| Evolution Advisers, Inc. | 80 | $0 | 0.00% | +80 | New |
| SJS Investment Consulting Inc. | 2 | $19 | 0.00% | −3,098−99.9% | Reduced |
| JPL Wealth Management, LLC | 6 | $57 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 10 | $94 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $123 | 0.00% | −18−58.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $140 | 0.00% | +15 | New |
| Davis Capital Management | 30 | $282 | 0.00% | +30 | New |
| Planning Strategies Inc. | 41 | $385 | 0.00% | +41 | New |
| True Wealth Design, LLC | 43 | $404 | 0.00% | +43 | New |
| Triumph Capital Management | 45 | $423 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $460 | 0.00% | −163−76.9% | Reduced |
| Rialto Wealth Management, LLC | 55 | $517 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 64 | $601 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $620 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 67 | $629 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 68 | $639 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 73 | $681 | 0.00% | +2+2.8% | Added |
| Arlington Trust Co LLC | 75 | $704 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $705 | 0.00% | −435−85.3% | Reduced |
| Cromwell Holdings LLC | 85 | $798 | 0.00% | −3−3.4% | Reduced |
| Bruce G. Allen Investments, LLC | 85 | $798 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 96 | $901 | 0.00% | −4−4.0% | Reduced |
| Signature Equity Partners, LLC | 102 | $958 | 0.00% | −72−41.4% | Reduced |
| Capital Advisors, Ltd. LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 112 | $1.05K | 0.00% | +2+1.8% | Added |
| Creative Financial Designs Inc | 114 | $1.07K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 117 | $1.10K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 138 | $1.30K | 0.00% | −497−78.3% | Reduced |
| WPG Advisers, LLC | 139 | $1.30K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 139 | $1.31K | 0.00% | −10−6.7% | Reduced |
| HM Payson & Co | 142 | $1.33K | 0.00% | −500−77.9% | Reduced |
| Action Point Financial Planning, LLC | 158 | $1.48K | 0.00% | +158 | New |
| Plante Moran Financial Advisors, LLC | 174 | $1.63K | 0.00% | +169+3,380.0% | Added |
| Farmers & Merchants Investments Inc | 175 | $1.64K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $1.88K | 0.00% | −1,140−85.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 210 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 213 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 204 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 215 | $2.02K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 221 | $2.07K | 0.00% | −2−0.9% | Reduced |
| Retirement Wealth Solutions LLC | 242 | $2.27K | 0.00% | −28−10.4% | Reduced |
| Buck Wealth Strategies, LLC | 256 | $2.41K | 0.00% | +256 | New |
| JFS Wealth Advisors, LLC | 259 | $2.43K | 0.00% | +259 | New |
| Cornerstone Financial Management LLC | 324 | $3.04K | 0.00% | +324 | New |
| Insight Financial Services | 370 | $3.47K | 0.00% | +370 | New |
| Markowski Investments | 400 | $3.76K | 0.00% | +400 | New |
| Atlas Capital Advisors LLC | 411 | $3.86K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 437 | $4.10K | 0.00% | +1+0.2% | Added |
| HHM Wealth Advisors, LLC | 450 | $4.23K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 450 | $4.23K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 497 | $4.67K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 500 | $4.70K | 0.00% | −3−0.6% | Reduced |
| Center for Financial Planning, Inc. | 500 | $4.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $4.70K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 515 | $4.84K | 0.00% | −148−22.3% | Reduced |
| ZRC Wealth Management, LLC | 539 | $5.06K | 0.00% | +539 | New |
| Strategic Wealth Partners, Ltd. | 573 | $5.38K | 0.00% | +46+8.7% | Added |
| Measured Wealth Private Client Group, LLC | 592 | $5.56K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 650 | $6.11K | 0.00% | +3+0.5% | Added |
| Versant Capital Management, Inc | 662 | $6.22K | 0.00% | +264+66.3% | Added |
| DiNuzzo Private Wealth, Inc. | 670 | $6.29K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 675 | $6.34K | 0.00% | −24−3.4% | Reduced |
| Optiver Holding B.V. | 739 | $6.94K | 0.00% | +739 | New |
| Citizens National Bank Trust Department | 800 | $7.51K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 800 | $7.51K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 800 | $7.51K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 868 | $8.15K | 0.00% | +868 | New |
| McDonald Partners LLC | 900 | $8.45K | 0.00% | −50,000−98.2% | Reduced |
| Ameriflex Group, Inc. | 908 | $8.53K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 980 | $9.20K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,000 | $9.39K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $9.39K | 0.00% | +1,000 | New |
| Key Financial Inc | 1,000 | $9.39K | 0.00% | +1,000 | New |
| Bare Financial Services, Inc | 1,030 | $9.67K | 0.00% | +1,030 | New |
| Bell Investment Advisors, Inc | 1,062 | $9.97K | 0.00% | −73−6.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,065 | $10.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,078 | $10.0K | 0.00% | +25+2.4% | Added |
| IMA Wealth, Inc. | 1,080 | $10.1K | 0.00% | +367+51.5% | Added |
| Essential Partners LLC | 1,109 | $10.4K | 0.00% | +344+45.0% | Added |
| Bryn Mawr Trust Co | 1,250 | $11.7K | 0.00% | −10,000−88.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,267 | $11.9K | 0.00% | −649−33.9% | Reduced |
| American National Bank | 1,271 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1,448 | $13.6K | 0.01% | +791+120.4% | Added |
| Aventura Private Wealth, LLC | 1,490 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,700 | $16.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,749 | $16.4K | 0.01% | +33+1.9% | Added |
| Altshuler Shaham Ltd | 1,800 | $16.9K | 0.00% | −1,800−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1,816 | $17.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,832 | $17.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,828 | $17.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,918 | $18.0K | 0.00% | +1,755+1,076.7% | Added |
| Gill Capital Partners, LLC | 1,950 | $18.3K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,000 | $18.8K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 2,000 | $18.8K | 0.01% | +500+33.3% | Added |
| Custom Index Systems, LLC | 2,000 | $18.8K | 0.01% | +2,000 | New |
| McGuire Capital Advisors Inc | 2,136 | $20.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,363 | $22.2K | 0.00% | −907−27.7% | Reduced |
| CoreCap Advisors, LLC | 2,390 | $22.4K | 0.00% | +107+4.7% | Added |
| Allied Private Wealth LLC | 2,524 | $22.7K | 0.01% | +2,524 | New |
| Horizon Investments, LLC | 932 | $23.2K | 0.00% | +932 | New |
