| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Danske Bank A/S | 1 | $89 | 0.00% | −25,302−100.0% | Reduced |
| Activest Wealth Management | 1 | $89 | 0.00% | −9−90.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $90 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $179 | 0.00% | −1−33.3% | Reduced |
| Wilkerson Advisory Group LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 2 | $179 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $268 | 0.00% | −21−87.5% | Reduced |
| Bryn Mawr Trust Co | 3 | $268 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $269 | 0.00% | −1−25.0% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $358 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $358 | 0.00% | +4 | New |
| Tidemark, LLC | 4 | $358 | 0.00% | +4 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $447 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $448 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 7 | $474 | 0.00% | +1+16.7% | Added |
| DecisionPoint Financial, LLC | 6 | $509 | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $537 | 0.00% | +1+20.0% | Added |
| Bruce G. Allen Investments, LLC | 7 | $626 | 0.00% | −6−46.2% | Reduced |
| Cornerstone Financial Management LLC | 7 | $626 | 0.00% | +2+40.0% | Added |
| Horizon Financial Services, LLC | 7 | $626 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $627 | 0.00% | −16−69.6% | Reduced |
| Colonial Trust Co | 8 | $716 | 0.00% | +2+33.3% | Added |
| Retirement Wealth Solutions LLC | 8 | $716 | 0.00% | +5+166.7% | Added |
| Valley National Advisers Inc | 8 | $716 | 0.00% | +8 | New |
| Ares Financial Consulting, LLC | 9 | $805 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $895 | 0.00% | −10−50.0% | Reduced |
| MV Capital Management, Inc. | 10 | $895 | 0.00% | +4+66.7% | Added |
| Caitlin John, LLC | 11 | $984 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $994 | 0.00% | +10+250.0% | Added |
| SHP Wealth Management | 13 | $1.17K | 0.00% | +13 | Added |
| Dunhill Financial, LLC | 13 | $1.19K | 0.00% | −2−13.3% | Reduced |
| Ameriflex Group, Inc. | 14 | $1.25K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.25K | 0.00% | +1+7.7% | Added |
| Winch Advisory Services, LLC | 15 | $1.34K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 15 | $1.36K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 16 | $1.43K | 0.00% | +16 | New |
| Creative Capital Management Investments LLC | 17 | $1.52K | 0.00% | +17 | New |
| Pinnacle Bancorp, Inc. | 19 | $1.70K | 0.00% | +19 | New |
| Gill Capital Partners, LLC | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.79K | 0.00% | +16+400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 21 | $1.88K | 0.00% | −10−32.3% | Reduced |
| Fortitude Family Office, LLC | 22 | $1.97K | 0.00% | −68−75.6% | Reduced |
| LifeSteps Financial, Inc. | 23 | $2.06K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 23 | $2.06K | 0.00% | −14−37.8% | Reduced |
| Torren Management, LLC | 24 | $2.15K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 25 | $2.24K | 0.00% | +7+38.9% | Added |
| JPL Wealth Management, LLC | 27 | $2.42K | 0.00% | +4+17.4% | Added |
| J.Safra Asset Management Corp | 29 | $2.60K | 0.00% | +29 | New |
| Cape Investment Advisory, Inc. | 29 | $2.60K | 0.00% | +29 | New |
| Front Row Advisors LLC | 38 | $2.85K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 33 | $2.95K | 0.00% | +33 | New |
| TD Private Client Wealth LLC | 34 | $3.04K | 0.00% | −76−69.1% | Reduced |
| First Horizon Corp | 36 | $3.22K | 0.00% | +30+500.0% | Added |
| Cranbrook Wealth Management, LLC | 37 | $3.31K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $3.31K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 40 | $3.39K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 38 | $3.40K | 0.00% | +38 | New |
| UMA Financial Services, Inc. | 38 | $3.40K | 0.00% | +29+322.2% | Added |
| Burk Holdings LLC | 42 | $3.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $4.00K | 0.00% | +14+46.7% | Added |
| WealthCollab, LLC | 47 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $4.29K | 0.00% | +42+700.0% | Added |
| MCF Advisors LLC | 50 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 53 | $4.74K | 0.00% | +8+17.8% | Added |
| West Paces Advisors Inc. | 55 | $4.92K | 0.00% | +55 | New |
| Avion Wealth | 60 | $5.00K | 0.00% | −12−16.7% | Reduced |
| ZRC Wealth Management, LLC | 61 | $5.46K | 0.00% | −139−69.5% | Reduced |
| Kilter Group LLC | 63 | $5.64K | 0.00% | +32+103.2% | Added |
| Costello Asset Management, INC | 64 | $5.73K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 67 | $6.00K | 0.00% | +36+116.1% | Added |
| Atlas Capital Advisors LLC | 72 | $6.44K | 0.00% | −3,347−97.9% | Reduced |
| Private Wealth Management Group, LLC | 74 | $6.62K | 0.00% | −16−17.8% | Reduced |
| LGT Financial Advisors LLC | 74 | $6.62K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $6.71K | 0.00% | −70−48.3% | Reduced |
| WPG Advisers, LLC | 77 | $6.89K | 0.00% | +20+35.1% | Added |
| Commonwealth Retirement Investments LLC | 79 | $7.07K | 0.00% | +79 | New |
| Bokf, NA | 80 | $7.16K | 0.00% | +80 | New |
| Wealth Enhancement Trust Services, Inc. | 81 | $7.25K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 88 | $7.78K | 0.00% | +88 | New |
| Concord Wealth Partners | 90 | $8.05K | 0.00% | +90 | New |
| Strategic Wealth Partners, Ltd. | 97 | $8.68K | 0.00% | −3−3.0% | Reduced |
| Meeder Asset Management Inc | 97 | $8.68K | 0.00% | +27+38.6% | Added |
| Smallwood Wealth Investment Management, LLC | 100 | $8.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 101 | $9.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 101 | $9.04K | 0.00% | +31+44.3% | Added |
| Atlantic Trust, LLC | 102 | $9.13K | 0.00% | +102 | New |
| Keating Financial Advisory Services, Inc. | 106 | $9.48K | 0.00% | −49−31.6% | Reduced |
| JFS Wealth Advisors, LLC | 106 | $9.48K | 0.00% | −40−27.4% | Reduced |
| CoreCap Advisors, LLC | 109 | $9.75K | 0.00% | +81+289.3% | Added |
| Key Financial Inc | 110 | $9.84K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 111 | $9.93K | 0.00% | +61+122.0% | Added |
| LRI Investments, LLC | 113 | $10.1K | 0.00% | +38+50.7% | Added |
| SJS Investment Consulting Inc. | 116 | $10.4K | 0.00% | +88+314.3% | Added |
| Mascoma Wealth Management LLC | 122 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 128 | $11.0K | 0.00% | +44+52.4% | Added |
| Bank of New Hampshire | 127 | $11.4K | 0.00% | −137−51.9% | Reduced |
| Silver Grove Financial Group, Inc. | 132 | $11.8K | 0.01% | −18−12.0% | Reduced |
