| High Note Wealth, LLC | 2 | $238 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $258 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $357 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $476 | 0.00% | +4 | New |
| Financial Gravity Companies, Inc. | 4 | $476 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 4 | $476 | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $476 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 4 | $476 | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 6 | $714 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $826 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $951 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.07K | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $1.07K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $1.19K | 0.00% | −6,031−99.8% | Reduced |
| Vision Financial Markets LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $1.31K | 0.00% | +11 | New |
| Indiana Trust & Investment Management CO | 12 | $1.43K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 13 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $1.76K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 15 | $1.79K | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 19 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $2.38K | 0.00% | −43−68.3% | Reduced |
| Parkside Financial Bank & Trust | 21 | $2.50K | 0.00% | −15−41.7% | Reduced |
| Toth Financial Advisory Corp | 25 | $2.97K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $3.81K | 0.00% | +2+6.7% | Added |
| Armstrong Advisory Group, Inc | 32 | $3.81K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 33 | $3.92K | 0.00% | +33 | New |
| Banque Transatlantique SA | 33 | $3.94K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $4.04K | 0.00% | +19+126.7% | Added |
| Garde Capital, Inc. | 35 | $4.16K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 36 | $4.28K | 0.00% | −955−96.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 37 | $4.40K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $4.96K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 44 | $5.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $5.23K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 44 | $5.23K | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 45 | $5.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $5.35K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 47 | $5.55K | 0.00% | +47 | New |
| Grove Bank & Trust | 50 | $5.95K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $5.95K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 51 | $6.07K | 0.00% | +51 | New |
| Dogwood Wealth Management LLC | 53 | $6.16K | 0.00% | +53 | New |
| Westside Investment Management, Inc. | 57 | $6.72K | 0.00% | +57 | New |
| Sound Income Strategies, LLC | 62 | $7.37K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 84 | $9.99K | 0.01% | +84 | New |
| SWAN Capital LLC | 85 | $10.1K | 0.00% | −25−22.7% | Reduced |
| JNBA Financial Advisors | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 86 | $10.2K | 0.00% | +15+21.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 87 | $10.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 88 | $10.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 100 | $11.9K | 0.00% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $11.9K | 0.01% | +100 | New |
| West Branch Capital LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 105 | $12.5K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 108 | $12.8K | 0.00% | +108 | New |
| Jackson, Grant Investment Advisers, Inc. | 111 | $13.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 113 | $13.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $13.6K | 0.00% | +43+59.7% | Added |
| Addison Advisors LLC | 118 | $14.0K | 0.00% | +69+140.8% | Added |
| Beaird Harris Wealth Management, LLC | 120 | $14.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 124 | $14.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 124 | $14.7K | 0.00% | +124 | New |
| Aventura Private Wealth, LLC | 126 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 133 | $15.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 150 | $17.8K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 175 | $20.8K | 0.00% | +100+133.3% | Added |
| Godsey & Gibb Associates | 178 | $21.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 212 | $25.2K | 0.00% | +212 | New |
| MAI Capital Management | 224 | $26.6K | 0.00% | +133+146.2% | Added |
| Geneos Wealth Management Inc. | 239 | $28.4K | 0.00% | +9+3.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 243 | $28.9K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 190 | $29.5K | 0.01% | −135−41.5% | Reduced |
| Whipplewood Advisors, LLC | 250 | $29.7K | 0.02% | −7−2.7% | Reduced |
| Concord Wealth Partners | 251 | $29.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 256 | $30.4K | 0.02% | +200+357.1% | Added |
| City State Bank | 269 | $32.0K | 0.01% | +110+69.2% | Added |
| Harvest Fund Management Co., Ltd | 269 | $32.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 245 | $33.2K | 0.01% | +245 | New |
| Financial Management Professionals, Inc. | 281 | $33.4K | 0.00% | −54−16.1% | Reduced |
| IAG Wealth Partners, LLC | 285 | $33.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 300 | $35.7K | 0.00% | −1,110−78.7% | Reduced |
| Duncker Streett & Co Inc | 300 | $35.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $35.7K | 0.00% | +17+6.0% | Added |
| Cary Street Partner Investment Advisory LLC | 300 | $35.7K | 0.02% | +57+23.5% | Added |
| Financial Network Wealth Advisors LLC | 303 | $36.0K | 0.04% | −66−17.9% | Reduced |
| Sierra Ocean, LLC | 323 | $38.4K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 324 | $39.0K | 0.00% | −629−66.0% | Reduced |
| Key Financial Inc | 338 | $40.2K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 340 | $40.4K | 0.02% | +325+2,166.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 344 | $40.9K | 0.00% | +344 | New |