| CKW Financial Group | 6 | $0 | 0.00% | +6 | New |
| Allied Private Wealth LLC | 1 | $31 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1 | $33 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $34 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $66 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $67 | 0.00% | −3−60.0% | Reduced |
| Hughes Financial Services, LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 2 | $71 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $100 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $100 | 0.00% | +2+200.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $133 | 0.00% | −17−81.0% | Reduced |
| Massmutual Trust Co FSB | 5 | $166 | 0.00% | −80−94.1% | Reduced |
| Rossby Financial, LCC | 5 | $166 | 0.00% | −49−90.7% | Reduced |
| Fortitude Family Office, LLC | 5 | $166 | 0.00% | −28−84.8% | Reduced |
| Signature Equity Partners, LLC | 5 | $166 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $167 | 0.00% | −40−88.9% | Reduced |
| HFM Investment Advisors, LLC | 5 | $167 | 0.00% | +5 | New |
| Align Financial, LLC | 9 | $299 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $322 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $333 | 0.00% | −9−47.4% | Reduced |
| Kilter Group LLC | 11 | $366 | 0.00% | −14−56.0% | Reduced |
| Nisa Investment Advisors, LLC | 11 | $366 | 0.00% | +5+83.3% | Added |
| TD Private Client Wealth LLC | 12 | $399 | 0.00% | +12 | New |
| Marshall Investment Management, LLC | 13 | $432 | 0.00% | +13 | New |
| Sachetta, LLC | 13 | $433 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $499 | 0.00% | −2−11.8% | Reduced |
| Bare Financial Services, Inc | 16 | $532 | 0.00% | −3−15.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $532 | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 16 | $532 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 18 | $547 | 0.00% | +16+800.0% | Added |
| Trust Co of Toledo NA | 17 | $565 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $665 | 0.00% | −600−96.8% | Reduced |
| Strategic Investment Solutions, Inc. | 20 | $665 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $666 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $698 | 0.00% | +21 | New |
| Private Wealth Management Group, LLC | 22 | $732 | 0.00% | −79−78.2% | Reduced |
| UMA Financial Services, Inc. | 23 | $765 | 0.00% | +17+283.3% | Added |
| Bell Investment Advisors, Inc | 26 | $865 | 0.00% | −21−44.7% | Reduced |
| ZRC Wealth Management, LLC | 27 | $899 | 0.00% | −9−25.0% | Reduced |
| Raffa Wealth Management, LLC | 29 | $965 | 0.00% | −1−3.3% | Reduced |
| Planning Strategies Inc. | 30 | $998 | 0.00% | +30 | New |
| North Star Investment Management Corp. | 31 | $1.03K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 32 | $1.06K | 0.00% | +21+190.9% | Added |
| JPL Wealth Management, LLC | 34 | $1.13K | 0.00% | +34 | New |
| Keating Financial Advisory Services, Inc. | 36 | $1.20K | 0.00% | +17+89.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 37 | $1.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 37 | $1.23K | 0.00% | +17+85.0% | Added |
| Leonteq Securities AG | 43 | $1.43K | 0.00% | −695−94.2% | Reduced |
| Private Trust Co NA | 43 | $1.43K | 0.00% | −104−70.7% | Reduced |
| Union Savings Bank | 45 | $1.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $1.53K | 0.00% | −329−87.7% | Reduced |
| Umb Bank N A | 47 | $1.56K | 0.00% | +37+370.0% | Added |
| Fairscale Capital, LLC | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $1.70K | 0.00% | +24+88.9% | Added |
| Rachor Investment Advisory Services, LLC | 59 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $2.16K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 67 | $2.23K | 0.00% | +64+2,133.3% | Added |
| Activest Wealth Management | 73 | $2.43K | 0.00% | −9−11.0% | Reduced |
| Kimelman & Baird, LLC | 75 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 75 | $2.50K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 84 | $2.79K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 86 | $2.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $2.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 99 | $3.29K | 0.00% | −141−58.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 106 | $3.53K | 0.00% | −85−44.5% | Reduced |
| Assetmark, Inc | 107 | $3.56K | 0.00% | +85+386.4% | Added |
| Basecamp Wealth Advisors LLC | 114 | $3.79K | 0.00% | −98−46.2% | Reduced |
| Community Financial Services Group, LLC | 122 | $3.99K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 126 | $4.20K | 0.00% | −149−54.2% | Reduced |
| Parkside Financial Bank & Trust | 130 | $4.33K | 0.00% | +20+18.2% | Added |
| Smartleaf Asset Management LLC | 152 | $5.21K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 159 | $5.29K | 0.00% | −94−37.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 166 | $5.52K | 0.00% | +42+33.9% | Added |
| Highland Investment Advisors LLC | 176 | $5.85K | 0.00% | +176 | New |
| Covestor Ltd | 184 | $6.00K | 0.00% | −1,677−90.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 209 | $6.95K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 222 | $7.37K | 0.00% | +222 | New |
| EverSource Wealth Advisors, LLC | 269 | $8.95K | 0.00% | −1,279−82.6% | Reduced |
| True Wealth Design, LLC | 279 | $9.28K | 0.00% | +58+26.2% | Added |
| Parallel Advisors, LLC | 283 | $9.41K | 0.00% | +33+13.2% | Added |
| TD Waterhouse Canada Inc. | 294 | $9.62K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 291 | $9.68K | 0.00% | −387−57.1% | Reduced |
| LRI Investments, LLC | 302 | $10.0K | 0.00% | −101−25.1% | Reduced |
| Harbour Investments, Inc. | 329 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 348 | $11.6K | 0.00% | +348 | New |
| Tower Research Capital LLC (TRC) | 354 | $11.8K | 0.00% | −8,699−96.1% | Reduced |
| IFG Advisory, LLC | 410 | $13.6K | 0.00% | +410 | New |
| Stone House Investment Management, LLC | 425 | $14.1K | 0.00% | +424+42,400.0% | Added |
| Salomon & Ludwin, LLC | 467 | $15.3K | 0.00% | +467 | New |
| Signaturefd, LLC | 467 | $15.5K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 485 | $16.1K | 0.01% | +485 | New |
| Delta Asset Management LLC | 498 | $16.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 521 | $17.3K | 0.00% | −273−34.4% | Reduced |
| GAMMA Investing LLC | 563 | $18.7K | 0.00% | −50−8.2% | Reduced |
| Allworth Financial LP | 570 | $19.0K | 0.00% | −771−57.5% | Reduced |
