenger & Anderson Inc | 175 | $7.58K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $8.67K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $8.67K | 0.01% | +200 | New |
| Glassman Wealth Services | 205 | $8.88K | 0.00% | +59+40.4% | Added |
| Quarry LP | 222 | $9.62K | 0.00% | −397−64.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 248 | $10.7K | 0.00% | −68,219−99.6% | Reduced |
| Advisory Services Network, LLC | 264 | $11.5K | 0.00% | +264 | New |
| Criterion Capital Advisors, LLC | 280 | $12.1K | 0.01% | +280 | New |
| Lee Financial Co | 290 | $12.6K | 0.00% | +55+23.4% | Added |
| McIlrath & Eck, LLC | 306 | $13.3K | 0.00% | +2+0.7% | Added |
| GWM Advisors LLC | 327 | $14.2K | 0.00% | +315+2,625.0% | Added |
| Parkside Financial Bank & Trust | 345 | $15.0K | 0.00% | +31+9.9% | Added |
| NBC Securities, Inc. | 364 | $15.0K | 0.00% | +140+62.5% | Added |
| WealthCollab, LLC | 368 | $15.9K | 0.01% | +368 | New |
| Hexagon Capital Partners LLC | 382 | $16.6K | 0.00% | +167+77.7% | Added |
| Bell Investment Advisors, Inc | 384 | $16.6K | 0.00% | +336+700.0% | Added |
| Bartlett & Co. Wealth Management LLC | 400 | $17.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 406 | $17.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 457 | $19.8K | 0.01% | +457 | New |
| Private Trust Co NA | 464 | $20.1K | 0.00% | +69+17.5% | Added |
| Ronald Blue Trust, Inc. | 513 | $21.0K | 0.00% | +282+122.1% | Added |
| Global Retirement Partners, LLC | 545 | $22.3K | 0.00% | +76+16.2% | Added |
| Raleigh Capital Management Inc. | 544 | $23.6K | 0.01% | +159+41.3% | Added |
| Huntington National Bank | 546 | $23.7K | 0.00% | +346+173.0% | Added |
| Johnson Financial Group, Inc. | 560 | $24.5K | 0.00% | +560 | New |
| Tompkins Financial Corp | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 634 | $27.5K | 0.00% | +409+181.8% | Added |
| Colonial Trust Co | 635 | $27.5K | 0.01% | −709−52.8% | Reduced |
| Cohen & Steers, Inc. | 723 | $31.0K | 0.00% | +115+18.9% | Added |
| Brown Brothers Harriman & Co | 750 | $32.5K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 751 | $32.5K | 0.01% | +751 | New |
| AllSquare Wealth Management LLC | 753 | $32.6K | 0.02% | +753 | New |
| Custom Portfolio Group LLC | 789 | $34.6K | 0.03% | +789 | New |
| GAMMA Investing LLC | 918 | $37.6K | 0.01% | +918 | New |
| McGlone Suttner Wealth Management, Inc. | 884 | $38.3K | 0.01% | +884 | New |
| Nomura Asset Management Co Ltd | 890 | $38.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 993 | $43.0K | 0.00% | +139+16.3% | Added |
| HM Payson & Co | 1,000 | $43.3K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $43.3K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,000 | $43.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,006 | $43.6K | 0.01% | +1,006 | New |
| Proequities, Inc. | 1,024 | $44.8K | 0.00% | +517+102.0% | Added |
| Principal Securities, Inc. | 1,041 | $45.1K | 0.00% | +1,041 | New |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $47.7K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,138 | $49.3K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,141 | $49.5K | 0.00% | −88−7.2% | Reduced |
| Parallel Advisors, LLC | 1,164 | $50.4K | 0.00% | +110+10.4% | Added |
| Spirit of America Management Corp | 1,200 | $52.0K | 0.01% | +400+50.0% | Added |
| Ci Investments Inc. | 1,251 | $54.0K | 0.00% | −216−14.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,291 | $56.0K | 0.01% | +1,087+532.8% | Added |
| Lazard Asset Management LLC | 1,417 | $61.0K | 0.00% | −935−39.8% | Reduced |