| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $424 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $493 | 0.00% | −6−85.7% | Reduced |
| Family Legacy Financial Solutions, LLC | 1 | $556 | 0.00% | +1 | New |
| Morse Asset Management, Inc | 1 | $557 | 0.00% | −252−99.6% | Reduced |
| WealthTrak Capital Management LLC | 1 | $557 | 0.00% | −2−66.7% | Reduced |
| Trust Co of Vermont | 1 | $557 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $557 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $557 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 1 | $557 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $557 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $557 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $557 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $557 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $557 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 2 | $841 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2 | $1.11K | 0.00% | −2−50.0% | Reduced |
| First Command Advisory Services, Inc. | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.11K | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $1.11K | 0.00% | −1−33.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $1.11K | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $1.11K | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $1.11K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $1.11K | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $1.12K | 0.00% | +2 | New |
| Central Trust Co | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $1.67K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $1.67K | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 3 | $1.67K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $1.67K | 0.00% | +3 | New |
| Kiker Wealth Management, LLC | 3 | $1.67K | 0.00% | +3 | New |
| Headlands Technologies LLC | 4 | $2.23K | 0.00% | −58−93.5% | Reduced |
| Blume Capital Management, Inc. | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $2.23K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 5 | $2.78K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $2.78K | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 6 | $3.34K | 0.00% | −18−75.0% | Reduced |
| Sachetta, LLC | 6 | $3.34K | 0.00% | −4−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 6 | $3.34K | 0.00% | −3−33.3% | Reduced |
| Stephens Consulting, LLC | 6 | $3.34K | 0.00% | +1+20.0% | Added |
| Addison Advisors LLC | 6 | $3.34K | 0.00% | +4+200.0% | Added |
| Activest Wealth Management | 6 | $3.34K | 0.00% | +6 | New |
| First Pacific Financial | 6 | $3.34K | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $3.48K | 0.04% | −12−66.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $3.90K | 0.00% | −24−77.4% | Reduced |
| Abound Wealth Management | 7 | $3.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $3.90K | 0.00% | +3+75.0% | Added |
| Aspect Partners, LLC | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 8 | $4.45K | 0.00% | +2+33.3% | Added |
| Total Investment Management Inc | 8 | $4.45K | 0.00% | +8 | New |
| Webster Bank, N. A. | 8 | $4.45K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 9 | $5.01K | 0.00% | −1−10.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 9 | $5.01K | 0.00% | +9 | New |
| Fairscale Capital, LLC | 10 | $5.20K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 10 | $5.57K | 0.00% | −2−16.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $5.57K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 10 | $5.57K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $5.57K | 0.01% | +10 | New |
| Toth Financial Advisory Corp | 10 | $5.57K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $6.00K | 0.00% | +7+140.0% | Added |
| Sound Income Strategies, LLC | 11 | $6.12K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 11 | $6.12K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $6.68K | 0.00% | −1,344−99.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12 | $6.68K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $7.24K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 14 | $7.79K | 0.01% | +3+27.3% | Added |
| GFG Capital, LLC | 14 | $7.79K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 16 | $7.88K | 0.00% | −1−5.9% | Reduced |
| Global X Japan Co., Ltd. | 15 | $8.35K | 0.00% | −7−31.8% | Reduced |
| Concord Wealth Partners | 16 | $8.91K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 16 | $8.91K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 18 | $10.0K | 0.01% | −5−21.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 18 | $10.0K | 0.00% | +18 | New |
| Alerus Financial NA | 19 | $10.6K | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $10.6K | 0.00% | +3+18.8% | Added |
| Rocky Mountain Advisers, LLC | 21 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $12.2K | 0.00% | −2−8.3% | Reduced |
| Bogart Wealth, LLC | 24 | $13.4K | 0.00% | −1−4.0% | Reduced |
| Private Wealth Asset Management, LLC | 24 | $13.4K | 0.00% | −1−4.0% | Reduced |
| Berbice Capital Management LLC | 25 | $13.9K | 0.01% | +15+150.0% | Added |
| ORG Partners LLC | 25 | $13.9K | 0.00% | −7−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $15.0K | 0.00% | +10+58.8% | Added |
| Cullen/Frost Bankers, Inc. | 27 | $15.0K | 0.00% | −33−55.0% | Reduced |
| Tower View Investment Management & Research LLC | 27 | $15.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 27 | $15.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $15.4K | 0.00% | −1−3.4% | Reduced |
| LGT Financial Advisors LLC | 28 | $15.6K | 0.04% | +28 | New |
| Fortitude Family Office, LLC | 29 | $16.1K | 0.01% | +2+7.4% | Added |
| Ameritas Investment Partners, Inc. | 30 | $16.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $16.7K | 0.00% | 00.0% | Unchanged |