| Lazard Asset Management LLC | 19 | $0 | 0.00% | −234−92.5% | Reduced |
| WestEnd Advisors, LLC | 3 | $137 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $182 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $273 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $550 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 14 | $638 | 0.00% | +14 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $683 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 17 | $774 | 0.00% | +17 | New |
| Accurate Wealth Management, LLC | 20 | $918 | 0.00% | +20 | New |
| RE Dickinson Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $1.05K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 30 | $1.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $1.55K | 0.00% | +21+161.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 34 | $1.55K | 0.00% | +34 | New |
| Disciplined Investments, LLC | 37 | $1.69K | 0.00% | −5−11.9% | Reduced |
| Private Advisor Group, LLC | 38,361 | $1.75K | 0.00% | +538+1.4% | Added |
| Financial Management Professionals, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $2.00K | 0.00% | +26+1,300.0% | Added |
| Motco | 45 | $2.05K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 46 | $2.10K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $2.14K | 0.00% | +47 | New |
| Delta Asset Management LLC | 50 | $2.28K | 0.00% | +50 | New |
| Rise Advisors, LLC | 53 | $2.41K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 64 | $2.90K | 0.00% | +33+106.5% | Added |
| Abound Wealth Management | 64 | $2.92K | 0.00% | +64 | New |
| Beacon Capital Management, LLC | 65 | $2.96K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 68 | $3.10K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 80 | $3.64K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 81 | $3.69K | 0.00% | +1+1.3% | Added |
| Coppell Advisory Solutions LLC | 88 | $4.03K | 0.00% | +88 | New |
| Coppell Advisory Solutions Corp. | 88 | $4.03K | 0.00% | +88 | New |
| Sound Income Strategies, LLC | 90 | $4.10K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 90 | $4.10K | 0.00% | +1+1.1% | Added |
| Pinnacle Bancorp, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 111 | $5.06K | 0.00% | +111 | New |
| Zullo Investment Group, Inc. | 115 | $5.22K | 0.00% | +1+0.9% | Added |
| Trustcore Financial Services, LLC | 115 | $5.24K | 0.00% | +115 | New |
| Sofos Investments, Inc. | 46 | $5.49K | 0.06% | −719−94.0% | Reduced |
| Versant Capital Management, Inc | 126 | $5.74K | 0.00% | −9−6.7% | Reduced |
| First Horizon Advisors, Inc. | 131 | $5.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 139 | $6.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 141 | $6.42K | 0.00% | +141 | New |
| JFS Wealth Advisors, LLC | 147 | $6.70K | 0.00% | +25+20.5% | Added |
| TSFG, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 159 | $7.24K | 0.00% | −359−69.3% | Reduced |
| Zions Bancorporation, N.A. | 161 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 162 | $7.38K | 0.00% | +30+22.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $8.00K | 0.07% | −180−50.0% | Reduced |
| Johnson Midwest Financial, LLC | 171 | $8.00K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 180 | $8.20K | 0.00% | −59−24.7% | Reduced |
| Duncker Streett & Co Inc | 194 | $8.84K | 0.00% | +194 | New |
| Armstrong Advisory Group, Inc | 200 | $9.11K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 202 | $9.20K | 0.00% | +53+35.6% | Added |
| Newbridge Financial Services Group, Inc. | 205 | $9.33K | 0.01% | +131+177.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 216 | $9.84K | 0.00% | +216 | New |
| PrairieView Partners, LLC | 240 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 224 | $10.2K | 0.00% | +224 | New |
| Global Trust Asset Management, LLC | 250 | $11.4K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 260 | $11.8K | 0.00% | +260 | New |
| Brown, Lisle/Cummings, Inc. | 264 | $12.0K | 0.01% | +264 | New |
| Farmers & Merchants Investments Inc | 265 | $12.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 285 | $13.0K | 0.00% | −50−14.9% | Reduced |
| MBM Wealth Consultants, LLC | 290 | $13.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 289 | $13.2K | 0.00% | +14+5.1% | Added |
| EverSource Wealth Advisors, LLC | 298 | $13.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 299 | $13.6K | 0.00% | +299 | New |
| Cullen/Frost Bankers, Inc. | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 322 | $14.0K | 0.01% | +1+0.3% | Added |
| PSI Advisors, LLC | 317 | $14.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 340 | $15.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 349 | $15.9K | 0.00% | +7+2.0% | Added |
| Dark Forest Capital Management LP | 378 | $17.2K | 0.00% | +368+3,680.0% | Added |
| Lindbrook Capital, LLC | 386 | $17.6K | 0.00% | +55+16.6% | Added |
| Country Trust Bank | 390 | $17.8K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 400 | $18.2K | 0.01% | +400 | New |
| Colonial Trust Advisors | 416 | $18.9K | 0.00% | +416 | New |
| Trust Co | 413 | $19.0K | 0.00% | +413 | New |
| JNBA Financial Advisors | 430 | $19.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 436 | $20.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 444 | $20.0K | 0.01% | +444 | New |
| Global Wealth Strategies & Associates | 446 | $20.3K | 0.01% | +446 | New |
| Glassman Wealth Services | 451 | $20.5K | 0.00% | −125−21.7% | Reduced |
| Parkside Financial Bank & Trust | 463 | $21.1K | 0.01% | −72−13.5% | Reduced |
| Quent Capital, LLC | 472 | $21.5K | 0.00% | +93+24.5% | Added |
| Affiance Financial, LLC | 492 | $22.4K | 0.01% | +492 | New |
| Farther Finance Advisors, LLC | 495 | $22.5K | 0.01% | +495 | New |
| Arcus Capital Partners, LLC | 500 | $22.8K | 0.01% | +500 | New |
| GHP Investment Advisors, Inc. | 540 | $24.6K | 0.00% | +3+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 570 | $26.0K | 0.00% | +570 | New |
| Compagnie Lombard Odier SCmA | 561 | $26.0K | 0.00% | +561 | New |
| Clearstead Advisors, LLC | 597 | $27.2K | 0.00% | −21−3.4% | Reduced |
| Tradition Wealth Management, LLC | 604 | $28.0K | 0.00% | +1+0.2% | Added |
| Hanson & Doremus Investment Management | 640 | $29.0K | 0.01% | 00.0% | Unchanged |