| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | −150−94.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $38 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $114 | 0.00% | −8−72.7% | Reduced |
| Harbour Investments, Inc. | 4 | $152 | 0.00% | +4 | New |
| Rossby Financial, LCC | 5 | $190 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $202 | 0.00% | +5 | New |
| Private Trust Co NA | 8 | $305 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 8 | $305 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 10 | $381 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 11 | $419 | 0.00% | −15−57.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $419 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 12 | $457 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $495 | 0.00% | +13 | New |
| CVA Family Office, LLC | 13 | $495 | 0.00% | +13 | New |
| Breakwater Investment Management | 13 | $495 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 14 | $533 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $533 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 14 | $533 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $533 | 0.00% | +14 | New |
| Zions Bancorporation, National Association | 15 | $571 | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 16 | $610 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $724 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $876 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.03K | 0.00% | +13+92.9% | Added |
| SJS Investment Consulting Inc. | 28 | $1.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.07K | 0.00% | +3+12.0% | Added |
| Bruce G. Allen Investments, LLC | 30 | $1.14K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $1.14K | 0.00% | +30 | New |
| Keating Financial Advisory Services, Inc. | 30 | $1.14K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 35 | $1.33K | 0.00% | +7+25.0% | Added |
| Bogart Wealth, LLC | 39 | $1.49K | 0.00% | +13+50.0% | Added |
| North Star Investment Management Corp. | 44 | $1.68K | 0.00% | +44 | New |
| DiNuzzo Private Wealth, Inc. | 46 | $1.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 47 | $1.79K | 0.00% | +28+147.4% | Added |
| St. Johns Investment Management Company, LLC | 50 | $1.90K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 52 | $1.98K | 0.00% | +52 | New |
| Avion Wealth | 65 | $2.00K | 0.00% | +65 | New |
| Assetmark, Inc | 53 | $2.02K | 0.00% | −9−14.5% | Reduced |
| Root Financial Partners, LLC | 62 | $2.36K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 67 | $2.55K | 0.00% | +67 | New |
| Godfrey Financial Associates, Inc. | 71 | $2.70K | 0.00% | +71 | New |
| Basecamp Wealth Advisors LLC | 72 | $2.74K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 86 | $3.27K | 0.00% | −185−68.3% | Reduced |
| Quent Capital, LLC | 92 | $3.50K | 0.00% | +69+300.0% | Added |
| Atlas Capital Advisors LLC | 97 | $3.69K | 0.00% | +97 | New |
| CoreCap Advisors, LLC | 101 | $3.85K | 0.00% | +3+3.1% | Added |
| TD Private Client Wealth LLC | 105 | $4.00K | 0.00% | +77+275.0% | Added |
| Rothschild Investment LLC | 105 | $4.00K | 0.00% | +85+425.0% | Added |
| Sachetta, LLC | 107 | $4.07K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 112 | $4.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 114 | $4.34K | 0.00% | +77+208.1% | Added |
| South State Corp. | 117 | $4.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 122 | $4.64K | 0.00% | −14−10.3% | Reduced |
| AXS Investments LLC | 133 | $5.06K | 0.00% | −8−5.7% | Reduced |
| MV Capital Management, Inc. | 134 | $5.10K | 0.00% | +48+55.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 135 | $5.14K | 0.00% | +135 | New |
| Marquette Asset Management, LLC | 139 | $5.29K | 0.00% | +139 | New |
| Atlantic Trust, LLC | 148 | $5.63K | 0.00% | +103+228.9% | Added |
| JFS Wealth Advisors, LLC | 151 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 160 | $6.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 169 | $6.43K | 0.00% | +169 | New |
| ZRC Wealth Management, LLC | 186 | $7.08K | 0.00% | +186 | New |
| Chesapeake Asset Management LLC | 192 | $7.31K | 0.01% | +192 | New |
| Salomon & Ludwin, LLC | 198 | $7.54K | 0.00% | +100+102.0% | Added |
| Farmers & Merchants Investments Inc | 205 | $7.80K | 0.00% | +10+5.1% | Added |
| Vision Financial Markets LLC | 222 | $8.45K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 223 | $8.49K | 0.00% | +223 | New |
| Golden State Wealth Management, LLC | 223 | $8.49K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 224 | $8.53K | 0.00% | +7+3.2% | Added |
| Private Wealth Management Group, LLC | 227 | $8.64K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 245 | $9.33K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 268 | $10.2K | 0.00% | −2,569−90.6% | Reduced |
| GoalVest Advisory LLC | 272 | $10.4K | 0.00% | +272 | New |
| Activest Wealth Management | 297 | $11.3K | 0.00% | +74+33.2% | Added |
| Sunbelt Securities, Inc. | 314 | $12.0K | 0.00% | +13+4.3% | Added |
| Financial Perspectives, Inc | 325 | $12.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 334 | $12.7K | 0.00% | +163+95.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 356 | $13.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 442 | $16.8K | 0.01% | +227+105.6% | Added |
| IFP Advisors, Inc | 473 | $18.0K | 0.00% | −242−33.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 506 | $19.3K | 0.00% | +344+212.3% | Added |
| CIBC Private Wealth Group, LLC | 518 | $19.7K | 0.00% | +480+1,263.2% | Added |
| Elyxium Wealth, LLC | 540 | $20.6K | 0.01% | +540 | New |
| Beaird Harris Wealth Management, LLC | 556 | $21.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 556 | $21.2K | 0.00% | +436+363.3% | Added |
| Jones Financial Companies LLLP | 640 | $24.4K | 0.00% | +400+166.7% | Added |
| Group One Trading, L.P. | 763 | $29.0K | 0.00% | −5,059−86.9% | Reduced |
| Parkside Financial Bank & Trust | 791 | $30.1K | 0.00% | +286+56.6% | Added |
| SageView Advisory Group, LLC | 802 | $30.5K | 0.00% | +802 | New |
| Signaturefd, LLC | 908 | $34.6K | 0.00% | +419+85.7% | Added |
| Massmutual Trust Co FSB | 1,138 | $43.3K | 0.00% | +938+469.0% | Added |
| Allworth Financial LP | 1,209 | $46.0K | 0.00% | +405+50.4% | Added |
| Strategic Advocates LLC | 1,225 | $46.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,312 | $50.0K | 0.00% | +153+13.2% | Added |
| Bessemer Group Inc | 1,335 | $50.0K | 0.00% | +84+6.7% | Added |
| CFG Wealth Management Services, Inc. | 1,511 | $57.5K | 0.05% | +1,511 | New |
| Danske Bank A/S | 1,600 | $60.9K | 0.00% | +800+100.0% | Added |
| Torren Management, LLC | 1,661 | $63.2K | 0.03% | +1,661 | New |
| MAI Capital Management | 1,685 | $64.1K | 0.00% | 00.0% | Unchanged |