| Beaird Harris Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Financial Gravity Companies, Inc. | 1 | $34 | 0.00% | +1 | New |
| Decker Retirement Planning Inc. | 4 | $142 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 7 | $236 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 9 | $304 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 14 | $473 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $506 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $574 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 17 | $574 | 0.00% | +17 | New |
| Asset Dedication, LLC | 18 | $608 | 0.00% | 00.0% | Unchanged |
| Trust Co | 18 | $608 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $675 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 22 | $737 | 0.00% | +22 | New |
| Pacific Center for Financial Services | 25 | $844 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 27 | $912 | 0.00% | +27 | New |
| Cullen/Frost Bankers, Inc. | 28 | $937 | 0.00% | +28 | New |
| Dogwood Wealth Management LLC | 28 | $945 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 29 | $980 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 24 | $1.00K | 0.00% | −76−76.0% | Reduced |
| Southern Michigan Bank & Trust | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 33 | $1.11K | 0.00% | +33 | New |
| St Germain D J Co Inc | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $1.18K | 0.00% | −16−31.4% | Reduced |
| Highland Investment Advisors LLC | 35 | $1.18K | 0.00% | +35 | New |
| LRI Investments, LLC | 39 | $1.32K | 0.00% | +39 | New |
| MidFirst Bank | 41 | $1.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 49 | $1.65K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $1.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 54 | $1.82K | 0.00% | +54 | New |
| Wall Street Access Asset Management, LLC | 56 | $1.89K | 0.00% | +56 | New |
| Sittner & Nelson, LLC | 61 | $2.06K | 0.00% | +61 | New |
| Allied Private Wealth LLC | 59 | $2.08K | 0.00% | +59 | New |
| JNBA Financial Advisors | 66 | $2.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 67 | $2.26K | 0.00% | −7−9.5% | Reduced |
| Horizon Financial Services, LLC | 67 | $2.26K | 0.00% | +67 | New |
| Burk Holdings LLC | 69 | $2.33K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 71 | $2.40K | 0.00% | +71 | New |
| Kayne Anderson Rudnick Investment Management LLC | 78 | $2.63K | 0.00% | −28,365−99.7% | Reduced |
| Signature Equity Partners, LLC | 78 | $2.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 84 | $2.84K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 90 | $3.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 91 | $3.07K | 0.00% | +91 | New |
| Ameriflex Group, Inc. | 92 | $3.11K | 0.00% | +92 | New |
| Entrust Financial LLC | 95 | $3.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 99 | $3.34K | 0.00% | +99 | New |
| Flagship Wealth Advisors, LLC | 100 | $3.38K | 0.00% | +100 | New |
| Gleason Group, Inc. | 104 | $3.51K | 0.00% | +104 | New |
| IFP Advisors, Inc | 105 | $3.54K | 0.00% | −2,454−95.9% | Reduced |
| Kilter Group LLC | 105 | $3.54K | 0.00% | +105 | New |
| Strategic Wealth Partners, Ltd. | 114 | $3.85K | 0.00% | +114 | New |
| Rossby Financial, LCC | 118 | $3.98K | 0.00% | +31+35.6% | Added |
| CoreCap Advisors, LLC | 118 | $3.98K | 0.00% | +118 | New |
| Penserra Capital Management LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 134 | $4.52K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 134 | $4.53K | 0.00% | −176,123−99.9% | Reduced |
| SHP Wealth Management | 135 | $4.56K | 0.00% | −10−6.9% | Reduced |
| MV Capital Management, Inc. | 142 | $4.79K | 0.00% | +142 | New |
| Albion Financial Group | 145 | $4.90K | 0.00% | −30−17.1% | Reduced |
| Financial Management Professionals, Inc. | 151 | $5.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 158 | $5.33K | 0.00% | +55+53.4% | Added |
| Eastern Bank | 171 | $5.77K | 0.00% | +171 | New |
| IMA Wealth, Inc. | 173 | $5.84K | 0.00% | +60+53.1% | Added |
| FNY Investment Advisers, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Raffa Wealth Management, LLC | 188 | $6.35K | 0.00% | +32+20.5% | Added |
| Arlington Trust Co LLC | 191 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 191 | $6.45K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 192 | $6.48K | 0.00% | −227−54.2% | Reduced |
| UMA Financial Services, Inc. | 196 | $6.62K | 0.00% | +91+86.7% | Added |
| Bare Financial Services, Inc | 202 | $6.82K | 0.00% | +83+69.7% | Added |
| Manning & Napier Advisors LLC | 203 | $6.86K | 0.00% | +2+1.0% | Added |
| Cape Investment Advisory, Inc. | 206 | $6.95K | 0.00% | +206 | New |
| BOK Financial Private Wealth, Inc. | 211 | $7.12K | 0.00% | +211 | New |
| Private Trust Co NA | 223 | $7.53K | 0.00% | −26−10.4% | Reduced |
| FWL Investment Management, LLC | 223 | $7.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 227 | $7.66K | 0.01% | +137+152.2% | Added |
| WPG Advisers, LLC | 228 | $7.70K | 0.00% | +65+39.9% | Added |
| Retirement Wealth Solutions LLC | 234 | $7.90K | 0.00% | +73+45.3% | Added |
| Stone House Investment Management, LLC | 241 | $8.14K | 0.00% | +233+2,912.5% | Added |
| Steward Partners Investment Advisory, LLC | 249 | $8.40K | 0.00% | −240−49.1% | Reduced |
| Action Point Financial Planning, LLC | 265 | $8.95K | 0.00% | +265 | New |
| Synergy Investment Management, LLC | 269 | $9.54K | 0.00% | +269 | New |
| Alerus Financial NA | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 301 | $10.2K | 0.00% | +301 | New |
| Vision Financial Markets LLC | 315 | $10.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 354 | $12.0K | 0.00% | −129−26.7% | Reduced |
| GW&K Investment Management, LLC | 344 | $12.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 390 | $13.2K | 0.00% | −203−34.2% | Reduced |
| Continuum Advisory, LLC | 418 | $14.1K | 0.00% | +418 | New |
| J.Safra Asset Management Corp | 453 | $15.3K | 0.00% | −41−8.3% | Reduced |
| First Command Advisory Services, Inc. | 457 | $15.4K | 0.00% | +425+1,328.1% | Added |
| Financial Consulate, Inc | 483 | $16.3K | 0.00% | +134+38.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 514 | $17.4K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 523 | $17.7K | 0.01% | +523 | New |
| Bruce G. Allen Investments, LLC | 529 | $17.9K | 0.01% | +48+10.0% | Added |
| Huntington National Bank | 536 | $18.1K | 0.00% | +92+20.7% | Added |
| WealthCollab, LLC | 568 | $19.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 594 | $20.1K | 0.00% | −568−48.9% | Reduced |
| Robinswood Financial LLC | 666 | $22.5K | 0.01% | 00.0% | Unchanged |
