| Lazard Asset Management LLC | 11 | $0 | 0.00% | −56−83.6% | Reduced |
| Hantz Financial Services, Inc. | 14 | $0 | 0.00% | +14 | New |
| Bellwether Advisors, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Rakuten Securities, Inc. | 1 | $22 | 0.00% | −43−97.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $43 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 5 | $109 | 0.00% | −20−80.0% | Reduced |
| West Branch Capital LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $109 | 0.00% | +5 | New |
| GoalVest Advisory LLC | 8 | $174 | 0.00% | +8 | New |
| Chesapeake Asset Management LLC | 10 | $217 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $300 | 0.00% | −10−40.0% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $304 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $329 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $330 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 5,903 | $345 | 0.00% | +4,753+413.3% | Added |
| Parkworth Wealth Management, Inc. | 19 | $413 | 0.00% | +10+111.1% | Added |
| Binnacle Investments Inc | 21 | $456 | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 21 | $457 | 0.00% | +21 | New |
| Winnow Wealth LLC | 22 | $475 | 0.00% | +7+46.7% | Added |
| Bare Financial Services, Inc | 23 | $500 | 0.00% | +23 | New |
| Clark Wealth Partners | 25 | $543 | 0.00% | −21−45.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 26 | $569 | 0.00% | +26 | New |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $587 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 27 | $587 | 0.00% | +18+200.0% | Added |
| Capital A Wealth Management, LLC | 33 | $717 | 0.00% | +13+65.0% | Added |
| Rise Advisors, LLC | 40 | $869 | 0.00% | +40 | New |
| NVWM, LLC | 42 | $913 | 0.00% | +5+13.5% | Added |
| American National Bank | 42 | $913 | 0.00% | +42 | New |
| Hughes Financial Services, LLC | 43 | $928 | 0.00% | +43 | New |
| Aventura Private Wealth, LLC | 44 | $956 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 44 | $956 | 0.00% | +44 | New |
| JDM Financial Group LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 51 | $1.11K | 0.00% | +51 | New |
| DAGCO, Inc. | 53 | $1.15K | 0.00% | +53 | New |
| Horizon Financial Services, LLC | 54 | $1.17K | 0.00% | +54 | New |
| Plato Investment Management Ltd | 54 | $1.19K | 0.00% | −7,885−99.3% | Reduced |
| Rialto Wealth Management, LLC | 55 | $1.20K | 0.00% | +55 | New |
| Albion Financial Group | 69 | $1.50K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 77 | $1.67K | 0.00% | +77 | New |
| Halbert Hargrove Global Advisors, LLC | 80 | $1.74K | 0.00% | +80 | New |
| Cornerstone Planning Group LLC | 89 | $1.78K | 0.00% | +43+93.5% | Added |
| Dunhill Financial, LLC | 86 | $1.86K | 0.00% | −56−39.4% | Reduced |
| SJS Investment Consulting Inc. | 90 | $1.96K | 0.00% | −5−5.3% | Reduced |
| Flaharty Asset Management, LLC | 90 | $1.96K | 0.00% | +90 | New |
| Graney & King, LLC | 97 | $2.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 99 | $2.15K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 108 | $2.35K | 0.00% | +108 | New |
| Parvin Asset Management, LLC | 112 | $2.43K | 0.00% | +112 | New |
| Glass Jacobson Investment Advisors llc | 108 | $2.54K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 119 | $2.59K | 0.00% | +119 | New |
| Raffa Wealth Management, LLC | 121 | $2.63K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 124 | $2.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 124 | $2.69K | 0.00% | +21+20.4% | Added |
| Atlas Capital Advisors LLC | 129 | $2.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 130 | $2.83K | 0.00% | +130 | New |
| Coston, McIsaac & Partners | 178 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 145 | $3.00K | 0.00% | +10+7.4% | Added |
| Golden State Wealth Management, LLC | 160 | $3.48K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 168 | $3.62K | 0.00% | −64−27.6% | Reduced |
| Fortitude Family Office, LLC | 168 | $3.65K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 170 | $3.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 179 | $3.89K | 0.00% | +108+152.1% | Added |
| Capital Advisors, Ltd. LLC | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 195 | $4.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 208 | $4.52K | 0.00% | +133+177.3% | Added |
| Atlantic Trust, LLC | 212 | $4.61K | 0.00% | +212 | New |
| Whipplewood Advisors, LLC | 108 | $4.80K | 0.00% | −113−51.1% | Reduced |
| Ruedi Wealth Management, Inc. | 226 | $4.91K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 230 | $5.00K | 0.00% | +230 | New |
| Ogorek Anthony Joseph | 251 | $5.00K | 0.00% | +251 | New |
| Whittier Trust Co of Nevada Inc | 237 | $5.15K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 250 | $5.43K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 259 | $5.63K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 265 | $5.76K | 0.00% | +52+24.4% | Added |
| Transamerica Financial Advisors, Inc. | 250 | $6.00K | 0.00% | +234+1,462.5% | Added |
| NewSquare Capital LLC | 282 | $6.13K | 0.00% | +282 | New |
| Insight Financial Services | 300 | $6.52K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 300 | $6.52K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 300 | $6.52K | 0.00% | +300 | New |
| Harbor Investment Advisory, LLC | 325 | $7.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 325 | $7.06K | 0.00% | +325 | New |
| UMA Financial Services, Inc. | 330 | $7.17K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 350 | $7.61K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 358 | $7.78K | 0.04% | +358 | New |
| West Financial Advisors, LLC | 369 | $8.02K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 384 | $8.34K | 0.00% | −26−6.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 388 | $8.43K | 0.01% | +388 | New |
| Red Tortoise LLC | 391 | $8.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 394 | $8.56K | 0.00% | +394 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 392 | $8.63K | 0.00% | −47−10.7% | Reduced |
| LRI Investments, LLC | 400 | $8.69K | 0.00% | +400 | New |
| MJT & Associates Financial Advisory Group, Inc. | 400 | $8.69K | 0.01% | +400 | New |
| CVA Family Office, LLC | 402 | $8.73K | 0.00% | −293−42.2% | Reduced |
| Duncker Streett & Co Inc | 428 | $9.30K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 430 | $9.34K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 430 | $10.0K | 0.00% | +150+53.6% | Added |
| JFS Wealth Advisors, LLC | 476 | $10.3K | 0.00% | +154+47.8% | Added |
| PSI Advisors, LLC | 500 | $10.9K | 0.00% | 00.0% | Unchanged |