| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Ogorek Anthony Joseph | 8 | $0 | 0.00% | +8 | New |
| Hallmark Capital Management Inc | 0 | $51 | 0.00% | 0 | New |
| Manchester Capital Management LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $106 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $212 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $316 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $317 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 5 | $478 | 0.00% | −3−37.5% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $528 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $528 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 6 | $634 | 0.00% | −127−95.5% | Reduced |
| NewSquare Capital LLC | 6 | $634 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $634 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $635 | 0.00% | −6−50.0% | Reduced |
| Beacon Capital Management, LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $950 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.06K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $1.16K | 0.00% | +9+450.0% | Added |
| Cherry Tree Wealth Management, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 11 | $1.16K | 0.00% | +6+120.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $1.27K | 0.00% | +6+100.0% | Added |
| Iron Horse Wealth Management, LLC | 12 | $1.27K | 0.00% | +12 | New |
| First Horizon Advisors, Inc. | 15 | $1.58K | 0.00% | +15 | New |
| Horizon Investments, LLC | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.80K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 19 | $2.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $2.11K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 22 | $2.32K | 0.00% | +22 | New |
| Morton Brown Family Wealth, LLC | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 28 | $2.96K | 0.00% | −139−83.2% | Reduced |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 29 | $3.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $3.48K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 37 | $3.91K | 0.00% | +37 | New |
| Avion Wealth | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Bruce G. Allen Investments, LLC | 38 | $4.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $4.33K | 0.00% | −35−85.4% | Reduced |
| Red Tortoise LLC | 43 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 45 | $4.74K | 0.00% | +45 | New |
| True Wealth Design, LLC | 45 | $4.75K | 0.00% | −45−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 48 | $5.07K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 49 | $5.17K | 0.00% | +49 | New |
| Tortoise Investment Management, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $5.38K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 54 | $5.71K | 0.02% | −286−84.1% | Reduced |
| Continuum Advisory, LLC | 61 | $6.44K | 0.00% | +38+165.2% | Added |
| Mather Group, LLC. | 65 | $6.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $6.97K | 0.00% | −1,087−94.3% | Reduced |
| Prestige Wealth Management Group LLC | 66 | $6.97K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 70 | $7.39K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 75 | $7.92K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $7.92K | 0.00% | −14−15.7% | Reduced |
| WealthCollab, LLC | 82 | $8.66K | 0.01% | +82 | New |
| ORG Partners LLC | 90 | $9.48K | 0.00% | −110−55.0% | Reduced |
| Investors Research Corp | 93 | $9.82K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 91 | $10.0K | 0.00% | +91 | New |
| Medallion Wealth Advisors, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 109 | $11.0K | 0.00% | −53−32.7% | Reduced |
| Meeder Asset Management Inc | 106 | $11.2K | 0.00% | −46−30.3% | Reduced |
| UMA Financial Services, Inc. | 109 | $11.5K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 110 | $11.6K | 0.01% | +25+29.4% | Added |
| Kozak & Associates, Inc. | 129 | $12.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 116 | $12.2K | 0.00% | −45−28.0% | Reduced |
| JFS Wealth Advisors, LLC | 120 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 123 | $13.0K | 0.01% | −24−16.3% | Reduced |
| GW&K Investment Management, LLC | 121 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 125 | $13.2K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 108 | $14.0K | 0.01% | −1−0.9% | Reduced |
| Massmutual Trust Co FSB | 142 | $15.0K | 0.00% | −72−33.6% | Reduced |
| Bogart Wealth, LLC | 150 | $15.8K | 0.00% | +21+16.3% | Added |
| Farmers & Merchants Investments Inc | 151 | $15.9K | 0.00% | +34+29.1% | Added |
| Marshall Investment Management, LLC | 154 | $16.3K | 0.01% | +1+0.7% | Added |
| Wayfinding Financial, LLC | 167 | $17.0K | 0.01% | +167 | New |
| EverSource Wealth Advisors, LLC | 164 | $17.3K | 0.00% | +80+95.2% | Added |
| Geneos Wealth Management Inc. | 164 | $17.3K | 0.00% | +54+49.1% | Added |
| Parkside Financial Bank & Trust | 164 | $17.3K | 0.00% | +86+110.3% | Added |
| South State Corp. | 179 | $18.9K | 0.00% | +179 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 202 | $19.8K | 0.00% | −10−4.7% | Reduced |
| Hollencrest Capital Management | 190 | $20.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 205 | $21.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 207 | $21.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 214 | $22.0K | 0.00% | −5−2.3% | Reduced |
| Rothschild Investment LLC | 210 | $22.2K | 0.00% | +10+5.0% | Added |
| Rise Advisors, LLC | 213 | $22.5K | 0.01% | −59−21.7% | Reduced |
| CoreCap Advisors, LLC | 215 | $22.7K | 0.00% | −8−3.6% | Reduced |