| Signature Resources Capital Management, LLC | 1 | $304 | 0.00% | −2−66.7% | Reduced |
| Creative Financial Designs Inc | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $304 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $304 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $304 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $305 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $305 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $609 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $609 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $609 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $609 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $913 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $913 | 0.00% | +1+50.0% | Added |
| Bogart Wealth, LLC | 3 | $913 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $913 | 0.00% | +3 | New |
| Richardson Financial Services Inc. | 3 | $913 | 0.00% | +3 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| TFC Financial Management | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $1.22K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 5 | $1.52K | 0.00% | −3−37.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.52K | 0.00% | +5 | New |
| RMG Wealth Management LLC | 5 | $1.61K | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $1.83K | 0.00% | −5−45.5% | Reduced |
| Ares Financial Consulting, LLC | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $1.91K | 0.00% | +2+50.0% | Added |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 7 | $2.13K | 0.00% | +7 | New |
| Jefferies Financial Group Inc. | 8 | $2.44K | 0.00% | −1,080−99.3% | Reduced |
| SBI Securities Co., Ltd. | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $2.44K | 0.00% | +2+33.3% | Added |
| Cornerstone Financial Management LLC | 8 | $2.44K | 0.00% | +2+33.3% | Added |
| Cromwell Holdings LLC | 8 | $2.44K | 0.00% | +4+100.0% | Added |
| Hughes Financial Services, LLC | 8 | $2.44K | 0.00% | +4+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $2.74K | 0.00% | +2+28.6% | Added |
| WPG Advisers, LLC | 9 | $2.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $2.86K | 0.00% | +7+350.0% | Added |
| Spire Wealth Management | 10 | $3.04K | 0.00% | −17−63.0% | Reduced |
| South State Corp. | 10 | $3.04K | 0.00% | −14−58.3% | Reduced |
| HM Payson & Co | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $3.35K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $3.65K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 12 | $3.65K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 14 | $4.26K | 0.00% | +2+16.7% | Added |
| Wealth Preservation Advisors, LLC | 14 | $4.26K | 0.00% | +14 | New |
| IMA Wealth, Inc. | 16 | $4.87K | 0.00% | −1−5.9% | Reduced |
| Rialto Wealth Management, LLC | 16 | $4.87K | 0.00% | +6+60.0% | Added |
| Harbour Investments, Inc. | 18 | $5.48K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $5.48K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $5.48K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 18 | $5.48K | 0.00% | +18 | New |
| Heritage Wealth Advisors | 18 | $5.48K | 0.00% | +18 | New |
| True Link Financial Advisors, LLC | 18 | $5.48K | 0.00% | +18 | New |
| United Financial Planning Group LLC | 18 | $5.48K | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 19 | $5.78K | 0.00% | +3+18.8% | Added |
| Grove Bank & Trust | 20 | $6.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $6.39K | 0.00% | +7+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 22 | $6.70K | 0.00% | +5+29.4% | Added |
| Richardson Capital Management LLC | 22 | $6.70K | 0.00% | +19+633.3% | Added |
| Whittier Trust Co of Nevada Inc | 23 | $7.06K | 0.00% | +10+76.9% | Added |
| TD Capital Management LLC | 24 | $7.30K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $7.61K | 0.00% | −2−7.4% | Reduced |
| Bullock Wealth Management Group | 25 | $7.64K | 0.00% | +25 | New |
| Marquette Asset Management, LLC | 27 | $8.22K | 0.00% | −2−6.9% | Reduced |
| Larson Financial Group LLC | 27 | $8.22K | 0.00% | +26+2,600.0% | Added |
| Brookfield Asset Management Inc. | 27 | $8.22K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 28 | $8.52K | 0.00% | −14−33.3% | Reduced |
| Highline Wealth Partners LLC | 28 | $8.52K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 30 | $9.13K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 31 | $9.21K | 0.00% | +14+82.4% | Added |
| Clearstead Advisors, LLC | 33 | $10.0K | 0.00% | −868−96.3% | Reduced |
| True Wealth Design, LLC | 33 | $10.0K | 0.00% | −100−75.2% | Reduced |
| Triumph Capital Management | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 34 | $10.3K | 0.00% | +4+13.3% | Added |
| Frazier Financial Advisors, LLC | 36 | $11.0K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 36 | $11.0K | 0.00% | +10+38.5% | Added |
| Atlantic Trust, LLC | 38 | $11.6K | 0.00% | −4−9.5% | Reduced |
| Fortitude Family Office, LLC | 39 | $11.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 39 | $11.9K | 0.00% | +39 | New |
| Salomon & Ludwin, LLC | 39 | $11.9K | 0.00% | +38+3,800.0% | Added |
| GW&K Investment Management, LLC | 39 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $12.2K | 0.01% | +15+60.0% | Added |
| Zions Bancorporation, National Association | 40 | $12.2K | 0.00% | +30+300.0% | Added |
| Farmers & Merchants Investments Inc | 42 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 45 | $13.7K | 1.77% | −1,943−97.7% | Reduced |
| Mather Group, LLC. | 49 | $14.9K | 0.00% | +49 | New |
| Private Trust Co NA | 50 | $15.2K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 50 | $15.2K | 0.01% | +50 | New |
| Intentional Wealth Strategies, LLC | 55 | $16.7K | 0.02% | +55 | New |
| RWM Asset Management, LLC | 60 | $18.3K | 0.00% | +60 | New |
| Freestone Grove Partners LP | 60 | $18.3K | 0.00% | +60 | New |
| Keating Financial Advisory Services, Inc. | 62 | $18.9K | 0.00% | +2+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 60 | $18.9K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 61 | $19.0K | 0.00% | +5+8.9% | Added |
| JFS Wealth Advisors, LLC | 64 | $19.5K | 0.00% | +3+4.9% | Added |
| Activest Wealth Management | 70 | $21.3K | 0.00% | −21−23.1% | Reduced |
| Westside Investment Management, Inc. | 78 | $23.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $24.0K | 0.00% | −8−9.2% | Reduced |