| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 1 | $294 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $295 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $412 | 0.00% | +1 | New |
| Belpointe Asset Management LLC | 2 | $578 | 0.00% | −1,124−99.8% | Reduced |
| Motco | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $588 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $588 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $589 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $589 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 2 | $626 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $651 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $883 | 0.00% | −1−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Quent Capital, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $1.47K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5 | $1.47K | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $1.47K | 0.00% | +5 | New |
| Triad Wealth Partners, LLC | 5 | $1.47K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.47K | 0.00% | +1+25.0% | Added |
| Caldwell Sutter Capital, Inc. | 6 | $1.76K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $2.06K | 0.00% | +5+250.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $3.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $3.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $4.41K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 15 | $4.41K | 0.00% | +15 | New |
| Cetera Trust Company, N.A | 16 | $4.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $4.71K | 0.00% | +2+14.3% | Added |
| Fortitude Family Office, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $5.00K | 0.00% | +17 | New |
| Castleview Partners, LLC | 20 | $5.88K | 0.00% | +20 | New |
| RFP Financial Group LLC | 21 | $6.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $6.40K | 0.00% | +3+16.7% | Added |
| McIlrath & Eck, LLC | 22 | $6.47K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $7.00K | 0.00% | −1−3.6% | Reduced |
| HM Payson & Co | 25 | $7.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 29 | $8.53K | 0.00% | +29 | New |
| Continuum Advisory, LLC | 30 | $8.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $9.00K | 0.00% | +6+25.0% | Added |
| SRS Capital Advisors, Inc. | 31 | $9.12K | 0.00% | +31 | New |
| Picton Mahoney Asset Management | 32 | $10.0K | 0.00% | +32 | New |
| Brown, Lisle/Cummings, Inc. | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 36 | $10.6K | 0.00% | −5,486−99.3% | Reduced |
| CVA Family Office, LLC | 37 | $10.9K | 0.00% | +2+5.7% | Added |
| Prestige Wealth Management Group LLC | 38 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $11.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $11.7K | 0.00% | +5+13.9% | Added |
| Byrne Asset Management LLC | 40 | $11.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $12.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $13.5K | 0.00% | +34+283.3% | Added |
| Providence Capital Advisors, LLC | 47 | $13.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 47 | $13.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 51 | $15.0K | 0.00% | −1,242−96.1% | Reduced |
| Rothschild Investment LLC | 52 | $15.3K | 0.00% | +8+18.2% | Added |
| GPS Wealth Strategies Group, LLC | 54 | $15.9K | 0.00% | +54 | New |
| Valley National Advisers Inc | 56 | $16.0K | 0.00% | +43+330.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 65 | $19.0K | 0.00% | +65 | New |
| Hollencrest Capital Management | 66 | $19.4K | 0.00% | −75−53.2% | Reduced |
| Planning Capital Management Corp | 66 | $19.4K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 66 | $19.4K | 0.01% | +66 | New |
| Bell Investment Advisors, Inc | 76 | $22.4K | 0.00% | +7+10.1% | Added |
| Smithfield Trust Co | 88 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 90 | $26.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 90 | $26.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 87 | $27.2K | 0.00% | +79+987.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 93 | $27.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $27.4K | 0.00% | −1−1.1% | Reduced |
| Private Trust Co NA | 94 | $27.7K | 0.00% | +7+8.0% | Added |
| ICA Group Wealth Management, LLC | 100 | $29.4K | 0.02% | −50−33.3% | Reduced |
| Gould Capital, LLC | 100 | $29.4K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $29.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 102 | $30.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 107 | $31.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $31.5K | 0.01% | +7+7.0% | Added |
| Gilliland Jeter Wealth Management LLC | 116 | $34.1K | 0.01% | +16+16.0% | Added |
| Cromwell Holdings LLC | 117 | $34.4K | 0.02% | +117 | New |
| Blue Bell Private Wealth Management, LLC | 122 | $35.9K | 0.01% | −10−7.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 130 | $38.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 130 | $38.8K | 0.01% | +29+28.7% | Added |
| Rakuten Securities, Inc. | 132 | $38.8K | 0.02% | −77−36.8% | Reduced |
| Financial Perspectives, Inc | 146 | $43.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 159 | $46.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 160 | $47.1K | 0.00% | +160 | New |
| Rise Advisors, LLC | 161 | $47.4K | 0.03% | +18+12.6% | Added |
| LGT Financial Advisors LLC | 172 | $50.6K | 0.11% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 180 | $53.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 183 | $53.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 192 | $56.5K | 0.01% | −6−3.0% | Reduced |
| North Star Investment Management Corp. | 200 | $58.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $58.8K | 0.00% | +200 | New |
| Roble, Belko & Company, Inc | 200 | $59.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 203 | $59.7K | 0.00% | +201+10,050.0% | Added |
| Vestor Capital, LLC | 205 | $60.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 240 | $70.6K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 244 | $71.8K | 0.03% | +244 | New |