| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $3 | 0.00% | −2,018−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $293 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 5 | $293 | 0.00% | +5 | New |
| GoalVest Advisory LLC | 5 | $293 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $351 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 6 | $351 | 0.00% | +6 | New |
| Blume Capital Management, Inc. | 6 | $352 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $352 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $410 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $468 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $469 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $644 | 0.00% | −13,312−99.9% | Reduced |
| Redwood Park Advisors LLC | 11 | $644 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $644 | 0.00% | +7+175.0% | Added |
| Caitong International Asset Management Co., Ltd | 11 | $644 | 0.00% | +11 | New |
| Strengthening Families & Communities, LLC | 12 | $702 | 0.00% | +3+33.3% | Added |
| Pineridge Advisors LLC | 14 | $819 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $819 | 0.00% | +14 | New |
| Chesapeake Asset Management LLC | 15 | $877 | 0.00% | +10+200.0% | Added |
| Morse Asset Management, Inc | 15 | $878 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 15 | $878 | 0.00% | +12+400.0% | Added |
| Richardson Capital Management LLC | 15 | $878 | 0.00% | +15 | New |
| Bare Financial Services, Inc | 15 | $878 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $936 | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −193−95.5% | Reduced |
| Ogorek Anthony Joseph | 19 | $1.00K | 0.00% | +19 | New |
| Richardson Financial Services Inc. | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 18 | $1.05K | 0.00% | +18 | New |
| NVWM, LLC | 19 | $1.11K | 0.00% | +19 | New |
| Core Alternative Capital | 20 | $1.17K | 0.00% | −32−61.5% | Reduced |
| Wolff Wiese Magana LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $1.29K | 0.00% | +22 | New |
| Asset Dedication, LLC | 23 | $1.35K | 0.00% | +10+76.9% | Added |
| Sunbelt Securities, Inc. | 25 | $1.46K | 0.00% | −24−49.0% | Reduced |
| WestEnd Advisors, LLC | 26 | $1.52K | 0.00% | +18+225.0% | Added |
| PayPay Securities Corp | 29 | $1.75K | 0.10% | −19−39.6% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $1.75K | 0.00% | +18+150.0% | Added |
| Nemes Rush Group LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.76K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 30 | $1.76K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 30 | $1.76K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 31 | $1.81K | 0.00% | +19+158.3% | Added |
| SJS Investment Consulting Inc. | 31 | $1.81K | 0.00% | −25−44.6% | Reduced |
| Global Financial Private Client, LLC | 33 | $1.93K | 0.00% | +24+266.7% | Added |
| Clark Wealth Partners | 35 | $2.05K | 0.00% | −6−14.6% | Reduced |
| Orion Capital Management LLC | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 36 | $2.11K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $2.17K | 0.00% | −20−35.1% | Reduced |
| Mascoma Wealth Management LLC | 38 | $2.22K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $2.34K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 40 | $2.34K | 0.00% | +40 | New |
| Lowe Wealth Advisors, LLC | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 45 | $2.63K | 0.00% | +4+9.8% | Added |
| Highline Wealth Partners LLC | 46 | $2.69K | 0.00% | +9+24.3% | Added |
| Longfellow Investment Management Co LLC | 48 | $2.81K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 48 | $2.81K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 48 | $2.81K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $2.93K | 0.00% | +14+38.9% | Added |
| Glass Jacobson Investment Advisors llc | 56 | $2.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 52 | $3.04K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $3.10K | 0.00% | −403−88.4% | Reduced |
| Crowley Wealth Management, Inc. | 54 | $3.16K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56 | $3.28K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 56 | $3.28K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 58 | $3.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $3.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 60 | $3.51K | 0.00% | −5−7.7% | Reduced |
| WealthTrak Capital Management LLC | 60 | $3.51K | 0.00% | +40+200.0% | Added |
| Hughes Financial Services, LLC | 67 | $3.96K | 0.00% | +67 | New |
| Penserra Capital Management LLC | 84 | $4.00K | 0.00% | −1,773−95.5% | Reduced |
| Valley National Advisers Inc | 76 | $4.00K | 0.00% | −117−60.6% | Reduced |
| Golden State Wealth Management, LLC | 74 | $4.33K | 0.00% | +16+27.6% | Added |
| BFSG, LLC | 75 | $4.39K | 0.00% | −66−46.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 77 | $4.51K | 0.00% | +77 | New |
| Carolinas Wealth Consulting LLC | 79 | $4.59K | 0.00% | +17+27.4% | Added |
| Provenance Wealth Advisors, LLC | 83 | $4.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 84 | $4.92K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 83 | $5.00K | 0.00% | +3+3.8% | Added |
| Hoey Investments, Inc | 92 | $5.38K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $5.85K | 0.00% | −50−33.3% | Reduced |
| HHM Wealth Advisors, LLC | 100 | $5.85K | 0.00% | −20−16.7% | Reduced |
| Toth Financial Advisory Corp | 100 | $5.85K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $5.85K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $5.85K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 104 | $6.09K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 107 | $6.28K | 0.00% | +107 | New |
| Copia Wealth Management | 110 | $6.44K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 112 | $6.55K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 115 | $6.73K | 0.00% | +115 | New |
| Valued Wealth Advisors LLC | 118 | $6.91K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 122 | $7.14K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 122 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 138 | $8.08K | 0.00% | −48−25.8% | Reduced |
| Activest Wealth Management | 138 | $8.08K | 0.00% | +137+13,700.0% | Added |
| Trust Co of Vermont | 142 | $8.31K | 0.00% | −10−6.6% | Reduced |
| HM Payson & Co | 144 | $8.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 148 | $8.66K | 0.00% | +16+12.1% | Added |
| Harbor Investment Advisory, LLC | 150 | $8.78K | 0.00% | 00.0% | Unchanged |