| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $327 | 0.00% | +3 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 3 | $327 | 0.00% | +3 | New |
| TFC Financial Management | 5 | $544 | 0.00% | +1+25.0% | Added |
| Raleigh Capital Management Inc. | 5 | $544 | 0.00% | +5 | New |
| Trifecta Capital Advisors, LLC | 8 | $871 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Game Plan Financial Advisors, LLC | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $1.20K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 12 | $1.26K | 0.00% | +2+20.0% | Added |
| Toth Financial Advisory Corp | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 15 | $1.63K | 0.00% | +15 | New |
| Planning Capital Management Corp | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.63K | 0.00% | +15 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $1.74K | 0.00% | +16 | New |
| Addison Advisors LLC | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 16 | $1.74K | 0.00% | +16 | New |
| CVA Family Office, LLC | 17 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 22 | $2.39K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $2.50K | 0.00% | −10−30.3% | Reduced |
| Raffa Wealth Management, LLC | 23 | $2.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.50K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $2.94K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 27 | $2.94K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 24 | $3.00K | 0.00% | −122−83.6% | Reduced |
| SJS Investment Consulting Inc. | 28 | $3.05K | 0.00% | −2−6.7% | Reduced |
| Harbour Investments, Inc. | 30 | $3.26K | 0.00% | −7−18.9% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 30 | $3.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 31 | $3.37K | 0.00% | −31−50.0% | Reduced |
| Rothschild Investment LLC | 31 | $3.37K | 0.00% | +15+93.8% | Added |
| C M Bidwell & Associates Ltd | 32 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $3.68K | 0.00% | +32+1,600.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 34 | $3.70K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $3.81K | 0.00% | +1+2.9% | Added |
| NBC Securities, Inc. | 40 | $4.00K | 0.00% | +40 | New |
| Rakuten Securities, Inc. | 37 | $4.02K | 0.00% | +27+270.0% | Added |
| Creative Financial Designs Inc | 38 | $4.13K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $4.35K | 0.00% | −78−66.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 44 | $4.43K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 44 | $4.79K | 0.00% | +44 | New |
| Stone House Investment Management, LLC | 45 | $4.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 46 | $5.00K | 0.00% | −7−13.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 47 | $5.11K | 0.00% | +47 | New |
| Institutional & Family Asset Management, LLC | 48 | $5.22K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 48 | $5.22K | 0.00% | +14+41.2% | Added |
| True Wealth Design, LLC | 52 | $5.66K | 0.00% | +4+8.3% | Added |
| Semmax Financial Advisors Inc. | 61 | $5.75K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 54 | $5.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $6.31K | 0.00% | +3+5.5% | Added |
| IFP Advisors, Inc | 65 | $7.07K | 0.00% | −58−47.2% | Reduced |
| Washington Trust Advisors, Inc. | 68 | $7.38K | 0.00% | −6−8.1% | Reduced |
| TSFG, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 75 | $8.16K | 0.00% | +75 | New |
| ICA Group Wealth Management, LLC | 78 | $8.48K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 87 | $9.00K | 0.00% | +8+10.1% | Added |
| Fortitude Family Office, LLC | 83 | $9.03K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $9.24K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 93 | $10.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $10.4K | 0.00% | −5−5.0% | Reduced |
| Webster Bank, N. A. | 96 | $10.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 108 | $11.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 109 | $11.9K | 0.00% | −21−16.2% | Reduced |
| SRS Capital Advisors, Inc. | 112 | $12.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 124 | $12.4K | 0.00% | +6+5.1% | Added |
| Private Wealth Management Group, LLC | 116 | $12.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $12.8K | 0.00% | −7−5.6% | Reduced |
| Bokf, NA | 119 | $13.0K | 0.00% | +1+0.8% | Added |
| Rise Advisors, LLC | 124 | $13.5K | 0.01% | +124 | New |
| Bell Investment Advisors, Inc | 124 | $13.5K | 0.00% | −5−3.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 125 | $13.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $14.6K | 0.00% | −334−77.0% | Reduced |
| Smartleaf Asset Management LLC | 133 | $14.6K | 0.00% | +44+49.4% | Added |
| Tradewinds Capital Management, LLC | 135 | $14.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 138 | $15.0K | 0.00% | +138 | New |
| Heritage Wealth Advisors | 148 | $16.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 158 | $17.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 160 | $17.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 165 | $17.9K | 0.00% | +1+0.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 181 | $20.0K | 0.00% | +3+1.7% | Added |
| Riverview Trust Co | 185 | $20.1K | 0.02% | +185 | New |
| New Covenant Trust Company, N.A. | 194 | $21.1K | 0.02% | +194 | New |
| EverSource Wealth Advisors, LLC | 215 | $21.7K | 0.00% | +19+9.7% | Added |