| Avion Wealth | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $210 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $224 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1 | $224 | 0.00% | +1 | New |
| Planning Capital Management Corp | 1 | $270 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $448 | 0.00% | +1+100.0% | Added |
| Sachetta, LLC | 2 | $465 | 0.00% | −17−89.5% | Reduced |
| PEAK6 Investments LLC | 2 | $518 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $672 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $672 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3 | $1.00K | 0.00% | −11−78.6% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $1.12K | 0.00% | +5 | New |
| True Wealth Design, LLC | 7 | $1.57K | 0.00% | +2+40.0% | Added |
| Financial Network Wealth Advisors LLC | 8 | $1.79K | 0.00% | +8 | New |
| Fairway Wealth LLC | 8 | $1.79K | 0.00% | +8 | New |
| Pineridge Advisors LLC | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 9 | $2.02K | 0.00% | +3+50.0% | Added |
| Cornerstone Planning Group LLC | 10 | $2.07K | 0.00% | +9+900.0% | Added |
| Versant Capital Management, Inc | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 12 | $2.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $2.72K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 13 | $2.91K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $3.07K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $3.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $3.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $3.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.38K | 0.00% | +3+25.0% | Added |
| Caitlin John, LLC | 15 | $3.46K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $3.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.81K | 0.00% | +3+21.4% | Added |
| City State Bank | 18 | $4.03K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $4.03K | 0.00% | −7−28.0% | Reduced |
| Richard W. Paul & Associates, LLC | 19 | $4.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 19 | $4.25K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $4.25K | 0.00% | +19 | New |
| Harbor Investment Advisory, LLC | 21 | $4.70K | 0.00% | −13−38.2% | Reduced |
| Hollencrest Capital Management | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $5.12K | 0.00% | +13+130.0% | Added |
| Washington Trust Co | 23 | $5.15K | 0.00% | −2−8.0% | Reduced |
| Rakuten Securities, Inc. | 26 | $5.82K | 0.00% | −9−25.7% | Reduced |
| Salem Investment Counselors Inc | 27 | $6.04K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 27 | $6.04K | 0.00% | +8+42.1% | Added |
| Beacon Capital Management, LLC | 27 | $6.06K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $6.24K | 0.00% | −4−13.3% | Reduced |
| First Financial Corp | 28 | $6.27K | 0.00% | −103−78.6% | Reduced |
| Painted Porch Advisors LLC | 29 | $6.51K | 0.00% | +29 | New |
| Triad Wealth Partners, LLC | 30 | $6.71K | 0.00% | +30 | New |
| Ashton Thomas Private Wealth, LLC | 30 | $6.71K | 0.00% | +30 | New |
| Rocky Mountain Advisers, LLC | 34 | $7.61K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $8.51K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 39 | $8.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $9.00K | 0.00% | −3−6.8% | Reduced |
| West Paces Advisors Inc. | 42 | $9.40K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 43 | $9.63K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $9.66K | 0.00% | −3−6.5% | Reduced |
| SYSTM Wealth Solutions LLC | 45 | $10.1K | 0.00% | −3,041−98.5% | Reduced |
| Front Row Advisors LLC | 46 | $10.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 52 | $11.6K | 0.00% | +51+5,100.0% | Added |
| Private Wealth Management Group, LLC | 59 | $13.2K | 0.01% | +32+118.5% | Added |
| Stuart Chaussee & Associates, Inc. | 60 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 63 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 67 | $14.2K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $16.1K | 0.00% | −27−27.3% | Reduced |
| Hexagon Capital Partners LLC | 72 | $16.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $16.1K | 0.00% | +1+1.4% | Added |
| Asset Dedication, LLC | 72 | $16.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $16.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $16.8K | 0.01% | +75 | New |
| Riverview Trust Co | 77 | $17.2K | 0.02% | −1,093−93.4% | Reduced |
| Stephenson National Bank & Trust | 78 | $17.5K | 0.01% | +6+8.3% | Added |
| Sandy Spring Bank | 79 | $17.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $17.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 82 | $18.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 90 | $20.0K | 0.00% | +8+9.8% | Added |
| Coston, McIsaac & Partners | 94 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 95 | $21.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $21.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 97 | $21.7K | 0.00% | +3+3.2% | Added |
| TSFG, LLC | 101 | $23.0K | 0.01% | +1+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 109 | $24.4K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 112 | $25.0K | 0.00% | −1,001−89.9% | Reduced |
| Bell Investment Advisors, Inc | 113 | $25.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $26.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 119 | $26.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 120 | $26.9K | 0.00% | +8+7.1% | Added |
| Allworth Financial LP | 121 | $27.7K | 0.00% | +21+21.0% | Added |
| Ofi Invest Asset Management | 134 | $28.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 126 | $28.2K | 0.00% | −355−73.8% | Reduced |
| Rise Advisors, LLC | 132 | $29.5K | 0.02% | +1+0.8% | Added |
| Catalyst Capital Advisors LLC | 133 | $29.8K | 0.00% | +5+3.9% | Added |
| Covestor Ltd | 136 | $30.0K | 0.02% | −119−46.7% | Reduced |