| IMA Wealth, Inc. | 1 | $194 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $194 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $389 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $584 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 4 | $704 | 0.00% | +3+300.0% | Added |
| NVWM, LLC | 4 | $777 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4 | $777 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $777 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $777 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $778 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $778 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $972 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $972 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $972 | 0.00% | +1+25.0% | Added |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| SBI Securities Co., Ltd. | 6 | $1.17K | 0.00% | +3+100.0% | Added |
| Elevated Capital Advisors, LLC | 6 | $1.17K | 0.00% | +6 | New |
| Networth Advisors, LLC | 6 | $1.17K | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 6 | $1.17K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $1.17K | 0.00% | +1+20.0% | Added |
| Cornerstone Planning Group LLC | 6 | $1.23K | 0.00% | +2+50.0% | Added |
| Bogart Wealth, LLC | 7 | $1.36K | 0.00% | +3+75.0% | Added |
| Rialto Wealth Management, LLC | 8 | $1.55K | 0.00% | +2+33.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $1.55K | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 8 | $1.59K | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 9 | $1.75K | 0.00% | −405−97.8% | Reduced |
| Grove Bank & Trust | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $1.94K | 0.00% | +10 | New |
| IMG Wealth Management, Inc. | 12 | $2.33K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $2.53K | 0.00% | +7+116.7% | Added |
| Kilter Group LLC | 13 | $2.53K | 0.00% | +8+160.0% | Added |
| UMA Financial Services, Inc. | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $2.92K | 0.00% | −14−48.3% | Reduced |
| Rossby Financial, LCC | 15 | $2.92K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 13 | $3.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 16 | $3.11K | 0.00% | −17−51.5% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $3.11K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 17 | $3.30K | 0.00% | +4+30.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 17 | $3.30K | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 18 | $3.50K | 0.00% | −19−51.4% | Reduced |
| Addison Advisors LLC | 18 | $3.50K | 0.00% | +18 | New |
| Sittner & Nelson, LLC | 17 | $3.88K | 0.00% | +17 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $3.89K | 0.00% | +19+1,900.0% | Added |
| Harbor Investment Advisory, LLC | 21 | $4.08K | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 24 | $4.66K | 0.00% | +16+200.0% | Added |
| McGuire Capital Advisors Inc | 25 | $4.86K | 0.00% | +25 | New |
| Fairman Group, LLC | 25 | $4.86K | 0.00% | +25 | New |
| T. Rowe Price Investment Management, Inc. | 22 | $5.00K | 0.00% | −1,049,732−100.0% | Reduced |
| Truvestments Capital LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 31 | $6.00K | 0.00% | +19+158.3% | Added |
| Asset Dedication, LLC | 31 | $6.03K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $6.22K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 34 | $6.61K | 0.00% | −13−27.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 35 | $6.80K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $7.38K | 0.00% | +1+2.7% | Added |
| MV Capital Management, Inc. | 38 | $7.38K | 0.00% | +5+15.2% | Added |
| Frazier Financial Advisors, LLC | 39 | $7.58K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $7.77K | 0.00% | +22+122.2% | Added |
| Webster Bank, N. A. | 41 | $7.97K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $8.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $8.16K | 0.00% | +32+320.0% | Added |
| Capital Advisors, Ltd. LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 48 | $9.33K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 50 | $9.72K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 53 | $10.3K | 0.00% | −1−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 53 | $10.3K | 0.00% | −327−86.1% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $10.9K | 0.00% | +23+69.7% | Added |
| Cromwell Holdings LLC | 60 | $11.7K | 0.01% | −147−71.0% | Reduced |
| Basecamp Wealth Advisors LLC | 62 | $12.0K | 0.00% | +62 | New |
| Golden State Wealth Management, LLC | 63 | $12.2K | 0.00% | +9+16.7% | Added |
| Fideuram Asset Management (Ireland) dac | 70 | $12.4K | 0.00% | +70 | New |
| Lloyd Advisory Services, LLC. | 65 | $12.7K | 0.00% | +65 | New |
| Atlantic Trust, LLC | 66 | $12.8K | 0.00% | −9−12.0% | Reduced |
| Avion Wealth | 69 | $13.0K | 0.00% | +3+4.5% | Added |
| Measured Wealth Private Client Group, LLC | 69 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $13.5K | 0.00% | +63+2,100.0% | Added |
| Atlantic Union Bankshares Corp | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $15.0K | 0.00% | +77 | New |
| WPG Advisers, LLC | 78 | $15.2K | 0.01% | +73+1,460.0% | Added |
| Sunbelt Securities, Inc. | 81 | $15.7K | 0.00% | −24−22.9% | Reduced |
| SageView Advisory Group, LLC | 81 | $15.7K | 0.00% | +81 | New |
| Creative Financial Designs Inc | 90 | $17.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 90 | $17.5K | 0.00% | +84+1,400.0% | Added |
| Coastline Trust Co | 90 | $17.5K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 96 | $18.7K | 0.01% | +96 | New |
| Torren Management, LLC | 101 | $19.7K | 0.01% | +101 | New |
| Raiffeisen Bank International AG | 101 | $19.8K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 105 | $20.4K | 0.00% | +105 | New |
| GW&K Investment Management, LLC | 106 | $21.0K | 0.00% | −6−5.4% | Reduced |