| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $73 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 1 | $75 | 0.00% | −5−83.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $151 | 0.00% | −107−98.2% | Reduced |
| High Note Wealth, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $152 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $300 | 0.00% | −4−50.0% | Reduced |
| Harbour Investments, Inc. | 4 | $302 | 0.00% | −172−97.7% | Reduced |
| Motco | 4 | $302 | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 4 | $303 | 0.00% | −46−92.0% | Reduced |
| CVA Family Office, LLC | 5 | $378 | 0.00% | −112−95.7% | Reduced |
| Cornerstone Planning Group LLC | 6 | $443 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $454 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $454 | 0.00% | +1+20.0% | Added |
| West Paces Advisors Inc. | 7 | $529 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $530 | 0.00% | −6−46.2% | Reduced |
| Kingdom Financial Group LLC. | 7 | $540 | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 8 | $605 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $681 | 0.00% | −7−43.8% | Reduced |
| Quaker Wealth Management, LLC | 9 | $681 | 0.00% | +4+80.0% | Added |
| Geneos Wealth Management Inc. | 9 | $700 | 0.00% | −37−80.4% | Reduced |
| Bruce G. Allen Investments, LLC | 10 | $756 | 0.00% | −2−16.7% | Reduced |
| Cornerstone Financial Management LLC | 10 | $756 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 10 | $758 | 0.00% | +1+11.1% | Added |
| International Assets Investment Management, LLC | 11 | $823 | 0.00% | −4−26.7% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $832 | 0.00% | −26−70.3% | Reduced |
| True Wealth Design, LLC | 12 | $908 | 0.00% | −272−95.8% | Reduced |
| HFM Investment Advisors, LLC | 13 | $983 | 0.00% | +4+44.4% | Added |
| Anchor Investment Management, LLC | 13 | $983 | 0.00% | +13 | New |
| MPWM Advisory Solutions, LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 15 | $1.13K | 0.00% | +15 | New |
| POM Investment Strategies, LLC | 16 | $1.21K | 0.00% | +16 | New |
| MidFirst Bank | 17 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $1.36K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.59K | 0.00% | −1−4.5% | Reduced |
| Dunhill Financial, LLC | 22 | $1.66K | 0.00% | −3−12.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.74K | 0.00% | −468−95.3% | Reduced |
| Hughes Financial Services, LLC | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 26 | $1.97K | 0.00% | +2+8.3% | Added |
| Navigoe, LLC | 34 | $2.00K | 0.00% | +2+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $2.04K | 0.00% | −1−3.6% | Reduced |
| SHP Wealth Management | 28 | $2.12K | 0.00% | +10+55.6% | Added |
| TFC Financial Management | 28 | $2.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $2.12K | 0.00% | +10+55.6% | Added |
| Zions Bancorporation, National Association | 30 | $2.27K | 0.00% | −3−9.1% | Reduced |
| Torren Management, LLC | 33 | $2.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 34 | $2.57K | 0.00% | +34 | New |
| Creative Capital Management Investments LLC | 36 | $2.72K | 0.00% | +36 | New |
| Key Capital Management, INC | 39 | $2.95K | 0.00% | +30+333.3% | Added |
| Avion Wealth | 50 | $3.00K | 0.00% | +29+138.1% | Added |
| First Command Advisory Services, Inc. | 40 | $3.02K | 0.00% | +4+11.1% | Added |
| Bogart Wealth, LLC | 43 | $3.25K | 0.00% | −11−20.4% | Reduced |
| Sachetta, LLC | 45 | $3.40K | 0.00% | −18−28.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 47 | $3.55K | 0.00% | −42−47.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 52 | $3.93K | 0.00% | +8+18.2% | Added |
| Whipplewood Advisors, LLC | 53 | $4.01K | 0.00% | −277−83.9% | Reduced |
| Altshuler Shaham Ltd | 58 | $4.38K | 0.00% | +12+26.1% | Added |
| UMA Financial Services, Inc. | 61 | $4.61K | 0.00% | −19−23.8% | Reduced |
| Silver Grove Financial Group, Inc. | 69 | $5.22K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 69 | $5.22K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 72 | $5.45K | 0.00% | +60+500.0% | Added |
| Fortitude Family Office, LLC | 74 | $5.59K | 0.00% | −20−21.3% | Reduced |
| Creative Financial Designs Inc | 78 | $5.90K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 81 | $6.00K | 0.00% | +49+153.1% | Added |
| Larson Financial Group LLC | 80 | $6.05K | 0.00% | −808−91.0% | Reduced |
| Owl Creek Wealth Partners LLC | 80 | $6.05K | 0.00% | +10+14.3% | Added |
| Private Wealth Management Group, LLC | 81 | $6.13K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 83 | $6.13K | 0.00% | +83 | New |
| Holos Integrated Wealth LLC | 90 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 92 | $6.96K | 0.00% | −33−26.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 93 | $7.03K | 0.00% | −18−16.2% | Reduced |
| Tower Trust & Investment Co | 97 | $7.33K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $7.49K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $7.71K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 107 | $8.06K | 0.00% | +16+17.6% | Added |
| Manchester Capital Management LLC | 108 | $8.17K | 0.00% | −13−10.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 111 | $8.39K | 0.00% | −19−14.6% | Reduced |
| CX Institutional | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 131 | $10.5K | 0.00% | −474−78.3% | Reduced |
| C M Bidwell & Associates Ltd | 144 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 153 | $11.2K | 0.01% | +153 | New |
| Tounjian Advisory Partners, LLC | 156 | $11.8K | 0.01% | +156 | New |
| Strategic Wealth Advisors LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 159 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 160 | $12.1K | 0.00% | −28−14.9% | Reduced |
| Key Financial Inc | 162 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 175 | $13.2K | 0.00% | −130−42.6% | Reduced |
| McDonald Partners LLC | 180 | $13.6K | 0.00% | +180 | New |
| Private Trust Co NA | 188 | $14.2K | 0.00% | +8+4.4% | Added |
| Johnson Financial Group, Inc. | 188 | $14.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 195 | $14.7K | 0.00% | −5−2.5% | Reduced |
| Basecamp Wealth Advisors LLC | 198 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 203 | $15.3K | 0.01% | +203 | New |
| Clearstead Advisors, LLC | 204 | $15.4K | 0.00% | −237−53.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $16.6K | 0.00% | 00.0% | Unchanged |
