| Penserra Capital Management LLC | 16 | $0 | 0.00% | +16 | New |
| True Wealth Design, LLC | 8 | $449 | 0.00% | +8 | New |
| MinichMacGregor Wealth Management, LLC | 10 | $561 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 12 | $674 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 19 | $1.07K | 0.00% | +8+72.7% | Added |
| Logan Capital Management Inc | 20 | $1.12K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 20 | $1.12K | 0.00% | +20 | New |
| Proequities, Inc. | 21 | $1.18K | 0.00% | −561−96.4% | Reduced |
| Tucker Asset Management LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $1.41K | 0.00% | +25 | New |
| Caldwell Trust Co | 26 | $1.46K | 0.00% | +26 | New |
| Federated Hermes, Inc. | 27 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 29 | $1.63K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 29 | $1.63K | 0.00% | +29 | New |
| Schubert & Co | 32 | $1.80K | 0.00% | −19−37.3% | Reduced |
| Institutional & Family Asset Management, LLC | 33 | $1.85K | 0.00% | −3−8.3% | Reduced |
| Wolff Wiese Magana LLC | 35 | $1.97K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 50 | $2.81K | 0.00% | +50 | New |
| Bessemer Group Inc | 55 | $3.00K | 0.00% | −80−59.3% | Reduced |
| PrairieView Partners, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 64 | $3.60K | 0.00% | −11−14.7% | Reduced |
| Coppell Advisory Solutions LLC | 65 | $3.65K | 0.00% | +65 | New |
| Coppell Advisory Solutions Corp. | 65 | $3.65K | 0.00% | +65 | New |
| Tilia Fiduciary Partners, Inc. | 66 | $3.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 74 | $4.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $4.16K | 0.00% | +74 | New |
| Castleview Partners, LLC | 75 | $4.21K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 90 | $5.06K | 0.00% | +90 | New |
| SRS Capital Advisors, Inc. | 90 | $5.06K | 0.00% | +72+400.0% | Added |
| Colonial Trust Co | 96 | $5.50K | 0.00% | +96 | New |
| Plante Moran Financial Advisors, LLC | 100 | $5.62K | 0.00% | −55−35.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100 | $5.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 100 | $6.11K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 113 | $6.35K | 0.00% | −46−28.9% | Reduced |
| NVWM, LLC | 115 | $6.46K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 121 | $6.80K | 0.00% | +121 | New |
| Financial Management Professionals, Inc. | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 125 | $7.02K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 129 | $7.25K | 0.00% | −122−48.6% | Reduced |
| PFS Partners, LLC | 130 | $7.30K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 138 | $7.75K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 155 | $8.71K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 163 | $9.16K | 0.00% | +20+14.0% | Added |
| South State Corp. | 165 | $9.27K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 173 | $10.0K | 0.00% | −65−27.3% | Reduced |
| City State Bank | 188 | $11.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 200 | $11.2K | 0.00% | +200 | New |
| Cutler Group LP | 239 | $13.0K | 0.00% | −590−71.2% | Reduced |
| GWM Advisors LLC | 491 | $13.2K | 0.00% | +491 | New |
| Montag A & Associates Inc | 248 | $13.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 256 | $14.4K | 0.00% | +200+357.1% | Added |
| Truvestments Capital LLC | 261 | $14.7K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 263 | $14.8K | 0.00% | +263 | New |
| Pacifica Partners Inc. | 285 | $15.8K | 0.01% | −35−10.9% | Reduced |
| Glassman Wealth Services | 282 | $15.8K | 0.00% | +134+90.5% | Added |
| Creative Financial Designs Inc | 284 | $16.0K | 0.00% | +1+0.4% | Added |
| Anchor Investment Management, LLC | 300 | $16.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 317 | $17.8K | 0.00% | −32−9.2% | Reduced |
| AdvisorNet Financial, Inc | 318 | $17.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 314 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 322 | $18.1K | 0.01% | −172−34.8% | Reduced |
| Dividend Assets Capital, LLC | 340 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 347 | $19.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 360 | $20.0K | 0.00% | −375−51.0% | Reduced |
| Brown Brothers Harriman & Co | 387 | $21.7K | 0.00% | −141−26.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 391 | $22.0K | 0.03% | +391 | New |
| Ancora Advisors, LLC | 390 | $22.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 397 | $22.3K | 0.00% | −32−7.5% | Reduced |
| Grayhawk Investment Strategies Inc. | 8,212 | $23.8K | 0.02% | +7,789+1,841.4% | Added |
| Lindbrook Capital, LLC | 468 | $26.3K | 0.00% | +108+30.0% | Added |
| Zions Bancorporation, N.A. | 477 | $26.8K | 0.00% | +67+16.3% | Added |
| BOK Financial Private Wealth, Inc. | 492 | $27.6K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 603 | $29.0K | 0.00% | −158−20.8% | Reduced |
| IFP Advisors, Inc | 805 | $32.0K | 0.00% | −81−9.1% | Reduced |
| JJJ Advisors Inc. | 507 | $32.4K | 0.01% | −66−11.5% | Reduced |
| Kelly Financial Services LLC | 600 | $33.7K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $34.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 625 | $35.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 627 | $35.2K | 0.00% | +627 | New |
| GHP Investment Advisors, Inc. | 629 | $35.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 642 | $36.1K | 0.00% | +642 | New |
| McElhenny Sheffield Capital Management, LLC | 675 | $37.9K | 0.02% | +675 | New |
| U.S. Capital Wealth Advisors, LLC | 681 | $38.3K | 0.00% | +681 | New |
| Harbour Investments, Inc. | 694 | $39.0K | 0.00% | +2+0.3% | Added |
| Hillsdale Investment Management Inc. | 700 | $39.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 762 | $42.8K | 0.01% | +762 | New |
| Compass Wealth Management LLC | 800 | $44.9K | 0.01% | +800 | New |
| Clearstead Advisors, LLC | 830 | $46.6K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 843 | $47.4K | 0.00% | +843 | New |
| Parkside Financial Bank & Trust | 930 | $52.2K | 0.02% | +29+3.2% | Added |