| TFC Financial Management | 1 | $72 | 0.00% | −3−75.0% | Reduced |
| Stephens Consulting, LLC | 2 | $143 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $213 | 0.00% | −8−72.7% | Reduced |
| SJS Investment Consulting Inc. | 4 | $285 | 0.00% | −18−81.8% | Reduced |
| SBI Securities Co., Ltd. | 4 | $285 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $285 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $285 | 0.00% | +4 | New |
| LGT Financial Advisors LLC | 4 | $285 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $285 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $356 | 0.00% | −213−97.7% | Reduced |
| WealthTrak Capital Management LLC | 5 | $356 | 0.00% | −5−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $356 | 0.00% | +4+400.0% | Added |
| Tortoise Investment Management, LLC | 6 | $427 | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $427 | 0.00% | +6 | New |
| N.E.W. Advisory Services LLC | 8 | $569 | 0.00% | −173−95.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $569 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $569 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $570 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $640 | 0.00% | +1+12.5% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $640 | 0.00% | +5+125.0% | Added |
| HFM Investment Advisors, LLC | 9 | $640 | 0.00% | +6+200.0% | Added |
| NewSquare Capital LLC | 10 | $712 | 0.00% | −3−23.1% | Reduced |
| Redwood Park Advisors LLC | 12 | $854 | 0.00% | +8+200.0% | Added |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| NBC Securities, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.14K | 0.00% | +2+14.3% | Added |
| Activest Wealth Management | 18 | $1.28K | 0.00% | +17+1,700.0% | Added |
| Bruce G. Allen Investments, LLC | 19 | $1.35K | 0.00% | +11+137.5% | Added |
| Ancora Advisors, LLC | 19 | $1.35K | 0.00% | +16+533.3% | Added |
| Private Wealth Management Group, LLC | 19 | $1.35K | 0.00% | −38−66.7% | Reduced |
| True Wealth Design, LLC | 21 | $1.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.57K | 0.00% | −1−4.3% | Reduced |
| Horizon Financial Services, LLC | 24 | $1.71K | 0.00% | +15+166.7% | Added |
| JFS Wealth Advisors, LLC | 25 | $1.78K | 0.00% | −73−74.5% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $1.99K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 28 | $2.04K | 0.00% | −64−69.6% | Reduced |
| Red Tortoise LLC | 29 | $2.06K | 0.00% | −5−14.7% | Reduced |
| South State Corp. | 34 | $2.42K | 0.00% | +1+3.0% | Added |
| South Plains Financial, Inc. | 36 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $2.63K | 0.00% | +37 | New |
| Twin Peaks Wealth Advisors, LLC | 37 | $2.69K | 0.00% | +37 | New |
| Abound Wealth Management | 41 | $2.92K | 0.00% | +41 | New |
| Howard Hughes Medical Institute | 43 | $3.06K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 48 | $3.42K | 0.00% | −39−44.8% | Reduced |
| Fortitude Family Office, LLC | 55 | $3.91K | 0.00% | +39+243.8% | Added |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | −399−88.5% | Reduced |
| Meeder Asset Management Inc | 57 | $4.06K | 0.00% | −1−1.7% | Reduced |
| Wolff Wiese Magana LLC | 60 | $4.27K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 64 | $4.55K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 68 | $4.84K | 0.00% | +68 | New |
| GW&K Investment Management, LLC | 77 | $5.00K | 0.00% | −89−53.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 73 | $5.19K | 0.00% | +4+5.8% | Added |
| Versant Capital Management, Inc | 74 | $5.27K | 0.00% | −155−67.7% | Reduced |
| CoreCap Advisors, LLC | 75 | $5.34K | 0.00% | +31+70.5% | Added |
| Harbour Investments, Inc. | 76 | $5.41K | 0.00% | −25−24.8% | Reduced |
| Financial Management Professionals, Inc. | 76 | $5.41K | 0.00% | −3−3.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 76 | $5.41K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 84 | $5.98K | 0.00% | +84 | New |
| Smithfield Trust Co | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 88 | $6.26K | 0.00% | −52−37.1% | Reduced |
| Whipplewood Advisors, LLC | 89 | $6.33K | 0.00% | −8−8.2% | Reduced |
| Cornerstone Planning Group LLC | 100 | $6.96K | 0.00% | −10−9.1% | Reduced |
| CKW Financial Group | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 103 | $7.00K | 0.00% | +103 | New |
| Hollencrest Capital Management | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 106 | $7.54K | 0.01% | −72−40.4% | Reduced |
| Rise Advisors, LLC | 118 | $8.40K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 128 | $9.11K | 0.00% | +128 | New |
| MV Capital Management, Inc. | 130 | $9.25K | 0.00% | +32+32.7% | Added |
| Atlantic Trust, LLC | 131 | $9.33K | 0.00% | −106−44.7% | Reduced |
| Arcadia Investment Management Corp | 140 | $9.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 144 | $10.2K | 0.00% | +144 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $10.5K | 0.00% | −20−11.9% | Reduced |
| CVA Family Office, LLC | 149 | $10.6K | 0.00% | −2−1.3% | Reduced |
| Geneos Wealth Management Inc. | 174 | $12.4K | 0.00% | −35−16.7% | Reduced |
| Washington Trust Advisors, Inc. | 178 | $12.7K | 0.00% | +178 | New |
| Rakuten Securities, Inc. | 180 | $12.8K | 0.01% | +165+1,100.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 186 | $13.2K | 0.01% | −61−24.7% | Reduced |
| Financial Network Wealth Advisors LLC | 187 | $13.3K | 0.02% | +1+0.5% | Added |
| Spire Wealth Management | 196 | $13.9K | 0.00% | +24+14.0% | Added |
| Umb Bank N A | 198 | $14.1K | 0.00% | −704−78.0% | Reduced |
| Bell Investment Advisors, Inc | 206 | $14.7K | 0.00% | +44+27.2% | Added |
| Cullen/Frost Bankers, Inc. | 240 | $17.1K | 0.00% | +240 | New |
| Bellwether Advisors, LLC | 245 | $17.4K | 0.00% | +245 | New |
| Hemington Wealth Management | 306 | $21.0K | 0.00% | −7−2.2% | Reduced |
| Parkside Financial Bank & Trust | 333 | $23.7K | 0.00% | +13+4.1% | Added |
| Byrne Asset Management LLC | 360 | $25.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 370 | $26.9K | 0.00% | −116−23.9% | Reduced |
| Trust Co of Vermont | 380 | $27.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 398 | $28.3K | 0.00% | +12+3.1% | Added |
| PenderFund Capital Management Ltd. | 406 | $28.9K | 0.01% | +206+103.0% | Added |
| Larson Financial Group LLC | 432 | $30.7K | 0.00% | −294−40.5% | Reduced |