| Dunhill Financial, LLC | 0 | $24 | 0.00% | −19−100.0% | Reduced |
| LGT Financial Advisors LLC | 2 | $206 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $207 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $207 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $309 | 0.00% | +1+50.0% | Added |
| Colonial Trust Co | 3 | $309 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $310 | 0.00% | −2−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $310 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $317 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $412 | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $413 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $529 | 0.00% | +5 | New |
| Rothschild Investment LLC | 6 | $618 | 0.00% | −15−71.4% | Reduced |
| Raffa Wealth Management, LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 6 | $618 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6 | $618 | 0.00% | +6 | New |
| TFC Financial Management | 6 | $619 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $825 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $825 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $825 | 0.00% | +8 | New |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.03K | 0.00% | −32−76.2% | Reduced |
| True Wealth Design, LLC | 10 | $1.03K | 0.00% | +1+11.1% | Added |
| Parkworth Wealth Management, Inc. | 10 | $1.03K | 0.00% | +4+66.7% | Added |
| WPG Advisers, LLC | 11 | $1.13K | 0.00% | −41−78.8% | Reduced |
| High Note Wealth, LLC | 12 | $1.24K | 0.00% | −9−42.9% | Reduced |
| MV Capital Management, Inc. | 13 | $1.34K | 0.00% | +10+333.3% | Added |
| Concord Wealth Partners | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17 | $1.75K | 0.00% | +5+41.7% | Added |
| Trifecta Capital Advisors, LLC | 17 | $1.75K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 17 | $1.80K | 0.00% | −41−70.7% | Reduced |
| Trust Co | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 18 | $1.85K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 18 | $1.85K | 0.00% | +18 | New |
| Binnacle Investments Inc | 18 | $1.85K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 18 | $1.86K | 0.00% | −12−40.0% | Reduced |
| WealthCollab, LLC | 18 | $1.86K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 20 | $2.06K | 0.00% | +20 | New |
| Ancora Advisors, LLC | 21 | $2.16K | 0.00% | +21 | New |
| Park Square Financial Group, LLC | 22 | $2.27K | 0.00% | −61−73.5% | Reduced |
| Webster Bank, N. A. | 22 | $2.27K | 0.00% | −8−26.7% | Reduced |
| Rossby Financial, LCC | 23 | $2.37K | 0.00% | −6−20.7% | Reduced |
| Global X Japan Co., Ltd. | 23 | $2.37K | 0.00% | +23 | New |
| Creative Financial Designs Inc | 24 | $2.47K | 0.00% | −24−50.0% | Reduced |
| Horizon Financial Services, LLC | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $2.68K | 0.00% | +2+8.3% | Added |
| Abound Wealth Management | 26 | $2.68K | 0.00% | +7+36.8% | Added |
| South State Corp. | 27 | $2.78K | 0.00% | +6+28.6% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $2.89K | 0.00% | −2−6.7% | Reduced |
| Bayforest Capital Ltd | 29 | $2.99K | 0.00% | −11,580−99.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $3.09K | 0.00% | −6−16.7% | Reduced |
| Addison Advisors LLC | 30 | $3.09K | 0.00% | +18+150.0% | Added |
| Howard Hughes Medical Institute | 32 | $3.30K | 0.00% | +32 | New |
| Hartford Financial Management Inc. | 35 | $3.61K | 0.00% | −45−56.3% | Reduced |
| State of Wyoming | 36 | $3.71K | 0.00% | −1,108−96.9% | Reduced |
| Whipplewood Advisors, LLC | 36 | $3.71K | 0.00% | +10+38.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $3.92K | 0.00% | +38 | New |
| Avion Wealth | 39 | $4.00K | 0.00% | −1−2.5% | Reduced |
| Valley National Advisers Inc | 39 | $4.00K | 0.00% | −4−9.3% | Reduced |
| Close Asset Management Ltd | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $4.33K | 0.00% | +42 | New |
| Kestra Investment Management, LLC | 40 | $4.47K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 45 | $4.64K | 0.00% | +5+12.5% | Added |
| Whittier Trust Co of Nevada Inc | 47 | $4.84K | 0.00% | −131−73.6% | Reduced |
| NewSquare Capital LLC | 53 | $5.46K | 0.00% | +4+8.2% | Added |
| Zions Bancorporation, National Association | 56 | $5.77K | 0.00% | −92−62.2% | Reduced |
| Legacy Wealth Managment, LLC | 57 | $5.88K | 0.00% | +45+375.0% | Added |
| Legacy Investment Solutions, LLC | 57 | $5.88K | 0.00% | +57 | New |
| Capital Advisors, Ltd. LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 58 | $6.02K | 0.00% | +58 | New |
| Financial Management Professionals, Inc. | 59 | $6.08K | 0.00% | +59 | New |
| Private Wealth Management Group, LLC | 66 | $6.80K | 0.00% | +17+34.7% | Added |
| Cetera Trust Company, N.A | 72 | $7.42K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 72 | $7.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 76 | $7.83K | 0.00% | −38−33.3% | Reduced |
| ZRC Wealth Management, LLC | 78 | $8.04K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $8.25K | 0.00% | +66+471.4% | Added |
| Farmers & Merchants Investments Inc | 84 | $8.66K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 84 | $8.66K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 86 | $8.86K | 0.00% | −1,660−95.1% | Reduced |
| Traub Capital Management LLC | 88 | $9.07K | 0.01% | +88 | New |
| Westside Investment Management, Inc. | 90 | $9.49K | 0.00% | +90 | New |
| Private Trust Co NA | 95 | $9.79K | 0.00% | −81−46.0% | Reduced |
| ORG Wealth Partners, LLC | 95 | $10.0K | 0.00% | +20+26.7% | Added |
| Barnes Dennig Private Wealth Management LLC | 99 | $10.2K | 0.01% | +99 | New |
| Reyes Financial Architecture, Inc. | 100 | $10.3K | 0.01% | +100 | New |
| Rise Advisors, LLC | 102 | $10.5K | 0.00% | −10−8.9% | Reduced |
| Clear Street Markets LLC | 102 | $10.5K | 0.00% | +102 | New |
| Harbour Investments, Inc. | 111 | $11.4K | 0.00% | −4−3.5% | Reduced |
| CX Institutional | 115 | $12.0K | 0.00% | +58+101.8% | Added |
| Boreal Capital Management LLC | 120 | $12.4K | 0.01% | +120 | New |
| Frazier Financial Advisors, LLC | 120 | $12.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 129 | $13.0K | 0.00% | −10−7.2% | Reduced |
| American National Bank | 137 | $14.1K | 0.00% | +137 | New |
| Mascoma Wealth Management LLC | 137 | $14.1K | 0.00% | +137 | New |
| CoreCap Advisors, LLC | 143 | $14.7K | 0.00% | +121+550.0% | Added |
