| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Maryland Capital Advisors Inc. | 1 | $75 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $148 | 0.00% | −3−60.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $290 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $297 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $297 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $446 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $447 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $520 | 0.00% | −2−22.2% | Reduced |
| Abound Wealth Management | 8 | $570 | 0.00% | +3+60.0% | Added |
| Silver Grove Financial Group, Inc. | 8 | $593 | 0.00% | +8 | New |
| Financial Consulate, Inc | 8 | $594 | 0.00% | +8 | New |
| JPL Wealth Management, LLC | 10 | $742 | 0.00% | −25−71.4% | Reduced |
| Hughes Financial Services, LLC | 12 | $890 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.11K | 0.00% | +7+87.5% | Added |
| Prestige Wealth Management Group LLC | 15 | $1.12K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 16 | $1.17K | 0.00% | +16 | New |
| MidFirst Bank | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $1.34K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 20 | $1.48K | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 21 | $1.56K | 0.00% | −907−97.7% | Reduced |
| Rossby Financial, LCC | 21 | $1.56K | 0.00% | −3−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $1.63K | 0.00% | +2+10.0% | Added |
| Raffa Wealth Management, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $1.71K | 0.00% | +8+53.3% | Added |
| Transamerica Financial Advisors, Inc. | 27 | $2.01K | 0.00% | +25+1,250.0% | Added |
| SJS Investment Consulting Inc. | 28 | $2.08K | 0.00% | −1−3.4% | Reduced |
| Cromwell Holdings LLC | 28 | $2.08K | 0.00% | +9+47.4% | Added |
| Bogart Wealth, LLC | 29 | $2.15K | 0.00% | +14+93.3% | Added |
| Marshall Investment Management, LLC | 31 | $2.30K | 0.00% | +31 | New |
| Montag A & Associates Inc | 31 | $2.31K | 0.00% | −2−6.1% | Reduced |
| Zions Bancorporation, National Association | 32 | $2.37K | 0.00% | −59−64.8% | Reduced |
| Creative Capital Management Investments LLC | 32 | $2.37K | 0.00% | +32 | New |
| Principia Wealth Advisory, LLC | 34 | $2.52K | 0.00% | +4+13.3% | Added |
| Archer Investment Corp | 37 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $3.12K | 0.00% | −97−69.8% | Reduced |
| True Wealth Design, LLC | 42 | $3.12K | 0.00% | −13−23.6% | Reduced |
| Larson Financial Group LLC | 45 | $3.34K | 0.00% | −209−82.3% | Reduced |
| Kilter Group LLC | 48 | $3.56K | 0.00% | +26+118.2% | Added |
| TD Capital Management LLC | 48 | $3.57K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 50 | $3.71K | 0.00% | +45+900.0% | Added |
| Bare Financial Services, Inc | 51 | $3.78K | 0.00% | +45+750.0% | Added |
| Leonteq Securities AG | 55 | $4.08K | 0.00% | +55 | New |
| Fedenia Advisers LLC | 58 | $4.30K | 0.00% | +58 | New |
| Parkside Financial Bank & Trust | 59 | $4.38K | 0.00% | −29−33.0% | Reduced |
| Rialto Wealth Management, LLC | 59 | $4.38K | 0.00% | +15+34.1% | Added |
| Sachetta, LLC | 60 | $4.46K | 0.00% | +23+62.2% | Added |
| Gill Capital Partners, LLC | 61 | $4.52K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 71 | $5.26K | 0.00% | +15+26.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 74 | $5.49K | 0.00% | −766−91.2% | Reduced |
| Basecamp Wealth Advisors LLC | 78 | $5.78K | 0.00% | −193−71.2% | Reduced |
| Horizon Financial Services, LLC | 85 | $6.30K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 87 | $6.45K | 0.00% | −12,094−99.3% | Reduced |
| Bokf, NA | 89 | $6.60K | 0.00% | +89 | New |
| Picton Mahoney Asset Management | 96 | $7.12K | 0.00% | +72+300.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $7.42K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 105 | $7.79K | 0.00% | +105 | New |
| Highline Wealth Partners LLC | 105 | $7.79K | 0.00% | +105 | New |
| JFS Wealth Advisors, LLC | 108 | $8.02K | 0.00% | +7+6.9% | Added |
| Farmers & Merchants Investments Inc | 112 | $8.31K | 0.00% | −2−1.8% | Reduced |
| Fortitude Family Office, LLC | 115 | $8.53K | 0.00% | +31+36.9% | Added |
| Institute for Wealth Management, LLC. | 120 | $8.90K | 0.00% | +120 | New |
| Capital Advisors, Ltd. LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 144 | $10.7K | 0.00% | −1−0.7% | Reduced |
| Private Trust Co NA | 144 | $10.7K | 0.00% | +144 | New |
| Rogco, LP | 151 | $11.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 151 | $11.2K | 0.00% | +99+190.4% | Added |
| Solstein Capital, LLC | 153 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $12.6K | 0.00% | −40−19.0% | Reduced |
| HHM Wealth Advisors, LLC | 170 | $12.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 179 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 194 | $14.4K | 0.00% | −2−1.0% | Reduced |
| Spire Wealth Management | 202 | $15.0K | 0.00% | −34−14.4% | Reduced |
| High Note Wealth, LLC | 203 | $15.1K | 0.00% | −43−17.5% | Reduced |
| Versant Capital Management, Inc | 205 | $15.2K | 0.00% | −108−34.5% | Reduced |
| Cornerstone Planning Group LLC | 257 | $17.6K | 0.00% | −12−4.5% | Reduced |
| N.E.W. Advisory Services LLC | 250 | $18.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 253 | $18.6K | 0.00% | +253 | New |
| Huntington National Bank | 285 | $21.1K | 0.00% | +71+33.2% | Added |
| Ares Financial Consulting, LLC | 290 | $21.5K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 304 | $22.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 309 | $22.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 346 | $25.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 362 | $26.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 365 | $27.0K | 0.02% | −163−30.9% | Reduced |
| Nomura Asset Management Co Ltd | 380 | $28.2K | 0.00% | −450−54.2% | Reduced |
| Graticule Asia Macro Advisors LLC | 403 | $29.9K | 0.00% | +403 | New |
| Salomon & Ludwin, LLC | 414 | $30.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 405 | $30.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 407 | $30.2K | 0.01% | +103+33.9% | Added |
| Clearstead Advisors, LLC | 456 | $33.8K | 0.00% | +411+913.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 461 | $34.2K | 0.00% | 00.0% | Unchanged |