| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $111 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $121 | 0.00% | +4 | New |
| Hurley Capital, LLC | 5 | $139 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $139 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 7 | $195 | 0.00% | +7 | New |
| Private Wealth Asset Management, LLC | 8 | $222 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 8 | $222 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 11 | $306 | 0.00% | −1−8.3% | Reduced |
| Quaker Wealth Management, LLC | 11 | $306 | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 12 | $334 | 0.00% | −2−14.3% | Reduced |
| Bare Financial Services, Inc | 13 | $361 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $389 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 14 | $389 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 15 | $417 | 0.00% | +1+7.1% | Added |
| USA Financial Portformulas Corp | 17 | $473 | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 17 | $473 | 0.00% | +17 | New |
| Breakwater Investment Management | 17 | $473 | 0.00% | +17 | New |
| New Millennium Group LLC | 18 | $500 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $528 | 0.00% | +3+18.8% | Added |
| Bear Mountain Capital, Inc. | 20 | $530 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $556 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 21 | $584 | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $612 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $695 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $778 | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 29 | $807 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 30 | $834 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 30 | $834 | 0.00% | +26+650.0% | Added |
| Basecamp Wealth Advisors LLC | 31 | $862 | 0.00% | +31 | New |
| Cromwell Holdings LLC | 32 | $890 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $1.00K | 0.00% | −2−3.4% | Reduced |
| CVA Family Office, LLC | 40 | $1.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $1.14K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 44 | $1.22K | 0.00% | +44 | New |
| Richardson Financial Services Inc. | 44 | $1.22K | 0.00% | +44 | New |
| ORG Partners LLC | 45 | $1.25K | 0.00% | +45 | New |
| DiNuzzo Private Wealth, Inc. | 46 | $1.28K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 48 | $1.33K | 0.00% | +48 | New |
| CGC Financial Services, LLC | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $1.47K | 0.00% | −17−24.3% | Reduced |
| Hughes Financial Services, LLC | 58 | $1.61K | 0.00% | −18−23.7% | Reduced |
| Triumph Capital Management | 59 | $1.64K | 0.00% | +59 | New |
| Kilter Group LLC | 61 | $1.70K | 0.00% | −4−6.2% | Reduced |
| Creative Financial Designs Inc | 62 | $1.72K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 70 | $1.95K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 74 | $2.06K | 0.00% | +74 | New |
| Transamerica Financial Advisors, Inc. | 77 | $2.14K | 0.00% | +20+35.1% | Added |
| Keating Financial Advisory Services, Inc. | 79 | $2.20K | 0.00% | +79 | New |
| Turning Point Benefit Group, Inc. | 82 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 82 | $2.28K | 0.00% | +65+382.4% | Added |
| Salomon & Ludwin, LLC | 89 | $2.40K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 98 | $2.72K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 122 | $3.39K | 0.00% | +10+8.9% | Added |
| Parkside Financial Bank & Trust | 128 | $3.56K | 0.00% | +20+18.5% | Added |
| Altshuler Shaham Ltd | 137 | $3.81K | 0.00% | +137 | New |
| Nemes Rush Group LLC | 148 | $4.11K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $4.17K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 172 | $4.78K | 0.00% | +107+164.6% | Added |
| Farmers & Merchants Investments Inc | 185 | $5.14K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 200 | $5.56K | 0.00% | +200 | New |
| IFC & Insurance Marketing, Inc. | 200 | $6.00K | 0.01% | +200 | New |
| Elequin Capital LP | 222 | $6.17K | 0.00% | +222 | New |
| JFS Wealth Advisors, LLC | 230 | $6.39K | 0.00% | +56+32.2% | Added |
| Private Wealth Management Group, LLC | 240 | $6.67K | 0.00% | −5−2.0% | Reduced |
| Quent Capital, LLC | 248 | $6.89K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $6.95K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 255 | $7.09K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 354 | $9.84K | 0.00% | +212+149.3% | Added |
| Huntington National Bank | 380 | $10.6K | 0.00% | −30−7.3% | Reduced |
| Root Financial Partners, LLC | 432 | $12.0K | 0.00% | +44+11.3% | Added |
| Flagship Harbor Advisors, LLC | 439 | $12.2K | 0.00% | +439 | New |
| Assetmark, Inc | 474 | $13.2K | 0.00% | +86+22.2% | Added |
| Evelyn Partners Investment Management LLP | 500 | $13.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 536 | $14.9K | 0.01% | +388+262.2% | Added |
| Private Trust Co NA | 569 | $15.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 572 | $15.9K | 0.00% | −30−5.0% | Reduced |
| Clearstead Advisors, LLC | 596 | $16.6K | 0.00% | +404+210.4% | Added |
| Financial Management Professionals, Inc. | 614 | $17.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 635 | $17.7K | 0.00% | −391−38.1% | Reduced |
| Smartleaf Asset Management LLC | 648 | $17.9K | 0.00% | +6+0.9% | Added |
| Entrust Financial LLC | 694 | $19.3K | 0.01% | +694 | New |
| Signaturefd, LLC | 735 | $20.4K | 0.00% | +153+26.3% | Added |
| True Wealth Design, LLC | 740 | $20.6K | 0.01% | −253−25.5% | Reduced |
| SHP Wealth Management | 770 | $21.4K | 0.00% | +770 | New |
| Los Angeles Capital Management LLC | 789 | $22.7K | 0.00% | +789 | New |
| GWM Advisors LLC | 832 | $23.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 896 | $24.9K | 0.00% | −20,166−95.7% | Reduced |
| Rossby Financial, LCC | 973 | $27.0K | 0.01% | +36+3.8% | Added |
| Jones Financial Companies LLLP | 994 | $27.6K | 0.00% | −609−38.0% | Reduced |
| SJS Investment Consulting Inc. | 1,052 | $29.2K | 0.00% | −296−22.0% | Reduced |
| Kestra Advisory Services, LLC | 1,111 | $30.9K | 0.00% | +1,111 | New |