| HBC Financial Services, PLLC | 22 | $0 | 0.00% | −126−85.1% | Reduced |
| Dogwood Wealth Management LLC | 0 | $14 | 0.00% | 0 | Unchanged |
| Hoey Investments, Inc | 2 | $138 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $252 | 0.00% | −197−98.5% | Reduced |
| Country Trust Bank | 3 | $252 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5 | $419 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5 | $420 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $420 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $755 | 0.00% | −246−96.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 9 | $755 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 12 | $826 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $838 | 0.00% | +10 | New |
| Financial Gravity Companies, Inc. | 10 | $838 | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | +14 | New |
| DAGCO, Inc. | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 14 | $1.17K | 0.00% | −2−12.5% | Reduced |
| Fairscale Capital, LLC | 16 | $1.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $1.51K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $1.51K | 0.00% | +5+38.5% | Added |
| Global Wealth Strategies & Associates | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 20 | $1.68K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $1.90K | 0.00% | −35−60.3% | Reduced |
| Insight Financial Services | 23 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $2.18K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 31 | $2.60K | 0.00% | −1,219−97.5% | Reduced |
| PayPay Securities Corp | 34 | $2.85K | 0.25% | −28−45.2% | Reduced |
| PFG Private Wealth Management, LLC | 34 | $2.85K | 0.00% | 00.0% | Unchanged |
| Motco | 45 | $3.77K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 50 | $4.19K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $4.23K | 0.00% | −35−41.2% | Reduced |
| Legacy Investment Solutions, LLC | 47 | $4.35K | 0.00% | +47 | New |
| Legacy Wealth Managment, LLC | 47 | $4.35K | 0.00% | +47 | New |
| Toth Financial Advisory Corp | 52 | $4.36K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 54 | $4.53K | 0.00% | −116−68.2% | Reduced |
| Laurel Wealth Advisors LLC | 60 | $5.03K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 76 | $5.21K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $5.45K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 65 | $5.45K | 0.00% | +65 | New |
| NCP Inc. | 68 | $5.62K | 0.00% | +1+1.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 70 | $5.87K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 73 | $6.12K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 75 | $6.29K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 80 | $6.71K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 83 | $6.96K | 0.00% | +18+27.7% | Added |
| Avion Wealth | 94 | $7.00K | 0.00% | +59+168.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 88 | $7.38K | 0.01% | −160−64.5% | Reduced |
| Iron Horse Wealth Management, LLC | 91 | $7.63K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 95 | $7.95K | 0.00% | −14−12.8% | Reduced |
| Penserra Capital Management LLC | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 97 | $8.13K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $8.38K | 0.00% | −53−34.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 101 | $8.47K | 0.00% | +3+3.1% | Added |
| IMA Wealth, Inc. | 104 | $8.72K | 0.00% | +104 | New |
| Miller Wealth Advisors, LLC | 100 | $8.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 105 | $8.80K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $9.00K | 0.00% | +1+0.9% | Added |
| Grayhawk Investment Strategies Inc. | 111 | $9.31K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 117 | $9.81K | 0.00% | +85+265.6% | Added |
| HighMark Wealth Management LLC | 118 | $9.91K | 0.01% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 120 | $10.1K | 0.01% | −238−66.5% | Reduced |
| Semmax Financial Advisors Inc. | 113 | $10.7K | 0.00% | +1+0.9% | Added |
| HHM Wealth Advisors, LLC | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 130 | $10.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 130 | $10.9K | 0.00% | +1+0.8% | Added |
| Burkett Financial Services, LLC | 132 | $11.1K | 0.00% | +1+0.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 136 | $11.4K | 0.00% | +39+40.2% | Added |
| Transcendent Capital Group LLC | 137 | $11.5K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 138 | $11.6K | 0.00% | +38+38.0% | Added |
| Planning Capital Management Corp | 139 | $11.6K | 0.01% | +69+98.6% | Added |
| Peterson Financial Group, Inc. | 139 | $11.7K | 0.04% | +139 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 141 | $11.8K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 143 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 146 | $12.2K | 0.00% | −203−58.2% | Reduced |
| Aspect Partners, LLC | 146 | $12.2K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 150 | $12.6K | 0.00% | −86−36.4% | Reduced |
| Evermay Wealth Management LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $12.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $12.6K | 0.01% | +1+0.7% | Added |
| Clean Yield Group | 160 | $13.4K | 0.00% | +160 | New |
| Kayne Anderson Rudnick Investment Management LLC | 162 | $13.6K | 0.00% | +1+0.6% | Added |
| Matrix Trust Co | 171 | $14.0K | 0.00% | +171 | New |
| Payden & Rygel | 180 | $15.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 181 | $15.2K | 0.00% | +33+22.3% | Added |
| Chilton Capital Management LLC | 185 | $15.5K | 0.00% | +20+12.1% | Added |
| Tradewinds Capital Management, LLC | 190 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 193 | $16.2K | 0.00% | −9−4.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |