| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Tounjian Advisory Partners, LLC | 1 | $54 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $63 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $95 | 0.00% | −5−83.3% | Reduced |
| MidFirst Bank | 2 | $125 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 2 | $125 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $125 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $126 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $178 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $188 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $249 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $251 | 0.00% | −3−42.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 4 | $251 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $257 | 0.00% | −1−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $376 | 0.00% | −12−66.7% | Reduced |
| Tidemark, LLC | 6 | $376 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $376 | 0.00% | +6 | New |
| TFC Financial Management | 7 | $442 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $564 | 0.00% | +1+12.5% | Added |
| Spire Wealth Management | 10 | $615 | 0.00% | −12−54.5% | Reduced |
| Bell Investment Advisors, Inc | 10 | $628 | 0.00% | −71−87.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11 | $690 | 0.00% | −50−82.0% | Reduced |
| Ares Financial Consulting, LLC | 11 | $690 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 18 | $1.00K | 0.00% | −14−43.8% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Rialto Wealth Management, LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| Y.D. More Investments Ltd | 5,022 | $1.06K | 0.00% | +252+5.3% | Added |
| Raffa Wealth Management, LLC | 17 | $1.07K | 0.00% | +2+13.3% | Added |
| HFM Investment Advisors, LLC | 17 | $1.07K | 0.00% | +9+112.5% | Added |
| SHP Wealth Management | 17 | $1.09K | 0.00% | +2+13.3% | Added |
| Keating Financial Advisory Services, Inc. | 18 | $1.13K | 0.00% | −28−60.9% | Reduced |
| AdvisorNet Financial, Inc | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.19K | 0.00% | −18−48.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $1.44K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 24 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $1.50K | 0.00% | +6+33.3% | Added |
| UMA Financial Services, Inc. | 25 | $1.57K | 0.00% | −18−41.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 27 | $1.69K | 0.00% | +19+237.5% | Added |
| Torren Management, LLC | 28 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 31 | $1.95K | 0.00% | −37−54.4% | Reduced |
| Rossby Financial, LCC | 33 | $2.07K | 0.00% | +28+560.0% | Added |
| Asset Dedication, LLC | 36 | $2.26K | 0.00% | +36 | New |
| Creative Capital Management Investments LLC | 36 | $2.26K | 0.00% | +36 | New |
| Clear Street Markets LLC | 37 | $2.32K | 0.00% | +19+105.6% | Added |
| Pinnacle Bancorp, Inc. | 37 | $2.32K | 0.00% | +37 | New |
| Zions Bancorporation, National Association | 39 | $2.45K | 0.00% | −96−71.1% | Reduced |
| Sachetta, LLC | 40 | $2.51K | 0.00% | +40 | New |
| Owl Creek Wealth Partners LLC | 46 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 49 | $3.07K | 0.00% | −3−5.8% | Reduced |
| Rational Advisors LLC | 55 | $3.45K | 0.00% | +18+48.6% | Added |
| Basecamp Wealth Advisors LLC | 57 | $3.58K | 0.00% | +9+18.8% | Added |
| PFS Partners, LLC | 58 | $3.65K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 60 | $4.00K | 0.01% | −300−83.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 66 | $4.14K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 67 | $4.20K | 0.00% | −270−80.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 67 | $4.20K | 0.00% | +20+42.6% | Added |
| Old Point Trust & Financial Services N A | 68 | $4.26K | 0.00% | +68 | New |
| Financial Management Professionals, Inc. | 74 | $4.64K | 0.00% | −28−27.5% | Reduced |
| Altshuler Shaham Ltd | 75 | $4.70K | 0.00% | +17+29.3% | Added |
| Ancora Advisors, LLC | 76 | $4.77K | 0.00% | −1,100−93.5% | Reduced |
| Fortitude Family Office, LLC | 76 | $4.77K | 0.00% | −20−20.8% | Reduced |
| Colonial Trust Co | 79 | $4.90K | 0.00% | +23+41.1% | Added |
| Grove Bank & Trust | 79 | $4.96K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 82 | $5.14K | 0.00% | −1−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 86 | $5.39K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 90 | $5.64K | 0.00% | +90 | New |
| JFS Wealth Advisors, LLC | 97 | $6.08K | 0.00% | +7+7.8% | Added |
| Manchester Capital Management LLC | 99 | $6.21K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $6.27K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 116 | $7.28K | 0.00% | +116 | New |
| Activest Wealth Management | 118 | $7.40K | 0.00% | +115+3,833.3% | Added |
| Los Angeles Capital Management LLC | 126 | $7.90K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 133 | $8.16K | 0.00% | +133 | New |
| Aspect Partners, LLC | 137 | $8.61K | 0.00% | +72+110.8% | Added |
| Key Financial Inc | 143 | $8.97K | 0.00% | 00.0% | Unchanged |
| Security National Bank of So Dak | 145 | $9.09K | 0.00% | +145 | New |
| Fulcrum Asset Management LLP | 148 | $9.13K | 0.00% | +148 | New |
| Anchor Investment Management, LLC | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 160 | $10.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 172 | $10.8K | 0.00% | −199−53.6% | Reduced |
| Highline Wealth Partners LLC | 178 | $11.2K | 0.00% | +156+709.1% | Added |
| LRI Investments, LLC | 186 | $11.7K | 0.00% | +9+5.1% | Added |
| CoreCap Advisors, LLC | 190 | $11.9K | 0.00% | −96−33.6% | Reduced |
| ZRC Wealth Management, LLC | 205 | $12.9K | 0.00% | +170+485.7% | Added |
| Rothschild Investment LLC | 220 | $13.8K | 0.00% | −70−24.1% | Reduced |
| Cromwell Holdings LLC | 228 | $14.3K | 0.01% | −80−26.0% | Reduced |
| Westside Investment Management, Inc. | 238 | $14.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 252 | $15.8K | 0.00% | −175−41.0% | Reduced |
| Westfuller Advisors, LLC | 268 | $16.8K | 0.01% | +268 | New |
| CVA Family Office, LLC | 270 | $16.9K | 0.00% | +142+110.9% | Added |
| Harbour Investments, Inc. | 276 | $17.3K | 0.00% | +40+16.9% | Added |
| Financial Network Wealth Advisors LLC | 300 | $18.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 304 | $19.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 307 | $19.3K | 0.01% | −5−1.6% | Reduced |
| Banque Cantonale Vaudoise | 312 | $20.0K | 0.00% | −77−19.8% | Reduced |
| Wolff Wiese Magana LLC | 319 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 320 | $20.1K | 0.00% | 00.0% | Unchanged |
| Index Technologies Group LLC | 340 | $21.3K | 0.02% | +340 | New |
| Allied Private Wealth LLC | 363 | $21.6K | 0.01% | +363 | New |
