| Strengthening Families & Communities, LLC | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Hobbs Group Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $97 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $193 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $291 | 0.00% | −147−98.0% | Reduced |
| Larson Financial Group LLC | 4 | $387 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5 | $484 | 0.00% | −266−98.2% | Reduced |
| TFC Financial Management | 5 | $484 | 0.00% | −1−16.7% | Reduced |
| Core Alternative Capital | 5 | $484 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $484 | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $484 | 0.00% | +5 | New |
| Aspect Partners, LLC | 6 | $580 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $967 | 0.00% | −11,055−99.9% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | +1+5.6% | Added |
| Frazier Financial Advisors, LLC | 11 | $1.06K | 0.00% | −44−80.0% | Reduced |
| Fairway Wealth LLC | 12 | $1.16K | 0.00% | +12 | New |
| JJJ Advisors Inc. | 12 | $1.16K | 0.00% | −39−76.5% | Reduced |
| Baldwin Brothers Inc | 15 | $1.45K | 0.00% | −85−85.0% | Reduced |
| Geneos Wealth Management Inc. | 15 | $1.45K | 0.00% | −14−48.3% | Reduced |
| Prestige Wealth Management Group LLC | 16 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $1.74K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 20 | $1.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.93K | 0.00% | −379−95.0% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.93K | 0.00% | −26−56.5% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $1.93K | 0.00% | −2−9.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $2.03K | 0.00% | +3+16.7% | Added |
| Ashton Thomas Private Wealth, LLC | 23 | $2.22K | 0.00% | +23 | New |
| TD Capital Management LLC | 25 | $2.42K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20 | $2.67K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 28 | $2.71K | 0.00% | −64−69.6% | Reduced |
| Dunhill Financial, LLC | 28 | $2.71K | 0.00% | +6+27.3% | Added |
| Raffa Wealth Management, LLC | 29 | $2.80K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $2.90K | 0.00% | +8+36.4% | Added |
| Harvest Fund Management Co., Ltd | 35 | $3.00K | 0.00% | −1,757−98.0% | Reduced |
| Financial Network Wealth Advisors LLC | 32 | $3.07K | 0.00% | +32 | New |
| Triad Wealth Partners, LLC | 32 | $3.09K | 0.00% | +32 | New |
| Hexagon Capital Partners LLC | 34 | $3.29K | 0.00% | −54−61.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 25 | $3.34K | 0.00% | −31−55.4% | Reduced |
| Abound Wealth Management | 35 | $3.38K | 0.00% | −5−12.5% | Reduced |
| ORG Partners LLC | 39 | $3.77K | 0.00% | +39 | New |
| Operose Advisors LLC | 40 | $3.87K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 42 | $3.98K | 0.00% | +1+2.4% | Added |
| Crewe Advisors LLC | 43 | $4.16K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 44 | $4.25K | 0.00% | −109−71.2% | Reduced |
| Bangor Savings Bank | 44 | $4.25K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 47 | $4.54K | 0.00% | +47 | New |
| LGT Financial Advisors LLC | 48 | $4.64K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 50 | $4.83K | 0.00% | +50 | New |
| Motco | 51 | $4.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $5.00K | 0.00% | +30+166.7% | Added |
| Eagle Bay Advisors LLC | 55 | $5.29K | 0.00% | −10−15.4% | Reduced |
| Centennial Bank | 56 | $5.42K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 57 | $5.51K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 60 | $5.80K | 0.00% | +60 | New |
| Assetmark, Inc | 63 | $6.09K | 0.00% | −40−38.8% | Reduced |
| Coppell Advisory Solutions LLC | 65 | $6.29K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 72 | $6.96K | 0.00% | −2−2.7% | Reduced |
| Bogart Wealth, LLC | 73 | $7.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $7.25K | 0.00% | −2−2.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 78 | $7.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 78 | $7.54K | 0.00% | +60+333.3% | Added |
| Ranger Investment Management, L.P. | 80 | $7.74K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 81 | $7.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 78 | $7.94K | 0.00% | +38+95.0% | Added |
| Meeder Asset Management Inc | 89 | $8.61K | 0.00% | −6−6.3% | Reduced |
| Bell Investment Advisors, Inc | 92 | $8.90K | 0.00% | −5−5.2% | Reduced |
| Cornerstone Planning Group LLC | 97 | $8.99K | 0.00% | +7+7.8% | Added |
| GW&K Investment Management, LLC | 98 | $9.00K | 0.00% | +21+27.3% | Added |
| Versant Capital Management, Inc | 97 | $9.38K | 0.00% | +36+59.0% | Added |
| Peoples Financial Services Corp. | 100 | $9.67K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $9.67K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.67K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 104 | $10.1K | 0.00% | +104 | New |
| Zions Bancorporation, N.A. | 105 | $10.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $10.9K | 0.00% | −4,834−97.7% | Reduced |
| Creative Financial Designs Inc | 115 | $11.1K | 0.00% | −259−69.3% | Reduced |
| TD Waterhouse Canada Inc. | 123 | $11.8K | 0.00% | +25+25.5% | Added |
| Custom Portfolio Group LLC | 122 | $11.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 126 | $12.2K | 0.01% | −33−20.8% | Reduced |
| SJS Investment Consulting Inc. | 126 | $12.2K | 0.00% | +103+447.8% | Added |
| Northwest Capital Management Inc | 136 | $13.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 140 | $13.5K | 0.00% | −214−60.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $13.7K | 0.00% | +142 | New |
| Rakuten Securities, Inc. | 149 | $14.4K | 0.01% | +124+496.0% | Added |
| Global Financial Private Client, LLC | 149 | $14.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $14.9K | 0.01% | +1+0.7% | Added |
| DHJJ Financial Advisors, Ltd. | 156 | $15.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 160 | $15.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $15.5K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 168 | $16.0K | 0.00% | +27+19.1% | Added |
| Tyler-Stone Wealth Management | 171 | $16.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 178 | $17.2K | 0.00% | −308−63.4% | Reduced |
| Pinnacle Bancorp, Inc. | 181 | $17.5K | 0.01% | +22+13.8% | Added |
| Farther Finance Advisors, LLC | 183 | $17.5K | 0.00% | −6−3.2% | Reduced |
| Manchester Capital Management LLC | 183 | $17.7K | 0.00% | +87+90.6% | Added |