| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| First Command Advisory Services, Inc. | 50 | $0 | 0.00% | +50 | New |
| Trustcore Financial Services, LLC | 4 | $187 | 0.00% | −145−97.3% | Reduced |
| Accurate Wealth Management, LLC | 5 | $254 | 0.00% | +5 | New |
| Nicolet Bankshares Inc | 6,835 | $319 | 0.00% | −97−1.4% | Reduced |
| Marquette Asset Management, LLC | 8 | $373 | 0.00% | +8 | New |
| Grey Fox Wealth Advisors, LLC | 8 | $373 | 0.00% | +8 | New |
| Money Concepts Capital Corp | 10 | $467 | 0.00% | +10 | New |
| Hollencrest Capital Management | 10 | $467 | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 10 | $467 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 11 | $519 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $560 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $560 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 12 | $560 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 13 | $607 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 14 | $653 | 0.00% | +1+7.7% | Added |
| Cullen/Frost Bankers, Inc. | 15 | $700 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $793 | 0.00% | −242−93.4% | Reduced |
| Atlas Capital Advisors LLC | 17 | $793 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $840 | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 18 | $840 | 0.00% | +18 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $1.03K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 23 | $1.07K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 24 | $1.12K | 0.00% | +24 | New |
| Eagle Bay Advisors LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $1.17K | 0.00% | +19+316.7% | Added |
| Global Trust Asset Management, LLC | 26 | $1.20K | 0.00% | +26 | New |
| Glassy Mountain Advisors, Inc. | 26 | $1.21K | 0.00% | +26 | New |
| MinichMacGregor Wealth Management, LLC | 27 | $1.26K | 0.00% | +27 | New |
| Schubert & Co | 29 | $1.35K | 0.00% | −17−37.0% | Reduced |
| AdvisorNet Financial, Inc | 30 | $1.40K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 31 | $1.45K | 0.00% | +6+24.0% | Added |
| NewSquare Capital LLC | 32 | $1.49K | 0.00% | +32 | New |
| Fortis Capital Advisors, LLC | 36 | $1.68K | 0.00% | +36 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Trifecta Capital Advisors, LLC | 43 | $2.01K | 0.00% | +43 | New |
| Coppell Advisory Solutions LLC | 44 | $2.05K | 0.00% | +44 | New |
| Coppell Advisory Solutions Corp. | 44 | $2.05K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 46 | $2.15K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $2.61K | 0.00% | +21+60.0% | Added |
| Institutional & Family Asset Management, LLC | 60 | $2.80K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 64 | $2.99K | 0.00% | −210,260−100.0% | Reduced |
| Byrne Asset Management LLC | 64 | $2.99K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 67 | $3.13K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $3.17K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 71 | $3.31K | 0.00% | +71 | New |
| RFP Financial Group LLC | 73 | $3.41K | 0.00% | +73 | New |
| Manchester Capital Management LLC | 80 | $3.73K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 83 | $3.87K | 0.00% | +83 | New |
| Larson Financial Group LLC | 84 | $3.90K | 0.00% | +1+1.2% | Added |
| Geneos Wealth Management Inc. | 86 | $4.01K | 0.00% | +35+68.6% | Added |
| Abound Wealth Management | 95 | $4.44K | 0.00% | +87+1,087.5% | Added |
| Glen Eagle Advisors, LLC | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $4.67K | 0.00% | +100 | New |
| JDM Financial Group LLC | 100 | $4.67K | 0.00% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $5.01K | 0.00% | +100 | New |
| Crewe Advisors LLC | 111 | $5.18K | 0.00% | −122−52.4% | Reduced |
| Bogart Wealth, LLC | 112 | $5.23K | 0.00% | +112 | New |
| Wolff Wiese Magana LLC | 125 | $5.83K | 0.01% | −140−52.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 120 | $6.00K | 0.05% | −120−50.0% | Reduced |
| Walleye Trading LLC | 133 | $6.21K | 0.00% | +133 | New |
| Sound Income Strategies, LLC | 138 | $6.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 137 | $6.61K | 0.00% | +137 | New |
| Centerpoint Advisors, LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 152 | $7.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 153 | $7.14K | 0.00% | +59+62.8% | Added |
| CVA Family Office, LLC | 155 | $7.23K | 0.00% | +155 | New |
| CoreCap Advisors, LLC | 163 | $7.61K | 0.00% | +163 | New |
| Mascoma Wealth Management LLC | 164 | $7.64K | 0.00% | +1+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 165 | $7.70K | 0.00% | −200−54.8% | Reduced |
| Farmers & Merchants Investments Inc | 167 | $7.79K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 169 | $7.89K | 0.01% | +169 | New |
| Heritage Wealth Management, LLC | 170 | $7.93K | 0.00% | +124+269.6% | Added |
| Ronald Blue Trust, Inc. | 168 | $8.00K | 0.00% | +92+121.1% | Added |
| Center for Financial Planning, Inc. | 180 | $8.40K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 200 | $9.33K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 218 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 235 | $11.0K | 0.00% | +235 | New |
| Loomis Sayles & Co L P | 306 | $14.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 313 | $14.6K | 0.00% | +313 | New |
| MCF Advisors LLC | 337 | $15.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 343 | $16.0K | 0.00% | −71−17.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 346 | $16.1K | 0.00% | +346 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 362 | $17.0K | 0.00% | −6,118−94.4% | Reduced |
| Sutton Wealth Advisors Inc. | 376 | $17.5K | 0.01% | +26+7.4% | Added |
| Global Retirement Partners, LLC | 421 | $19.6K | 0.00% | −24−5.4% | Reduced |
| Ellevest, Inc. | 429 | $20.0K | 0.00% | −2,793−86.7% | Reduced |
| Bell Investment Advisors, Inc | 429 | $20.0K | 0.00% | +56+15.0% | Added |
| Clearstead Advisors, LLC | 445 | $20.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 445 | $20.8K | 0.00% | +71+19.0% | Added |
| Ruedi Wealth Management, Inc. | 456 | $21.3K | 0.02% | +456 | New |
| Accel Wealth Management | 459 | $21.4K | 0.01% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 512 | $23.9K | 0.00% | 00.0% | Unchanged |