| Legacy Bridge, LLC | 1 | $148 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $166 | 0.00% | −1−50.0% | Reduced |
| Perkins Coie Trust Co | 1 | $175 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $176 | 0.00% | −405−99.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $185 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $351 | 0.01% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $351 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $352 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $352 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3 | $527 | 0.00% | +3 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $528 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $648 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $702 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $703 | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 5 | $878 | 0.00% | −4,145−99.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $878 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $878 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $878 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $878 | 0.00% | +5 | New |
| TD Capital Management LLC | 5 | $888 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $1.07K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 83 | $1.23K | 0.00% | +76+1,085.7% | Added |
| Activest Wealth Management | 8 | $1.36K | 0.00% | +7+700.0% | Added |
| Provenance Wealth Advisors, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $1.41K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 11 | $1.93K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $2.11K | 0.00% | +1+9.1% | Added |
| WealthTrak Capital Management LLC | 12 | $2.11K | 0.00% | +8+200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $2.46K | 0.00% | +10+250.0% | Added |
| UMA Financial Services, Inc. | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $2.64K | 0.00% | +6+66.7% | Added |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 19 | $3.34K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $3.69K | 0.00% | −4−16.0% | Reduced |
| Rakuten Securities, Inc. | 22 | $3.87K | 0.00% | −41−65.1% | Reduced |
| Cranbrook Wealth Management, LLC | 22 | $3.87K | 0.00% | +22 | New |
| Bradley & Co. Private Wealth Management, LLC | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 23 | $4.04K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $4.39K | 0.00% | −125−83.3% | Reduced |
| Highline Wealth Partners LLC | 25 | $4.40K | 0.00% | +5+25.0% | Added |
| Retirement Wealth Solutions LLC | 26 | $4.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $4.57K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $4.59K | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 27 | $4.74K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $4.92K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 31 | $5.00K | 0.00% | +31 | New |
| South Plains Financial, Inc. | 29 | $5.09K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $5.09K | 0.00% | −7−19.4% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 29 | $5.09K | 0.00% | +29 | New |
| IAG Wealth Partners, LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 31 | $5.45K | 0.01% | −102−76.7% | Reduced |
| Sunbelt Securities, Inc. | 32 | $5.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 34 | $6.03K | 0.00% | −4−10.5% | Reduced |
| Midwest Capital Advisors, LLC | 38 | $6.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 38 | $6.68K | 0.00% | +38 | New |
| Leonteq Securities AG | 38 | $6.68K | 0.00% | +11+40.7% | Added |
| Mascoma Wealth Management LLC | 39 | $6.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $7.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $7.38K | 0.00% | −37−46.8% | Reduced |
| Capital A Wealth Management, LLC | 43 | $7.55K | 0.01% | −1−2.3% | Reduced |
| Catherine Avery Investment Management LLC | 45 | $7.91K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 45 | $7.92K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $8.08K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $8.26K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 47 | $8.32K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 49 | $8.61K | 0.00% | +49 | New |
| Friedenthal Financial | 49 | $8.61K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $8.78K | 0.00% | −10−16.7% | Reduced |
| Cetera Trust Company, N.A | 50 | $8.78K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 45 | $8.95K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $9.13K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 52 | $9.13K | 0.00% | +52 | New |
| Global Wealth Strategies & Associates | 52 | $9.13K | 0.00% | +52 | New |
| Saudi Central Bank | 54 | $9.49K | 0.05% | +54 | New |
| Marshall & Sterling Wealth Advisors Inc. | 55 | $9.66K | 0.01% | +55 | New |
| Valley National Advisers Inc | 60 | $10.0K | 0.00% | +3+5.3% | Added |
| Raffa Wealth Management, LLC | 60 | $10.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $10.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 61 | $10.7K | 0.00% | +49+408.3% | Added |
| Private Wealth Asset Management, LLC | 61 | $10.7K | 0.00% | +61 | New |
| Capital Analysts, LLC | 63 | $11.0K | 0.00% | −13−17.1% | Reduced |