| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −362−99.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 0 | $11 | 0.00% | 0 | New |
| TD Waterhouse Canada Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $26 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $51 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $51 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 4 | $103 | 0.00% | +4 | New |
| International Assets Investment Management, LLC | 6 | $151 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $154 | 0.00% | +6 | New |
| Whittier Trust Co | 6 | $156 | 0.00% | −260−97.7% | Reduced |
| McMillan Office, Inc. | 7 | $179 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $205 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $206 | 0.00% | +1+14.3% | Added |
| Signature Equity Partners, LLC | 9 | $231 | 0.00% | −206−95.8% | Reduced |
| Hilton Head Capital Partners, LLC | 9 | $231 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $231 | 0.00% | +4+80.0% | Added |
| Leonteq Securities AG | 12 | $308 | 0.00% | −7,800−99.8% | Reduced |
| Front Row Advisors LLC | 12 | $308 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $320 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $333 | 0.00% | +2+18.2% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $385 | 0.00% | −1−6.3% | Reduced |
| New England Capital Financial Advisors LLC | 15 | $385 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 15 | $385 | 0.00% | +15 | New |
| Leo H. Evart, Inc. | 16 | $410 | 0.00% | +16 | New |
| Eastern Bank | 20 | $513 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 20 | $517 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21 | $538 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 23 | $589 | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $616 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $616 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 24 | $616 | 0.00% | +24 | New |
| UMA Financial Services, Inc. | 26 | $667 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 26 | $667 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 26 | $667 | 0.00% | +12+85.7% | Added |
| Community Financial Services Group, LLC | 28 | $707 | 0.00% | +28 | New |
| Ankerstar Wealth, LLC | 29 | $743 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 30 | $769 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $769 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $769 | 0.00% | +10+50.0% | Added |
| Fortitude Family Office, LLC | 31 | $795 | 0.00% | +10+47.6% | Added |
| Godfrey Financial Associates, Inc. | 32 | $807 | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 32 | $820 | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 33 | $846 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 33 | $846 | 0.00% | +33 | New |
| CWM Advisors, LLC | 35 | $890 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $898 | 0.00% | −1−2.8% | Reduced |
| Kilter Group LLC | 38 | $974 | 0.00% | +14+58.3% | Added |
| Sunbelt Securities, Inc. | 41 | $1.05K | 0.00% | −13−24.1% | Reduced |
| Ameriflex Group, Inc. | 42 | $1.08K | 0.00% | −129−75.4% | Reduced |
| Private Trust Co NA | 45 | $1.15K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 46 | $1.18K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.28K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 47 | $1.41K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 57 | $1.46K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $1.54K | 0.00% | +12+25.0% | Added |
| Raleigh Capital Management Inc. | 60 | $1.54K | 0.00% | +60 | New |
| Plante Moran Financial Advisors, LLC | 62 | $1.59K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $1.59K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 64 | $1.64K | 0.00% | +64 | New |
| Center for Financial Planning, Inc. | 64 | $1.64K | 0.00% | −88−57.9% | Reduced |
| Sachetta, LLC | 64 | $1.64K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 67 | $1.72K | 0.00% | −15−18.3% | Reduced |
| Bogart Wealth, LLC | 69 | $1.77K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 71 | $1.82K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 74 | $1.90K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 76 | $1.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 82 | $2.10K | 0.00% | −12−12.8% | Reduced |
| Altshuler Shaham Ltd | 84 | $2.15K | 0.00% | +19+29.2% | Added |
| Transamerica Financial Advisors, Inc. | 87 | $2.23K | 0.00% | +12+16.0% | Added |
| Beacon Investment Advisory Services, Inc. | 88 | $2.26K | 0.00% | +88 | New |
| AdvisorNet Financial, Inc | 89 | $2.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 89 | $2.28K | 0.00% | +89 | New |
| Prestige Wealth Management Group LLC | 89 | $2.28K | 0.00% | −9−9.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 94 | $2.41K | 0.00% | +49+108.9% | Added |
| Country Trust Bank | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 100 | $2.56K | 0.00% | +100 | New |
| Manchester Capital Management LLC | 104 | $2.67K | 0.00% | +65+166.7% | Added |
| Anchor Investment Management, LLC | 106 | $2.72K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 111 | $2.85K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 112 | $2.87K | 0.00% | +10+9.8% | Added |
| Private Wealth Management Group, LLC | 114 | $2.92K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 114 | $2.92K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 124 | $3.18K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 126 | $3.23K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 131 | $3.36K | 0.00% | +84+178.7% | Added |
| Sofos Investments, Inc. | 134 | $3.43K | 0.00% | +134 | New |
| SRS Capital Advisors, Inc. | 68 | $3.77K | 0.00% | +33+94.3% | Added |
| Marquette Asset Management, LLC | 154 | $3.95K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 162 | $4.15K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 172 | $4.41K | 0.00% | +172 | New |
| Harbour Investments, Inc. | 182 | $4.68K | 0.00% | +121+198.4% | Added |
| Hickory Point Bank & Trust | 186 | $4.77K | 0.00% | +186 | New |
| Twin Peaks Wealth Advisors, LLC | 190 | $4.87K | 0.00% | +190 | New |