| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Pacific Center for Financial Services | 0 | $10 | 0.00% | 0 | Unchanged |
| REAP Financial Group, LLC | 1 | $29 | 0.00% | +1 | New |
| ORG Partners LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $57 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3 | $172 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $173 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $232 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $288 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $300 | 0.00% | +6 | New |
| Logan Capital Management Inc | 6 | $345 | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $345 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $345 | 0.00% | +6 | New |
| Eagle Bay Advisors LLC | 8 | $460 | 0.00% | −21−72.4% | Reduced |
| Legacy Investment Solutions, LLC | 8 | $464 | 0.00% | −187−95.9% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $464 | 0.00% | −187−95.9% | Reduced |
| NVWM, LLC | 9 | $517 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $575 | 0.00% | −3−23.1% | Reduced |
| Core Alternative Capital | 11 | $632 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 11 | $632 | 0.00% | +11 | New |
| Nemes Rush Group LLC | 13 | $747 | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $804 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $862 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $920 | 0.00% | −139−89.7% | Reduced |
| Carolinas Wealth Consulting LLC | 16 | $920 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $976 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 19 | $1.09K | 0.00% | +19 | New |
| Sierra Ocean, LLC | 21 | $1.21K | 0.00% | +21 | New |
| Salomon & Ludwin, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.55K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $1.58K | 0.00% | 00.0% | Unchanged |
| Trust Co | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 28 | $1.61K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 31 | $1.78K | 0.00% | +8+34.8% | Added |
| MPWM Advisory Solutions, LLC | 31 | $1.78K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $1.84K | 0.00% | +8+33.3% | Added |
| Golden State Wealth Management, LLC | 33 | $1.92K | 0.00% | +33 | New |
| Pin Oak Investment Advisors Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.01K | 0.00% | +3+9.4% | Added |
| Harbor Investment Advisory, LLC | 42 | $2.41K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 43 | $2.47K | 0.00% | +17+65.4% | Added |
| Rakuten Securities, Inc. | 43 | $2.47K | 0.00% | +38+760.0% | Added |
| Kozak & Associates, Inc. | 43 | $2.48K | 0.00% | +21+95.5% | Added |
| Operose Advisors LLC | 45 | $2.58K | 0.00% | −625−93.3% | Reduced |
| Dunhill Financial, LLC | 51 | $2.96K | 0.00% | +2+4.1% | Added |
| FLP Wealth Management, LLC | 52 | $2.99K | 0.01% | +52 | New |
| Abound Wealth Management | 53 | $3.02K | 0.00% | −40−43.0% | Reduced |
| Whipplewood Advisors, LLC | 53 | $3.04K | 0.00% | +53 | New |
| FSA Wealth Management LLC | 55 | $3.16K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 55 | $3.16K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 62 | $3.56K | 0.00% | +62 | New |
| TruNorth Capital Management, LLC | 68 | $3.91K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 67 | $4.00K | 0.00% | −16−19.3% | Reduced |
| Robinswood Financial LLC | 70 | $4.02K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $4.19K | 0.00% | −54−42.5% | Reduced |
| Legend Financial Advisors, Inc. | 82 | $4.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 83 | $4.77K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | $4.94K | 0.00% | +9+11.7% | Added |
| LRI Investments, LLC | 88 | $5.05K | 0.00% | +88 | New |
| Cedar Mountain Advisors, LLC | 93 | $5.34K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 94 | $5.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 96 | $5.51K | 0.00% | +40+71.4% | Added |
| Financial Management Professionals, Inc. | 97 | $5.57K | 0.00% | +14+16.9% | Added |
| MidAtlantic Capital Management, Inc. | 99 | $5.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 100 | $5.74K | 0.00% | +100 | New |
| West Branch Capital LLC | 102 | $5.86K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 103 | $5.92K | 0.00% | +46+80.7% | Added |
| McIlrath & Eck, LLC | 106 | $6.08K | 0.00% | +1+1.0% | Added |
| FPC Investment Advisory, Inc. | 109 | $6.16K | 0.00% | +109 | New |
| First Command Advisory Services, Inc. | 118 | $6.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 119 | $6.83K | 0.00% | +54+83.1% | Added |
| Smithfield Trust Co | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $7.01K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 123 | $7.07K | 0.00% | +16+15.0% | Added |
| Global Trust Asset Management, LLC | 130 | $7.47K | 0.00% | +130 | New |
| Financial Gravity Companies, Inc. | 134 | $7.70K | 0.00% | +134 | New |
| NewSquare Capital LLC | 140 | $8.04K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 140 | $8.04K | 0.00% | +140 | New |
| Kestra Investment Management, LLC | 142 | $8.16K | 0.00% | +142 | New |
| Clearstead Advisors, LLC | 146 | $8.39K | 0.00% | −66−31.1% | Reduced |
| Bryn Mawr Trust Co | 149 | $8.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $8.62K | 0.00% | +10+7.1% | Added |
| Holos Integrated Wealth LLC | 153 | $8.79K | 0.01% | +153 | New |
| Bokf, NA | 164 | $8.90K | 0.00% | −72−30.5% | Reduced |
| Avion Wealth | 164 | $9.00K | 0.00% | +8+5.1% | Added |
| Aspect Partners, LLC | 160 | $9.17K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 178 | $10.0K | 0.00% | +5+2.9% | Added |
| GW&K Investment Management, LLC | 170 | $10.0K | 0.00% | +6+3.7% | Added |
| Sherman Asset Management, Inc. | 175 | $10.1K | 0.01% | +175 | New |
| New Millennium Group LLC | 178 | $10.2K | 0.01% | +2+1.1% | Added |
| Medallion Wealth Advisors, LLC | 160 | $10.2K | 0.01% | +160 | New |