| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 1 | $30 | 0.00% | −261−99.6% | Reduced |
| Central Pacific Bank - Trust Division | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $30 | 0.00% | +1 | New |
| Whittier Trust Co of Nevada Inc | 1 | $31 | 0.00% | −166−99.4% | Reduced |
| 1620 Investment Advisors, Inc. | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $60 | 0.00% | +1+100.0% | Added |
| Graney & King, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4 | $118 | 0.00% | −807−99.5% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $118 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $123 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 5 | $148 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $150 | 0.00% | +5 | New |
| Minot DeBlois Advisors LLC | 6 | $177 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $177 | 0.00% | +1+20.0% | Added |
| Maryland Capital Advisors Inc. | 6 | $178 | 0.00% | +6 | New |
| Clark Wealth Partners | 7 | $207 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $207 | 0.00% | +2+40.0% | Added |
| JPL Wealth Management, LLC | 7 | $207 | 0.00% | +5+250.0% | Added |
| Duncker Streett & Co Inc | 8 | $236 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 8 | $236 | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 8 | $236 | 0.00% | +8 | New |
| Wealth Enhancement Trust Services, Inc. | 8 | $236 | 0.00% | +8 | New |
| Truvestments Capital LLC | 10 | $295 | 0.00% | −587−98.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $295 | 0.00% | −2−16.7% | Reduced |
| Financial Management Professionals, Inc. | 10 | $295 | 0.00% | +10 | New |
| Trust Co | 10 | $299 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 12 | $352 | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 13 | $384 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $473 | 0.00% | +3+23.1% | Added |
| Bravera Wealth | 18 | $532 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 19 | $561 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 20 | $569 | 0.00% | +20 | New |
| Gill Capital Partners, LLC | 20 | $591 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $591 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $591 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $620 | 0.00% | +18+600.0% | Added |
| TFC Financial Management | 23 | $680 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 24 | $694 | 0.00% | +1+4.3% | Added |
| Pacific Center for Financial Services | 25 | $739 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $739 | 0.00% | +3+13.6% | Added |
| HFM Investment Advisors, LLC | 26 | $769 | 0.00% | +19+271.4% | Added |
| N.E.W. Advisory Services LLC | 28 | $827 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 30 | $887 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 30 | $899 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 31 | $916 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $945 | 0.00% | +6+23.1% | Added |
| South State Corp. | 32 | $946 | 0.00% | +5+18.5% | Added |
| Align Financial, LLC | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 37 | $1.08K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 40 | $1.18K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 49 | $1.45K | 0.00% | +44+880.0% | Added |
| Crews Bank & Trust | 50 | $1.48K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 54 | $1.58K | 0.00% | +1+1.9% | Added |
| Key Financial Inc | 56 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 60 | $1.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 65 | $1.92K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $1.95K | 0.00% | +66 | New |
| CX Institutional | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 68 | $2.01K | 0.00% | +16+30.8% | Added |
| Ameriflex Group, Inc. | 72 | $2.13K | 0.00% | +68+1,700.0% | Added |
| UMA Financial Services, Inc. | 73 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 76 | $2.25K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $2.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 84 | $2.48K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 88 | $2.60K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 92 | $2.72K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 96 | $2.78K | 0.00% | +96 | New |
| Private Trust Co NA | 100 | $2.95K | 0.00% | −753−88.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 104 | $3.00K | 0.00% | +1+1.0% | Added |
| Fortitude Family Office, LLC | 103 | $3.04K | 0.00% | +49+90.7% | Added |
| Tounjian Advisory Partners, LLC | 105 | $3.11K | 0.00% | +105 | New |
| Princeton Global Asset Management LLC | 108 | $3.19K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 110 | $3.25K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 110 | $3.25K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 111 | $3.28K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 112 | $3.30K | 0.00% | −24−17.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 114 | $3.37K | 0.00% | +38+50.0% | Added |
| Valued Wealth Advisors LLC | 117 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 127 | $3.74K | 0.00% | +1+0.8% | Added |
| Strategic Investment Solutions, Inc. | 128 | $3.78K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 130 | $3.84K | 0.00% | +130 | New |
| Creative Financial Designs Inc | 131 | $3.87K | 0.00% | +15+12.9% | Added |
| Continuum Advisory, LLC | 131 | $3.87K | 0.00% | +131 | New |
| Capital Advisors, Ltd. LLC | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 146 | $4.31K | 0.00% | +34+30.4% | Added |
| Compass Financial Management LLC | 148 | $4.53K | 0.00% | +148 | New |
| West Financial Advisors, LLC | 155 | $4.59K | 0.00% | +1+0.6% | Added |
| Archer Investment Corp | 160 | $4.73K | 0.00% | +1+0.6% | Added |
| Strive Financial Group ,LLC | 165 | $4.87K | 0.00% | 00.0% | Unchanged |