| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Retirement Group, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $104 | 0.00% | −7−77.8% | Reduced |
| Global Wealth Strategies & Associates | 3 | $155 | 0.00% | +3 | New |
| VisionPoint Advisory Group, LLC | 4 | $207 | 0.00% | +4 | New |
| Headinvest, LLC | 6 | $286 | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 9 | $465 | 0.00% | −1,945−99.5% | Reduced |
| Raffa Wealth Management, LLC | 9 | $465 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $466 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $517 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $517 | 0.00% | +10 | New |
| Focused Wealth Management, Inc | 11 | $556 | 0.00% | −1,000−98.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $620 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $672 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 15 | $775 | 0.00% | −70−82.4% | Reduced |
| Manchester Capital Management LLC | 15 | $776 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 17 | $879 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $879 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 17 | $879 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 19 | $982 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 21 | $1.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $1.14K | 0.00% | +3+15.8% | Added |
| Key Financial Inc | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.50K | 0.00% | −23−44.2% | Reduced |
| Red Tortoise LLC | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $1.86K | 0.00% | −19−34.5% | Reduced |
| Bogart Wealth, LLC | 38 | $1.96K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $2.07K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 43 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $2.22K | 0.00% | −22−33.8% | Reduced |
| Carolinas Wealth Consulting LLC | 52 | $2.31K | 0.00% | −129−71.3% | Reduced |
| GHP Investment Advisors, Inc. | 49 | $2.32K | 0.00% | −766−94.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $2.48K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 50 | $2.58K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 50 | $2.58K | 0.00% | +50 | New |
| LGT Financial Advisors LLC | 51 | $2.62K | 0.00% | +51 | New |
| Hollencrest Capital Management | 52 | $2.69K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $2.74K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $2.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $3.12K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $3.15K | 0.00% | −10−14.1% | Reduced |
| Salem Investment Counselors Inc | 70 | $3.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 74 | $3.82K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 75 | $3.88K | 0.00% | +75 | New |
| Ronald Blue Trust, Inc. | 64 | $4.00K | 0.00% | −28−30.4% | Reduced |
| City State Bank | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 81 | $4.19K | 0.00% | +81 | New |
| Geneos Wealth Management Inc. | 85 | $4.37K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 93 | $4.81K | 0.00% | +93 | New |
| Parkside Financial Bank & Trust | 97 | $5.01K | 0.00% | +8+9.0% | Added |
| GWM Advisors LLC | 98 | $5.04K | 0.00% | −7−6.7% | Reduced |
| Bokf, NA | 115 | $5.11K | 0.00% | −453−79.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $5.17K | 0.00% | −210−67.7% | Reduced |
| TD Capital Management LLC | 100 | $5.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.17K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 107 | $5.55K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 108 | $5.58K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 109 | $5.63K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 112 | $5.79K | 0.00% | +112 | New |
| GoalVest Advisory LLC | 119 | $6.15K | 0.00% | +6+5.3% | Added |
| Creative Financial Designs Inc | 120 | $6.20K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $6.46K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 140 | $7.24K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $7.75K | 0.00% | −61−28.9% | Reduced |
| Tradition Wealth Management, LLC | 148 | $8.00K | 0.00% | −5−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 160 | $8.00K | 0.00% | +96+150.0% | Added |
| Cornerstone Planning Group LLC | 162 | $8.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 162 | $8.40K | 0.01% | +7+4.5% | Added |
| National Bank of Canada | 180 | $8.57K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 171 | $8.84K | 0.00% | +1+0.6% | Added |
| Avion Wealth | 188 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 179 | $9.25K | 0.00% | −9−4.8% | Reduced |
| Pinnacle Bancorp, Inc. | 186 | $9.61K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 188 | $9.72K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 198 | $10.0K | 0.00% | −1,556−88.7% | Reduced |
| Banque Cantonale Vaudoise | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 219 | $11.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 248 | $12.8K | 0.00% | −102−29.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 260 | $13.4K | 0.00% | +260 | New |
| Quent Capital, LLC | 272 | $14.0K | 0.00% | −49−15.3% | Reduced |
| NBC Securities, Inc. | 304 | $15.0K | 0.00% | +304 | New |
| Hexagon Capital Partners LLC | 301 | $15.6K | 0.00% | +20+7.1% | Added |
| AdvisorNet Financial, Inc | 303 | $15.7K | 0.00% | −11−3.5% | Reduced |
| Massmutual Trust Co FSB | 318 | $16.4K | 0.00% | +68+27.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 321 | $16.6K | 0.00% | −33−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 329 | $17.0K | 0.00% | −13−3.8% | Reduced |
| Nomura Asset Management Co Ltd | 350 | $18.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 403 | $19.3K | 0.00% | +99+32.6% | Added |
| Brown, Lisle/Cummings, Inc. | 375 | $19.4K | 0.01% | −350−48.3% | Reduced |