| Essential Partners LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $198 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $198 | 0.00% | +1 | New |
| Burk Holdings LLC | 1 | $198 | 0.00% | +1 | New |
| Walsh & Associates, LLC | 1 | $198 | 0.00% | +1 | New |
| PFS Partners, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $397 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $397 | 0.00% | +1+100.0% | Added |
| Principia Wealth Advisory, LLC | 2 | $397 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $397 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $595 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $595 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $595 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $595 | 0.00% | +3 | New |
| Horizon Investments, LLC | 4 | $793 | 0.00% | −820−99.5% | Reduced |
| Bogart Wealth, LLC | 4 | $793 | 0.00% | −1−20.0% | Reduced |
| Aventura Private Wealth, LLC | 4 | $793 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $793 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $793 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $793 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 4 | $798 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $991 | 0.00% | −19−79.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5 | $991 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | +9 | New |
| Wilkerson Advisory Group LLC | 5 | $1.06K | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $1.39K | 0.00% | +7 | New |
| Sunrise Financial Services, LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.59K | 0.00% | +1+14.3% | Added |
| Rakuten Securities, Inc. | 8 | $1.59K | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $1.59K | 0.00% | −10−55.6% | Reduced |
| Addison Advisors LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.78K | 0.00% | +9 | New |
| IMA Wealth, Inc. | 9 | $1.79K | 0.00% | −1−10.0% | Reduced |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $2.06K | 0.00% | +9+900.0% | Added |
| Elevated Capital Advisors, LLC | 11 | $2.18K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11 | $2.18K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $2.18K | 0.00% | +3+37.5% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.18K | 0.00% | +3+37.5% | Added |
| Sachetta, LLC | 11 | $2.19K | 0.00% | +11 | New |
| RMG Wealth Management LLC | 10 | $2.20K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 12 | $2.41K | 0.00% | +6+100.0% | Added |
| Cherry Tree Wealth Management, LLC | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $2.78K | 0.00% | +1+7.7% | Added |
| Bare Financial Services, Inc | 14 | $2.78K | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 14 | $2.79K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $2.79K | 0.00% | +5+55.6% | Added |
| Red Tortoise LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $2.98K | 0.00% | +7+87.5% | Added |
| Brown Brothers Harriman & Co | 16 | $3.17K | 0.00% | −36−69.2% | Reduced |
| Archer Investment Corp | 16 | $3.17K | 0.00% | +16 | New |
| Manchester Capital Management LLC | 17 | $3.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 20 | $3.97K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 21 | $4.17K | 0.00% | −19−47.5% | Reduced |
| Lodestone Wealth Management LLC | 22 | $4.36K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 22 | $4.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $4.76K | 0.00% | −33−58.9% | Reduced |
| TD Private Client Wealth LLC | 24 | $4.76K | 0.00% | −4−14.3% | Reduced |
| High Note Wealth, LLC | 24 | $4.76K | 0.00% | −2−7.7% | Reduced |
| Millstone Evans Group, LLC | 24 | $4.76K | 0.00% | +24 | New |
| City State Bank | 25 | $4.96K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $4.96K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 28 | $5.59K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 30 | $5.95K | 0.00% | +3+11.1% | Added |
| Cedar Mountain Advisors, LLC | 30 | $5.95K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 30 | $5.99K | 0.00% | +1+3.4% | Added |
| Innovative Asset Advisors Group, LLC | 33 | $6.58K | 0.00% | +33 | New |
| Rossby Financial, LCC | 35 | $6.72K | 0.00% | +18+105.9% | Added |
| Sunbelt Securities, Inc. | 35 | $6.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 33 | $7.00K | 0.00% | −35−51.5% | Reduced |
| Scarborough Advisors, LLC | 37 | $7.30K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 37 | $7.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $7.51K | 0.00% | −974−96.2% | Reduced |
| Abound Wealth Management | 40 | $7.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $8.33K | 0.00% | +11+35.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $8.58K | 0.00% | +43 | New |
| South State Corp. | 45 | $8.92K | 0.00% | +6+15.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 45 | $9.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $9.12K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $9.32K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 49 | $9.72K | 0.00% | +27+122.7% | Added |
| ESL Trust Services, LLC | 50 | $9.91K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $9.98K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 52 | $10.3K | 0.00% | −82−61.2% | Reduced |
| Atlantic Trust, LLC | 53 | $10.5K | 0.00% | +53 | New |
| Salomon & Ludwin, LLC | 59 | $11.3K | 0.00% | +59 | New |
| Farmers & Merchants Investments Inc | 58 | $11.5K | 0.00% | +2+3.6% | Added |
| Owl Creek Wealth Partners LLC | 59 | $11.7K | 0.00% | +59 | New |
| Fortitude Family Office, LLC | 61 | $12.1K | 0.00% | +31+103.3% | Added |
| Clearstead Advisors, LLC | 64 | $12.7K | 0.00% | −179−73.7% | Reduced |
| Parkside Financial Bank & Trust | 69 | $13.7K | 0.00% | −18−20.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 70 | $14.0K | 0.00% | −6−7.9% | Reduced |
| CX Institutional | 69 | $14.0K | 0.00% | +64+1,280.0% | Added |
| Bell Investment Advisors, Inc | 72 | $14.3K | 0.00% | +21+41.2% | Added |