| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $202 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $202 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $202 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $249 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $403 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $403 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $605 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $605 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 3 | $605 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 3 | $605 | 0.00% | +3 | New |
| Trust Co | 4 | $806 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $806 | 0.00% | +4 | New |
| CX Institutional | 7 | $1.00K | 0.00% | −11−61.1% | Reduced |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Rialto Wealth Management, LLC | 6 | $1.21K | 0.00% | +2+50.0% | Added |
| Salomon & Ludwin, LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.41K | 0.00% | −5−41.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $1.61K | 0.00% | −1−11.1% | Reduced |
| Highline Wealth Partners LLC | 8 | $1.61K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $2.22K | 0.00% | +4+57.1% | Added |
| Private Wealth Management Group, LLC | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.22K | 0.00% | +5+83.3% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.62K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 14 | $2.82K | 0.01% | −88−86.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $2.82K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $2.87K | 0.00% | −3−17.6% | Reduced |
| Bogart Wealth, LLC | 15 | $3.02K | 0.00% | −4−21.1% | Reduced |
| Montag A & Associates Inc | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $3.22K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $3.43K | 0.00% | −6−26.1% | Reduced |
| True Wealth Design, LLC | 17 | $3.43K | 0.00% | +9+112.5% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $3.43K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 19 | $3.83K | 0.00% | +7+58.3% | Added |
| Rossby Financial, LCC | 20 | $4.00K | 0.00% | +3+17.6% | Added |
| Caldwell Sutter Capital, Inc. | 20 | $4.03K | 0.00% | −15−42.9% | Reduced |
| Ancora Advisors, LLC | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 22 | $4.43K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 24 | $4.84K | 0.00% | +11+84.6% | Added |
| Park Square Financial Group, LLC | 25 | $5.04K | 0.04% | −53−67.9% | Reduced |
| JPL Wealth Management, LLC | 25 | $5.04K | 0.00% | +25 | New |
| TIAA Wealth Investment Management LLC | 26 | $5.24K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 29 | $5.84K | 0.00% | −1−3.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 29 | $5.84K | 0.00% | +2+7.4% | Added |
| First Pacific Financial | 29 | $5.84K | 0.00% | +8+38.1% | Added |
| Golden State Equity Partners | 30 | $6.04K | 0.00% | +30 | New |
| MidFirst Bank | 31 | $6.25K | 0.00% | −2,585−98.8% | Reduced |
| Scarborough Advisors, LLC | 31 | $6.25K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 31 | $6.25K | 0.00% | +31 | New |
| Globeflex Capital L P | 38 | $7.66K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 40 | $8.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $8.46K | 0.00% | +19+82.6% | Added |
| Golden State Wealth Management, LLC | 43 | $8.69K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $9.27K | 0.00% | −336−88.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 47 | $9.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $9.67K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 48 | $9.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $10.3K | 0.00% | −202−79.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 51 | $10.3K | 0.00% | +51 | New |
| Mather Group, LLC. | 53 | $10.7K | 0.00% | +53 | New |
| Triumph Capital Management | 53 | $10.7K | 0.00% | +28+112.0% | Added |
| CVA Family Office, LLC | 54 | $10.9K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 54 | $10.9K | 0.00% | +2+3.8% | Added |
| Meramec Financial Planners, LLC | 57 | $11.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $11.5K | 0.00% | +8+16.3% | Added |
| CBIZ Investment Advisory Services, LLC | 57 | $11.5K | 0.00% | −355−86.2% | Reduced |
| Birchwood Financial Partners, Inc. | 58 | $11.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 58 | $11.7K | 0.00% | +58 | New |
| USA Financial Portformulas Corp | 60 | $12.1K | 0.00% | −353−85.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 60 | $12.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 62 | $12.5K | 0.01% | +62 | New |
| IFP Advisors, Inc | 64 | $12.9K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 65 | $13.1K | 0.01% | +2+3.2% | Added |
| Basecamp Wealth Advisors LLC | 74 | $14.9K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 91 | $18.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $18.5K | 0.00% | −67−42.1% | Reduced |
| Bank of New Hampshire | 92 | $18.5K | 0.00% | +92 | New |
| Acumen Wealth Advisors, LLC | 93 | $18.7K | 0.01% | +60+181.8% | Added |
| RWM Asset Management, LLC | 95 | $19.1K | 0.00% | +95 | New |
| Cary Street Partners Financial LLC | 99 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $20.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 101 | $20.4K | 0.00% | +101 | New |
| Zions Bancorporation, National Association | 102 | $20.6K | 0.00% | +15+17.2% | Added |
| Silver Grove Financial Group, Inc. | 102 | $20.6K | 0.02% | +102 | New |
| Rothschild Investment LLC | 103 | $20.8K | 0.00% | +11+12.0% | Added |
| Essential Investment Partners LLC | 113 | $22.8K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 117 | $23.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $25.0K | 0.00% | −7−5.3% | Reduced |
| Brown Brothers Harriman & Co | 131 | $26.4K | 0.00% | +69+111.3% | Added |
| LRI Investments, LLC | 132 | $26.6K | 0.00% | −1−0.8% | Reduced |
| Key Financial Inc | 133 | $26.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 133 | $26.8K | 0.00% | +5+3.9% | Added |
| Catalyst Capital Advisors LLC | 140 | $28.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 142 | $28.5K | 0.00% | 00.0% | Unchanged |