| Cape Investment Advisory, Inc. | 2 | $131 | 0.00% | −40−95.2% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $131 | 0.00% | +2 | New |
| Mather Group, LLC. | 3 | $197 | 0.00% | −17−85.0% | Reduced |
| ZRC Wealth Management, LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $246 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $263 | 0.00% | −24−85.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 4 | $263 | 0.00% | +4 | New |
| Bokf, NA | 4 | $270 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $329 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $394 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $394 | 0.00% | +6 | New |
| Transce3nd, LLC | 7 | $460 | 0.00% | +7 | New |
| WPG Advisers, LLC | 7 | $460 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $526 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $592 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $592 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $592 | 0.00% | +9 | New |
| Riverview Trust Co | 10 | $657 | 0.00% | +3+42.9% | Added |
| NewSquare Capital LLC | 11 | $723 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 12 | $789 | 0.00% | +5+71.4% | Added |
| Cassady Schiller Wealth Management, LLC | 13 | $854 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $855 | 0.00% | −11−45.8% | Reduced |
| Richardson Financial Services Inc. | 14 | $920 | 0.00% | −14−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 14 | $920 | 0.00% | −16−53.3% | Reduced |
| Proequities, Inc. | 15 | $930 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 15 | $986 | 0.00% | −89−85.6% | Reduced |
| Avion Wealth | 26 | $1.00K | 0.00% | −15−36.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 16 | $1.00K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| CoreCap Advisors, LLC | 16 | $1.05K | 0.00% | +7+77.8% | Added |
| Continuum Advisory, LLC | 17 | $1.12K | 0.00% | −10−37.0% | Reduced |
| Rakuten Securities, Inc. | 20 | $1.31K | 0.00% | −1,240−98.4% | Reduced |
| Fortitude Family Office, LLC | 21 | $1.38K | 0.00% | +21 | New |
| Caldwell Sutter Capital, Inc. | 23 | $1.51K | 0.00% | −8−25.8% | Reduced |
| Bell Investment Advisors, Inc | 23 | $1.51K | 0.00% | +10+76.9% | Added |
| Skopos Labs, Inc. | 24 | $1.58K | 0.00% | −218−90.1% | Reduced |
| Elequin Capital LP | 25 | $1.64K | 0.00% | −4−13.8% | Reduced |
| Sierra Ocean, LLC | 25 | $1.64K | 0.00% | +25 | New |
| Hartford Financial Management Inc. | 28 | $1.84K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $1.97K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $2.04K | 0.00% | +31 | New |
| Cornerstone Planning Group LLC | 35 | $2.16K | 0.00% | +26+288.9% | Added |
| Prestige Wealth Management Group LLC | 34 | $2.23K | 0.00% | −25−42.4% | Reduced |
| Montag A & Associates Inc | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $2.23K | 0.00% | +3+9.7% | Added |
| Darwin Advisors, LLC | 35 | $2.30K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $2.30K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 38 | $2.50K | 0.00% | −115−75.2% | Reduced |
| SRS Capital Advisors, Inc. | 38 | $2.50K | 0.00% | +26+216.7% | Added |
| CVA Family Office, LLC | 39 | $2.56K | 0.00% | +33+550.0% | Added |
| High Note Wealth, LLC | 45 | $2.96K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 46 | $3.02K | 0.00% | −66−58.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 47 | $3.09K | 0.00% | +47 | New |
| Aventura Private Wealth, LLC | 49 | $3.22K | 0.00% | +49 | New |
| Sachetta, LLC | 54 | $3.55K | 0.00% | +39+260.0% | Added |
| JFS Wealth Advisors, LLC | 59 | $3.88K | 0.00% | −35−37.2% | Reduced |
| Hemington Wealth Management | 73 | $4.00K | 0.00% | −3−3.9% | Reduced |
| Central Trust Co | 61 | $4.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $4.60K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 70 | $4.60K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $4.60K | 0.00% | +62+775.0% | Added |
| HighMark Wealth Management LLC | 75 | $4.93K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $4.93K | 0.00% | +75 | New |
| Cullen/Frost Bankers, Inc. | 83 | $5.46K | 0.00% | +70+538.5% | Added |
| Geneos Wealth Management Inc. | 86 | $5.65K | 0.00% | −4−4.4% | Reduced |
| Harbour Investments, Inc. | 95 | $6.24K | 0.00% | −11−10.4% | Reduced |
| True Wealth Design, LLC | 106 | $6.97K | 0.00% | −704−86.9% | Reduced |
| UMA Financial Services, Inc. | 106 | $6.97K | 0.00% | +106 | New |
| Private Wealth Management Group, LLC | 115 | $7.56K | 0.00% | +10+9.5% | Added |
| Hantz Financial Services, Inc. | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 127 | $8.35K | 0.00% | +127 | New |
| JNBA Financial Advisors | 140 | $9.20K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 147 | $9.70K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 150 | $9.86K | 0.00% | +150 | New |
| Quent Capital, LLC | 156 | $10.3K | 0.00% | −100−39.1% | Reduced |
| DT Investment Partners, LLC | 168 | $11.0K | 0.00% | −55−24.7% | Reduced |
| Smithfield Trust Co | 205 | $13.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $13.1K | 0.00% | +200 | New |
| Toth Financial Advisory Corp | 205 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 220 | $14.5K | 0.00% | +130+144.4% | Added |
| Crewe Advisors LLC | 250 | $16.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 251 | $16.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 252 | $16.6K | 0.00% | +65+34.8% | Added |
| Whittier Trust Co | 299 | $19.6K | 0.00% | −78−20.7% | Reduced |
| Colonial Trust Co | 302 | $19.9K | 0.00% | +302 | New |
| Massmutual Trust Co FSB | 306 | $20.1K | 0.00% | +192+168.4% | Added |
| Versant Capital Management, Inc | 312 | $20.5K | 0.00% | +227+267.1% | Added |
| GeoWealth Management, LLC | 338 | $22.2K | 0.00% | +101+42.6% | Added |
| Sandy Spring Bank | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 365 | $24.0K | 0.00% | +260+247.6% | Added |
| Larson Financial Group LLC | 368 | $24.2K | 0.00% | +190+106.7% | Added |
| Strengthening Families & Communities, LLC | 398 | $26.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 400 | $26.6K | 0.01% | 00.0% | Unchanged |
| Mesirow Institutional Investment Management, Inc. | 427 | $28.1K | 0.00% | +29+7.3% | Added |
| Ossiam | 476 | $31.3K | 0.00% | −2,369−83.3% | Reduced |
| LRI Investments, LLC | 488 | $32.0K | 0.00% | +437+856.9% | Added |
| Close Asset Management Ltd | 495 | $33.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 515 | $33.9K | 0.00% | −58−10.1% | Reduced |
