| Principia Wealth Advisory, LLC | 1 | $81 | 0.00% | −5−83.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $242 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 5 | $403 | 0.00% | −6−54.5% | Reduced |
| Valued Wealth Advisors LLC | 5 | $406 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $484 | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $564 | 0.00% | −5−41.7% | Reduced |
| Geneos Wealth Management Inc. | 7 | $564 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $644 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $644 | 0.00% | +1+14.3% | Added |
| Rialto Wealth Management, LLC | 8 | $645 | 0.00% | +3+60.0% | Added |
| Bell Investment Advisors, Inc | 9 | $725 | 0.00% | −12−57.1% | Reduced |
| Flagship Harbor Advisors, LLC | 10 | $805 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $886 | 0.00% | −10−47.6% | Reduced |
| Basecamp Wealth Advisors LLC | 12 | $966 | 0.00% | +12 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $1.13K | 0.00% | +14 | New |
| Triumph Capital Management | 16 | $1.29K | 0.00% | +16 | New |
| HM Payson & Co | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 19 | $1.53K | 0.00% | −10−34.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 22 | $1.77K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $1.77K | 0.00% | −4−15.4% | Reduced |
| Private Wealth Management Group, LLC | 22 | $1.77K | 0.00% | −4−15.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $1.93K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 32 | $2.58K | 0.00% | +19+146.2% | Added |
| Creative Financial Designs Inc | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $2.74K | 0.00% | +34 | New |
| CVA Family Office, LLC | 36 | $2.90K | 0.00% | −118−76.6% | Reduced |
| Signature Equity Partners, LLC | 39 | $3.15K | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 40 | $3.22K | 0.00% | −2−4.8% | Reduced |
| Costello Asset Management, INC | 40 | $3.22K | 0.00% | +40 | New |
| Quattro Advisors LLC | 41 | $3.34K | 0.00% | +41 | New |
| Sound Income Strategies, LLC | 43 | $3.60K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 49 | $3.94K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 51 | $4.11K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 58 | $4.67K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 61 | $4.91K | 0.00% | +61 | New |
| Ogorek Anthony Joseph | 68 | $5.00K | 0.00% | −16−19.0% | Reduced |
| Westside Investment Management, Inc. | 66 | $5.29K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 66 | $5.31K | 0.00% | +66 | New |
| SageView Advisory Group, LLC | 75 | $6.04K | 0.00% | +75 | New |
| CBIZ Investment Advisory Services, LLC | 77 | $6.24K | 0.00% | +77 | New |
| Rothschild Investment LLC | 86 | $6.92K | 0.00% | −47−35.3% | Reduced |
| Tucker Asset Management LLC | 88 | $7.08K | 0.00% | +88 | New |
| Umb Bank N A | 99 | $7.97K | 0.00% | −10−9.2% | Reduced |
| Torren Management, LLC | 106 | $8.54K | 0.00% | +106 | New |
| JFS Wealth Advisors, LLC | 114 | $9.20K | 0.00% | +19+20.0% | Added |
| DV Trading LLC | 115 | $9.26K | 0.00% | +115 | New |
| TD Private Client Wealth LLC | 118 | $9.50K | 0.00% | −12−9.2% | Reduced |
| Operose Advisors LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 125 | $10.1K | 0.00% | +125 | New |
| JDM Financial Group LLC | 136 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 140 | $11.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 151 | $12.2K | 0.00% | +50+49.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 151 | $12.2K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 152 | $12.2K | 0.00% | +59+63.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 153 | $12.3K | 0.00% | −103−40.2% | Reduced |
| Purpose Unlimited Inc. | 153 | $12.3K | 0.00% | +153 | New |
| WealthCollab, LLC | 157 | $12.6K | 0.01% | −199−55.9% | Reduced |
| Assetmark, Inc | 162 | $13.0K | 0.00% | −45−21.7% | Reduced |
| Versant Capital Management, Inc | 179 | $14.4K | 0.00% | −56−23.8% | Reduced |
| Larson Financial Group LLC | 183 | $14.7K | 0.00% | −230−55.7% | Reduced |
| Tower Research Capital LLC (TRC) | 190 | $15.3K | 0.00% | −75−28.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 194 | $15.6K | 0.00% | +194 | New |
| SRS Capital Advisors, Inc. | 204 | $16.4K | 0.00% | −4,657−95.8% | Reduced |
| McMillan Office, Inc. | 210 | $16.9K | 0.00% | +210 | New |
| Hantz Financial Services, Inc. | 217 | $17.0K | 0.00% | +185+578.1% | Added |
| Keating Financial Advisory Services, Inc. | 227 | $18.3K | 0.00% | +227 | New |
| Smartleaf Asset Management LLC | 225 | $18.3K | 0.00% | −157−41.1% | Reduced |
| Addison Advisors LLC | 229 | $18.4K | 0.00% | −28−10.9% | Reduced |
| Bryn Mawr Trust Co | 230 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 233 | $18.8K | 0.00% | +59+33.9% | Added |
| Princeton Global Asset Management LLC | 235 | $18.9K | 0.00% | +10+4.4% | Added |
| Entrust Financial LLC | 242 | $19.5K | 0.01% | +242 | New |
| Basepoint Wealth LLC | 247 | $19.9K | 0.01% | +247 | New |
| Spire Wealth Management | 247 | $19.9K | 0.00% | +9+3.8% | Added |
| Peregrine Capital Management LLC | 250 | $20.1K | 0.00% | +50+25.0% | Added |
| Capital Analysts, LLC | 266 | $21.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 261 | $21.1K | 0.01% | +261 | New |
| Trifecta Capital Advisors, LLC | 275 | $22.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 288 | $23.6K | 0.00% | −9−3.0% | Reduced |
| Root Financial Partners, LLC | 332 | $26.7K | 0.00% | +13+4.1% | Added |
| Private Trust Co NA | 345 | $27.8K | 0.00% | −36−9.4% | Reduced |
| Aventus Investment Advisors, Inc. | 380 | $30.6K | 0.02% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 386 | $31.1K | 0.00% | −19−4.7% | Reduced |
| Quent Capital, LLC | 419 | $33.7K | 0.00% | −147−26.0% | Reduced |
| NBC Securities, Inc. | 427 | $34.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 460 | $37.0K | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 462 | $37.4K | 0.00% | +462 | New |
| Los Angeles Capital Management LLC | 462 | $38.7K | 0.00% | +462 | New |
| Atlantic Union Bankshares Corp | 490 | $39.5K | 0.00% | +41+9.1% | Added |
| Central Pacific Bank - Trust Division | 523 | $42.1K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 550 | $44.3K | 0.00% | −115−17.3% | Reduced |
| Ancora Advisors, LLC | 562 | $45.2K | 0.00% | +562 | New |
