| Activest Wealth Management | 1 | $181 | 0.00% | −35−97.2% | Reduced |
| Alerus Financial NA | 1 | $181 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $212 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $362 | 0.00% | −4−66.7% | Reduced |
| IMA Wealth, Inc. | 2 | $362 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $362 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $478 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3 | $517 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $543 | 0.00% | −30−90.9% | Reduced |
| Redwood Park Advisors LLC | 3 | $543 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $543 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $556 | 0.00% | −15−83.3% | Reduced |
| American Capital Advisory, LLC | 4 | $724 | 0.00% | +2+100.0% | Added |
| Richardson Financial Services Inc. | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $905 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $905 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $905 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $916 | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.09K | 0.00% | −12−66.7% | Reduced |
| Longfellow Investment Management Co LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $1.09K | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $1.09K | 0.00% | +4+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 7 | $1.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $1.27K | 0.00% | +3+75.0% | Added |
| Motco | 7 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.45K | 0.00% | +3+60.0% | Added |
| Principia Wealth Advisory, LLC | 8 | $1.45K | 0.00% | +4+100.0% | Added |
| Sachetta, LLC | 9 | $1.63K | 0.00% | −23−71.9% | Reduced |
| Highline Wealth Partners LLC | 9 | $1.63K | 0.00% | −6−40.0% | Reduced |
| Morton Brown Family Wealth, LLC | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $1.63K | 0.00% | +6+200.0% | Added |
| Tortoise Investment Management, LLC | 9 | $1.63K | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.81K | 0.00% | −8−44.4% | Reduced |
| Garde Capital, Inc. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.81K | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $2.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $2.22K | 0.00% | −1−7.7% | Reduced |
| Valued Wealth Advisors LLC | 13 | $2.36K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $2.52K | 0.00% | +1+7.7% | Added |
| Heritage Wealth Advisors | 14 | $2.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.71K | 0.00% | −11−42.3% | Reduced |
| Bokf, NA | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 16 | $2.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 17 | $3.08K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18 | $3.27K | 0.00% | +1+5.9% | Added |
| Dunhill Financial, LLC | 18 | $3.31K | 0.00% | −39−68.4% | Reduced |
| Kilter Group LLC | 20 | $3.62K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 22 | $3.98K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 22 | $3.98K | 0.00% | +9+69.2% | Added |
| Riggs Asset Managment Co. Inc. | 22 | $3.98K | 0.00% | +22 | New |
| Atlantic Trust, LLC | 24 | $4.34K | 0.00% | +24 | New |
| Beacon Capital Management, LLC | 24 | $4.38K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 25 | $4.55K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $4.71K | 0.00% | −47−64.4% | Reduced |
| Raffa Wealth Management, LLC | 27 | $4.89K | 0.00% | −15−35.7% | Reduced |
| Key Financial Inc | 29 | $5.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $5.25K | 0.00% | +23+383.3% | Added |
| Mount Yale Investment Advisors, LLC | 29 | $5.25K | 0.00% | +29 | New |
| Abound Wealth Management | 29 | $5.25K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $5.43K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 31 | $5.61K | 0.00% | −46−59.7% | Reduced |
| MorganRosel Wealth Management, LLC | 31 | $5.61K | 0.00% | +4+14.8% | Added |
| SBI Securities Co., Ltd. | 32 | $5.79K | 0.00% | −4−11.1% | Reduced |
| McIlrath & Eck, LLC | 33 | $5.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 33 | $5.97K | 0.00% | +7+26.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $6.15K | 0.01% | −40−54.1% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $6.33K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 36 | $6.51K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 37 | $6.75K | 0.00% | +19+105.6% | Added |
| IMG Wealth Management, Inc. | 40 | $7.24K | 0.01% | +40 | New |
| Robinswood Financial LLC | 41 | $7.46K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $7.60K | 0.00% | −11−20.8% | Reduced |
| Gables Capital Management Inc. | 44 | $7.96K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 44 | $7.96K | 0.00% | +15+51.7% | Added |
| Avion Wealth | 47 | $8.00K | 0.00% | +22+88.0% | Added |
| Princeton Global Asset Management LLC | 46 | $8.32K | 0.00% | +46 | New |
| Westend Capital Management, LLC | 47 | $8.51K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $8.87K | 0.00% | +13+36.1% | Added |
| Howard Hughes Medical Institute | 49 | $8.87K | 0.00% | +49 | New |
| Your Advocates Ltd., LLP | 50 | $9.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $9.23K | 0.00% | +3+6.3% | Added |
| Aspect Partners, LLC | 53 | $9.59K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 54 | $9.77K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $9.77K | 0.00% | +1+1.9% | Added |
| CGC Financial Services, LLC | 55 | $9.95K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 63 | $11.4K | 0.00% | +1+1.6% | Added |
| Ogorek Anthony Joseph | 67 | $12.0K | 0.00% | −12−15.2% | Reduced |
| Ridgewood Investments LLC | 70 | $12.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 71 | $12.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 72 | $13.0K | 0.00% | −491−87.2% | Reduced |
| Trust Co of Vermont | 73 | $13.2K | 0.00% | 00.0% | Unchanged |