| Coston, McIsaac & Partners | 4 | $0 | 0.00% | −120−96.8% | Reduced |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $87 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1 | $89 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $89 | 0.00% | +1 | New |
| Walleye Capital LLC | 2 | $178 | 0.00% | −162,703−100.0% | Reduced |
| Davis Capital Management | 2 | $178 | 0.00% | −1−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 2 | $178 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $178 | 0.00% | +2 | New |
| Comprehensive Financial Planning, Inc. | 2 | $178 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 4 | $355 | 0.00% | −3−42.9% | Reduced |
| 1015 Capital Partners, LLC | 5 | $444 | 0.00% | −2−28.6% | Reduced |
| Planning Strategies Inc. | 5 | $444 | 0.00% | +5 | New |
| Arlington Trust Co LLC | 6 | $533 | 0.00% | −14−70.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6 | $533 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6 | $533 | 0.00% | +6 | New |
| Bullseye Investment Management, LLC | 7 | $622 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $622 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $623 | 0.00% | +4+133.3% | Added |
| Gen-Wealth Partners Inc | 8 | $711 | 0.00% | −100−92.6% | Reduced |
| Financial Consulate, Inc | 8 | $711 | 0.00% | −8−50.0% | Reduced |
| Bryn Mawr Trust Co | 8 | $711 | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 8 | $711 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 10 | $888 | 0.00% | +10 | New |
| Mather Group, LLC. | 10 | $889 | 0.00% | −866−98.9% | Reduced |
| Caitlin John, LLC | 10 | $889 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $889 | 0.00% | 00.0% | Unchanged |
| Avenir Tech Ltd | 10 | $889 | 0.00% | +10 | New |
| Vision Retirement, LLC | 10 | $889 | 0.00% | +10 | New |
| Pacer Advisors, Inc. | 11 | $1.00K | 0.00% | −6−35.3% | Reduced |
| Capital Analysts, LLC | 15 | $1.00K | 0.00% | +15 | New |
| True Wealth Design, LLC | 12 | $1.07K | 0.00% | +1+9.1% | Added |
| Hughes Financial Services, LLC | 13 | $1.16K | 0.00% | +9+225.0% | Added |
| NBT Bank N A | 14 | $1.24K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $1.24K | 0.00% | +5+55.6% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $1.42K | 0.00% | +6+60.0% | Added |
| Marquette Asset Management, LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $1.42K | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 16 | $1.42K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $1.51K | 0.00% | −2−10.5% | Reduced |
| Westside Investment Management, Inc. | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $1.60K | 0.00% | +13+260.0% | Added |
| Bell Investment Advisors, Inc | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.69K | 0.00% | +3+18.8% | Added |
| IMA Wealth, Inc. | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 20 | $1.78K | 0.00% | +20 | New |
| Prestige Wealth Management Group LLC | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 22 | $1.96K | 0.00% | +22 | New |
| Accent Capital Management, LLC | 24 | $2.13K | 0.00% | +4+20.0% | Added |
| Horrell Capital Management, Inc. | 25 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25 | $2.22K | 0.00% | +13+108.3% | Added |
| Manning & Napier Advisors LLC | 26 | $2.26K | 0.00% | +26 | New |
| Silicon Valley Capital Partners | 26 | $2.31K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 29 | $2.58K | 0.00% | −153−84.1% | Reduced |
| SJS Investment Consulting Inc. | 29 | $2.58K | 0.00% | +12+70.6% | Added |
| Essential Investment Partners LLC | 30 | $2.67K | 0.00% | +20+200.0% | Added |
| Highland Investment Advisors LLC | 30 | $2.67K | 0.00% | +30 | New |
| Tower Research Capital LLC (TRC) | 31 | $2.75K | 0.00% | −382−92.5% | Reduced |
| Investors Research Corp | 31 | $2.75K | 0.00% | −10−24.4% | Reduced |
| Kennebec Savings Bank | 32 | $2.84K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $2.93K | 0.00% | +4+13.8% | Added |
| Institute for Wealth Management, LLC. | 35 | $3.11K | 0.00% | +35 | New |
| Independence Bank of Kentucky | 38 | $3.38K | 0.00% | +18+90.0% | Added |
| Retirement Wealth Solutions LLC | 39 | $3.47K | 0.00% | −2−4.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 40 | $3.55K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 40 | $3.55K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 40 | $3.56K | 0.00% | −250−86.2% | Reduced |
| HM Payson & Co | 40 | $3.56K | 0.00% | +28+233.3% | Added |
| Holos Integrated Wealth LLC | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $3.91K | 0.00% | −1−2.2% | Reduced |
| McGuire Capital Advisors Inc | 44 | $3.91K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 45 | $4.00K | 0.00% | +45 | New |
| Ankerstar Wealth, LLC | 45 | $4.00K | 0.00% | +45 | New |
| CX Institutional | 41 | $4.00K | 0.00% | +15+57.7% | Added |
| Ares Financial Consulting, LLC | 46 | $4.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $4.44K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $4.44K | 0.00% | +25+100.0% | Added |
| Central Trust Co | 50 | $4.44K | 0.00% | +50 | New |
| Advocate Investing Services LLC | 52 | $4.62K | 0.00% | −325−86.2% | Reduced |
| Copia Wealth Management | 53 | $4.71K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 55 | $4.89K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 56 | $4.98K | 0.00% | +8+16.7% | Added |
| Strengthening Families & Communities, LLC | 57 | $5.07K | 0.00% | +7+14.0% | Added |
| Morse Asset Management, Inc | 58 | $5.15K | 0.00% | −1,412−96.1% | Reduced |
| Zions Bancorporation, National Association | 58 | $5.15K | 0.00% | +8+16.0% | Added |
| Cromwell Holdings LLC | 60 | $5.33K | 0.00% | +28+87.5% | Added |
| Sachetta, LLC | 65 | $5.78K | 0.00% | −9−12.2% | Reduced |
| Salem Investment Counselors Inc | 65 | $5.78K | 0.00% | +15+30.0% | Added |
| Allianz SE | 65 | $5.78K | 0.00% | +65 | New |
| Cape Investment Advisory, Inc. | 65 | $5.78K | 0.00% | +65 | New |
| Financial Perspectives, Inc | 65 | $5.78K | 0.00% | +65 | New |
| SHP Wealth Management | 72 | $6.38K | 0.00% | +39+118.2% | Added |
| Tradewinds Capital Management, LLC | 75 | $6.67K | 0.00% | −10−11.8% | Reduced |
| Lloyd Advisory Services, LLC. | 75 | $6.67K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 75 | $6.67K | 0.00% | −6−7.4% | Reduced |
| Rosenberg Matthew Hamilton | 83 | $7.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 89 | $7.91K | 0.00% | −4−4.3% | Reduced |
| Hurley Capital, LLC | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
