| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 0 | $56 | 0.00% | −22−100.0% | Reduced |
| GoalVest Advisory LLC | 1 | $119 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $228 | 0.00% | +2 | New |
| American National Bank | 2 | $237 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $238 | 0.00% | −7−77.8% | Reduced |
| Greenline Partners, LLC | 2 | $238 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $239 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 3 | $357 | 0.00% | −1−25.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $357 | 0.00% | +2+200.0% | Added |
| Winnow Wealth LLC | 4 | $437 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $477 | 0.00% | −66−94.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $477 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $595 | 0.00% | +5 | New |
| Osterweis Capital Management Inc | 5 | $596 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $596 | 0.00% | +5 | New |
| Washington Trust Co | 6 | $715 | 0.00% | −200−97.1% | Reduced |
| Hughes Financial Services, LLC | 7 | $829 | 0.00% | +7 | New |
| Atlas Capital Advisors LLC | 7 | $833 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| ESL Trust Services, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.19K | 0.00% | −5−33.3% | Reduced |
| Sachetta, LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $1.19K | 0.00% | +10 | New |
| Orion Capital Management LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.31K | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 13 | $1.55K | 0.00% | +8+160.0% | Added |
| Synergy Investment Management, LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 16 | $1.92K | 0.00% | +16 | New |
| Bernard Wealth Management Corp. | 18 | $2.15K | 0.00% | +18 | New |
| ROSS\JOHNSON & Associates LLC | 18 | $2.15K | 0.04% | +18 | New |
| Bullock Wealth Management Group | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $2.38K | 0.00% | +13+185.7% | Added |
| Wealth Preservation Advisors, LLC | 20 | $2.38K | 0.00% | +20 | New |
| Pineridge Advisors LLC | 20 | $2.38K | 0.00% | +20 | New |
| High Note Wealth, LLC | 21 | $2.50K | 0.00% | −27−56.3% | Reduced |
| SJS Investment Consulting Inc. | 21 | $2.50K | 0.00% | +6+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $2.64K | 0.00% | +22 | New |
| Richard W. Paul & Associates, LLC | 23 | $2.74K | 0.00% | +23 | New |
| WealthTrak Capital Management LLC | 24 | $2.86K | 0.00% | +15+166.7% | Added |
| Abound Wealth Management | 24 | $2.86K | 0.00% | +19+380.0% | Added |
| MV Capital Management, Inc. | 25 | $2.98K | 0.00% | −2−7.4% | Reduced |
| Highline Wealth Partners LLC | 25 | $2.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 28 | $3.00K | 0.00% | +8+40.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 26 | $3.10K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 26 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $3.34K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 30 | $3.57K | 0.00% | +30 | New |
| LGT Financial Advisors LLC | 31 | $3.67K | 0.01% | −181−85.4% | Reduced |
| Rosenberg Matthew Hamilton | 33 | $3.93K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 35 | $4.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $4.29K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 36 | $4.29K | 0.00% | +36 | New |
| Dunhill Financial, LLC | 36 | $4.33K | 0.00% | −2−5.3% | Reduced |
| JNBA Financial Advisors | 37 | $4.41K | 0.00% | −11−22.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 38 | $4.53K | 0.00% | −17−30.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 39 | $4.65K | 0.01% | +39 | New |
| Pingora Partners LLC | 40 | $4.77K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 41 | $4.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $4.99K | 0.00% | +20+87.0% | Added |
| ORG Partners LLC | 38 | $5.04K | 0.00% | −102−72.9% | Reduced |
| Medallion Wealth Advisors, LLC | 44 | $5.21K | 0.00% | +44 | New |
| ZRC Wealth Management, LLC | 44 | $5.24K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 45 | $5.36K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 46 | $5.48K | 0.01% | −7−13.2% | Reduced |
| Hollencrest Capital Management | 46 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $5.60K | 0.00% | −4−7.8% | Reduced |
| Pacific Center for Financial Services | 50 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $5.96K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 51 | $6.08K | 0.00% | +51 | New |
| Walleye Capital LLC | 53 | $6.31K | 0.00% | −174,456−100.0% | Reduced |
| Sound Income Strategies, LLC | 54 | $6.39K | 0.00% | +23+74.2% | Added |
| Flaharty Asset Management, LLC | 54 | $6.43K | 0.00% | +54 | New |
| Saudi Central Bank | 55 | $6.55K | 0.03% | +55 | New |
| Financial Management Professionals, Inc. | 58 | $6.91K | 0.00% | +58 | New |
| Westside Investment Management, Inc. | 59 | $7.03K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 70 | $8.34K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 70 | $8.34K | 0.00% | +70 | New |
| JFS Wealth Advisors, LLC | 75 | $8.94K | 0.00% | −14−15.7% | Reduced |
| Fourth Dimension Wealth, LLC | 75 | $8.94K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $9.00K | 0.00% | −85−53.8% | Reduced |
| Coston, McIsaac & Partners | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 79 | $9.00K | 0.00% | +79 | New |
| BOK Financial Private Wealth, Inc. | 75 | $9.02K | 0.00% | +69+1,150.0% | Added |
| Asset Dedication, LLC | 80 | $9.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 80 | $9.53K | 0.00% | +3+3.9% | Added |
| Private Wealth Management Group, LLC | 84 | $10.0K | 0.00% | +42+100.0% | Added |
| Aspect Partners, LLC | 89 | $10.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 92 | $11.0K | 0.00% | −47−33.8% | Reduced |
| Meeder Asset Management Inc | 97 | $11.6K | 0.00% | −45−31.7% | Reduced |
| Whipplewood Advisors, LLC | 171 | $11.7K | 0.01% | +73+74.5% | Added |
| Proathlete Wealth Management LLC | 99 | $11.8K | 0.00% | +99 | New |
| ORG Wealth Partners, LLC | 100 | $11.8K | 0.00% | +100 | New |
| TruNorth Capital Management, LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 100 | $11.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $11.9K | 0.01% | +82+455.6% | Added |