| Coston, McIsaac & Partners | 33 | $0 | 0.00% | +9+37.5% | Added |
| Essential Partners LLC | 2 | $29 | 0.00% | −195−99.0% | Reduced |
| DuPont Capital Management Corp | 2 | $29 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $58 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $72 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $89 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 8 | $115 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $115 | 0.00% | +8 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $144 | 0.00% | −390−97.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $144 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $145 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 12 | $174 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 13 | $188 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $216 | 0.00% | −3,985−99.6% | Reduced |
| Retirement Wealth Solutions LLC | 15 | $217 | 0.00% | +15 | New |
| Bullseye Investment Management, LLC | 17 | $245 | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 20 | $289 | 0.00% | +20 | New |
| CrossGen Wealth, LLC | 27 | $390 | 0.00% | 00.0% | Unchanged |
| Natixis | 28 | $404 | 0.00% | −1,852−98.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 28 | $404 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 30 | $433 | 0.00% | +30 | New |
| Hamrick Investment Counsel, llc | 30 | $433 | 0.00% | +30 | New |
| First Horizon Corp | 33 | $476 | 0.00% | −292−89.8% | Reduced |
| Ankerstar Wealth, LLC | 35 | $505 | 0.00% | −239−87.2% | Reduced |
| Versant Capital Management, Inc | 36 | $519 | 0.00% | +36 | New |
| Keating Financial Advisory Services, Inc. | 40 | $577 | 0.00% | +39+3,900.0% | Added |
| Silver Grove Financial Group, Inc. | 40 | $577 | 0.00% | +40 | New |
| Burkett Financial Services, LLC | 41 | $591 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $721 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $722 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $722 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $722 | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 56 | $809 | 0.00% | +13+30.2% | Added |
| Gen-Wealth Partners Inc | 58 | $837 | 0.00% | +8+16.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $837 | 0.00% | +58 | New |
| Sittner & Nelson, LLC | 60 | $866 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 65 | $938 | 0.00% | +65 | New |
| Signature Equity Partners, LLC | 69 | $996 | 0.00% | −405−85.4% | Reduced |
| Ares Financial Consulting, LLC | 78 | $1.07K | 0.00% | +78 | New |
| Basecamp Wealth Advisors LLC | 95 | $1.37K | 0.00% | −47−33.1% | Reduced |
| Massmutual Trust Co FSB | 99 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 100 | $1.44K | 0.00% | +100 | New |
| Kingdom Financial Group LLC. | 100 | $1.44K | 0.00% | +100 | New |
| Pinney & Scofield, Inc. | 100 | $1.44K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 118 | $1.70K | 0.00% | +88+293.3% | Added |
| Aspect Partners, LLC | 118 | $1.70K | 0.00% | +48+68.6% | Added |
| Gill Capital Partners, LLC | 136 | $1.96K | 0.00% | +136 | New |
| Avion Wealth | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 144 | $2.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $2.08K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 145 | $2.09K | 0.00% | −600−80.5% | Reduced |
| Toth Financial Advisory Corp | 150 | $2.17K | 0.00% | −50−25.0% | Reduced |
| HighMark Wealth Management LLC | 165 | $2.38K | 0.00% | −35−17.5% | Reduced |
| UMA Financial Services, Inc. | 168 | $2.42K | 0.00% | +6+3.7% | Added |
| Banque Transatlantique SA | 180 | $2.46K | 0.00% | −1,470−89.1% | Reduced |
| Kennebec Savings Bank | 171 | $2.47K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 173 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 174 | $2.51K | 0.00% | −565−76.5% | Reduced |
| Pittenger & Anderson Inc | 180 | $2.60K | 0.00% | −355−66.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 180 | $2.60K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 182 | $2.63K | 0.00% | −10−5.2% | Reduced |
| MCF Advisors LLC | 183 | $2.64K | 0.00% | +183 | New |
| Mark Sheptoff Financial Planning, LLC | 125 | $2.69K | 0.00% | +125 | New |
| Assetmark, Inc | 196 | $2.83K | 0.00% | +196 | New |
| Vision Retirement, LLC | 198 | $2.86K | 0.00% | −600−75.2% | Reduced |
| Danske Bank A/S | 200 | $2.89K | 0.00% | −3,000−93.8% | Reduced |
| Scarborough Advisors, LLC | 200 | $2.89K | 0.00% | −106−34.6% | Reduced |
| Western Pacific Wealth Management, LP | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $2.89K | 0.00% | +200 | New |
| Kozak & Associates, Inc. | 200 | $2.93K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 205 | $2.96K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 234 | $3.38K | 0.00% | −34−12.7% | Reduced |
| Delos Wealth Advisors, LLC | 250 | $3.61K | 0.00% | −650−72.2% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $3.61K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $4.33K | 0.00% | −1,200−80.0% | Reduced |
| Key Financial Inc | 300 | $4.33K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 300 | $4.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $4.33K | 0.00% | +300 | New |
| Berbice Capital Management LLC | 300 | $4.33K | 0.00% | +300 | New |
| Simplex Trading, LLC | 302 | $4.36K | 0.00% | −385,778−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 338 | $4.88K | 0.00% | +25+8.0% | Added |
| Goodman Advisory Group, LLC | 340 | $4.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 377 | $5.00K | 0.00% | −291−43.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 350 | $5.05K | 0.00% | −300−46.2% | Reduced |
| Fortitude Family Office, LLC | 400 | $5.77K | 0.00% | −30−7.0% | Reduced |
| Anfield Capital Management, LLC | 400 | $5.77K | 0.00% | +400 | New |
| Wealth Enhancement Trust Services, Inc. | 420 | $6.06K | 0.00% | +420 | New |
| Marshall & Sterling Wealth Advisors Inc. | 425 | $6.13K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 435 | $6.28K | 0.00% | +435 | New |
| Adirondack Trust Co | 449 | $6.48K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 453 | $6.54K | 0.00% | +50+12.4% | Added |
| Ronald Blue Trust, Inc. | 459 | $6.62K | 0.00% | +160+53.5% | Added |
| Chesapeake Asset Management LLC | 480 | $6.93K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 500 | $7.21K | 0.00% | 00.0% | Unchanged |