| Cornerstone Planning Group LLC | 1 | $2 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $162 | 0.00% | −5−62.5% | Reduced |
| ZRC Wealth Management, LLC | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $217 | 0.00% | −4−50.0% | Reduced |
| Creative Financial Designs Inc | 5 | $271 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $325 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $474 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $487 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $488 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $494 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $541 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $542 | 0.00% | +5+100.0% | Added |
| Rialto Wealth Management, LLC | 11 | $596 | 0.00% | +4+57.1% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $705 | 0.00% | +12+1,200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $705 | 0.00% | +13 | New |
| Private Trust Co NA | 14 | $758 | 0.00% | +14 | New |
| Manchester Capital Management LLC | 15 | $813 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Cape Investment Advisory, Inc. | 23 | $1.25K | 0.00% | −4−14.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23 | $1.26K | 0.00% | +23 | New |
| Huntington National Bank | 25 | $1.35K | 0.00% | −261−91.3% | Reduced |
| Scarborough Advisors, LLC | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $1.52K | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 28 | $1.52K | 0.00% | +28 | New |
| Hartford Financial Management Inc. | 28 | $1.52K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 30 | $1.63K | 0.00% | −297−90.8% | Reduced |
| Bare Financial Services, Inc | 30 | $1.63K | 0.00% | −28−48.3% | Reduced |
| Pacific Center for Financial Services | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $1.84K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $1.84K | 0.00% | +13+61.9% | Added |
| Financial Management Professionals, Inc. | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $2.00K | 0.00% | +14+38.9% | Added |
| South State Corp. | 39 | $2.11K | 0.00% | −15−27.8% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $2.27K | 0.00% | +16+61.5% | Added |
| Bell Investment Advisors, Inc | 42 | $2.27K | 0.00% | +35+500.0% | Added |
| Fortitude Family Office, LLC | 43 | $2.33K | 0.00% | +5+13.2% | Added |
| Prestige Wealth Management Group LLC | 48 | $2.60K | 0.00% | +14+41.2% | Added |
| North Capital, Inc. | 51 | $2.76K | 0.00% | +1+2.0% | Added |
| Marquette Asset Management, LLC | 54 | $2.92K | 0.00% | +54 | New |
| Clal Insurance Enterprises Holdings Ltd | 56 | $3.00K | 0.00% | −21−27.3% | Reduced |
| Financial Consulate, Inc | 60 | $3.25K | 0.00% | +60 | New |
| Rakuten Securities, Inc. | 61 | $3.30K | 0.00% | +45+281.3% | Added |
| Tripletail Wealth Management, LLC | 60 | $3.35K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 65 | $3.52K | 0.00% | −41−38.7% | Reduced |
| SBI Securities Co., Ltd. | 68 | $3.68K | 0.00% | +34+100.0% | Added |
| Archer Investment Corp | 70 | $3.79K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $4.06K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $4.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $4.22K | 0.00% | −1,335−94.5% | Reduced |
| Strengthening Families & Communities, LLC | 79 | $4.28K | 0.00% | −51−39.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 81 | $4.40K | 0.00% | −22−21.4% | Reduced |
| CVA Family Office, LLC | 82 | $4.44K | 0.00% | −8−8.9% | Reduced |
| Meeder Asset Management Inc | 85 | $4.60K | 0.00% | +9+11.8% | Added |
| Private Wealth Asset Management, LLC | 87 | $4.71K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 91 | $4.93K | 0.00% | +91 | New |
| Harbour Investments, Inc. | 92 | $4.98K | 0.00% | +3+3.4% | Added |
| Atlantic Trust, LLC | 97 | $5.25K | 0.00% | +97 | New |
| Capital Investment Advisory Services, LLC | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 100 | $5.42K | 0.00% | +100 | New |
| Whittier Trust Co | 124 | $6.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 130 | $7.04K | 0.00% | +111+584.2% | Added |
| JNBA Financial Advisors | 140 | $7.58K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 161 | $8.72K | 0.00% | +161 | New |
| Farmers & Merchants Investments Inc | 165 | $8.94K | 0.00% | +15+10.0% | Added |
| Hemington Wealth Management | 169 | $9.00K | 0.00% | +101+148.5% | Added |
| Cullen/Frost Bankers, Inc. | 168 | $9.10K | 0.00% | −129−43.4% | Reduced |
| DT Investment Partners, LLC | 168 | $9.10K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 170 | $9.21K | 0.00% | +170 | New |
| Golden State Wealth Management, LLC | 190 | $10.3K | 0.00% | +63+49.6% | Added |
| Abound Wealth Management | 192 | $10.4K | 0.00% | +192 | New |
| City State Bank | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 205 | $11.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 217 | $11.8K | 0.01% | +133+158.3% | Added |
| Salomon & Ludwin, LLC | 215 | $11.9K | 0.00% | +215 | New |
| Crewe Advisors LLC | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 286 | $15.5K | 0.00% | +286 | New |
| Trust Co of Toledo NA | 300 | $16.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 331 | $17.9K | 0.00% | +331 | New |
| Farther Finance Advisors, LLC | 406 | $22.0K | 0.00% | +161+65.7% | Added |
| Wealthspire Advisors, LLC | 412 | $22.3K | 0.00% | +412 | New |
| Rise Advisors, LLC | 439 | $23.8K | 0.01% | +9+2.1% | Added |
| Capital Analysts, LLC | 446 | $24.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 447 | $24.2K | 0.02% | −56−11.1% | Reduced |
| Massmutual Trust Co FSB | 452 | $24.5K | 0.00% | +95+26.6% | Added |
| CIBC Private Wealth Group, LLC | 469 | $25.4K | 0.00% | +147+45.7% | Added |
| Close Asset Management Ltd | 495 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 526 | $28.5K | 0.00% | +526 | New |
| Itau Unibanco Holding S.A. | 647 | $35.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 650 | $35.2K | 0.00% | −41−5.9% | Reduced |
| Signaturefd, LLC | 711 | $38.5K | 0.00% | +323+83.2% | Added |
| Caitong International Asset Management Co., Ltd | 737 | $39.9K | 0.03% | +737 | New |
| Smartleaf Asset Management LLC | 749 | $40.5K | 0.00% | +360+92.5% | Added |
| Westside Investment Management, Inc. | 760 | $41.2K | 0.01% | −400−34.5% | Reduced |
