| Penserra Capital Management LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 0 | $38 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $130 | 0.00% | −19−95.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $242 | 0.00% | −217−99.1% | Reduced |
| Oakworth Capital, Inc. | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $242 | 0.00% | +2 | New |
| FSA Wealth Management LLC | 2 | $242 | 0.00% | +2 | New |
| BFSG, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $333 | 0.00% | −2−40.0% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $485 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $485 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $543 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $623 | 0.00% | −35−87.5% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $727 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $761 | 0.00% | −6−50.0% | Reduced |
| West Paces Advisors Inc. | 7 | $848 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7 | $870 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −564−98.8% | Reduced |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.21K | 0.00% | +1+11.1% | Added |
| Abound Wealth Management | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 11 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $1.30K | 0.00% | −1−8.3% | Reduced |
| Hexagon Capital Partners LLC | 11 | $1.33K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.57K | 0.00% | +6+85.7% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.70K | 0.00% | +1+7.7% | Added |
| M&R Capital Management Inc | 14 | $1.73K | 0.00% | +14 | New |
| Capital Performance Advisors LLP | 15 | $1.82K | 0.00% | +15 | New |
| ORG Wealth Partners, LLC | 16 | $1.94K | 0.00% | +16 | New |
| Northwest Financial Advisors | 17 | $2.06K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $2.30K | 0.00% | +10+111.1% | Added |
| Edmond de Rothschild Holding S.A. | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 22 | $2.63K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.79K | 0.00% | +23 | New |
| Riggs Asset Managment Co. Inc. | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 24 | $2.91K | 0.00% | +24 | New |
| First Personal Financial Services | 24 | $2.95K | 0.00% | +1+4.3% | Added |
| Private Wealth Management Group, LLC | 25 | $3.04K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $3.21K | 0.00% | +4+16.0% | Added |
| Main Street Group, LTD | 27 | $3.28K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $3.51K | 0.00% | −418−93.5% | Reduced |
| Sandy Spring Bank | 29 | $3.53K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 31 | $3.75K | 0.00% | −35−53.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 31 | $3.75K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $3.88K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 33 | $4.00K | 0.00% | −685−95.4% | Reduced |
| Raffa Wealth Management, LLC | 34 | $4.12K | 0.00% | 00.0% | Unchanged |
| City State Bank | 36 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $4.36K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 38 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 39 | $4.72K | 0.00% | +39 | New |
| Montag A & Associates Inc | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $4.84K | 0.00% | −6−13.0% | Reduced |
| ORG Partners LLC | 40 | $4.87K | 0.00% | −16−28.6% | Reduced |
| Coston, McIsaac & Partners | 43 | $5.00K | 0.00% | −3−6.5% | Reduced |
| Creekmur Asset Management LLC | 42 | $5.09K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 43 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $5.57K | 0.00% | −12−20.7% | Reduced |
| Stephenson National Bank & Trust | 49 | $5.93K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 52 | $6.30K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 54 | $6.58K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 59 | $7.14K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 63 | $7.63K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 63 | $7.63K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 68 | $8.28K | 0.00% | −1,711−96.2% | Reduced |
| First Pacific Financial | 71 | $8.60K | 0.00% | −8−10.1% | Reduced |
| Bellevue Asset Management, LLC | 75 | $9.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $9.08K | 0.00% | −6−7.4% | Reduced |
| Bray Capital Advisors | 80 | $9.69K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $9.69K | 0.00% | +11+15.9% | Added |
| Capital Advisors, Ltd. LLC | 80 | $10.0K | 0.00% | +20+33.3% | Added |
| Independence Bank of Kentucky | 83 | $10.1K | 0.00% | +8+10.7% | Added |
| Financial Gravity Companies, Inc. | 84 | $10.2K | 0.00% | +84 | New |
| TruNorth Capital Management, LLC | 85 | $10.3K | 0.00% | +85 | New |
| Reuter James Wealth Management, LLC | 86 | $10.4K | 0.00% | +86 | New |
| Larson Financial Group LLC | 89 | $10.8K | 0.00% | +69+345.0% | Added |
| Peregrine Capital Management LLC | 90 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 98 | $11.0K | 0.00% | +98 | New |
| Bangor Savings Bank | 91 | $11.0K | 0.00% | −13−12.5% | Reduced |
| Nemes Rush Group LLC | 92 | $11.6K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |