| Impact Partnership Wealth, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $87 | 0.00% | −119−99.2% | Reduced |
| Opal Wealth Advisors, LLC | 2 | $175 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $192 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 30,035 | $344 | 0.02% | +30,035 | New |
| True Wealth Design, LLC | 5 | $438 | 0.00% | +2+66.7% | Added |
| Delta Asset Management LLC | 8 | $699 | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 8 | $700 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $874 | 0.00% | +10 | New |
| Cedar Wealth Management, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $1.13K | 0.00% | −799−98.4% | Reduced |
| Versant Capital Management, Inc | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.31K | 0.00% | +10+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.31K | 0.00% | +1+7.1% | Added |
| Gradient Investments LLC | 17 | $1.49K | 0.00% | −61−78.2% | Reduced |
| Birch Capital Management, LLC | 17 | $1.49K | 0.00% | +17 | New |
| WR Wealth Planners, LLC | 18 | $1.57K | 0.00% | +18 | New |
| West Paces Advisors Inc. | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 20 | $1.75K | 0.00% | −21−51.2% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 22 | $1.82K | 0.00% | +22 | New |
| Horrell Capital Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $2.00K | 0.00% | +20 | New |
| First PREMIER Bank | 20 | $2.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 23 | $2.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $2.36K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 28 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $2.71K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 39 | $3.41K | 0.00% | +39 | New |
| Duncker Streett & Co Inc | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 45 | $3.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $4.00K | 0.00% | +9+33.3% | Added |
| MV Capital Management, Inc. | 48 | $4.20K | 0.00% | +45+1,500.0% | Added |
| Raffa Wealth Management, LLC | 50 | $4.37K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 50 | $4.37K | 0.00% | +50 | New |
| Beaird Harris Wealth Management, LLC | 55 | $4.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $4.96K | 0.00% | +10+21.7% | Added |
| ClariVest Asset Management LLC | 60 | $5.25K | 0.00% | +30+100.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 62 | $5.42K | 0.00% | +62 | New |
| Capital Advisors, Ltd. LLC | 65 | $6.00K | 0.00% | +6+10.2% | Added |
| HighMark Wealth Management LLC | 70 | $6.12K | 0.00% | −8−10.3% | Reduced |
| Northwest Capital Management Inc | 70 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 86 | $6.19K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 82 | $7.17K | 0.00% | +6+7.9% | Added |
| Sound Income Strategies, LLC | 85 | $7.43K | 0.00% | +60+240.0% | Added |
| Asset Dedication, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $8.04K | 0.00% | +2+2.2% | Added |
| Northwest Bank & Trust Co | 100 | $8.29K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $8.74K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 100 | $8.74K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 101 | $8.83K | 0.00% | +25+32.9% | Added |
| Caldwell Sutter Capital, Inc. | 110 | $9.62K | 0.00% | +30+37.5% | Added |
| Macroview Investment Management LLC | 118 | $10.3K | 0.01% | +98+490.0% | Added |
| Financial Perspectives, Inc | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 125 | $10.9K | 0.01% | −100−44.4% | Reduced |
| NBC Securities, Inc. | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $11.1K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 142 | $12.4K | 0.01% | +142 | New |
| Mather Group, LLC. | 175 | $12.6K | 0.00% | +175 | New |
| Webster Bank, N. A. | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 150 | $13.1K | 0.01% | +150 | New |
| FSA Wealth Management LLC | 165 | $14.4K | 0.01% | 00.0% | Unchanged |
| Vima LLC | 245 | $14.9K | 0.02% | +59+31.7% | Added |
| Dogwood Wealth Management LLC | 174 | $15.2K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 185 | $16.2K | 0.00% | −2,585−93.3% | Reduced |
| Zions Bancorporation, N.A. | 187 | $16.3K | 0.00% | −9−4.6% | Reduced |
| Continuum Advisory, LLC | 188 | $16.7K | 0.00% | +188 | New |
| Glen Eagle Advisors, LLC | 200 | $17.5K | 0.00% | −40−16.7% | Reduced |
| Operose Advisors LLC | 200 | $17.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $17.5K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 207 | $18.1K | 0.01% | +175+546.9% | Added |
| Salem Investment Counselors Inc | 215 | $18.8K | 0.00% | −10−4.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 215 | $18.8K | 0.00% | −96−30.9% | Reduced |
| MidAtlantic Capital Management, Inc. | 219 | $19.1K | 0.02% | −70−24.2% | Reduced |
| LifeSteps Financial, Inc. | 220 | $19.2K | 0.01% | +220 | New |
| Colonial Trust Co | 223 | $19.5K | 0.00% | +10+4.7% | Added |
| Brown, Lisle/Cummings, Inc. | 225 | $19.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 225 | $19.7K | 0.01% | +155+221.4% | Added |
| Liberty One Investment Management, LLC | 238 | $20.8K | 0.00% | +13+5.8% | Added |
| Beacon Capital Management, LLC | 239 | $20.9K | 0.00% | −15−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 240 | $21.0K | 0.01% | −40−14.3% | Reduced |
| Park Place Capital Corp | 240 | $21.0K | 0.01% | −31−11.4% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $21.9K | 0.01% | +250 | New |
| Meeder Asset Management Inc | 262 | $22.9K | 0.00% | +262 | New |
| West Oak Capital, LLC | 275 | $24.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 276 | $24.1K | 0.00% | +6+2.2% | Added |
| Bokf, NA | 279 | $24.4K | 0.00% | −58−17.2% | Reduced |
| Rise Advisors, LLC | 280 | $24.5K | 0.01% | −84−23.1% | Reduced |
| Rocky Mountain Advisers, LLC | 280 | $24.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 290 | $25.4K | 0.00% | +90+45.0% | Added |
| Bell Investment Advisors, Inc | 293 | $25.6K | 0.01% | +18+6.5% | Added |
| Cullen/Frost Bankers, Inc. | 296 | $25.9K | 0.00% | +263+797.0% | Added |