| Quest Partners LLC | 1 | $151 | 0.00% | −8,565−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $302 | 0.00% | −28−93.3% | Reduced |
| Continuum Advisory, LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $302 | 0.00% | +2 | New |
| Quent Capital, LLC | 3 | $453 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $453 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $453 | 0.00% | +3 | New |
| Caitlin John, LLC | 3 | $481 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $603 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $754 | 0.00% | −13−72.2% | Reduced |
| Raleigh Capital Management Inc. | 5 | $754 | 0.00% | −2−28.6% | Reduced |
| Decker Retirement Planning Inc. | 5 | $754 | 0.00% | +5 | New |
| Aster Capital Management (DIFC) Ltd | 6 | $905 | 0.00% | −564−98.9% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $905 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $953 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $1.06K | 0.00% | +7 | New |
| Logan Capital Management Inc | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $1.66K | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.66K | 0.00% | +11 | New |
| HHM Wealth Advisors, LLC | 11 | $1.66K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13 | $1.96K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 13 | $1.96K | 0.00% | +3+30.0% | Added |
| Financial Gravity Companies, Inc. | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $2.26K | 0.00% | −170−91.9% | Reduced |
| JNBA Financial Advisors | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $2.26K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 15 | $2.26K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $2.40K | 0.00% | +15 | New |
| Adirondack Trust Co | 16 | $2.41K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $2.41K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 17 | $2.56K | 0.00% | −8−32.0% | Reduced |
| Salomon & Ludwin, LLC | 18 | $2.71K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $2.87K | 0.00% | +5+35.7% | Added |
| Rakuten Securities, Inc. | 20 | $3.02K | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 21 | $3.17K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $3.19K | 0.00% | −1−4.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 23 | $3.47K | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 24 | $3.62K | 0.00% | −22−47.8% | Reduced |
| Sugar Maple Asset Management, LLC | 25 | $3.77K | 0.00% | +25 | New |
| Bank of Jackson Hole Trust | 26 | $3.92K | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 28 | $4.18K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 28 | $4.22K | 0.00% | +28 | New |
| TFC Financial Management | 29 | $4.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $4.53K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $4.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $4.68K | 0.00% | +31 | New |
| WPG Advisers, LLC | 35 | $5.28K | 0.00% | +35 | New |
| Allianz SE | 35 | $5.28K | 0.00% | −140−80.0% | Reduced |
| Hexagon Capital Partners LLC | 39 | $5.88K | 0.00% | +13+50.0% | Added |
| Anfield Capital Management, LLC | 40 | $6.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $6.03K | 0.00% | +9+29.0% | Added |
| St Germain D J Co Inc | 41 | $6.18K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $6.79K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 46 | $6.90K | 0.00% | +1+2.2% | Added |
| Plante Moran Financial Advisors, LLC | 46 | $6.94K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 46 | $6.94K | 0.00% | +46 | New |
| Transce3nd, LLC | 49 | $7.39K | 0.00% | +49 | New |
| Oakworth Capital, Inc. | 50 | $7.54K | 0.00% | −33−39.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 50 | $7.54K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 50 | $7.54K | 0.00% | +50 | New |
| Hopwood Financial Services, Inc. | 50 | $7.54K | 0.01% | +50 | New |
| Riggs Asset Managment Co. Inc. | 50 | $7.55K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 48 | $7.68K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 52 | $7.84K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 54 | $8.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $8.30K | 0.00% | +5+10.0% | Added |
| Roxbury Financial LLC | 51 | $8.32K | 0.01% | +51 | New |
| Prestige Wealth Management Group LLC | 56 | $8.45K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 57 | $8.61K | 0.00% | −238−80.7% | Reduced |
| Brown Brothers Harriman & Co | 59 | $8.90K | 0.00% | −8−11.9% | Reduced |
| ORG Partners LLC | 59 | $8.95K | 0.00% | +9+18.0% | Added |
| Cedar Mountain Advisors, LLC | 61 | $9.20K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $9.65K | 0.00% | +29+82.9% | Added |
| Van Hulzen Asset Management, LLC | 64 | $9.66K | 0.00% | +64 | New |
| Private Wealth Management Group, LLC | 65 | $9.81K | 0.00% | +6+10.2% | Added |
| Pinnacle Bancorp, Inc. | 67 | $10.1K | 0.00% | −35−34.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 67 | $10.1K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 67 | $10.1K | 0.02% | +17+34.0% | Added |
| Coppell Advisory Solutions LLC | 70 | $10.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 70 | $10.6K | 0.00% | +70 | New |
| Wolff Wiese Magana LLC | 70 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $10.9K | 0.00% | +7+10.8% | Added |
| MV Capital Management, Inc. | 72 | $10.9K | 0.00% | +12+20.0% | Added |
| Harbor Investment Advisory, LLC | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $11.3K | 0.00% | +75 | New |
| Golden State Wealth Management, LLC | 75 | $11.3K | 0.00% | +75 | New |
| Avion Wealth | 86 | $12.0K | 0.00% | +3+3.6% | Added |
| GW&K Investment Management, LLC | 77 | $12.0K | 0.00% | +3+4.1% | Added |