| Coston, McIsaac & Partners | 10 | $0 | 0.00% | +10 | New |
| Activest Wealth Management | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| EFG International AG | 1 | $14 | 0.00% | −1,250−99.9% | Reduced |
| TFC Financial Management | 2 | $29 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 3 | $42 | 0.00% | −100−97.1% | Reduced |
| Essential Investment Partners LLC | 3 | $42 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $52 | 0.00% | −1−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $84 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 9 | $126 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 9 | $126 | 0.00% | +9 | New |
| REAP Financial Group, LLC | 10 | $140 | 0.00% | −20−66.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $140 | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 10 | $140 | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 12 | $168 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 13 | $183 | 0.00% | −87−87.0% | Reduced |
| Hughes Financial Services, LLC | 14 | $197 | 0.00% | +14 | New |
| Sunrise Financial Services, LLC | 15 | $211 | 0.00% | +15 | New |
| West Branch Capital LLC | 17 | $239 | 0.00% | +17 | New |
| Hollencrest Capital Management | 20 | $281 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $323 | 0.00% | +23 | New |
| Proffitt & Goodson Inc | 24 | $337 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 25 | $351 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 25 | $351 | 0.00% | +11+78.6% | Added |
| Measured Wealth Private Client Group, LLC | 25 | $351 | 0.00% | +25 | New |
| Investors Portfolio Services LLC | 20 | $371 | 0.00% | +20 | New |
| GHP Investment Advisors, Inc. | 29 | $408 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 40 | $562 | 0.00% | −1,150−96.6% | Reduced |
| N.E.W. Advisory Services LLC | 50 | $702 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 53 | $744 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 60 | $842 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 60 | $842 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 60 | $843 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 65 | $913 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 69 | $969 | 0.00% | +69 | New |
| Versant Capital Management, Inc | 73 | $1.02K | 0.00% | +73 | New |
| Prestige Wealth Management Group LLC | 92 | $1.29K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 96 | $1.35K | 0.00% | +96 | New |
| Kennebec Savings Bank | 97 | $1.36K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.40K | 0.00% | −2,700−96.4% | Reduced |
| First United Bank Trust | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.40K | 0.00% | +100 | New |
| Crews Bank & Trust | 100 | $1.40K | 0.00% | +100 | New |
| Medallion Wealth Advisors, LLC | 120 | $1.69K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 128 | $1.80K | 0.00% | +16+14.3% | Added |
| Keating Financial Advisory Services, Inc. | 136 | $1.91K | 0.00% | −5−3.5% | Reduced |
| AdvisorNet Financial, Inc | 141 | $1.98K | 0.00% | −3,175−95.7% | Reduced |
| Bell Investment Advisors, Inc | 153 | $2.15K | 0.00% | −20−11.6% | Reduced |
| TD Capital Management LLC | 160 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 161 | $2.26K | 0.00% | +11+7.3% | Added |
| Quarry LP | 167 | $2.35K | 0.00% | +71+74.0% | Added |
| Massmutual Trust Co FSB | 167 | $2.35K | 0.00% | +103+160.9% | Added |
| UMA Financial Services, Inc. | 174 | $2.44K | 0.00% | −26−13.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 180 | $2.53K | 0.00% | +180 | New |
| Marshall & Sterling Wealth Advisors Inc. | 190 | $2.67K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 200 | $2.69K | 0.00% | +200 | New |
| Western Pacific Wealth Management, LP | 200 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 200 | $2.81K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $2.81K | 0.00% | +100+100.0% | Added |
| Silver Grove Financial Group, Inc. | 225 | $3.16K | 0.00% | +225 | New |
| Legacy Wealth Managment, LLC | 228 | $3.20K | 0.00% | +42+22.6% | Added |
| Archer Investment Corp | 242 | $3.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 245 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 250 | $3.51K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 264 | $3.71K | 0.00% | +264 | New |
| Ritter Daniher Financial Advisory LLC | 265 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 278 | $4.00K | 0.00% | −234,736−99.9% | Reduced |
| TSFG, LLC | 312 | $4.00K | 0.00% | −1,000−76.2% | Reduced |
| Covestor Ltd | 297 | $4.00K | 0.00% | +280+1,647.1% | Added |
| American Capital Advisory, LLC | 299 | $4.20K | 0.00% | +71+31.1% | Added |
| Acumen Wealth Advisors, LLC | 299 | $4.20K | 0.00% | +155+107.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $4.21K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 300 | $4.21K | 0.00% | +100+50.0% | Added |
| SOA Wealth Advisors, LLC. | 303 | $4.25K | 0.00% | +25+9.0% | Added |
| SJS Investment Consulting Inc. | 314 | $4.41K | 0.00% | −9−2.8% | Reduced |
| Golden State Equity Partners | 315 | $4.42K | 0.00% | +315 | New |
| HHM Wealth Advisors, LLC | 317 | $4.45K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 350 | $4.91K | 0.00% | +350 | New |
| NBC Securities, Inc. | 355 | $4.98K | 0.00% | +100+39.2% | Added |
| Northwestern Mutual Wealth Management Co | 366 | $5.14K | 0.00% | −968−72.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 395 | $5.55K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 400 | $5.62K | 0.00% | −250−38.5% | Reduced |
| Independence Bank of Kentucky | 400 | $5.62K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $5.62K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 400 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 400 | $5.62K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 416 | $5.84K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 417 | $5.85K | 0.00% | −50−10.7% | Reduced |
| North Star Investment Management Corp. | 442 | $6.21K | 0.00% | +350+380.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 347 | $6.34K | 0.00% | −903−72.2% | Reduced |
| Kozak & Associates, Inc. | 450 | $6.81K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 500 | $7.02K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 503 | $7.06K | 0.00% | +3+0.6% | Added |
| Spire Wealth Management | 504 | $7.08K | 0.00% | +100+24.8% | Added |
| Financial Consulate, Inc | 507 | $7.12K | 0.00% | +487+2,435.0% | Added |
| Smartleaf Asset Management LLC | 579 | $7.47K | 0.00% | −113−16.3% | Reduced |
| Parkside Financial Bank & Trust | 533 | $7.48K | 0.00% | 00.0% | Unchanged |