| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $89 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $89 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2 | $177 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $177 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $178 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $178 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $178 | 0.00% | +2 | New |
| Torren Management, LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $266 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 3 | $266 | 0.00% | +3 | New |
| Activest Wealth Management | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $471 | 0.00% | −1−16.7% | Reduced |
| Cornerstone Financial Management LLC | 6 | $532 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $533 | 0.00% | +6 | New |
| SHP Wealth Management | 7 | $621 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 8 | $709 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9 | $798 | 0.00% | −90−90.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 9 | $798 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $799 | 0.00% | +5+125.0% | Added |
| Bogart Wealth, LLC | 12 | $1.06K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.24K | 0.00% | +2+16.7% | Added |
| Creative Capital Management Investments LLC | 14 | $1.24K | 0.00% | +14 | New |
| First Horizon Corp | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $1.77K | 0.00% | −22−52.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 23 | $2.04K | 0.00% | +23 | New |
| Rialto Wealth Management, LLC | 25 | $2.22K | 0.00% | +6+31.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 27 | $2.39K | 0.00% | +27 | New |
| Quarry LP | 29 | $2.57K | 0.00% | −1,977−98.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 29 | $2.57K | 0.00% | −2−6.5% | Reduced |
| Private Wealth Management Group, LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 35 | $3.10K | 0.00% | +19+118.8% | Added |
| Beacon Investment Advisory Services, Inc. | 36 | $3.19K | 0.00% | −196−84.5% | Reduced |
| High Note Wealth, LLC | 38 | $3.37K | 0.00% | +18+90.0% | Added |
| Fortitude Family Office, LLC | 45 | $3.99K | 0.00% | +2+4.7% | Added |
| Capital Advisors, Ltd. LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $4.17K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 50 | $4.43K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $4.44K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 55 | $4.88K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 55 | $4.88K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 60 | $5.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $5.41K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 66 | $5.59K | 0.00% | +66 | New |
| Basecamp Wealth Advisors LLC | 63 | $5.59K | 0.00% | +55+687.5% | Added |
| Smartleaf Asset Management LLC | 68 | $6.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $7.00K | 0.00% | −93−54.7% | Reduced |
| CVA Family Office, LLC | 80 | $7.09K | 0.00% | +11+15.9% | Added |
| Clearstead Advisors, LLC | 85 | $7.54K | 0.00% | +70+466.7% | Added |
| Larson Financial Group LLC | 88 | $7.80K | 0.00% | +6+7.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 102 | $9.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 106 | $9.40K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 126 | $11.2K | 0.00% | +4+3.3% | Added |
| Strategic Investment Solutions, Inc. | 128 | $11.4K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 131 | $11.6K | 0.00% | +131 | New |
| North Star Investment Management Corp. | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 161 | $14.3K | 0.00% | +1+0.6% | Added |
| Quent Capital, LLC | 167 | $14.8K | 0.00% | +58+53.2% | Added |
| Atlantic Trust, LLC | 169 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 191 | $16.9K | 0.00% | +43+29.1% | Added |
| Manchester Capital Management LLC | 194 | $17.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $17.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 231 | $20.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 239 | $21.2K | 0.00% | +125+109.6% | Added |
| Caitlin John, LLC | 242 | $21.5K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 250 | $22.2K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 254 | $22.5K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 276 | $24.5K | 0.00% | −537−66.1% | Reduced |
| Key Financial Inc | 279 | $24.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 287 | $25.0K | 0.00% | −39−12.0% | Reduced |
| Sunrise Financial Services, LLC | 286 | $25.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 294 | $26.1K | 0.00% | +27+10.1% | Added |
| Glass Jacobson Investment Advisors llc | 300 | $26.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 313 | $27.8K | 0.00% | +26+9.1% | Added |
| Essential Partners LLC | 330 | $29.3K | 0.01% | +117+54.9% | Added |
| Private Trust Co NA | 337 | $29.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 350 | $31.0K | 0.00% | −370−51.4% | Reduced |
| Macquarie Group Ltd | 360 | $31.9K | 0.00% | +360 | New |
| Bravera Wealth | 397 | $35.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 406 | $36.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 432 | $38.2K | 0.00% | +152+54.3% | Added |
| Optiver Holding B.V. | 448 | $39.7K | 0.00% | +157+54.0% | Added |
| Ronald Blue Trust, Inc. | 453 | $40.2K | 0.00% | −21−4.4% | Reduced |
| Parkside Financial Bank & Trust | 472 | $41.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 493 | $43.7K | 0.01% | −22−4.3% | Reduced |
| Harbour Investments, Inc. | 512 | $45.4K | 0.00% | −87−14.5% | Reduced |
| Evermay Wealth Management LLC | 533 | $47.3K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 545 | $48.3K | 0.02% | +545 | New |
| Hantz Financial Services, Inc. | 593 | $53.0K | 0.00% | +129+27.8% | Added |
| AdvisorNet Financial, Inc | 700 | $62.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 729 | $64.6K | 0.00% | −370−33.7% | Reduced |
| Parallel Advisors, LLC | 921 | $81.7K | 0.00% | −30−3.2% | Reduced |