| Legacy Wealth Managment, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $114 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 1 | $114 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $228 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $228 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $228 | 0.00% | +2 | New |
| YANKCOM Partnership | 2 | $228 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $228 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $342 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 3 | $352 | 0.00% | −13−81.3% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $455 | 0.00% | −1−20.0% | Reduced |
| Toth Financial Advisory Corp | 4 | $455 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 5 | $576 | 0.00% | +5 | New |
| Hollencrest Capital Management | 6 | $683 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $683 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 6 | $683 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 7 | $796 | 0.00% | +5+250.0% | Added |
| Dunhill Financial, LLC | 7 | $898 | 0.00% | −38−84.4% | Reduced |
| Semmax Financial Advisors Inc. | 9 | $969 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $1.02K | 0.00% | −2−18.2% | Reduced |
| NVWM, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $1.14K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 11 | $1.25K | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 11 | $1.25K | 0.00% | +6+120.0% | Added |
| Fairman Group, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.48K | 0.00% | +6+85.7% | Added |
| Boreal Capital Management LLC | 14 | $1.59K | 0.00% | +14 | New |
| Core Alternative Capital | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $1.59K | 0.00% | +4+40.0% | Added |
| Rialto Wealth Management, LLC | 15 | $1.71K | 0.00% | −11−42.3% | Reduced |
| Financial Perspectives, Inc | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | −6,735−99.7% | Reduced |
| North Capital, Inc. | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $2.33K | 0.00% | +4+22.2% | Added |
| ORG Wealth Partners, LLC | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 24 | $2.73K | 0.00% | −59−71.1% | Reduced |
| Silicon Valley Capital Partners | 24 | $2.73K | 0.00% | +24 | New |
| Creative Capital Management Investments LLC | 24 | $2.73K | 0.00% | +24 | New |
| Solstein Capital, LLC | 25 | $2.84K | 0.00% | +25 | New |
| Team Financial Group, LLC | 26 | $2.94K | 0.00% | +26 | New |
| Hughes Financial Services, LLC | 29 | $3.06K | 0.00% | +16+123.1% | Added |
| Investors Research Corp | 28 | $3.19K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 28 | $3.19K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 28 | $3.20K | 0.00% | −24−46.2% | Reduced |
| Sierra Ocean, LLC | 29 | $3.31K | 0.00% | −45−60.8% | Reduced |
| Proffitt & Goodson Inc | 31 | $3.53K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $3.75K | 0.00% | +20+153.8% | Added |
| Family Legacy Financial Solutions, LLC | 34 | $3.92K | 0.00% | +34 | New |
| Pension & Wealth Management Advisors, Inc. | 36 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $4.32K | 0.00% | −317−89.3% | Reduced |
| Concord Wealth Partners | 38 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 38 | $4.32K | 0.00% | +38 | New |
| CBIZ Investment Advisory Services, LLC | 39 | $4.44K | 0.00% | +39 | New |
| Wolff Wiese Magana LLC | 40 | $4.55K | 0.00% | −5−11.1% | Reduced |
| Abound Wealth Management | 40 | $4.55K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 41 | $4.66K | 0.00% | +2+5.1% | Added |
| Fortitude Family Office, LLC | 41 | $4.66K | 0.00% | +41 | New |
| Avion Wealth | 49 | $5.00K | 0.00% | +19+63.3% | Added |
| Icon Advisers Inc | 45 | $5.12K | 0.00% | +45 | New |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $5.23K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 47 | $5.35K | 0.01% | +29+161.1% | Added |
| Prestige Wealth Management Group LLC | 50 | $5.69K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 50 | $5.69K | 0.00% | +50 | New |
| Garde Capital, Inc. | 50 | $5.69K | 0.00% | +50 | New |
| MTM Investment Management, LLC | 52 | $5.92K | 0.00% | +52 | New |
| MV Capital Management, Inc. | 57 | $6.48K | 0.00% | +3+5.6% | Added |
| Activest Wealth Management | 69 | $7.85K | 0.00% | +61+762.5% | Added |
| Atticus Wealth Management, LLC | 70 | $7.96K | 0.00% | −10−12.5% | Reduced |
| Princeton Global Asset Management LLC | 70 | $7.96K | 0.00% | +70 | New |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $8.19K | 0.01% | +23+46.9% | Added |
| Raffa Wealth Management, LLC | 74 | $8.42K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 79 | $8.59K | 0.00% | +79 | New |
| Private Wealth Management Group, LLC | 76 | $8.64K | 0.00% | −32−29.6% | Reduced |
| New Millennium Group LLC | 76 | $8.64K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 79 | $8.99K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 83 | $9.44K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 84 | $9.55K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 91 | $10.4K | 0.00% | +15+19.7% | Added |
| Sagard Holdings Management Inc. | 95 | $10.8K | 0.03% | +95 | New |
| Financial Connections Group, Inc. | 101 | $11.0K | 0.00% | −250−71.2% | Reduced |
| MPWM Advisory Solutions, LLC | 100 | $11.4K | 0.01% | −81−44.8% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 105 | $11.9K | 0.00% | −15−12.5% | Reduced |
| UMA Financial Services, Inc. | 118 | $13.4K | 0.00% | +31+35.6% | Added |
| Main Street Group, LTD | 125 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 125 | $14.2K | 0.00% | +125 | New |
| Missouri Trust & Investment Co | 138 | $15.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 140 | $16.4K | 0.00% | −27−16.2% | Reduced |
| Valued Wealth Advisors LLC | 144 | $16.4K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 153 | $17.4K | 0.01% | +153 | New |
| NewSquare Capital LLC | 157 | $17.9K | 0.00% | −18−10.3% | Reduced |
| Loomis Sayles & Co L P | 159 | $18.1K | 0.00% | −195−55.1% | Reduced |
| BankPlus Trust Department | 169 | $19.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 171 | $19.5K | 0.01% | +8+4.9% | Added |
| Barrett & Company, Inc. | 172 | $19.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 173 | $20.0K | 0.00% | +74+74.7% | Added |