| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $165 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $187 | 0.00% | −1−50.0% | Reduced |
| SHP Wealth Management | 1 | $187 | 0.00% | −1−50.0% | Reduced |
| Creative Financial Designs Inc | 1 | $187 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1 | $187 | 0.00% | +1 | New |
| Motco | 1 | $187 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $187 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $188 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $374 | 0.00% | −3−60.0% | Reduced |
| Harbor Investment Advisory, LLC | 2 | $374 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $374 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 2 | $374 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $374 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $375 | 0.00% | −3−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $375 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $375 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $383 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 3 | $561 | 0.00% | −24−88.9% | Reduced |
| Investors Portfolio Services LLC | 3 | $561 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $749 | 0.00% | −86−95.6% | Reduced |
| Arlington Trust Co LLC | 5 | $935 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $935 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $936 | 0.00% | −4−44.4% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.12K | 0.00% | −3−33.3% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.12K | 0.00% | +5+500.0% | Added |
| MV Capital Management, Inc. | 6 | $1.12K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $1.31K | 0.00% | +7 | New |
| Torren Management, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $1.56K | 0.00% | −3−27.3% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $1.87K | 0.00% | −6−37.5% | Reduced |
| JPL Wealth Management, LLC | 11 | $2.06K | 0.00% | +6+120.0% | Added |
| Allied Private Wealth LLC | 10 | $2.06K | 0.00% | +10 | New |
| Private Trust Co NA | 12 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.25K | 0.00% | +5+71.4% | Added |
| HFM Investment Advisors, LLC | 12 | $2.25K | 0.00% | +5+71.4% | Added |
| Bogart Wealth, LLC | 12 | $2.25K | 0.00% | +6+100.0% | Added |
| Dunhill Financial, LLC | 13 | $2.43K | 0.00% | −1−7.1% | Reduced |
| Strive Financial Group ,LLC | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $3.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $3.56K | 0.00% | +2+11.8% | Added |
| Retirement Wealth Solutions LLC | 20 | $3.74K | 0.00% | −2−9.1% | Reduced |
| IMA Wealth, Inc. | 20 | $3.74K | 0.00% | +5+33.3% | Added |
| Activest Wealth Management | 20 | $3.74K | 0.00% | +17+566.7% | Added |
| North Star Investment Management Corp. | 21 | $3.93K | 0.00% | −2−8.7% | Reduced |
| Country Trust Bank | 21 | $3.93K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 21 | $3.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $3.93K | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 22 | $4.12K | 0.00% | +22 | New |
| Ares Financial Consulting, LLC | 25 | $4.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $4.87K | 0.00% | +3+13.0% | Added |
| Cromwell Holdings LLC | 28 | $5.24K | 0.00% | +14+100.0% | Added |
| Washington Trust Advisors, Inc. | 28 | $5.31K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 30 | $5.61K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 30 | $5.61K | 0.00% | +25+500.0% | Added |
| Ameritas Advisory Services, LLC | 33 | $6.17K | 0.00% | +33 | New |
| Wealth Enhancement Trust Services, Inc. | 34 | $6.36K | 0.00% | +34 | New |
| Alerus Financial NA | 38 | $7.11K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 38 | $7.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $7.11K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 39 | $7.30K | 0.00% | −175−81.8% | Reduced |
| Basecamp Wealth Advisors LLC | 43 | $8.04K | 0.00% | +28+186.7% | Added |
| Highline Wealth Partners LLC | 44 | $8.23K | 0.00% | +32+266.7% | Added |
| Rossby Financial, LCC | 45 | $8.42K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 45 | $8.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 46 | $8.61K | 0.00% | +46 | New |
| Pinnacle Bancorp, Inc. | 47 | $8.79K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 49 | $9.37K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 51 | $9.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $9.54K | 0.00% | +40+363.6% | Added |
| Action Point Financial Planning, LLC | 56 | $9.73K | 0.00% | +56 | New |
| Mather Group, LLC. | 52 | $9.73K | 0.00% | +29+126.1% | Added |
| ZRC Wealth Management, LLC | 53 | $9.92K | 0.00% | +10+23.3% | Added |
| Capital Analysts, LLC | 55 | $10.0K | 0.00% | −28−33.7% | Reduced |
| Anchor Investment Management, LLC | 54 | $10.1K | 0.00% | +54 | New |
| Private Wealth Management Group, LLC | 57 | $10.7K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 59 | $11.0K | 0.01% | −3−4.8% | Reduced |
| Dogwood Wealth Management LLC | 62 | $11.6K | 0.00% | −12−16.2% | Reduced |
| Curat Global, LLC | 63 | $11.8K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 63 | $11.8K | 0.01% | −1−1.6% | Reduced |
| Global X Japan Co., Ltd. | 64 | $12.0K | 0.00% | +64 | New |
| Stephenson National Bank & Trust | 68 | $12.7K | 0.00% | −435−86.5% | Reduced |
| SJS Investment Consulting Inc. | 70 | $13.1K | 0.00% | −118−62.8% | Reduced |
| Owl Creek Wealth Partners LLC | 70 | $13.1K | 0.00% | +5+7.7% | Added |
| Bell Investment Advisors, Inc | 73 | $13.7K | 0.00% | −8−9.9% | Reduced |
| Tompkins Financial Corp | 73 | $13.7K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 76 | $14.2K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 77 | $14.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 79 | $14.8K | 0.01% | +12+17.9% | Added |
| Toronto Dominion Bank | 80 | $15.0K | 0.00% | −2−2.4% | Reduced |
| Smithfield Trust Co | 85 | $16.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 86 | $16.1K | 0.00% | +55+177.4% | Added |