| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $12 | 0.00% | +1 | New |
| DuPont Capital Management Corp | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $48 | 0.00% | +2 | New |
| Islay Capital Management, LLC | 6 | $144 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 8 | $191 | 0.00% | +3+60.0% | Added |
| TFC Financial Management | 10 | $240 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $240 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 10 | $240 | 0.00% | +10 | New |
| HM Payson & Co | 11 | $264 | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 13 | $312 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 13 | $312 | 0.00% | +13 | New |
| Toronto Dominion Bank | 14 | $336 | 0.00% | +14 | New |
| Bullseye Investment Management, LLC | 17 | $408 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 18 | $432 | 0.00% | −22−55.0% | Reduced |
| Triumph Capital Management | 20 | $480 | 0.00% | −280−93.3% | Reduced |
| Bell Investment Advisors, Inc | 21 | $504 | 0.00% | +21 | New |
| South State Corp. | 22 | $528 | 0.00% | +22 | New |
| Bare Financial Services, Inc | 23 | $552 | 0.00% | +23 | New |
| Albion Financial Group | 26 | $624 | 0.00% | +26 | New |
| CrossGen Wealth, LLC | 27 | $648 | 0.00% | 00.0% | Unchanged |
| Natixis | 28 | $672 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 28 | $672 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $696 | 0.00% | +14+93.3% | Added |
| First Horizon Corp | 33 | $792 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 35 | $840 | 0.00% | +5+16.7% | Added |
| Hughes Financial Services, LLC | 37 | $888 | 0.00% | +37 | New |
| Cary Street Partner Investment Advisory LLC | 38 | $912 | 0.00% | +38 | New |
| Rialto Wealth Management, LLC | 39 | $936 | 0.00% | +39 | New |
| Glen Eagle Advisors, LLC | 40 | $960 | 0.00% | +40 | New |
| Manning & Napier Advisors LLC | 41 | $977 | 0.00% | +41 | New |
| Burkett Financial Services, LLC | 41 | $983 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $1.15K | 0.00% | +48 | New |
| Smallwood Wealth Investment Management, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 51 | $1.22K | 0.00% | +51 | New |
| Gen-Wealth Partners Inc | 62 | $1.48K | 0.00% | +4+6.9% | Added |
| Cordant, Inc. | 65 | $1.56K | 0.00% | +65 | New |
| CVA Family Office, LLC | 69 | $1.66K | 0.00% | −165−70.5% | Reduced |
| Dogwood Wealth Management LLC | 71 | $1.70K | 0.00% | +71 | New |
| Tounjian Advisory Partners, LLC | 78 | $1.87K | 0.00% | +78 | New |
| Investors Research Corp | 82 | $1.97K | 0.00% | +82 | New |
| Bessemer Group Inc | 73 | $2.00K | 0.00% | −707−90.6% | Reduced |
| Coston, McIsaac & Partners | 124 | $2.00K | 0.00% | +91+275.8% | Added |
| Navigoe, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Marquette Asset Management, LLC | 92 | $2.21K | 0.00% | +36+64.3% | Added |
| LifeSteps Financial, Inc. | 96 | $2.30K | 0.00% | +96 | New |
| Toth Financial Advisory Corp | 100 | $2.40K | 0.00% | −50−33.3% | Reduced |
| Sfam, LLC | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $2.40K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $2.40K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 105 | $2.52K | 0.00% | −2,196−95.4% | Reduced |
| WPG Advisers, LLC | 117 | $2.81K | 0.00% | +117 | New |
| Mark Sheptoff Financial Planning, LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 136 | $3.26K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 140 | $3.36K | 0.00% | +140 | New |
| RHL Group, LLC | 140 | $3.36K | 0.00% | +140 | New |
| Plante Moran Financial Advisors, LLC | 144 | $3.46K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 145 | $3.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 148 | $3.55K | 0.00% | +30+25.4% | Added |
| Game Plan Financial Advisors, LLC | 150 | $3.60K | 0.00% | +150 | New |
| Kennebec Savings Bank | 171 | $4.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $4.13K | 0.00% | +73+73.7% | Added |
| HighMark Wealth Management LLC | 175 | $4.20K | 0.00% | +10+6.1% | Added |
| Pittenger & Anderson Inc | 180 | $4.32K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 182 | $4.37K | 0.00% | +147+420.0% | Added |
| MCF Advisors LLC | 183 | $4.39K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 195 | $4.68K | 0.00% | +180+1,200.0% | Added |
| Kozak & Associates, Inc. | 200 | $4.70K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 198 | $4.75K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 198 | $4.75K | 0.00% | +80+67.8% | Added |
| Danske Bank A/S | 200 | $4.80K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $4.80K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $4.80K | 0.00% | +135+207.7% | Added |
| Flagship Wealth Advisors, LLC | 200 | $4.80K | 0.00% | +200 | New |
| CX Institutional | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 217 | $5.21K | 0.00% | +49+29.2% | Added |
| Ritter Daniher Financial Advisory LLC | 226 | $5.42K | 0.00% | +21+10.2% | Added |
| Assetmark, Inc | 229 | $5.49K | 0.00% | +33+16.8% | Added |
| Institute for Wealth Management, LLC. | 240 | $5.76K | 0.00% | +240 | New |
| Farmers & Merchants Investments Inc | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 264 | $6.00K | 0.00% | +64+32.0% | Added |
| AdvisorNet Financial, Inc | 265 | $6.36K | 0.00% | +65+32.5% | Added |
| Cape Investment Advisory, Inc. | 266 | $6.38K | 0.00% | +266 | New |
| Basecamp Wealth Advisors LLC | 274 | $6.57K | 0.00% | +179+188.4% | Added |
| Key Financial Inc | 300 | $7.20K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 300 | $7.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $7.20K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 300 | $7.20K | 0.00% | +300 | New |
| Hoey Investments, Inc | 300 | $7.20K | 0.00% | +300 | New |
| Silicon Valley Capital Partners | 350 | $8.40K | 0.00% | −3,484−90.9% | Reduced |
| Silver Grove Financial Group, Inc. | 377 | $9.04K | 0.00% | +337+842.5% | Added |
| Wolff Wiese Magana LLC | 377 | $9.04K | 0.00% | +377 | New |
| Fortitude Family Office, LLC | 400 | $9.60K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 420 | $10.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 425 | $10.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 425 | $10.2K | 0.00% | +375+750.0% | Added |