| Avion Wealth | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Quent Capital, LLC | 1 | $165 | 0.00% | +1 | New |
| Concord Wealth Partners | 2 | $330 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $330 | 0.00% | +2 | New |
| Rossby Financial, LCC | 3 | $495 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 3 | $496 | 0.00% | +3 | New |
| Graney & King, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $661 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $661 | 0.00% | +3+300.0% | Added |
| Creative Financial Designs Inc | 5 | $825 | 0.00% | −25−83.3% | Reduced |
| CVA Family Office, LLC | 5 | $825 | 0.00% | +5 | New |
| Addison Advisors LLC | 5 | $826 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $826 | 0.00% | +3+150.0% | Added |
| Tradewinds Capital Management, LLC | 5 | $826 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $990 | 0.00% | −2−25.0% | Reduced |
| West Paces Advisors Inc. | 7 | $1.16K | 0.00% | +7 | New |
| Godsey & Gibb Associates | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 9 | $1.49K | 0.00% | +2+28.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.65K | 0.00% | −2,812−99.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.65K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 11 | $1.82K | 0.00% | +2+22.2% | Added |
| 1 North Wealth Services LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.98K | 0.00% | +5+71.4% | Added |
| Bell Investment Advisors, Inc | 13 | $2.15K | 0.00% | −2−13.3% | Reduced |
| Dunhill Financial, LLC | 13 | $2.31K | 0.00% | +12+1,200.0% | Added |
| Geneos Wealth Management Inc. | 14 | $2.31K | 0.00% | −100−87.7% | Reduced |
| Wolff Wiese Magana LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 14 | $2.31K | 0.00% | +14 | New |
| Quarry LP | 15 | $2.48K | 0.00% | +15 | New |
| Hurley Capital, LLC | 17 | $2.81K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 18 | $2.97K | 0.00% | −88−83.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 20 | $3.30K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 21 | $3.47K | 0.00% | +3+16.7% | Added |
| Bare Financial Services, Inc | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 22 | $3.63K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $3.80K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $4.00K | 0.00% | −1,960−98.9% | Reduced |
| TFC Financial Management | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 27 | $4.46K | 0.00% | +27 | New |
| Strive Financial Group ,LLC | 29 | $4.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $4.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $5.12K | 0.00% | −3−8.8% | Reduced |
| Kennebec Savings Bank | 31 | $5.12K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 32 | $5.28K | 0.00% | −1−3.0% | Reduced |
| Hager Investment Management Services, LLC | 32 | $5.28K | 0.00% | +9+39.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33 | $5.45K | 0.00% | −38−53.5% | Reduced |
| Rosenberg Matthew Hamilton | 33 | $5.45K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 35 | $5.78K | 0.00% | +35 | New |
| Owl Creek Wealth Partners LLC | 35 | $5.78K | 0.00% | +35 | New |
| Assetmark, Inc | 46 | $7.59K | 0.00% | −137−74.9% | Reduced |
| Adirondack Trust Co | 50 | $8.25K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 52 | $8.58K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 53 | $8.74K | 0.00% | +46+657.1% | Added |
| NBH Bank | 53 | $9.38K | 0.00% | +53 | New |
| Versant Capital Management, Inc | 70 | $11.6K | 0.00% | −14−16.7% | Reduced |
| N.E.W. Advisory Services LLC | 75 | $12.4K | 0.00% | −80−51.6% | Reduced |
| Compass Financial Management LLC | 74 | $12.5K | 0.00% | +74 | New |
| Blume Capital Management, Inc. | 80 | $13.2K | 0.00% | +10+14.3% | Added |
| Stone House Investment Management, LLC | 80 | $13.2K | 0.00% | +80 | New |
| Purpose Unlimited Inc. | 86 | $14.2K | 0.00% | +86 | New |
| Persistent Asset Partners Ltd | 87 | $14.4K | 0.00% | +87 | New |
| Ameliora Wealth Management Ltd. | 60 | $14.5K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 110 | $15.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 91 | $15.0K | 0.00% | +57+167.6% | Added |
| Whittier Trust Co of Nevada Inc | 94 | $15.3K | 0.00% | −54−36.5% | Reduced |
| Smartleaf Asset Management LLC | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 101 | $16.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 102 | $16.8K | 0.00% | −28−21.5% | Reduced |
| Close Asset Management Ltd | 100 | $17.0K | 0.00% | +90+900.0% | Added |
| Macquarie Group Ltd | 110 | $18.2K | 0.00% | +110 | New |
| Private Wealth Asset Management, LLC | 112 | $18.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 115 | $19.0K | 0.00% | +30+35.3% | Added |
| RMG Wealth Management LLC | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 123 | $20.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 128 | $21.1K | 0.00% | +53+70.7% | Added |
| Hazlett, Burt & Watson, Inc. | 134 | $22.0K | 0.01% | +7+5.5% | Added |
| Signature Equity Partners, LLC | 144 | $23.8K | 0.01% | −38−20.9% | Reduced |
| Ronald Blue Trust, Inc. | 146 | $24.1K | 0.00% | −10−6.4% | Reduced |
| Colonial Trust Co | 150 | $24.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 155 | $25.6K | 0.00% | −100−39.2% | Reduced |
| Armstrong Advisory Group, Inc | 161 | $26.6K | 0.00% | +114+242.6% | Added |
| SRS Capital Advisors, Inc. | 166 | $27.4K | 0.00% | +62+59.6% | Added |