| American Capital Advisory, LLC | 2 | $63 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $79 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $94 | 0.00% | −10−76.9% | Reduced |
| Larson Financial Group LLC | 3 | $96 | 0.00% | −4−57.1% | Reduced |
| Toronto Dominion Bank | 4 | $112 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $125 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $188 | 0.00% | +6 | New |
| Federation des caisses Desjardins du Quebec | 8 | $250 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $313 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 11 | $344 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $404 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 13 | $407 | 0.00% | +9+225.0% | Added |
| Sound Income Strategies, LLC | 13 | $441 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $468 | 0.00% | +12+400.0% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $500 | 0.00% | +1+6.7% | Added |
| Rialto Wealth Management, LLC | 20 | $625 | 0.00% | +14+233.3% | Added |
| Financial Consulate, Inc | 20 | $625 | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 21 | $656 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $688 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $688 | 0.00% | +14+175.0% | Added |
| SJS Investment Consulting Inc. | 22 | $688 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 23 | $719 | 0.00% | 00.0% | Unchanged |
| Trust Co | 23 | $719 | 0.00% | +23 | New |
| South State Corp. | 25 | $782 | 0.00% | −27−51.9% | Reduced |
| Retirement Wealth Solutions LLC | 30 | $938 | 0.00% | +1+3.4% | Added |
| Picton Mahoney Asset Management | 33 | $1.03K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 42 | $1.31K | 0.00% | +42 | New |
| Cornerstone Financial Management LLC | 42 | $1.31K | 0.00% | +42 | New |
| Optima Capital LLC | 47 | $1.47K | 0.00% | +47 | New |
| Hughes Financial Services, LLC | 50 | $1.56K | 0.00% | +1+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 59 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $1.89K | 0.00% | +1+1.7% | Added |
| Avion Wealth | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 84 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 89 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 101 | $3.16K | 0.00% | +50+98.0% | Added |
| Assetmark, Inc | 105 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 108 | $3.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 126 | $3.94K | 0.00% | +126 | New |
| Meeder Asset Management Inc | 127 | $3.97K | 0.00% | −18−12.4% | Reduced |
| Fortitude Family Office, LLC | 127 | $3.97K | 0.00% | +33+35.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 127 | $3.97K | 0.00% | +127 | New |
| CVA Family Office, LLC | 132 | $4.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 133 | $4.16K | 0.00% | +23+20.9% | Added |
| Private Trust Co NA | 145 | $4.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 146 | $4.56K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 148 | $4.63K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 154 | $4.81K | 0.00% | +154 | New |
| Ares Financial Consulting, LLC | 208 | $6.50K | 0.01% | +208 | New |
| Brown Brothers Harriman & Co | 209 | $6.53K | 0.00% | −83−28.4% | Reduced |
| MPWM Advisory Solutions, LLC | 217 | $6.78K | 0.00% | +2+0.9% | Added |
| TSFG, LLC | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 236 | $7.38K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 254 | $7.94K | 0.00% | −2−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 260 | $8.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 263 | $8.22K | 0.00% | +138+110.4% | Added |
| MV Capital Management, Inc. | 273 | $8.53K | 0.00% | +2+0.7% | Added |
| Horizon Investments, LLC | 326 | $10.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 334 | $10.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 337 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 338 | $10.6K | 0.00% | +21+6.6% | Added |
| Westside Investment Management, Inc. | 326 | $10.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 339 | $10.6K | 0.00% | −547−61.7% | Reduced |
| Kemnay Advisory Services Inc. | 364 | $11.4K | 0.00% | +364 | New |
| Capital Advisors, Ltd. LLC | 382 | $12.0K | 0.00% | −8−2.1% | Reduced |
| Pin Oak Investment Advisors Inc | 360 | $12.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 387 | $12.1K | 0.01% | +4+1.0% | Added |
| Parkside Financial Bank & Trust | 395 | $12.3K | 0.00% | +91+29.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 397 | $12.4K | 0.00% | +360+973.0% | Added |
| Delta Asset Management LLC | 400 | $12.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 409 | $12.8K | 0.00% | −2−0.5% | Reduced |
| Central Trust Co | 418 | $13.1K | 0.00% | −13−3.0% | Reduced |
| Pflug Koory, LLC | 450 | $14.1K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 517 | $14.5K | 0.00% | +517 | New |
| Atlantic Trust, LLC | 478 | $14.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 550 | $17.2K | 0.00% | +550 | New |
| Root Financial Partners, LLC | 556 | $17.4K | 0.00% | +318+133.6% | Added |
| Maseco LLP | 568 | $17.8K | 0.00% | +568 | New |
| SRS Capital Advisors, Inc. | 570 | $17.8K | 0.00% | −17,774−96.9% | Reduced |
| Addison Advisors LLC | 580 | $18.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $18.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 617 | $19.3K | 0.00% | +53+9.4% | Added |
| Rothschild Investment LLC | 617 | $19.3K | 0.00% | +429+228.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 636 | $19.9K | 0.00% | +636 | New |
| Community Bank, N.A. | 638 | $19.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 639 | $20.0K | 0.00% | +171+36.5% | Added |
| Huntington National Bank | 662 | $20.7K | 0.00% | +8+1.2% | Added |
| Financial Management Professionals, Inc. | 798 | $24.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 808 | $25.3K | 0.00% | +50+6.6% | Added |
| CIBC Private Wealth Group, LLC | 822 | $25.7K | 0.00% | +822 | New |
| Capital Analysts, LLC | 820 | $26.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 872 | $27.3K | 0.00% | −269−23.6% | Reduced |
| McIlrath & Eck, LLC | 880 | $27.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 899 | $28.1K | 0.01% | +899 | New |
| Smartleaf Asset Management LLC | 992 | $31.4K | 0.00% | −102−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,013 | $31.7K | 0.00% | +189+22.9% | Added |
| SageView Advisory Group, LLC | 1,085 | $33.9K | 0.00% | +1,085 | New |
| Torren Management, LLC | 1,184 | $37.0K | 0.02% | +1,184 | New |
| Rockefeller Capital Management L.P. | 1,262 | $39.4K | 0.00% | −7,354−85.4% | Reduced |