| Ogorek Anthony Joseph | 24 | $0 | 0.00% | −12−33.3% | Reduced |
| Dunhill Financial, LLC | 0 | $11 | 0.00% | −24−100.0% | Reduced |
| TFC Financial Management | 1 | $29 | 0.00% | −3−75.0% | Reduced |
| Horizon Financial Services, LLC | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $114 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $143 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 5 | $143 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $143 | 0.00% | +5 | New |
| Rossby Financial, LCC | 5 | $143 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 7 | $200 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 7 | $200 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $200 | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $200 | 0.00% | +7 | New |
| New Millennium Group LLC | 8 | $228 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $228 | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $229 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $229 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 9 | $257 | 0.00% | −38−80.9% | Reduced |
| SJS Investment Consulting Inc. | 9 | $257 | 0.00% | −6−40.0% | Reduced |
| Quaker Wealth Management, LLC | 9 | $257 | 0.00% | +9 | New |
| Legacy Investment Solutions, LLC | 9 | $257 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 10 | $271 | 0.00% | −1−9.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $285 | 0.00% | −6−37.5% | Reduced |
| Highline Wealth Partners LLC | 10 | $285 | 0.00% | −2−16.7% | Reduced |
| Core Alternative Capital | 10 | $285 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 11 | $314 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 12 | $342 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $371 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $375 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $400 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $428 | 0.00% | −46−75.4% | Reduced |
| Valued Wealth Advisors LLC | 15 | $428 | 0.00% | −8−34.8% | Reduced |
| DT Investment Partners, LLC | 15 | $428 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 15 | $428 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 15 | $428 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 15 | $428 | 0.00% | +15 | New |
| Montag A & Associates Inc | 18 | $514 | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 20 | $571 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $571 | 0.00% | +19+1,900.0% | Added |
| True Wealth Design, LLC | 21 | $599 | 0.00% | +5+31.3% | Added |
| Disciplina Capital Management LLC | 22 | $627 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $684 | 0.00% | +24 | New |
| Beacon Capital Management, LLC | 24 | $695 | 0.00% | −23−48.9% | Reduced |
| Raffa Wealth Management, LLC | 25 | $713 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $770 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $770 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 27 | $770 | 0.00% | +27 | New |
| McIlrath & Eck, LLC | 31 | $884 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 31 | $908 | 0.00% | +31 | New |
| Nemes Rush Group LLC | 33 | $941 | 0.00% | −511−93.9% | Reduced |
| Zions Bancorporation, National Association | 33 | $941 | 0.00% | −123−78.8% | Reduced |
| Johnson Financial Group, Inc. | 35 | $998 | 0.00% | −16−31.4% | Reduced |
| Ridgewood Investments LLC | 35 | $998 | 0.00% | +35 | New |
| NBC Securities, Inc. | 48 | $1.00K | 0.00% | +48 | New |
| Atlantic Trust, LLC | 36 | $1.03K | 0.00% | −10−21.7% | Reduced |
| CNB Bank | 38 | $1.08K | 0.00% | +38 | New |
| Aventura Private Wealth, LLC | 39 | $1.11K | 0.00% | −195−83.3% | Reduced |
| Whipplewood Advisors, LLC | 39 | $1.11K | 0.00% | −92−70.2% | Reduced |
| Financial Perspectives, Inc | 45 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 50 | $1.38K | 0.00% | +25+100.0% | Added |
| Private Wealth Asset Management, LLC | 49 | $1.40K | 0.00% | −2−3.9% | Reduced |
| Solstein Capital, LLC | 51 | $1.45K | 0.00% | +51 | New |
| UMA Financial Services, Inc. | 51 | $1.46K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $1.48K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $1.54K | 0.00% | +54 | New |
| City State Bank | 55 | $1.57K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 56 | $1.60K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 59 | $1.68K | 0.00% | +25+73.5% | Added |
| Pinnacle Bancorp, Inc. | 60 | $1.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 61 | $1.74K | 0.00% | +61 | New |
| Generali Asset Management SPA SGR | 63 | $1.80K | 0.00% | −7,344−99.1% | Reduced |
| Armstrong Advisory Group, Inc | 63 | $1.80K | 0.00% | +63 | New |
| Whittier Trust Co of Nevada Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 71 | $2.02K | 0.00% | +71 | New |
| Brown Brothers Harriman & Co | 75 | $2.14K | 0.00% | +5+7.1% | Added |
| ORG Partners LLC | 75 | $2.14K | 0.00% | +64+581.8% | Added |
| GHP Investment Advisors, Inc. | 79 | $2.25K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 80 | $2.28K | 0.00% | +80 | New |
| Rothschild Investment LLC | 81 | $2.31K | 0.00% | +81 | New |
| Asset Dedication, LLC | 84 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 87 | $2.49K | 0.00% | +1+1.2% | Added |
| Crews Bank & Trust | 90 | $2.57K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 91 | $2.59K | 0.00% | +85+1,416.7% | Added |
| Bartlett & Co. Wealth Management LLC | 97 | $2.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 98 | $2.79K | 0.00% | +98 | New |
| Archer Investment Corp | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $2.85K | 0.00% | +100 | New |
| DHJJ Financial Advisors, Ltd. | 102 | $2.91K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 111 | $3.17K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 112 | $3.19K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 119 | $3.39K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 122 | $3.48K | 0.00% | −429−77.9% | Reduced |
| Clearstead Advisors, LLC | 125 | $3.56K | 0.00% | −1,047−89.3% | Reduced |
| Fairscale Capital, LLC | 121 | $3.63K | 0.00% | +121 | New |