| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $69 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $138 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $139 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3 | $208 | 0.00% | −190−98.4% | Reduced |
| AdvisorNet Financial, Inc | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $286 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 4 | $298 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $346 | 0.00% | +5 | New |
| Westfuller Advisors, LLC | 5 | $346 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $354 | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $415 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $415 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $554 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $623 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 9 | $623 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 10 | $692 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $761 | 0.00% | +11 | New |
| Silver Grove Financial Group, Inc. | 11 | $762 | 0.00% | +11 | New |
| Ogorek Anthony Joseph | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $1.04K | 0.00% | +3+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $1.16K | 0.00% | +9+128.6% | Added |
| Planning Strategies Inc. | 19 | $1.31K | 0.00% | +19 | New |
| Dunhill Financial, LLC | 19 | $1.38K | 0.00% | −2−9.5% | Reduced |
| Stone House Investment Management, LLC | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $1.48K | 0.00% | −1−4.5% | Reduced |
| Spire Wealth Management | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $1.52K | 0.00% | +11+100.0% | Added |
| First Horizon Corp | 25 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $1.73K | 0.00% | +8+47.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $1.80K | 0.00% | +1+4.0% | Added |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 31 | $2.16K | 0.00% | −8−20.5% | Reduced |
| Oakworth Capital, Inc. | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 35 | $2.42K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 38 | $2.63K | 0.00% | +38 | New |
| Caldwell Sutter Capital, Inc. | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 40 | $2.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $2.83K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 43 | $2.98K | 0.00% | +43 | New |
| Avion Wealth | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 45 | $3.11K | 0.00% | −35−43.8% | Reduced |
| Creative Capital Management Investments LLC | 51 | $3.53K | 0.00% | +51 | New |
| Rialto Wealth Management, LLC | 52 | $3.60K | 0.00% | +25+92.6% | Added |
| Financial Consulate, Inc | 54 | $3.74K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 57 | $3.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 58 | $4.01K | 0.00% | +23+65.7% | Added |
| Brown Brothers Harriman & Co | 60 | $4.15K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $4.29K | 0.00% | +62 | New |
| Ares Financial Consulting, LLC | 70 | $4.84K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 76 | $5.26K | 0.00% | −153−66.8% | Reduced |
| Grove Bank & Trust | 86 | $5.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 91 | $6.30K | 0.00% | +4+4.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $6.37K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 95 | $6.57K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 106 | $7.32K | 0.00% | +1+1.0% | Added |
| SBI Securities Co., Ltd. | 113 | $7.82K | 0.00% | +1+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $8.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $8.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 126 | $8.72K | 0.00% | +6+5.0% | Added |
| Bell Investment Advisors, Inc | 130 | $8.99K | 0.00% | +8+6.6% | Added |
| Huntington National Bank | 133 | $9.20K | 0.00% | +43+47.8% | Added |
| Manchester Capital Management LLC | 136 | $9.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 137 | $9.48K | 0.00% | +55+67.1% | Added |
| Rosenberg Matthew Hamilton | 144 | $9.96K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $10.4K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 160 | $11.1K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 165 | $11.4K | 0.01% | +165 | New |
| Torren Management, LLC | 171 | $11.8K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 171 | $11.8K | 0.00% | −10−5.5% | Reduced |
| Allied Private Wealth LLC | 175 | $12.1K | 0.01% | +175 | New |
| Valued Wealth Advisors LLC | 176 | $12.2K | 0.00% | +2+1.1% | Added |
| JFS Wealth Advisors, LLC | 183 | $12.7K | 0.00% | +6+3.4% | Added |
| Creative Financial Designs Inc | 208 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 221 | $15.3K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 238 | $16.5K | 0.01% | +2+0.8% | Added |
| Action Point Financial Planning, LLC | 246 | $16.8K | 0.00% | +246 | New |
| Basecamp Wealth Advisors LLC | 265 | $18.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 268 | $18.5K | 0.00% | +119+79.9% | Added |
| Accordant Advisory Group Inc | 271 | $18.8K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 285 | $19.7K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 297 | $20.5K | 0.00% | +297 | New |
| Danske Bank A/S | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $20.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 311 | $21.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 321 | $22.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 323 | $22.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 333 | $23.0K | 0.00% | +5+1.5% | Added |