| Center for Financial Planning, Inc. | 1 | $87 | 0.00% | −56−98.2% | Reduced |
| American Capital Advisory, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $87 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $87 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $174 | 0.00% | +2 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $174 | 0.00% | +2 | New |
| Torren Management, LLC | 2 | $197 | 0.00% | −29−93.5% | Reduced |
| Rossby Financial, LCC | 3 | $263 | 0.00% | −4−57.1% | Reduced |
| Kilter Group LLC | 4 | $348 | 0.00% | −19−82.6% | Reduced |
| HFM Investment Advisors, LLC | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $348 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $348 | 0.00% | +4 | New |
| Wall Street Financial Group, Inc. | 5 | $435 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $472 | 0.00% | +1+20.0% | Added |
| UMA Financial Services, Inc. | 6 | $522 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 8 | $695 | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 8 | $695 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 9 | $782 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.04K | 0.00% | +5+71.4% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $1.13K | 0.00% | +13 | New |
| Clearstead Advisors, LLC | 15 | $1.30K | 0.00% | −191−92.7% | Reduced |
| First Horizon Corp | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $1.39K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 19 | $1.65K | 0.00% | +2+11.8% | Added |
| High Note Wealth, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $2.52K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $2.69K | 0.00% | +7+29.2% | Added |
| Huntington National Bank | 42 | $3.65K | 0.00% | +33+366.7% | Added |
| Fortitude Family Office, LLC | 43 | $3.74K | 0.00% | +25+138.9% | Added |
| Corsicana & Co. | 55 | $3.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $4.08K | 0.00% | −349−88.1% | Reduced |
| Triumph Capital Management | 50 | $4.34K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $4.35K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 54 | $4.69K | 0.00% | +54 | New |
| SBI Securities Co., Ltd. | 55 | $4.78K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 60 | $5.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $5.30K | 0.00% | +11+22.0% | Added |
| Smartleaf Asset Management LLC | 68 | $5.94K | 0.00% | −16−19.0% | Reduced |
| CVA Family Office, LLC | 69 | $6.00K | 0.00% | +69 | New |
| Larson Financial Group LLC | 82 | $7.13K | 0.00% | −12−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 99 | $8.60K | 0.00% | +68+219.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 102 | $8.86K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 106 | $9.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 109 | $9.47K | 0.00% | +25+29.8% | Added |
| SJS Investment Consulting Inc. | 114 | $9.91K | 0.00% | +33+40.7% | Added |
| Eurizon Capital SGR S.p.A. | 118 | $10.4K | 0.00% | +118 | New |
| LRI Investments, LLC | 122 | $10.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 128 | $11.1K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 130 | $11.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 148 | $12.9K | 0.00% | +148 | New |
| North Star Investment Management Corp. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 160 | $13.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 167 | $14.5K | 0.00% | +35+26.5% | Added |
| Atlantic Trust, LLC | 169 | $14.7K | 0.00% | −30−15.1% | Reduced |
| Covestor Ltd | 170 | $15.0K | 0.01% | −171−50.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $15.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 180 | $16.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 194 | $16.9K | 0.00% | −4−2.0% | Reduced |
| Zions Bancorporation, National Association | 200 | $17.4K | 0.00% | −2−1.0% | Reduced |
| Hoey Investments, Inc | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 213 | $18.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 231 | $20.1K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 232 | $20.2K | 0.00% | +232 | New |
| SRS Capital Advisors, Inc. | 235 | $20.4K | 0.00% | +186+379.6% | Added |
| Caitlin John, LLC | 242 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 250 | $21.7K | 0.00% | +250 | New |
| Blueline Advisors LLC | 254 | $22.1K | 0.02% | +4+1.6% | Added |
| Sound Income Strategies, LLC | 260 | $22.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 267 | $23.2K | 0.00% | −160−37.5% | Reduced |
| Key Financial Inc | 279 | $24.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 280 | $24.5K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 286 | $24.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 287 | $24.9K | 0.00% | +47+19.6% | Added |
| Optiver Holding B.V. | 291 | $25.3K | 0.00% | −139−32.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 326 | $28.0K | 0.00% | +24+7.9% | Added |
| Private Trust Co NA | 337 | $29.3K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 397 | $34.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 406 | $35.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 464 | $40.0K | 0.00% | +291+168.2% | Added |
| Parkside Financial Bank & Trust | 472 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 474 | $41.2K | 0.00% | −39−7.6% | Reduced |
| IFP Advisors, Inc | 510 | $44.3K | 0.00% | +6+1.2% | Added |
| Kemnay Advisory Services Inc. | 515 | $44.8K | 0.01% | +284+122.9% | Added |
| Evermay Wealth Management LLC | 533 | $46.3K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 551 | $47.9K | 0.01% | −55−9.1% | Reduced |
| Advisory Services Network, LLC | 571 | $49.6K | 0.00% | +571 | New |
| Harbour Investments, Inc. | 599 | $52.1K | 0.00% | −235−28.2% | Reduced |
| AdvisorNet Financial, Inc | 700 | $60.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 720 | $62.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 813 | $70.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 951 | $82.7K | 0.00% | +33+3.6% | Added |
| Trifecta Capital Advisors, LLC | 1,000 | $86.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,099 | $95.5K | 0.00% | +569+107.4% | Added |
| Signaturefd, LLC | 1,523 | $132.3K | 0.00% | −67−4.2% | Reduced |
| Horizon Investments, LLC | 1,588 | $138.0K | 0.00% | −15,419−90.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,643 | $142.8K | 0.00% | −80,009−98.0% | Reduced |
