| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Activest Wealth Management | 1 | $27 | 0.00% | −686−99.9% | Reduced |
| Quaker Wealth Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $27 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $54 | 0.00% | −8−80.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $54 | 0.00% | +1+100.0% | Added |
| Mather Group, LLC. | 2 | $54 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 3 | $81 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $108 | 0.00% | +4 | New |
| Truvestments Capital LLC | 4 | $108 | 0.00% | +4 | New |
| Rossby Financial, LCC | 5 | $133 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $135 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $135 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $162 | 0.00% | −8−57.1% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $162 | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 7 | $189 | 0.00% | +1+16.7% | Added |
| Signature Equity Partners, LLC | 8 | $216 | 0.00% | −62−88.6% | Reduced |
| Evergreen Advisors, LLC | 10 | $270 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 11 | $297 | 0.00% | −1,220−99.1% | Reduced |
| Copia Wealth Management | 11 | $297 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $297 | 0.00% | +2+22.2% | Added |
| Horizon Investments, LLC | 12 | $324 | 0.00% | −3,611−99.7% | Reduced |
| Ancora Advisors, LLC | 12 | $324 | 0.00% | −1−7.7% | Reduced |
| Investors Portfolio Services LLC | 15 | $325 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 18 | $486 | 0.00% | +2+12.5% | Added |
| Retirement Wealth Solutions LLC | 18 | $486 | 0.00% | +11+157.1% | Added |
| USA Financial Portformulas Corp | 19 | $513 | 0.00% | +5+35.7% | Added |
| Bell Investment Advisors, Inc | 20 | $540 | 0.00% | −20−50.0% | Reduced |
| Holos Integrated Wealth LLC | 21 | $551 | 0.00% | +21 | New |
| Basecamp Wealth Advisors LLC | 21 | $567 | 0.00% | −85−80.2% | Reduced |
| Cheviot Value Management, LLC | 25 | $675 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $756 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 33 | $891 | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 37 | $999 | 0.00% | −19−33.9% | Reduced |
| Archer Investment Corp | 37 | $999 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 38 | $1.03K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $1.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 47 | $1.27K | 0.00% | +29+161.1% | Added |
| Cedar Mountain Advisors, LLC | 49 | $1.32K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 50 | $1.35K | 0.00% | +50 | New |
| Keating Financial Advisory Services, Inc. | 54 | $1.46K | 0.00% | +28+107.7% | Added |
| Plato Investment Management Ltd | 61 | $1.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $1.70K | 0.00% | +48+320.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 65 | $1.75K | 0.00% | +65 | New |
| Private Wealth Management Group, LLC | 66 | $1.78K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 68 | $1.84K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 68 | $1.84K | 0.00% | +68 | New |
| Kingdom Financial Group LLC. | 68 | $1.84K | 0.00% | +68 | New |
| Gill Capital Partners, LLC | 70 | $1.89K | 0.00% | +70 | New |
| American Capital Advisory, LLC | 71 | $1.92K | 0.00% | +21+42.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $2.00K | 0.00% | −23−23.7% | Reduced |
| NVWM, LLC | 75 | $2.02K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 95 | $2.14K | 0.00% | +95 | New |
| Beacon Financial Strategies CORP | 83 | $2.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 85 | $2.29K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 88 | $2.38K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 90 | $2.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 93 | $2.51K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 95 | $2.56K | 0.00% | +95 | New |
| Key Financial Inc | 100 | $2.70K | 0.00% | −64−39.0% | Reduced |
| Horizon Financial Services, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $2.70K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 104 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 105 | $2.83K | 0.00% | +105 | New |
| Smithfield Trust Co | 112 | $3.00K | 0.00% | −311−73.5% | Reduced |
| Colonial Trust Co | 118 | $3.05K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 116 | $3.13K | 0.00% | −460−79.9% | Reduced |
| CVA Family Office, LLC | 118 | $3.19K | 0.00% | +86+268.8% | Added |
| SHP Wealth Management | 121 | $3.27K | 0.00% | +91+303.3% | Added |
| Advocate Investing Services LLC | 124 | $3.35K | 0.00% | −10−7.5% | Reduced |
| Bogart Wealth, LLC | 127 | $3.43K | 0.00% | −4−3.1% | Reduced |
| Smartleaf Asset Management LLC | 147 | $3.80K | 0.00% | −73−33.2% | Reduced |
| Zions Bancorporation, National Association | 141 | $3.81K | 0.00% | +141 | New |
| Main Street Group, LTD | 146 | $3.94K | 0.00% | +146 | New |
| MCF Advisors LLC | 150 | $4.05K | 0.00% | −442−74.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 150 | $4.05K | 0.00% | −20−11.8% | Reduced |
| Colonial Trust Advisors | 150 | $4.05K | 0.00% | +150 | New |
| Dynamic Wealth Strategies, LLC | 160 | $4.32K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 177 | $5.00K | 0.00% | −145−45.0% | Reduced |
| Farmers & Merchants Investments Inc | 190 | $5.13K | 0.00% | +25+15.2% | Added |
| Tradewinds Capital Management, LLC | 200 | $5.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $5.40K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 200 | $5.40K | 0.00% | +200 | New |
| VSM Wealth Advisory, LLC | 200 | $5.40K | 0.00% | +200 | New |
| Hughes Financial Services, LLC | 201 | $5.43K | 0.00% | −99−33.0% | Reduced |
| Daytona Street Capital LLC | 225 | $6.03K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 246 | $6.64K | 0.00% | +246 | New |
| N.E.W. Advisory Services LLC | 250 | $6.75K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 250 | $6.75K | 0.00% | +250 | New |
| Eurizon Capital SGR S.p.A. | 272 | $7.07K | 0.00% | +272 | New |
| Atlantic Edge Private Wealth Management, LLC | 265 | $7.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 266 | $7.18K | 0.00% | +266 | New |