| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −77−98.7% | Reduced |
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Family Firm, Inc. | 0 | $6 | 0.00% | 0 | New |
| Tortoise Investment Management, LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $59 | 0.00% | +2 | New |
| Unique Wealth Strategies, LLC | 5 | $172 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $177 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8 | $236 | 0.00% | −909−99.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $282 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $294 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $412 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $413 | 0.00% | −5−26.3% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $413 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $442 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $501 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $503 | 0.00% | +6+54.5% | Added |
| Valued Wealth Advisors LLC | 18 | $531 | 0.00% | +1+5.9% | Added |
| Central Trust Co | 19 | $560 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $589 | 0.00% | +8+66.7% | Added |
| FinTrust Capital Advisors, LLC | 28 | $825 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $854 | 0.00% | +8+38.1% | Added |
| SWAN Capital LLC | 31 | $913 | 0.00% | +31 | New |
| Carolinas Wealth Consulting LLC | 36 | $1.06K | 0.00% | +5+16.1% | Added |
| Pineridge Advisors LLC | 45 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ossiam | 48 | $1.41K | 0.00% | −300−86.2% | Reduced |
| Abound Wealth Management | 48 | $1.42K | 0.00% | −88−64.7% | Reduced |
| Bruce G. Allen Investments, LLC | 49 | $1.44K | 0.00% | −223−82.0% | Reduced |
| ICA Group Wealth Management, LLC | 50 | $1.47K | 0.00% | −140−73.7% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $1.47K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 50 | $1.47K | 0.00% | +50 | New |
| Delos Wealth Advisors, LLC | 52 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 52 | $1.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 54 | $1.60K | 0.00% | +4+8.0% | Added |
| Kelly Lawrence W & Associates Inc | 60 | $1.77K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 62 | $1.82K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 66 | $1.94K | 0.00% | +66 | New |
| GW&K Investment Management, LLC | 57 | $2.00K | 0.00% | +20+54.1% | Added |
| Qube Research & Technologies Ltd | 75 | $2.21K | 0.00% | −59,754−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 80 | $2.35K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $2.37K | 0.00% | +80 | New |
| Brown Brothers Harriman & Co | 82 | $2.41K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 96 | $2.83K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 100 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $2.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $2.97K | 0.00% | +70+225.8% | Added |
| Ulland Investment Advisors, LLC | 102 | $3.00K | 0.00% | +102 | New |
| ORG Partners LLC | 104 | $3.08K | 0.00% | +104 | New |
| Versant Capital Management, Inc | 109 | $3.21K | 0.00% | +67+159.5% | Added |
| JFS Wealth Advisors, LLC | 114 | $3.36K | 0.00% | +6+5.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 123 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 123 | $3.62K | 0.00% | +23+23.0% | Added |
| Crewe Advisors LLC | 124 | $3.65K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 124 | $3.65K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 125 | $3.68K | 0.00% | +125 | New |
| Concord Wealth Partners | 126 | $3.71K | 0.00% | +5+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 130 | $3.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 139 | $4.09K | 0.00% | −172−55.3% | Reduced |
| IAG Wealth Partners, LLC | 160 | $4.71K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 169 | $4.97K | 0.00% | −4−2.3% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 172 | $5.06K | 0.00% | +172 | New |
| Ashton Thomas Private Wealth, LLC | 180 | $5.30K | 0.00% | +180 | New |
| Colonial Trust Co | 188 | $5.46K | 0.00% | +75+66.4% | Added |
| Halpern Financial, Inc. | 200 | $5.89K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $5.89K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 205 | $6.04K | 0.00% | +205 | New |
| Cypress Capital Management LLC (WY) | 207 | $6.09K | 0.01% | +207 | New |
| Silvant Capital Management LLC | 228 | $6.71K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 233 | $6.86K | 0.00% | +172+282.0% | Added |
| Avion Wealth | 247 | $7.00K | 0.00% | +215+671.9% | Added |
| Wetzel Investment Advisors, Inc. | 204 | $7.01K | 0.00% | −34−14.3% | Reduced |
| AdvisorNet Financial, Inc | 241 | $7.09K | 0.00% | +9+3.9% | Added |
| Strategic Investment Solutions, Inc. | 250 | $7.80K | 0.00% | +250 | New |
| Bell Investment Advisors, Inc | 269 | $7.92K | 0.00% | +97+56.4% | Added |
| Prestige Wealth Management Group LLC | 283 | $8.33K | 0.00% | +114+67.5% | Added |
| MV Capital Management, Inc. | 299 | $8.80K | 0.00% | −42−12.3% | Reduced |
| Zions Bancorporation, N.A. | 318 | $9.36K | 0.00% | −168−34.6% | Reduced |
| Global Retirement Partners, LLC | 337 | $9.92K | 0.00% | +28+9.1% | Added |
| SRS Capital Advisors, Inc. | 373 | $11.0K | 0.00% | +234+168.3% | Added |
| PrairieView Partners, LLC | 375 | $11.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 375 | $11.0K | 0.00% | +375 | New |
| LGT Financial Advisors LLC | 379 | $11.2K | 0.02% | +379 | New |
| Geneos Wealth Management Inc. | 391 | $11.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $11.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 400 | $11.8K | 0.00% | −2,934−88.0% | Reduced |
| Creative Financial Designs Inc | 405 | $11.9K | 0.00% | +202+99.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 419 | $12.3K | 0.00% | −250−37.4% | Reduced |
| Rise Advisors, LLC | 426 | $12.6K | 0.01% | +3+0.7% | Added |
| Fortitude Family Office, LLC | 442 | $13.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 475 | $14.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 478 | $14.1K | 0.00% | +478 | New |
| MCF Advisors LLC | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 500 | $14.7K | 0.00% | +500 | New |
| Kozak & Associates, Inc. | 505 | $14.9K | 0.00% | +4+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 530 | $15.6K | 0.00% | −779−59.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 540 | $16.0K | 0.00% | −722−57.2% | Reduced |
| Sachetta, LLC | 516 | $16.0K | 0.01% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 550 | $16.2K | 0.00% | −200−26.7% | Reduced |