| REAP Financial Group, LLC | 1 | $43 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $86 | 0.00% | +1 | New |
| Atticus Wealth Management, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $150 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 2 | $173 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $432 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $432 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $432 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $432 | 0.00% | +5 | New |
| BOK Financial Private Wealth, Inc. | 5 | $436 | 0.00% | +5 | New |
| NVWM, LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $604 | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 8 | $693 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $871 | 0.00% | −7−41.2% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $871 | 0.00% | −5−33.3% | Reduced |
| True Wealth Design, LLC | 12 | $1.04K | 0.00% | −29−70.7% | Reduced |
| Medallion Wealth Advisors, LLC | 12 | $1.04K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $1.29K | 0.00% | −107−87.7% | Reduced |
| Rakuten Securities, Inc. | 17 | $1.47K | 0.00% | −3−15.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 18 | $1.55K | 0.00% | +18 | New |
| Golden State Wealth Management, LLC | 20 | $1.73K | 0.00% | +20 | New |
| Conquis Financial LLC | 21 | $1.81K | 0.00% | +21 | New |
| Atlas Capital Advisors LLC | 22 | $1.90K | 0.00% | −35−61.4% | Reduced |
| Avion Wealth | 31 | $2.00K | 0.00% | +6+24.0% | Added |
| MCF Advisors LLC | 24 | $2.07K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25 | $2.16K | 0.00% | +25 | New |
| Aster Capital Management (DIFC) Ltd | 29 | $2.50K | 0.00% | +29 | New |
| First Pacific Financial | 30 | $2.59K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 31 | $2.68K | 0.00% | −5−13.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $2.94K | 0.01% | +34 | New |
| Capital Advisors, Ltd. LLC | 40 | $3.00K | 0.00% | −6−13.0% | Reduced |
| Tidemark, LLC | 37 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 38 | $3.28K | 0.00% | +38 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $3.45K | 0.00% | −6−13.0% | Reduced |
| Atwood & Palmer Inc | 44 | $3.80K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 45 | $3.88K | 0.00% | +45 | New |
| Capital Analysts, LLC | 51 | $4.00K | 0.00% | −13−20.3% | Reduced |
| Strengthening Families & Communities, LLC | 46 | $4.00K | 0.00% | +1+2.2% | Added |
| Trust Co of Vermont | 50 | $4.32K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 50 | $4.32K | 0.00% | +50 | New |
| Aspect Partners, LLC | 53 | $4.57K | 0.00% | +45+562.5% | Added |
| Stonebridge Financial Group, LLC | 56 | $4.83K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 58 | $5.01K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 60 | $5.18K | 0.00% | +60 | New |
| Capital A Wealth Management, LLC | 60 | $5.18K | 0.01% | +60 | New |
| Cullen/Frost Bankers, Inc. | 64 | $5.52K | 0.00% | +64 | New |
| GHP Investment Advisors, Inc. | 66 | $5.70K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $5.75K | 0.00% | +28+71.8% | Added |
| Addison Advisors LLC | 69 | $5.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 71 | $6.13K | 0.00% | −4−5.3% | Reduced |
| First Horizon Advisors, Inc. | 79 | $6.82K | 0.00% | −70−47.0% | Reduced |
| Center for Financial Planning, Inc. | 80 | $6.91K | 0.00% | −23−22.3% | Reduced |
| Legacy Investment Solutions, LLC | 75 | $7.21K | 0.00% | −47−38.5% | Reduced |
| Legacy Wealth Managment, LLC | 75 | $7.21K | 0.00% | −47−38.5% | Reduced |
| Ridgewood Investments LLC | 85 | $7.34K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 86 | $7.38K | 0.00% | +12+16.2% | Added |
| Semmax Financial Advisors Inc. | 74 | $7.51K | 0.00% | −5−6.3% | Reduced |
| Arlington Trust Co LLC | 89 | $7.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 89 | $7.68K | 0.00% | +89 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 100 | $8.00K | 0.00% | +15+17.6% | Added |
| Bell Investment Advisors, Inc | 93 | $8.03K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 98 | $8.46K | 0.00% | +41+71.9% | Added |
| DiNuzzo Private Wealth, Inc. | 100 | $8.63K | 0.00% | −1−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 100 | $8.63K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $8.63K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 104 | $8.98K | 0.00% | −23−18.1% | Reduced |
| Smithfield Trust Co | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $9.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 114 | $9.84K | 0.00% | −1−0.9% | Reduced |
| Versant Capital Management, Inc | 119 | $10.3K | 0.00% | +37+45.1% | Added |
| Financial Perspectives, Inc | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $10.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 125 | $10.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 128 | $11.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 131 | $11.3K | 0.00% | +16+13.9% | Added |
| LRI Investments, LLC | 142 | $12.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 143 | $12.3K | 0.00% | −403−73.8% | Reduced |
| Colonial Trust Co | 145 | $12.5K | 0.00% | +18+14.2% | Added |
| Sugarloaf Wealth Management, LLC | 153 | $13.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 155 | $13.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 166 | $14.3K | 0.00% | +166 | New |
| Quent Capital, LLC | 174 | $15.0K | 0.00% | +8+4.8% | Added |
| Delta Asset Management LLC | 183 | $15.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 196 | $16.9K | 0.00% | +52+36.1% | Added |
| Blue Bell Private Wealth Management, LLC | 200 | $17.3K | 0.00% | −26−11.5% | Reduced |
| HGK Asset Management Inc | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 200 | $17.3K | 0.01% | +200 | New |
| Bank of Jackson Hole Trust | 200 | $17.3K | 0.01% | +200 | New |
| Manchester Capital Management LLC | 210 | $18.1K | 0.00% | +3+1.4% | Added |
| Morton Brown Family Wealth, LLC | 211 | $18.2K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 222 | $19.2K | 0.01% | +222 | New |
| Rise Advisors, LLC | 231 | $19.9K | 0.01% | +2+0.9% | Added |