| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Darwin Advisors, LLC | 0 | $93 | 0.00% | 0 | New |
| Plante Moran Financial Advisors, LLC | 1 | $102 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $205 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $339 | 0.00% | +3 | New |
| Motco | 4 | $409 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $409 | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $511 | 0.00% | −26−83.9% | Reduced |
| Rakuten Securities, Inc. | 5 | $511 | 0.00% | −3−37.5% | Reduced |
| GHP Investment Advisors, Inc. | 5 | $512 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $614 | 0.00% | −87−93.5% | Reduced |
| Seneschal Advisors, LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $614 | 0.00% | +5+500.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 7 | $695 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $714 | 0.00% | +7 | New |
| Activest Wealth Management | 7 | $716 | 0.00% | +7 | New |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | +9 | New |
| Bellevue Asset Management, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.02K | 0.00% | +6+150.0% | Added |
| Providence Capital Advisors, LLC | 11 | $1.13K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 12 | $1.23K | 0.00% | +6+100.0% | Added |
| American Capital Advisory, LLC | 12 | $1.23K | 0.00% | +9+300.0% | Added |
| 1015 Capital Partners, LLC | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 13 | $1.36K | 0.00% | +13 | New |
| Mosley Wealth Management | 14 | $1.43K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16 | $1.63K | 0.00% | −52−76.5% | Reduced |
| Whipplewood Advisors, LLC | 18 | $1.84K | 0.00% | −164−90.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18 | $1.84K | 0.00% | −2−10.0% | Reduced |
| CX Institutional | 21 | $2.00K | 0.00% | −123−85.4% | Reduced |
| Aventura Private Wealth, LLC | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 22 | $2.25K | 0.00% | −55−71.4% | Reduced |
| N.E.W. Advisory Services LLC | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $2.25K | 0.00% | +10+83.3% | Added |
| Abound Wealth Management | 22 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 24 | $2.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $2.76K | 0.00% | +5+22.7% | Added |
| Triumph Capital Management | 28 | $2.86K | 0.00% | −55−66.3% | Reduced |
| HFM Investment Advisors, LLC | 28 | $2.86K | 0.00% | +12+75.0% | Added |
| William B. Walkup & Associates, Inc. | 28 | $2.86K | 0.00% | +28 | New |
| Avion Wealth | 36 | $3.00K | 0.00% | +22+157.1% | Added |
| CKW Financial Group | 26 | $3.00K | 0.00% | +26 | New |
| Kilter Group LLC | 30 | $3.07K | 0.00% | −9−23.1% | Reduced |
| Private Wealth Management Group, LLC | 32 | $3.27K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 33 | $3.37K | 0.00% | +1+3.1% | Added |
| Synergy Investment Management, LLC | 34 | $3.48K | 0.00% | +34 | New |
| JNBA Financial Advisors | 35 | $3.58K | 0.00% | +8+29.6% | Added |
| Trifecta Capital Advisors, LLC | 35 | $3.58K | 0.00% | +35 | New |
| Torren Management, LLC | 36 | $3.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 38 | $3.89K | 0.00% | −136−78.2% | Reduced |
| First Command Advisory Services, Inc. | 38 | $3.89K | 0.00% | −21−35.6% | Reduced |
| South State Corp. | 38 | $3.89K | 0.00% | +12+46.2% | Added |
| IFG Advisory, LLC | 40 | $4.09K | 0.00% | +40 | New |
| Bay Harbor Wealth Management, LLC | 41 | $4.19K | 0.00% | +4+10.8% | Added |
| Salomon & Ludwin, LLC | 42 | $4.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $4.42K | 0.00% | +33+253.8% | Added |
| North Star Investment Management Corp. | 45 | $4.60K | 0.00% | −1−2.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 46 | $4.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $4.81K | 0.00% | −19−28.8% | Reduced |
| Provenance Wealth Advisors, LLC | 47 | $4.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $4.91K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 49 | $5.01K | 0.00% | +49 | New |
| JPL Wealth Management, LLC | 49 | $5.01K | 0.00% | −5−9.3% | Reduced |
| Wall Street Access Asset Management, LLC | 49 | $5.01K | 0.00% | +49 | New |
| Creative Capital Management Investments LLC | 55 | $5.62K | 0.00% | +55 | New |
| Manning & Napier Advisors LLC | 55 | $5.63K | 0.00% | +55 | New |
| Sachetta, LLC | 56 | $5.73K | 0.00% | +44+366.7% | Added |
| Elevated Capital Advisors, LLC | 58 | $5.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $6.13K | 0.00% | −8−11.8% | Reduced |
| Dogwood Wealth Management LLC | 61 | $6.24K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 61 | $6.24K | 0.00% | +61 | New |
| Cornerstone Financial Management LLC | 62 | $6.34K | 0.01% | +7+12.7% | Added |
| UMA Financial Services, Inc. | 62 | $6.34K | 0.00% | +55+785.7% | Added |
| Cromwell Holdings LLC | 66 | $6.75K | 0.00% | +35+112.9% | Added |
| LRI Investments, LLC | 68 | $6.95K | 0.00% | −150−68.8% | Reduced |
| Capital Advisors, Ltd. LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 70 | $7.16K | 0.00% | −128−64.6% | Reduced |
| Bokf, NA | 70 | $7.16K | 0.00% | −109−60.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 73 | $7.46K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 74 | $7.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 77 | $7.87K | 0.00% | −2,572−97.1% | Reduced |
| Eastern Bank | 79 | $8.08K | 0.00% | +79 | New |
| Marquette Asset Management, LLC | 82 | $8.38K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $8.49K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 86 | $8.79K | 0.00% | −284−76.8% | Reduced |
| Zions Bancorporation, National Association | 87 | $8.90K | 0.00% | −51−37.0% | Reduced |
| SHP Wealth Management | 91 | $9.28K | 0.00% | +9+11.0% | Added |
| HighMark Wealth Management LLC | 92 | $9.41K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 92 | $9.41K | 0.00% | +8+9.5% | Added |
| Rialto Wealth Management, LLC | 94 | $9.61K | 0.00% | +38+67.9% | Added |
| Bartlett & Co. Wealth Management LLC | 97 | $9.92K | 0.00% | 00.0% | Unchanged |