| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $92 | 0.00% | −253−99.6% | Reduced |
| Blume Capital Management, Inc. | 2 | $184 | 0.00% | −7−77.8% | Reduced |
| High Note Wealth, LLC | 2 | $184 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $367 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 4 | $368 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $459 | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 6 | $551 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6 | $551 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $654 | 0.00% | +7 | New |
| Financial Gravity Companies, Inc. | 8 | $734 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $826 | 0.00% | −7−43.8% | Reduced |
| WealthTrak Capital Management LLC | 10 | $918 | 0.00% | −13−56.5% | Reduced |
| Key Financial Inc | 10 | $918 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $918 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $918 | 0.00% | +10 | New |
| Harvest Fund Management Co., Ltd | 6 | $1.00K | 0.00% | −44−88.0% | Reduced |
| Aventura Private Wealth, LLC | 12 | $1.10K | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.19K | 0.00% | +8+160.0% | Added |
| Parkworth Wealth Management, Inc. | 13 | $1.19K | 0.00% | +9+225.0% | Added |
| Smallwood Wealth Investment Management, LLC | 15 | $1.38K | 0.00% | +15 | New |
| WealthCollab, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.47K | 0.00% | +11+220.0% | Added |
| Bare Financial Services, Inc | 18 | $1.65K | 0.00% | −2−10.0% | Reduced |
| First Command Advisory Services, Inc. | 20 | $1.84K | 0.00% | −6−23.1% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $2.02K | 0.00% | −11−33.3% | Reduced |
| Principia Wealth Advisory, LLC | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 26 | $2.39K | 0.00% | +26 | New |
| Creative Financial Designs Inc | 29 | $2.66K | 0.00% | −36−55.4% | Reduced |
| Provenance Wealth Advisors, LLC | 29 | $2.66K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $3.31K | 0.00% | +8+28.6% | Added |
| Brown, Lisle/Cummings, Inc. | 36 | $3.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 40 | $3.67K | 0.00% | +40 | New |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $3.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 39 | $3.81K | 0.00% | +34+680.0% | Added |
| Kilter Group LLC | 45 | $4.13K | 0.00% | +45 | New |
| Dogwood Wealth Management LLC | 44 | $4.17K | 0.00% | +18+69.2% | Added |
| Rakuten Securities, Inc. | 46 | $4.22K | 0.00% | −57−55.3% | Reduced |
| Rossby Financial, LCC | 48 | $4.41K | 0.00% | −18−27.3% | Reduced |
| Arlington Trust Co LLC | 50 | $4.59K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 53 | $4.66K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 51 | $4.77K | 0.00% | +51 | New |
| United Community Bank | 52 | $4.77K | 0.00% | −7−11.9% | Reduced |
| Wealth Preservation Advisors, LLC | 52 | $4.77K | 0.00% | +8+18.2% | Added |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 56 | $5.14K | 0.00% | −5−8.2% | Reduced |
| Cranbrook Wealth Management, LLC | 59 | $5.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $5.51K | 0.00% | −10−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $5.51K | 0.00% | +15+33.3% | Added |
| True Wealth Design, LLC | 63 | $5.78K | 0.00% | −415−86.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.88K | 0.00% | +64 | New |
| Avion Wealth | 73 | $6.00K | 0.00% | +73 | New |
| McIlrath & Eck, LLC | 66 | $6.04K | 0.00% | +1+1.5% | Added |
| Binnacle Investments Inc | 66 | $6.06K | 0.00% | +33+100.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $6.61K | 0.00% | −25−25.8% | Reduced |
| Crewe Advisors LLC | 73 | $6.70K | 0.00% | +73 | New |
| Frazier Financial Advisors, LLC | 74 | $6.79K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 62 | $6.95K | 0.00% | +62 | New |
| LGT Financial Advisors LLC | 77 | $7.07K | 0.02% | +5+6.9% | Added |
| Westside Investment Management, Inc. | 76 | $7.09K | 0.00% | +76 | New |
| SBI Securities Co., Ltd. | 78 | $7.16K | 0.00% | +33+73.3% | Added |
| DAGCO, Inc. | 92 | $8.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 96 | $8.81K | 0.00% | +24+33.3% | Added |
| Cherry Tree Wealth Management, LLC | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $9.00K | 0.00% | +63+175.0% | Added |
| Beacon Capital Management, LLC | 99 | $9.09K | 0.00% | +99 | New |
| St Germain D J Co Inc | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $9.18K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 100 | $9.18K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 104 | $9.55K | 0.00% | −46−30.7% | Reduced |
| South State Corp. | 108 | $9.91K | 0.00% | +56+107.7% | Added |
| Harbor Investment Advisory, LLC | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 115 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $11.0K | 0.00% | −13−10.4% | Reduced |
| Ogorek Anthony Joseph | 129 | $11.0K | 0.00% | −110−46.0% | Reduced |
| GFG Capital, LLC | 120 | $11.0K | 0.00% | +120 | New |
| Fortitude Family Office, LLC | 125 | $11.5K | 0.00% | +55+78.6% | Added |
| Raffa Wealth Management, LLC | 128 | $11.8K | 0.00% | +128 | New |
| CBIZ Investment Advisory Services, LLC | 132 | $12.1K | 0.00% | +49+59.0% | Added |
| Twin Lakes Capital Management, LLC | 152 | $13.9K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 160 | $14.7K | 0.01% | +25+18.5% | Added |
| Harbor Capital Advisors, Inc. | 161 | $15.0K | 0.00% | +35+27.8% | Added |
| Parkside Financial Bank & Trust | 166 | $15.2K | 0.00% | +27+19.4% | Added |
| Harbour Investments, Inc. | 171 | $15.7K | 0.00% | −21−10.9% | Reduced |
| Spire Wealth Management | 183 | $16.8K | 0.00% | −223−54.9% | Reduced |
| Ameritas Advisory Services, LLC | 194 | $17.8K | 0.00% | +194 | New |
| Hemington Wealth Management | 198 | $18.0K | 0.00% | +49+32.9% | Added |
| Operose Advisors LLC | 197 | $18.1K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 200 | $18.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $18.4K | 0.02% | 00.0% | Unchanged |