| Strengthening Families & Communities, LLC | 11 | $0 | 0.00% | +11 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Hallmark Capital Management Inc | 0 | $6 | 0.00% | 0 | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $89 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $133 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $177 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $221 | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $221 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $222 | 0.00% | −8−61.5% | Reduced |
| Key Financial Inc | 9 | $398 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $399 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $443 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $443 | 0.00% | +10 | New |
| Wetzel Investment Advisors, Inc. | 9 | $465 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 11 | $483 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 11 | $487 | 0.00% | −11−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $487 | 0.00% | −5−31.3% | Reduced |
| Macroview Investment Management LLC | 11 | $487 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $487 | 0.00% | +11 | New |
| TFC Financial Management | 12 | $531 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $575 | 0.00% | +13 | New |
| Tucker Asset Management LLC | 15 | $664 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $752 | 0.00% | −37−68.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 17 | $753 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 15 | $776 | 0.00% | +15 | New |
| ClariVest Asset Management LLC | 18 | $796 | 0.00% | −18−50.0% | Reduced |
| Larson Financial Group LLC | 19 | $837 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 20 | $885 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $885 | 0.00% | +3+17.6% | Added |
| DT Investment Partners, LLC | 21 | $930 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | −195−88.6% | Reduced |
| Avion Wealth | 33 | $1.00K | 0.00% | +22+200.0% | Added |
| Lazard Asset Management LLC | 41 | $1.00K | 0.00% | +41 | New |
| WR Wealth Planners, LLC | 25 | $1.11K | 0.00% | −109−81.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $1.11K | 0.00% | −37−59.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $1.15K | 0.00% | +9+52.9% | Added |
| Nemes Rush Group LLC | 27 | $1.20K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 30 | $1.33K | 0.00% | −61−67.0% | Reduced |
| Opal Wealth Advisors, LLC | 30 | $1.33K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 31 | $1.37K | 0.00% | −4−11.4% | Reduced |
| Princeton Global Asset Management LLC | 34 | $1.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $1.70K | 0.00% | +12+38.7% | Added |
| Johnson Financial Group, Inc. | 41 | $1.81K | 0.00% | +36+720.0% | Added |
| TSFG, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 46 | $2.02K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 46 | $2.04K | 0.00% | +46 | New |
| Fairway Wealth LLC | 47 | $2.08K | 0.00% | +47 | New |
| Hoey Investments, Inc | 48 | $2.12K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 48 | $2.12K | 0.00% | +48 | New |
| Pacific Capital Wealth Advisors, Inc | 50 | $2.21K | 0.00% | −37−42.5% | Reduced |
| Central Trust Co | 50 | $2.21K | 0.00% | +50 | New |
| Washington Trust Co | 50 | $2.21K | 0.00% | +50 | New |
| Bokf, NA | 54 | $2.39K | 0.00% | −3,826−98.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $2.65K | 0.00% | −444−88.1% | Reduced |
| Hoese & Co LLP | 63 | $2.84K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 67 | $2.96K | 0.00% | −11−14.1% | Reduced |
| Signature Resources Capital Management, LLC | 67 | $2.96K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $3.00K | 0.00% | +3+5.0% | Added |
| Central Pacific Bank - Trust Division | 68 | $3.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 70 | $3.10K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 72 | $3.18K | 0.00% | +7+10.8% | Added |
| Zions Bancorporation, N.A. | 73 | $3.23K | 0.00% | −674−90.2% | Reduced |
| Armstrong Advisory Group, Inc | 79 | $3.50K | 0.00% | +79 | New |
| Painted Porch Advisors LLC | 81 | $3.59K | 0.00% | +81 | New |
| ZRC Wealth Management, LLC | 83 | $3.67K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $3.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 85 | $3.76K | 0.00% | −19−18.3% | Reduced |
| Raleigh Capital Management Inc. | 90 | $3.98K | 0.00% | −30−25.0% | Reduced |
| Financial Management Professionals, Inc. | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 95 | $4.20K | 0.00% | −6−5.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | $4.29K | 0.00% | +96 | New |
| JFS Wealth Advisors, LLC | 99 | $4.38K | 0.00% | +7+7.6% | Added |
| Planning Capital Management Corp | 100 | $4.42K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 104 | $4.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 104 | $4.60K | 0.00% | +3+3.0% | Added |
| BOK Financial Private Wealth, Inc. | 107 | $4.75K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $5.00K | 0.00% | −581−82.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $5.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.22K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 129 | $5.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 154 | $6.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 172 | $7.61K | 0.01% | +172 | New |
| Raffa Wealth Management, LLC | 173 | $7.66K | 0.00% | +160+1,230.8% | Added |
| Westside Investment Management, Inc. | 180 | $7.96K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 189 | $8.36K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $8.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 192 | $8.50K | 0.00% | +22+12.9% | Added |
| Smartleaf Asset Management LLC | 198 | $8.74K | 0.00% | +83+72.2% | Added |
| Proequities, Inc. | 199 | $8.80K | 0.00% | −35−15.0% | Reduced |
| AlphaMark Advisors, LLC | 200 | $9.00K | 0.00% | +200 | New |
| McIlrath & Eck, LLC | 207 | $9.16K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 220 | $9.73K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 223 | $9.87K | 0.00% | +32+16.8% | Added |
| City State Bank | 245 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 260 | $11.0K | 0.01% | +260 | New |
| GHP Investment Advisors, Inc. | 254 | $11.2K | 0.00% | +1+0.4% | Added |
| CVA Family Office, LLC | 256 | $11.3K | 0.00% | −24−8.6% | Reduced |