| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $180 | 0.00% | −16−94.1% | Reduced |
| Rothschild Investment LLC | 1 | $180 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $180 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $180 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $188 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $360 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $539 | 0.00% | +1+50.0% | Added |
| Sachetta, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $540 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $542 | 0.00% | +3 | New |
| Morse Asset Management, Inc | 4 | $720 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $720 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $900 | 0.00% | −20−80.0% | Reduced |
| CVA Family Office, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $900 | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.08K | 0.00% | −4−40.0% | Reduced |
| Hughes Financial Services, LLC | 6 | $1.15K | 0.00% | +3+100.0% | Added |
| Cromwell Holdings LLC | 8 | $1.44K | 0.00% | +8 | New |
| Essential Partners LLC | 10 | $1.80K | 0.00% | +10 | New |
| High Note Wealth, LLC | 11 | $1.98K | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12 | $2.00K | 0.00% | −80−87.0% | Reduced |
| Highline Wealth Partners LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $3.06K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 19 | $3.42K | 0.00% | −85−81.7% | Reduced |
| Cape Investment Advisory, Inc. | 19 | $3.42K | 0.00% | +19 | New |
| CIBC Private Wealth Group, LLC | 21 | $3.78K | 0.00% | −31−59.6% | Reduced |
| Private Wealth Management Group, LLC | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 23 | $4.14K | 0.00% | −2−8.0% | Reduced |
| Bellevue Asset Management, LLC | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $4.68K | 0.00% | +26 | New |
| Sunbelt Securities, Inc. | 29 | $5.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $5.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $6.12K | 0.00% | −21−38.2% | Reduced |
| MPWM Advisory Solutions, LLC | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 35 | $6.36K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 35 | $6.77K | 0.00% | +35 | New |
| Oliver Lagore Vanvalin Investment Group | 42 | $6.78K | 0.00% | +42 | New |
| Financial Network Wealth Advisors LLC | 38 | $6.87K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $7.20K | 0.00% | +1+2.6% | Added |
| Westend Capital Management, LLC | 41 | $7.38K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 42 | $7.56K | 0.00% | +7+20.0% | Added |
| SBI Securities Co., Ltd. | 44 | $7.92K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 47 | $8.46K | 0.00% | +6+14.6% | Added |
| Harbor Investment Advisory, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 53 | $9.54K | 0.01% | +53 | New |
| Arlington Trust Co LLC | 56 | $10.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 59 | $10.6K | 0.00% | −34−36.6% | Reduced |
| Dogwood Wealth Management LLC | 59 | $10.9K | 0.01% | +59 | New |
| Hemington Wealth Management | 64 | $11.0K | 0.00% | +10+18.5% | Added |
| Key Financial Inc | 67 | $12.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $12.4K | 0.00% | +69 | New |
| Bogart Wealth, LLC | 72 | $13.0K | 0.00% | −80−52.6% | Reduced |
| Wolff Wiese Magana LLC | 75 | $13.5K | 0.01% | −166−68.9% | Reduced |
| SRS Capital Advisors, Inc. | 61 | $13.9K | 0.00% | −5−7.6% | Reduced |
| Cornerstone Planning Group LLC | 72 | $13.9K | 0.00% | −36−33.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 78 | $14.0K | 0.00% | +1+1.3% | Added |
| Westside Investment Management, Inc. | 90 | $16.3K | 0.00% | +58+181.3% | Added |
| Washington Trust Advisors, Inc. | 91 | $16.4K | 0.00% | −4−4.2% | Reduced |
| Bell Investment Advisors, Inc | 95 | $17.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 96 | $17.3K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $18.0K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 104 | $18.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 105 | $19.0K | 0.00% | −416−79.8% | Reduced |
| Fortitude Family Office, LLC | 109 | $19.6K | 0.01% | +10+10.1% | Added |
| Rise Advisors, LLC | 114 | $20.6K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 116 | $20.9K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 117 | $21.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 118 | $21.2K | 0.01% | +118 | New |
| Golden State Wealth Management, LLC | 127 | $22.9K | 0.00% | −178−58.4% | Reduced |
| Parkside Financial Bank & Trust | 130 | $23.4K | 0.00% | +9+7.4% | Added |
| Painted Porch Advisors LLC | 131 | $23.6K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 132 | $24.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 135 | $24.3K | 0.00% | +27+25.0% | Added |
| FWL Investment Management, LLC | 138 | $24.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 167 | $30.1K | 0.01% | −394−70.2% | Reduced |
| Ameliora Wealth Management Ltd. | 169 | $30.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $30.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 176 | $31.7K | 0.00% | +2+1.1% | Added |
| Trust Co of Toledo NA | 191 | $34.4K | 0.00% | +191 | New |
| UMA Financial Services, Inc. | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 213 | $38.2K | 0.00% | +44+26.0% | Added |
| CBIZ Investment Advisory Services, LLC | 216 | $38.9K | 0.00% | +1+0.5% | Added |
| Strategic Wealth Designers | 216 | $38.9K | 0.06% | +216 | New |
| TCTC Holdings, LLC | 232 | $41.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 240 | $43.2K | 0.00% | +23+10.6% | Added |
| Clark Wealth Partners | 275 | $49.5K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | $60.1K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 345 | $62.1K | 0.00% | 00.0% | Unchanged |
