| Clark Wealth Partners | 0 | $3 | 0.00% | −119−100.0% | Reduced |
| Fiduciary Advisors, Inc. | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $86 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $115 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $143 | 0.00% | +5 | New |
| Tidemark, LLC | 8 | $228 | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 9 | $257 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $257 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $285 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $342 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 13 | $371 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 14 | $399 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 14 | $400 | 0.00% | +8+133.3% | Added |
| Abound Wealth Management | 16 | $457 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $514 | 0.00% | +9+100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19 | $542 | 0.00% | −20,636−99.9% | Reduced |
| Dunhill Financial, LLC | 19 | $560 | 0.00% | +14+280.0% | Added |
| Clear Street Markets LLC | 20 | $570 | 0.00% | −163−89.1% | Reduced |
| True Wealth Design, LLC | 21 | $599 | 0.00% | +7+50.0% | Added |
| Artisan Partners Limited Partnership | 22 | $627 | 0.00% | +22 | New |
| SBI Securities Co., Ltd. | 23 | $656 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $684 | 0.00% | +5+26.3% | Added |
| JPL Wealth Management, LLC | 25 | $713 | 0.00% | +25 | New |
| Investors Portfolio Services LLC | 28 | $801 | 0.00% | +1+3.7% | Added |
| Principia Wealth Advisory, LLC | 29 | $827 | 0.00% | +8+38.1% | Added |
| Sunbelt Securities, Inc. | 29 | $827 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $856 | 0.00% | −3−9.1% | Reduced |
| AdvisorNet Financial, Inc | 33 | $941 | 0.00% | +33 | New |
| Ogorek Anthony Joseph | 43 | $1.00K | 0.00% | +24+126.3% | Added |
| SJS Investment Consulting Inc. | 45 | $1.28K | 0.00% | +6+15.4% | Added |
| UMA Financial Services, Inc. | 45 | $1.28K | 0.00% | +45 | New |
| Colonial Trust Co | 64 | $1.82K | 0.00% | +64 | New |
| Grove Bank & Trust | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 69 | $2.03K | 0.00% | +64+1,280.0% | Added |
| Clearstead Advisors, LLC | 72 | $2.05K | 0.00% | −254−77.9% | Reduced |
| Massmutual Trust Co FSB | 86 | $2.45K | 0.00% | −71−45.2% | Reduced |
| Owl Creek Wealth Partners LLC | 88 | $2.51K | 0.00% | +88 | New |
| Fortitude Family Office, LLC | 91 | $2.59K | 0.00% | +23+33.8% | Added |
| Bell Investment Advisors, Inc | 93 | $2.65K | 0.00% | −125−57.3% | Reduced |
| Activest Wealth Management | 98 | $2.79K | 0.00% | +90+1,125.0% | Added |
| Private Trust Co NA | 99 | $2.82K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 99 | $2.82K | 0.00% | +99 | New |
| Old Point Trust & Financial Services N A | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102 | $3.04K | 0.00% | +98+2,450.0% | Added |
| Manchester Capital Management LLC | 117 | $3.34K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 120 | $3.42K | 0.00% | +107+823.1% | Added |
| International Assets Investment Management, LLC | 133 | $3.74K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 134 | $3.82K | 0.00% | +53+65.4% | Added |
| TD Private Client Wealth LLC | 144 | $4.11K | 0.00% | +10+7.5% | Added |
| Ronald Blue Trust, Inc. | 145 | $4.13K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 151 | $4.30K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 164 | $4.68K | 0.00% | +164 | New |
| IFP Advisors, Inc | 165 | $4.70K | 0.00% | +4+2.5% | Added |
| Zions Bancorporation, National Association | 166 | $4.73K | 0.00% | +166 | New |
| Leonteq Securities AG | 168 | $4.79K | 0.00% | +6+3.7% | Added |
| CVA Family Office, LLC | 197 | $5.62K | 0.00% | +197 | New |
| Advisory Services Network, LLC | 197 | $5.62K | 0.00% | +197 | New |
| Golden State Equity Partners | 198 | $5.64K | 0.00% | +198 | New |
| Keating Financial Advisory Services, Inc. | 198 | $5.64K | 0.00% | +48+32.0% | Added |
| GWM Advisors LLC | 207 | $5.90K | 0.00% | +207 | New |
| Private Wealth Management Group, LLC | 228 | $6.50K | 0.00% | +73+47.1% | Added |
| CoreCap Advisors, LLC | 259 | $7.40K | 0.00% | −9−3.4% | Reduced |
| Larson Financial Group LLC | 292 | $8.32K | 0.00% | +156+114.7% | Added |
| Essential Partners LLC | 306 | $8.72K | 0.00% | +290+1,812.5% | Added |
| Parallel Advisors, LLC | 326 | $9.29K | 0.00% | −105−24.4% | Reduced |
| MV Capital Management, Inc. | 330 | $9.41K | 0.00% | +80+32.0% | Added |
| Onefund, LLC | 340 | $9.58K | 0.01% | +5+1.5% | Added |
| Quadrant Capital Group LLC | 352 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $10.0K | 0.00% | +144+69.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 383 | $10.9K | 0.00% | +75+24.4% | Added |
| ZRC Wealth Management, LLC | 424 | $12.1K | 0.00% | +193+83.5% | Added |
| MAI Capital Management | 449 | $12.8K | 0.00% | +413+1,147.2% | Added |
| Parkside Financial Bank & Trust | 464 | $13.2K | 0.00% | −25−5.1% | Reduced |
| Harbour Investments, Inc. | 495 | $14.1K | 0.00% | −25−4.8% | Reduced |
| Federated Hermes, Inc. | 512 | $14.6K | 0.00% | −15−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 518 | $14.8K | 0.00% | −15−2.8% | Reduced |
| Huntington National Bank | 564 | $16.1K | 0.00% | −221−28.2% | Reduced |
| Los Angeles Capital Management LLC | 576 | $16.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 629 | $17.9K | 0.00% | +209+49.8% | Added |
| Private Wealth Asset Management, LLC | 656 | $18.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 674 | $19.2K | 0.00% | +14+2.1% | Added |
| Umb Bank N A | 688 | $19.6K | 0.00% | +214+45.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 727 | $20.7K | 0.01% | +727 | New |
| Cromwell Holdings LLC | 818 | $23.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 944 | $26.6K | 0.01% | +728+337.0% | Added |
| Allworth Financial LP | 957 | $27.3K | 0.00% | +641+202.8% | Added |
| Rothschild Investment LLC | 1,047 | $29.9K | 0.00% | +958+1,076.4% | Added |
| Ameritas Investment Partners, Inc. | 1,053 | $30.0K | 0.00% | +1+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,059 | $30.2K | 0.00% | +844+392.6% | Added |
| Assetmark, Inc | 1,112 | $31.7K | 0.00% | −119−9.7% | Reduced |
| Farther Finance Advisors, LLC | 1,458 | $41.0K | 0.00% | −7−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,535 | $43.8K | 0.00% | −45−2.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 1,629 | $46.1K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,698 | $48.0K | 0.00% | −3,619−68.1% | Reduced |
| Horizon Investments, LLC | 1,857 | $52.9K | 0.00% | −13−0.7% | Reduced |
| Smartleaf Asset Management LLC | 2,157 | $61.1K | 0.00% | +101+4.9% | Added |
