| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| 3 Factor Indexing, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $61 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $61 | 0.00% | +1 | New |
| Central Pacific Bank - Trust Division | 2 | $121 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $182 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $243 | 0.00% | −9−69.2% | Reduced |
| DecisionPoint Financial, LLC | 5 | $301 | 0.00% | +5 | New |
| SHP Wealth Management | 5 | $303 | 0.00% | −4−44.4% | Reduced |
| Silver Grove Financial Group, Inc. | 5 | $303 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 6 | $364 | 0.00% | −26−81.3% | Reduced |
| Signature Equity Partners, LLC | 6 | $364 | 0.00% | −8−57.1% | Reduced |
| Key Financial Inc | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $365 | 0.00% | −3−33.3% | Reduced |
| Bell Investment Advisors, Inc | 7 | $425 | 0.00% | −31−81.6% | Reduced |
| Westside Investment Management, Inc. | 7 | $425 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $425 | 0.00% | +7 | New |
| LRI Investments, LLC | 9 | $546 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $606 | 0.00% | −2−16.7% | Reduced |
| First Horizon Corp | 10 | $607 | 0.00% | −82−89.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 10 | $607 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $667 | 0.00% | −4−26.7% | Reduced |
| Wall Street Access Asset Management, LLC | 12 | $729 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $789 | 0.00% | +6+85.7% | Added |
| Rossby Financial, LCC | 15 | $910 | 0.00% | −2−11.8% | Reduced |
| Gen-Wealth Partners Inc | 15 | $910 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $910 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $911 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $911 | 0.00% | +8+114.3% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $971 | 0.00% | −1−5.9% | Reduced |
| Tounjian Advisory Partners, LLC | 17 | $1.03K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 15 | $1.18K | 0.00% | +15 | New |
| Evermay Wealth Management LLC | 20 | $1.21K | 0.00% | +20 | New |
| Kozak & Associates, Inc. | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $1.33K | 0.00% | +20+1,000.0% | Added |
| Zions Bancorporation, National Association | 23 | $1.40K | 0.00% | +11+91.7% | Added |
| Transamerica Financial Advisors, Inc. | 23 | $1.41K | 0.00% | −773−97.1% | Reduced |
| South State Corp. | 24 | $1.46K | 0.00% | −74−75.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 24 | $1.46K | 0.00% | +24 | New |
| Bay Harbor Wealth Management, LLC | 26 | $1.58K | 0.00% | +14+116.7% | Added |
| Creative Capital Management Investments LLC | 26 | $1.58K | 0.00% | +26 | New |
| Sachetta, LLC | 28 | $1.70K | 0.00% | −30−51.7% | Reduced |
| Ares Financial Consulting, LLC | 29 | $1.75K | 0.00% | +14+93.3% | Added |
| Strategic Wealth Partners, Ltd. | 29 | $1.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $1.76K | 0.00% | +12+70.6% | Added |
| Cromwell Holdings LLC | 30 | $1.82K | 0.00% | +9+42.9% | Added |
| Cary Street Partner Investment Advisory LLC | 30 | $1.82K | 0.00% | +5+20.0% | Added |
| Torren Management, LLC | 31 | $1.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $2.00K | 0.00% | +18+120.0% | Added |
| Parkside Financial Bank & Trust | 36 | $2.19K | 0.00% | −120−76.9% | Reduced |
| WPG Advisers, LLC | 39 | $2.37K | 0.00% | −105−72.9% | Reduced |
| Medallion Wealth Advisors, LLC | 40 | $2.43K | 0.00% | −35−46.7% | Reduced |
| Bare Financial Services, Inc | 49 | $2.97K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $3.04K | 0.00% | +21+72.4% | Added |
| Bruce G. Allen Investments, LLC | 52 | $3.15K | 0.00% | +35+205.9% | Added |
| Stone House Investment Management, LLC | 52 | $3.15K | 0.00% | +52 | New |
| Vision Retirement, LLC | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 56 | $3.40K | 0.00% | +21+60.0% | Added |
| Keating Financial Advisory Services, Inc. | 58 | $3.52K | 0.00% | −3−4.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 46 | $3.59K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $3.64K | 0.00% | −43−41.7% | Reduced |
| Pacific Center for Financial Services | 60 | $3.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $3.70K | 0.00% | +14+29.8% | Added |
| Hurley Capital, LLC | 61 | $3.73K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 64 | $3.88K | 0.00% | −160−71.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 65 | $3.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 76 | $4.00K | 0.00% | +7+10.1% | Added |
| Action Point Financial Planning, LLC | 69 | $4.00K | 0.00% | +69 | New |
| Evelyn Partners Group Ltd | 66 | $4.00K | 0.00% | +66 | New |
| Anchor Investment Management, LLC | 67 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 68 | $4.13K | 0.00% | +2+3.0% | Added |
| Private Wealth Asset Management, LLC | 78 | $4.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 79 | $4.79K | 0.00% | −96−54.9% | Reduced |
| McDonald Partners LLC | 83 | $5.04K | 0.00% | +83 | New |
| Highline Wealth Partners LLC | 85 | $5.16K | 0.00% | −143−62.7% | Reduced |
| Private Wealth Management Group, LLC | 92 | $5.58K | 0.00% | +55+148.6% | Added |
| Larson Financial Group LLC | 96 | $5.85K | 0.00% | −117−54.9% | Reduced |
| ZRC Wealth Management, LLC | 100 | $6.07K | 0.00% | +83+488.2% | Added |
| New England Capital Financial Advisors LLC | 104 | $6.31K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 104 | $6.31K | 0.00% | +104 | New |
| Investors Research Corp | 106 | $6.43K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 106 | $6.43K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $6.61K | 0.00% | +6+5.8% | Added |
| MCF Advisors LLC | 111 | $6.74K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 114 | $6.92K | 0.00% | +14+14.0% | Added |
| Institute for Wealth Management, LLC. | 129 | $7.83K | 0.00% | +129 | New |
| Tradewinds Capital Management, LLC | 130 | $7.89K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 135 | $8.19K | 0.00% | +120+800.0% | Added |
| TD Private Client Wealth LLC | 148 | $8.98K | 0.00% | +34+29.8% | Added |
| IFG Advisory, LLC | 150 | $9.10K | 0.00% | +150 | New |
| Cornerstone Planning Group LLC | 138 | $9.12K | 0.00% | +16+13.1% | Added |
