| Ogorek Anthony Joseph | 48 | $0 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $57 | 0.00% | −15−83.3% | Reduced |
| Wilkerson Advisory Group LLC | 5 | $94 | 0.00% | −49−90.7% | Reduced |
| Leo H. Evart, Inc. | 5 | $94 | 0.00% | +5 | New |
| Curio Wealth, LLC | 6 | $113 | 0.00% | +6 | New |
| Seneschal Advisors, LLC | 7 | $133 | 0.00% | −3−30.0% | Reduced |
| TFC Financial Management | 7 | $133 | 0.00% | +2+40.0% | Added |
| MV Capital Management, Inc. | 10 | $189 | 0.00% | −36−78.3% | Reduced |
| Godfrey Financial Associates, Inc. | 10 | $189 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 14 | $265 | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 17 | $321 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 17 | $321 | 0.00% | +17 | New |
| Investors Portfolio Services LLC | 21 | $337 | 0.00% | +21 | New |
| 1015 Capital Partners, LLC | 22 | $415 | 0.00% | +2+10.0% | Added |
| TopTier Wealth Management, LLC | 22 | $415 | 0.00% | +22 | New |
| Rialto Wealth Management, LLC | 27 | $510 | 0.00% | +22+440.0% | Added |
| Highline Wealth Partners LLC | 28 | $529 | 0.00% | −21−42.9% | Reduced |
| Hughes Financial Services, LLC | 29 | $548 | 0.00% | −13−31.0% | Reduced |
| Essential Investment Partners LLC | 30 | $566 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $661 | 0.00% | −18−34.0% | Reduced |
| Rossby Financial, LCC | 40 | $757 | 0.00% | +40 | New |
| Westside Investment Management, Inc. | 41 | $774 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 42 | $793 | 0.00% | +21+100.0% | Added |
| Quaker Wealth Management, LLC | 42 | $793 | 0.00% | +42 | New |
| Game Plan Financial Advisors, LLC | 43 | $812 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $907 | 0.00% | +20+71.4% | Added |
| Clayton Financial Group LLC | 50 | $944 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 56 | $1.06K | 0.00% | +56 | New |
| Bay Harbor Wealth Management, LLC | 60 | $1.13K | 0.00% | +3+5.3% | Added |
| Vermillion Wealth Management, Inc. | 62 | $1.17K | 0.00% | +62 | New |
| JPL Wealth Management, LLC | 66 | $1.25K | 0.00% | +66 | New |
| Sound Income Strategies, LLC | 70 | $1.32K | 0.00% | −682−90.7% | Reduced |
| CoreCap Advisors, LLC | 80 | $1.51K | 0.00% | −180−69.2% | Reduced |
| SJS Investment Consulting Inc. | 90 | $1.70K | 0.00% | +32+55.2% | Added |
| Bogart Wealth, LLC | 91 | $1.72K | 0.00% | +42+85.7% | Added |
| Barrett & Company, Inc. | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 104 | $1.96K | 0.00% | −190−64.6% | Reduced |
| Hantz Financial Services, Inc. | 90 | $2.00K | 0.00% | −79−46.7% | Reduced |
| Meramec Financial Planners, LLC | 100 | $2.15K | 0.00% | +100 | New |
| Vanguard Advisers Inc | 118 | $2.23K | 0.00% | +118 | New |
| Glen Eagle Advisors, LLC | 120 | $2.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 121 | $2.29K | 0.00% | −67−35.6% | Reduced |
| WPG Advisers, LLC | 124 | $2.34K | 0.00% | −124−50.0% | Reduced |
| Prudent Man Investment Management, Inc. | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 114 | $2.37K | 0.00% | −1,432−92.6% | Reduced |
| Umb Bank N A | 131 | $2.47K | 0.00% | −8−5.8% | Reduced |
| Principia Wealth Advisory, LLC | 138 | $2.60K | 0.00% | +99+253.8% | Added |
| Farmers & Merchants Investments Inc | 140 | $2.64K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 145 | $2.74K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 153 | $2.89K | 0.00% | −196−56.2% | Reduced |
| Basecamp Wealth Advisors LLC | 157 | $2.96K | 0.00% | +15+10.6% | Added |
| Cromwell Holdings LLC | 158 | $2.98K | 0.00% | −36−18.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 164 | $3.10K | 0.00% | +164 | New |
| Golden State Equity Partners | 170 | $3.21K | 0.00% | +170 | New |
| First Horizon Corp | 171 | $3.23K | 0.00% | −38−18.2% | Reduced |
| Activest Wealth Management | 185 | $3.49K | 0.00% | −43−18.9% | Reduced |
| JFS Wealth Advisors, LLC | 188 | $3.55K | 0.00% | −105−35.8% | Reduced |
| Itau Unibanco Holding S.A. | 190 | $3.59K | 0.00% | +190 | New |
| Bokf, NA | 198 | $3.74K | 0.00% | −11,717−98.3% | Reduced |
| Community Bank, N.A. | 200 | $3.77K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 200 | $3.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 217 | $4.10K | 0.00% | +103+90.4% | Added |
| Roxbury Financial LLC | 225 | $4.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 250 | $4.72K | 0.00% | −320−56.1% | Reduced |
| Your Advocates Ltd., LLP | 250 | $4.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 250 | $4.72K | 0.00% | +50+25.0% | Added |
| Kilter Group LLC | 251 | $4.74K | 0.00% | +123+96.1% | Added |
| Aspect Partners, LLC | 252 | $4.76K | 0.00% | +17+7.2% | Added |
| Raffa Wealth Management, LLC | 386 | $7.29K | 0.00% | +116+43.0% | Added |
| Comprehensive Financial Planning, Inc. | 390 | $7.36K | 0.01% | +350+875.0% | Added |
| Lodestone Wealth Management LLC | 400 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 412 | $7.78K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 420 | $7.93K | 0.00% | +63+17.6% | Added |
| Union Bancaire Privee, UBP SA | 500 | $7.96K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 450 | $8.50K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 453 | $8.55K | 0.00% | +453 | New |
| Forum Finance Group S.A. | 600 | $9.00K | 0.00% | +600 | New |
| Manchester Capital Management LLC | 518 | $9.78K | 0.00% | +111+27.3% | Added |
| TD Private Client Wealth LLC | 520 | $9.82K | 0.00% | −218−29.5% | Reduced |
| Kerr Financial Planning Corp | 500 | $10.1K | 0.01% | +500 | New |
| Mather Group, LLC. | 538 | $10.2K | 0.00% | +538 | New |
| Thompson Investment Management, Inc. | 575 | $10.9K | 0.00% | +575 | New |
| Harbour Investments, Inc. | 618 | $11.7K | 0.00% | +247+66.6% | Added |
| Parkside Financial Bank & Trust | 623 | $11.8K | 0.00% | −82−11.6% | Reduced |
| Kemnay Advisory Services Inc. | 659 | $12.4K | 0.00% | +4+0.6% | Added |
| Bell Investment Advisors, Inc | 671 | $12.7K | 0.00% | +88+15.1% | Added |
| Private Wealth Management Group, LLC | 682 | $12.9K | 0.00% | +682 | New |
| Meeder Asset Management Inc | 694 | $13.1K | 0.00% | +396+132.9% | Added |
| Caitong International Asset Management Co., Ltd | 709 | $13.4K | 0.00% | −52,083−98.7% | Reduced |
| Owl Creek Wealth Partners LLC | 720 | $13.6K | 0.00% | +720 | New |
| Zions Bancorporation, National Association | 724 | $13.7K | 0.00% | +294+68.4% | Added |
| Archer Investment Corp | 775 | $14.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 777 | $14.7K | 0.00% | +21+2.8% | Added |
| Central Trust Co | 785 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 803 | $15.2K | 0.00% | −15−1.8% | Reduced |
| RWM Asset Management, LLC | 810 | $15.3K | 0.00% | +810 | New |
| CVA Family Office, LLC | 826 | $15.6K | 0.00% | +349+73.2% | Added |
| Salomon & Ludwin, LLC | 823 | $15.6K | 0.00% | −99−10.7% | Reduced |
