| Hantz Financial Services, Inc. | 52 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 58 | $0 | 0.00% | +39+205.3% | Added |
| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 14 | $0 | 0.00% | +14 | New |
| Larson Financial Group LLC | 1 | $6 | 0.00% | −2−66.7% | Reduced |
| Nemes Rush Group LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $12 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $13 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $25 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $31 | 0.00% | −122−96.1% | Reduced |
| DecisionPoint Financial, LLC | 7 | $45 | 0.00% | +6+600.0% | Added |
| Heritage Wealth Advisors | 8 | $50 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $56 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 11 | $69 | 0.00% | −2−15.4% | Reduced |
| West Financial Advisors, LLC | 12 | $75 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $81 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $93 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $130 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $131 | 0.00% | +10+90.9% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $144 | 0.00% | −38−62.3% | Reduced |
| Rialto Wealth Management, LLC | 24 | $150 | 0.00% | −20−45.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 29 | $180 | 0.00% | +13+81.3% | Added |
| Dogwood Wealth Management LLC | 32 | $199 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $218 | 0.00% | −302−89.6% | Reduced |
| Accordant Advisory Group Inc | 40 | $249 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 48 | $299 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 56 | $348 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 60 | $374 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 61 | $379 | 0.00% | +1+1.7% | Added |
| Creative Capital Management Investments LLC | 64 | $398 | 0.00% | +64 | New |
| National Bank of Canada | 69 | $429 | 0.00% | +62+885.7% | Added |
| Farmers & Merchants Investments Inc | 70 | $435 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 72 | $448 | 0.00% | +72 | New |
| Cassaday & Co Wealth Management LLC | 95 | $591 | 0.00% | +95 | New |
| Clearstead Advisors, LLC | 97 | $604 | 0.00% | +97 | New |
| Archer Investment Corp | 100 | $622 | 0.00% | −200−66.7% | Reduced |
| Colonial Trust Advisors | 100 | $622 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $622 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $622 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $639 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 103 | $641 | 0.00% | +103 | New |
| UMA Financial Services, Inc. | 107 | $666 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 135 | $691 | 0.00% | +135 | New |
| Action Point Financial Planning, LLC | 114 | $696 | 0.00% | +114 | New |
| Carolina Wealth Advisors, LLC | 120 | $746 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 130 | $809 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 139 | $864 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $871 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 150 | $933 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 155 | $964 | 0.00% | +30+24.0% | Added |
| Steward Partners Investment Advisory, LLC | 160 | $995 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 190 | $1.18K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 191 | $1.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.24K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 201 | $1.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 201 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 212 | $1.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 215 | $1.34K | 0.00% | +45+26.5% | Added |
| City State Bank | 216 | $1.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 225 | $1.40K | 0.00% | −559−71.3% | Reduced |
| Essential Partners LLC | 249 | $1.55K | 0.00% | −69−21.7% | Reduced |
| CVA Family Office, LLC | 254 | $1.58K | 0.00% | +5+2.0% | Added |
| Allied Private Wealth LLC | 260 | $1.64K | 0.00% | +260 | New |
| Steigerwald, Gordon & Koch Inc. | 269 | $1.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 297 | $1.85K | 0.00% | +297 | New |
| Abound Financial, LLC | 300 | $1.87K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 301 | $1.87K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 302 | $1.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 319 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 322 | $2.00K | 0.00% | +270+519.2% | Added |
| Compass Financial Management LLC | 300 | $2.01K | 0.00% | +300 | New |
| Central Trust Co | 383 | $2.38K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 390 | $2.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 393 | $2.44K | 0.00% | +393 | New |
| US Bancorp | 401 | $2.49K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 407 | $2.60K | 0.00% | −1,898−82.3% | Reduced |
| Winch Advisory Services, LLC | 440 | $2.74K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 442 | $2.75K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 473 | $2.94K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 475 | $2.96K | 0.00% | −447−48.5% | Reduced |
| Spire Wealth Management | 475 | $2.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 538 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 496 | $3.08K | 0.00% | −4,156−89.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $3.11K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 540 | $3.36K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 557 | $3.46K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 595 | $3.70K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 679 | $4.22K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 683 | $4.25K | 0.00% | +44+6.9% | Added |
| Arlington Trust Co LLC | 684 | $4.25K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 692 | $4.30K | 0.00% | −300−30.2% | Reduced |
| Geneos Wealth Management Inc. | 698 | $4.34K | 0.00% | +100+16.7% | Added |
| Tower Trust & Investment Co | 704 | $4.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 732 | $4.55K | 0.00% | +181+32.8% | Added |
| Centerpoint Advisors, LLC | 860 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 814 | $5.06K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 831 | $5.17K | 0.00% | +483+138.8% | Added |