| First Pacific Financial | 1 | $324 | 0.00% | −25−96.2% | Reduced |
| Christopher J. Hasenberg, Inc | 1 | $324 | 0.00% | +1 | New |
| Talon Private Wealth, LLC | 1 | $324 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $344 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $655 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $681 | 0.00% | +2 | New |
| Montag A & Associates Inc | 2 | $770 | 0.00% | +1+100.0% | Added |
| Golden State Wealth Management, LLC | 3 | $971 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $1.29K | 0.00% | −12−75.0% | Reduced |
| BankPlus Trust Department | 4 | $1.29K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $1.62K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.62K | 0.00% | +5 | New |
| Addison Advisors LLC | 5 | $1.62K | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 5 | $1.68K | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 6 | $1.94K | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $1.94K | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 6 | $1.94K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $2.27K | 0.00% | −7−50.0% | Reduced |
| WealthCollab, LLC | 8 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $2.59K | 0.00% | +8 | New |
| Banque Transatlantique SA | 9 | $2.90K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $3.24K | 0.00% | +10 | New |
| Arlington Trust Co LLC | 10 | $3.24K | 0.00% | +10 | New |
| Painted Porch Advisors LLC | 10 | $3.24K | 0.00% | +10 | New |
| Riggs Asset Managment Co. Inc. | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 13 | $4.21K | 0.00% | +13 | New |
| Cassady Schiller Wealth Management, LLC | 13 | $4.21K | 0.00% | +13 | New |
| Cherry Tree Wealth Management, LLC | 15 | $4.86K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $5.18K | 0.00% | +16 | New |
| Park Place Capital Corp | 18 | $5.83K | 0.00% | +14+350.0% | Added |
| Trust Co | 19 | $6.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $6.48K | 0.00% | +20 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 21 | $6.80K | 0.00% | +21 | New |
| Capital Analysts, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 22 | $7.12K | 0.00% | +22 | New |
| Rothschild Investment LLC | 23 | $7.45K | 0.00% | +21+1,050.0% | Added |
| Sierra Ocean, LLC | 23 | $7.45K | 0.01% | +23 | New |
| True Wealth Design, LLC | 24 | $7.77K | 0.00% | +4+20.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $8.00K | 0.01% | +24 | New |
| Decker Retirement Planning Inc. | 25 | $8.10K | 0.00% | +25 | New |
| Washington Trust Advisors, Inc. | 25 | $8.21K | 0.00% | −44−63.8% | Reduced |
| Harbor Investment Advisory, LLC | 26 | $8.42K | 0.00% | −68−72.3% | Reduced |
| Cornerstone Planning Group LLC | 25 | $8.58K | 0.00% | +11+78.6% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $9.07K | 0.00% | +5+21.7% | Added |
| Signature Resources Capital Management, LLC | 40 | $13.0K | 0.01% | +40 | New |
| Laurel Wealth Advisors LLC | 41 | $13.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $14.6K | 0.00% | +3+7.1% | Added |
| Colonial Trust Co | 48 | $15.4K | 0.00% | +22+84.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $16.5K | 0.00% | +51 | New |
| Clearstead Advisors, LLC | 54 | $17.5K | 0.00% | +21+63.6% | Added |
| Quest Partners LLC | 55 | $17.8K | 0.00% | −322−85.4% | Reduced |
| Sachetta, LLC | 58 | $18.8K | 0.01% | +19+48.7% | Added |
| Ridgewood Investments LLC | 60 | $19.4K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 77 | $24.9K | 0.00% | +77 | New |
| GHP Investment Advisors, Inc. | 78 | $25.3K | 0.00% | +78 | New |
| Hexagon Capital Partners LLC | 83 | $26.9K | 0.00% | −27−24.5% | Reduced |
| Harbour Investments, Inc. | 84 | $27.2K | 0.00% | −71−45.8% | Reduced |
| CVA Family Office, LLC | 86 | $27.8K | 0.00% | +41+91.1% | Added |
| TFC Financial Management | 86 | $27.9K | 0.00% | +18+26.5% | Added |
| Riverview Trust Co | 87 | $28.2K | 0.03% | +82+1,640.0% | Added |
| Tucker Asset Management LLC | 87 | $28.2K | 0.00% | +87 | New |
| Prestige Wealth Management Group LLC | 87 | $28.2K | 0.01% | −62−41.6% | Reduced |
| Hemington Wealth Management | 91 | $29.0K | 0.01% | +40+78.4% | Added |
| Fifth Third Bancorp | 98 | $31.7K | 0.00% | +62+172.2% | Added |
| Smithfield Trust Co | 100 | $32.0K | 0.00% | +100 | New |
| Meeder Asset Management Inc | 99 | $32.1K | 0.00% | −105−51.5% | Reduced |
| ORG Partners LLC | 100 | $32.4K | 0.00% | −50−33.3% | Reduced |
| Fortitude Family Office, LLC | 104 | $33.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $34.0K | 0.01% | −36−25.5% | Reduced |
| JFS Wealth Advisors, LLC | 105 | $34.0K | 0.00% | +29+38.2% | Added |
| TSFG, LLC | 109 | $35.0K | 0.01% | +9+9.0% | Added |
| Continuum Advisory, LLC | 109 | $35.3K | 0.00% | −32−22.7% | Reduced |
| MPWM Advisory Solutions, LLC | 112 | $36.3K | 0.03% | +112 | New |
| Cape Investment Advisory, Inc. | 115 | $37.2K | 0.01% | −21−15.4% | Reduced |
| Bogart Wealth, LLC | 115 | $37.2K | 0.00% | +115 | New |
| Operose Advisors LLC | 116 | $37.6K | 0.01% | +116 | New |
| Whittier Trust Co of Nevada Inc | 126 | $40.8K | 0.00% | +126 | New |
| RiverPark Advisors, LLC | 133 | $43.1K | 0.03% | +133 | New |
| Kapitalo Investimentos Ltda | 142 | $46.0K | 0.03% | +142 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 135 | $46.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 150 | $48.6K | 0.03% | −120−44.4% | Reduced |
| Massmutual Trust Co FSB | 153 | $49.5K | 0.00% | +89+139.1% | Added |
| Kestra Investment Management, LLC | 158 | $51.2K | 0.00% | +158 | New |
| Toth Financial Advisory Corp | 158 | $51.2K | 0.01% | −12−7.1% | Reduced |
| Leonteq Securities AG | 159 | $51.5K | 0.01% | −490−75.5% | Reduced |
| Mather Group, LLC. | 160 | $51.8K | 0.00% | +1+0.6% | Added |
| Avion Wealth | 174 | $56.0K | 0.01% | +17+10.8% | Added |
| DT Investment Partners, LLC | 206 | $66.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 215 | $69.6K | 0.00% | −255−54.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 215 | $69.6K | 0.00% | +76+54.7% | Added |
| Fourth Dimension Wealth, LLC | 240 | $77.7K | 0.04% | +240 | New |
| Sandy Spring Bank | 272 | $88.1K | 0.00% | +100+58.1% | Added |
| Quarry LP | 277 | $89.7K | 0.02% | −880−76.1% | Reduced |
| Clear Street Markets LLC | 289 | $93.6K | 0.03% | +289 | New |
| Parkside Financial Bank & Trust | 290 | $93.9K | 0.01% | −151−34.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 299 | $96.8K | 0.02% | −221−42.5% | Reduced |
| Bell Investment Advisors, Inc | 299 | $96.8K | 0.02% | +1+0.3% | Added |