| Parkworth Wealth Management, Inc. | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $189 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $190 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $190 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $369 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $378 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $379 | 0.00% | −1−33.3% | Reduced |
| Bell Investment Advisors, Inc | 2 | $379 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $380 | 0.00% | +2 | New |
| Prestige Wealth Management Group LLC | 3 | $570 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $601 | 0.00% | −3−50.0% | Reduced |
| Harbour Investments, Inc. | 4 | $757 | 0.00% | −17−81.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5 | $946 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 5 | $946 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 6 | $1.14K | 0.00% | −342−98.3% | Reduced |
| Financial Network Wealth Advisors LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 24 | $1.14K | 0.00% | +18+300.0% | Added |
| South State Corp. | 6 | $1.14K | 0.00% | +6 | New |
| Park Place Capital Corp | 6 | $1.14K | 0.00% | +6 | New |
| Core Alternative Capital | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $1.32K | 0.00% | +5+250.0% | Added |
| Activest Wealth Management | 7 | $1.32K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $1.51K | 0.00% | +6+300.0% | Added |
| CVA Family Office, LLC | 8 | $1.51K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 9 | $1.70K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.70K | 0.00% | −2−18.2% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.70K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.73K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $1.89K | 0.00% | +6+150.0% | Added |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | +1+9.1% | Added |
| Simplex Trading, LLC | 11 | $2.00K | 0.00% | +11 | New |
| High Note Wealth, LLC | 11 | $2.08K | 0.00% | −12−52.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $2.46K | 0.00% | +13 | New |
| Albion Financial Group | 14 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $3.08K | 0.00% | +15+750.0% | Added |
| Atlantic Trust, LLC | 17 | $3.22K | 0.00% | +17 | New |
| Parvin Asset Management, LLC | 17 | $3.22K | 0.00% | +17 | New |
| Global Financial Private Client, LLC | 18 | $3.40K | 0.00% | +3+20.0% | Added |
| Altshuler Shaham Ltd | 20 | $3.78K | 0.00% | +1+5.3% | Added |
| Pacer Advisors, Inc. | 22 | $4.16K | 0.00% | −8,412−99.7% | Reduced |
| Raleigh Capital Management Inc. | 26 | $4.93K | 0.00% | +22+550.0% | Added |
| Montag A & Associates Inc | 27 | $5.13K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 29 | $5.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 32 | $6.05K | 0.00% | +2+6.7% | Added |
| Manchester Capital Management LLC | 33 | $6.24K | 0.00% | +1+3.1% | Added |
| Hemington Wealth Management | 38 | $7.00K | 0.00% | +10+35.7% | Added |
| SBI Securities Co., Ltd. | 39 | $7.38K | 0.00% | +13+50.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $7.57K | 0.00% | +18+81.8% | Added |
| Clean Yield Group | 41 | $7.76K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 42 | $7.95K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 45 | $8.51K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $9.46K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 51 | $9.64K | 0.00% | −160−75.8% | Reduced |
| Bogart Wealth, LLC | 53 | $10.0K | 0.00% | +3+6.0% | Added |
| Clark Wealth Partners | 55 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 56 | $10.6K | 0.01% | +27+93.1% | Added |
| Private Wealth Management Group, LLC | 56 | $10.6K | 0.00% | +13+30.2% | Added |
| True Wealth Design, LLC | 57 | $10.8K | 0.00% | +35+159.1% | Added |
| Quent Capital, LLC | 61 | $11.6K | 0.00% | −5−7.6% | Reduced |
| Quarry LP | 68 | $12.9K | 0.00% | −627−90.2% | Reduced |
| Versant Capital Management, Inc | 73 | $13.8K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 74 | $14.1K | 0.01% | −11−12.9% | Reduced |
| First Command Advisory Services, Inc. | 75 | $14.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 75 | $14.2K | 0.00% | +50+200.0% | Added |
| Matrix Trust Co | 86 | $16.0K | 0.00% | −6−6.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 85 | $16.1K | 0.01% | +85 | New |
| Transamerica Financial Advisors, Inc. | 87 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 96 | $18.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $18.9K | 0.00% | −115−53.5% | Reduced |
| Danske Bank A/S | 100 | $18.9K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 101 | $19.1K | 0.00% | +101 | New |
| Riverview Trust Co | 103 | $19.5K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 105 | $19.9K | 0.01% | +105 | New |
| Toth Financial Advisory Corp | 106 | $20.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 106 | $20.2K | 0.00% | −68−39.1% | Reduced |
| Rise Advisors, LLC | 113 | $21.4K | 0.01% | −26−18.7% | Reduced |
| EverSource Wealth Advisors, LLC | 139 | $26.3K | 0.00% | +54+63.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 139 | $26.4K | 0.00% | +1+0.7% | Added |
| CoreCap Advisors, LLC | 140 | $26.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 143 | $27.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 163 | $30.8K | 0.00% | +77+89.5% | Added |
| Ossiam | 165 | $31.2K | 0.00% | +165 | New |
| Mascoma Wealth Management LLC | 166 | $31.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $32.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 181 | $34.2K | 0.00% | +15+9.0% | Added |
| Acadian Asset Management LLC | 194 | $36.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 202 | $38.1K | 0.00% | +1+0.5% | Added |
| SRS Capital Advisors, Inc. | 229 | $43.3K | 0.00% | +209+1,045.0% | Added |
| First Horizon Advisors, Inc. | 240 | $45.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 281 | $53.2K | 0.00% | +255+980.8% | Added |
| V-Square Quantitative Management LLC | 286 | $54.1K | 0.01% | −13−4.3% | Reduced |
| Spire Wealth Management | 304 | $57.5K | 0.00% | −3−1.0% | Reduced |
| Smithfield Trust Co | 320 | $60.0K | 0.00% | 00.0% | Unchanged |