| Highline Wealth Partners LLC | 1 | $83 | 0.00% | −124−99.2% | Reduced |
| Core Alternative Capital | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $83 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $249 | 0.00% | +1+50.0% | Added |
| Delta Asset Management LLC | 4 | $331 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5 | $414 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $497 | 0.00% | −10−62.5% | Reduced |
| PayPay Securities Corp | 7 | $580 | 0.05% | −19−73.1% | Reduced |
| WR Wealth Planners, LLC | 7 | $580 | 0.00% | −7−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $663 | 0.00% | +1+14.3% | Added |
| Sandy Spring Bank | 10 | $829 | 0.00% | −554−98.2% | Reduced |
| Winthrop Capital Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Gradient Investments LLC | 13 | $1.08K | 0.00% | +6+85.7% | Added |
| Park Place Capital Corp | 16 | $1.32K | 0.00% | −90−84.9% | Reduced |
| Larson Financial Group LLC | 16 | $1.32K | 0.00% | +14+700.0% | Added |
| SJS Investment Consulting Inc. | 16 | $1.33K | 0.00% | −1,246−98.7% | Reduced |
| SRS Capital Advisors, Inc. | 18 | $1.49K | 0.00% | +18 | New |
| Triad Wealth Partners, LLC | 18 | $1.49K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 20 | $1.63K | 0.00% | +10+100.0% | Added |
| Zions Bancorporation, N.A. | 20 | $1.66K | 0.00% | +15+300.0% | Added |
| FinTrust Capital Advisors, LLC | 20 | $1.66K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 22 | $1.71K | 0.00% | +22 | New |
| MV Capital Management, Inc. | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 24 | $1.99K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $2.24K | 0.00% | −1,073−97.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $2.24K | 0.00% | −300−91.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30 | $2.48K | 0.00% | +30 | New |
| Ashton Thomas Private Wealth, LLC | 30 | $2.48K | 0.00% | +30 | New |
| Rothschild Investment LLC | 3,000 | $2.72K | 0.00% | +3,000 | New |
| Signature Resources Capital Management, LLC | 35 | $2.90K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 36 | $2.98K | 0.00% | +1+2.9% | Added |
| Avion Wealth | 46 | $3.00K | 0.00% | −4−8.0% | Reduced |
| Abich Financial Wealth Management LLC | 43 | $3.56K | 0.00% | +40+1,333.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 43 | $3.56K | 0.00% | +43 | New |
| Strategic Investment Solutions, Inc. | 50 | $3.88K | 0.00% | +50 | New |
| Massmutual Trust Co FSB | 47 | $3.89K | 0.00% | +1+2.2% | Added |
| Providence Capital Advisors, LLC | 48 | $3.98K | 0.00% | +8+20.0% | Added |
| Hall Laurie J Trustee | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $4.14K | 0.00% | −4,850−99.0% | Reduced |
| Central Trust Co | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $4.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $4.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $4.56K | 0.00% | +45+450.0% | Added |
| Sachetta, LLC | 67 | $5.09K | 0.00% | +25+59.5% | Added |
| EdgeRock Capital LLC | 62 | $5.13K | 0.00% | +62 | New |
| Central Bank & Trust Co | 65 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 70 | $5.80K | 0.00% | +20+40.0% | Added |
| Hollencrest Capital Management | 71 | $5.88K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 72 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | +19+32.8% | Added |
| Carmichael Hill & Associates, Inc. | 73 | $6.05K | 0.00% | +20+37.7% | Added |
| CBIZ Investment Advisory Services, LLC | 73 | $6.05K | 0.00% | +73 | New |
| Baldwin Brothers Inc | 75 | $6.21K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $6.21K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 76 | $6.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $6.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 99 | $8.10K | 0.00% | +63+175.0% | Added |
| Clear Point Advisors Inc. | 98 | $8.12K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $8.28K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $8.28K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $8.28K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $8.28K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 108 | $8.95K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 111 | $9.20K | 0.00% | +81+270.0% | Added |
| South State Corp. | 120 | $9.94K | 0.00% | +120 | New |
| Valley National Advisers Inc | 125 | $10.0K | 0.00% | −15−10.7% | Reduced |
| C M Bidwell & Associates Ltd | 121 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 121 | $10.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $10.4K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 125 | $10.4K | 0.00% | +125 | New |
| West Paces Advisors Inc. | 125 | $10.4K | 0.00% | +125 | New |
| Dogwood Wealth Management LLC | 125 | $10.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 107 | $10.4K | 0.00% | −8−7.0% | Reduced |
| CSS LLC | 135 | $11.2K | 0.00% | −460−77.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 139 | $11.5K | 0.00% | −213−60.5% | Reduced |
| CVA Family Office, LLC | 141 | $11.7K | 0.00% | −139−49.6% | Reduced |
| RFP Financial Group LLC | 147 | $12.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 149 | $12.3K | 0.00% | +149 | New |
| Mark Sheptoff Financial Planning, LLC | 150 | $12.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 153 | $12.7K | 0.01% | +153 | New |
| Fortis Group Advisors, LLC | 155 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 157 | $13.0K | 0.00% | +5+3.3% | Added |
| Marcum Wealth, LLC | – | $14.5K | 0.00% | – | New |
| Meeder Asset Management Inc | 190 | $15.7K | 0.00% | +85+81.0% | Added |
| FIL Ltd | 195 | $16.2K | 0.00% | +65+50.0% | Added |
| REAP Financial Group, LLC | 200 | $16.6K | 0.00% | −35−14.9% | Reduced |
| HM Payson & Co | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 210 | $17.0K | 0.00% | +69+48.9% | Added |
| Parkside Financial Bank & Trust | 227 | $18.8K | 0.00% | +13+6.1% | Added |
| Aspire Private Capital, LLC | 230 | $19.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 232 | $19.2K | 0.00% | +30+14.9% | Added |
| CoreCap Advisors, LLC | 237 | $19.6K | 0.00% | −779−76.7% | Reduced |