| Penserra Capital Management LLC | 9 | $0 | 0.00% | −3−25.0% | Reduced |
| Cloud Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| TFC Financial Management | 1 | $95 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 1 | $95 | 0.00% | +1 | New |
| Albion Financial Group | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $204 | 0.00% | +2 | New |
| Caldwell Sutter Capital, Inc. | 3 | $285 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $285 | 0.00% | +2+200.0% | Added |
| Central Trust Co | 3 | $285 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $335 | 0.00% | −1−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $379 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $380 | 0.00% | −17−81.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $474 | 0.00% | +1+25.0% | Added |
| Asset Dedication, LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $553 | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $569 | 0.00% | −52−89.7% | Reduced |
| Financial Management Professionals, Inc. | 6 | $570 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 6 | $570 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $570 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $570 | 0.00% | +6 | New |
| Palisade Asset Management, LLC | 7 | $665 | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 8 | $760 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $760 | 0.00% | +5+166.7% | Added |
| Global Trust Asset Management, LLC | 9 | $855 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $900 | 0.00% | +1+12.5% | Added |
| Fairscale Capital, LLC | 10 | $950 | 0.00% | −11−52.4% | Reduced |
| Hollencrest Capital Management | 10 | $950 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | −2,256−99.6% | Reduced |
| SWAN Capital LLC | 11 | $1.04K | 0.00% | −10−47.6% | Reduced |
| Granite FO LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $1.10K | 0.04% | +6+100.0% | Added |
| Costello Asset Management, INC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 13 | $1.24K | 0.00% | −3−18.8% | Reduced |
| UMA Financial Services, Inc. | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 14 | $1.33K | 0.00% | −100−87.7% | Reduced |
| Raffa Wealth Management, LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.43K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 15 | $1.43K | 0.00% | +15 | New |
| Guerra Advisors Inc | 15 | $1.43K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.61K | 0.00% | +17 | New |
| Key Financial Inc | 16 | $1.64K | 0.00% | −4−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 18 | $1.71K | 0.00% | +2+12.5% | Added |
| First Pacific Financial | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 18 | $1.71K | 0.00% | +18 | New |
| Montag A & Associates Inc | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 20 | $1.90K | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 20 | $1.90K | 0.00% | +20 | New |
| Capital Analysts, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Sachetta, LLC | 22 | $2.09K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 24 | $2.28K | 0.00% | +24 | New |
| N.E.W. Advisory Services LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 25 | $2.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $2.47K | 0.00% | +16+160.0% | Added |
| Strive Asset Management, LLC | 27 | $2.56K | 0.00% | +27 | New |
| Grey Fox Wealth Advisors, LLC | 27 | $2.56K | 0.00% | +27 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 28 | $2.66K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 28 | $2.86K | 0.00% | +17+154.5% | Added |
| Hanson & Doremus Investment Management | 35 | $3.00K | 0.00% | +35 | New |
| GPS Wealth Strategies Group, LLC | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 32 | $3.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $3.32K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 37 | $3.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $3.56K | 0.00% | +1+2.9% | Added |
| Evermay Wealth Management LLC | 39 | $3.70K | 0.00% | −59−60.2% | Reduced |
| Holos Integrated Wealth LLC | 40 | $3.75K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $3.80K | 0.00% | −40−50.0% | Reduced |
| Bogart Wealth, LLC | 41 | $3.89K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 41 | $3.89K | 0.00% | +10+32.3% | Added |
| Ogorek Anthony Joseph | 45 | $4.00K | 0.00% | +8+21.6% | Added |
| Bell Investment Advisors, Inc | 43 | $4.08K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 45 | $4.27K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 45 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $4.27K | 0.00% | +1+2.3% | Added |
| CoreCap Advisors, LLC | 45 | $4.30K | 0.00% | +42+1,400.0% | Added |
| Colonial Trust Co | 48 | $4.54K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 48 | $4.56K | 0.00% | +48 | New |
| Truvestments Capital LLC | 50 | $4.75K | 0.00% | −45−47.4% | Reduced |
| Meeder Asset Management Inc | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 50 | $4.75K | 0.00% | +17+51.5% | Added |
| Banque Transatlantique SA | 52 | $4.93K | 0.00% | −20−27.8% | Reduced |
| EMC Capital Management | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 57 | $5.41K | 0.00% | +57 | New |
| Dynamic Wealth Strategies, LLC | 58 | $5.51K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 58 | $5.51K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $6.00K | 0.00% | +15+28.3% | Added |
| Financial Network Wealth Advisors LLC | 67 | $6.36K | 0.01% | +23+52.3% | Added |
| Solstein Capital, LLC | 71 | $6.74K | 0.00% | 00.0% | Unchanged |