| Avion Wealth | 48 | $0 | 0.00% | +48 | New |
| EFG International AG | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $19 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 3 | $58 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $115 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $155 | 0.00% | −6−42.9% | Reduced |
| Arlington Trust Co LLC | 9 | $174 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $193 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10 | $193 | 0.00% | +10 | New |
| Godfrey Financial Associates, Inc. | 12 | $232 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 20 | $386 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 24 | $464 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 25 | $483 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 25 | $483 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 29 | $561 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 32 | $618 | 0.00% | −135−80.8% | Reduced |
| Institute for Wealth Management, LLC. | 43 | $840 | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 60 | $914 | 0.00% | +60 | New |
| Aberdeen Wealth Management LLC | 50 | $966 | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 53 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 60 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 65 | $1.26K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 65 | $1.26K | 0.00% | +55+550.0% | Added |
| Chesapeake Asset Management LLC | 77 | $1.50K | 0.00% | +17+28.3% | Added |
| BOK Financial Private Wealth, Inc. | 96 | $1.85K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 97 | $1.87K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $1.93K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $1.93K | 0.00% | +50+100.0% | Added |
| Stone House Investment Management, LLC | 100 | $1.93K | 0.00% | +100 | New |
| Vima LLC | 100 | $1.93K | 0.00% | +100 | New |
| Golden State Wealth Management, LLC | 103 | $1.99K | 0.00% | −1,107−91.5% | Reduced |
| Cornerstone Financial Management LLC | 109 | $2.11K | 0.00% | +49+81.7% | Added |
| Medallion Wealth Advisors, LLC | 120 | $2.32K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 120 | $2.32K | 0.00% | +120 | New |
| Barrett & Company, Inc. | 135 | $2.61K | 0.00% | +135 | New |
| RMG Wealth Management LLC | 150 | $2.76K | 0.00% | +150 | New |
| Princeton Global Asset Management LLC | 150 | $2.90K | 0.00% | +150 | New |
| Bell Investment Advisors, Inc | 153 | $2.96K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 153 | $2.96K | 0.00% | +17+12.5% | Added |
| Bessemer Group Inc | 168 | $3.00K | 0.00% | −110−39.6% | Reduced |
| UMA Financial Services, Inc. | 158 | $3.05K | 0.00% | −16−9.2% | Reduced |
| Peterson Wealth Management | 160 | $3.09K | 0.00% | +150+1,500.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 180 | $3.48K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 190 | $3.67K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $3.86K | 0.00% | −155−43.7% | Reduced |
| Bernard Wealth Management Corp. | 200 | $3.86K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $3.86K | 0.00% | +200 | New |
| Torno Capital, LLC | 213 | $4.12K | 0.00% | +213 | New |
| Strategic Wealth Partners, Ltd. | 214 | $4.13K | 0.00% | +211+7,033.3% | Added |
| Massmutual Trust Co FSB | 230 | $4.44K | 0.00% | +63+37.7% | Added |
| Archer Investment Corp | 242 | $4.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 246 | $4.75K | 0.00% | +1+0.4% | Added |
| Cetera Trust Company, N.A | 250 | $4.83K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 252 | $4.87K | 0.00% | +252 | New |
| Gill Capital Partners, LLC | 264 | $5.10K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 265 | $5.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 267 | $5.16K | 0.00% | +106+65.8% | Added |
| First United Bank Trust | 295 | $5.70K | 0.00% | +195+195.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $5.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 301 | $5.82K | 0.00% | −2−0.7% | Reduced |
| TSFG, LLC | 312 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $6.00K | 0.00% | +36+12.1% | Added |
| American Capital Advisory, LLC | 316 | $6.11K | 0.00% | +17+5.7% | Added |
| HHM Wealth Advisors, LLC | 317 | $6.13K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 321 | $6.20K | 0.00% | +180+127.7% | Added |
| Silver Grove Financial Group, Inc. | 337 | $6.51K | 0.00% | +112+49.8% | Added |
| Acumen Wealth Advisors, LLC | 345 | $6.67K | 0.00% | +46+15.4% | Added |
| Chung Wu Investment Group, LLC | 350 | $6.76K | 0.00% | +250+250.0% | Added |
| Newbridge Financial Services Group, Inc. | 395 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 400 | $7.73K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $7.73K | 0.00% | 00.0% | Unchanged |
| City State Bank | 400 | $7.73K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 400 | $7.73K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 400 | $7.73K | 0.00% | +272+212.5% | Added |
| Brown, Lisle/Cummings, Inc. | 400 | $7.73K | 0.00% | +400 | New |
| SHP Wealth Management | 417 | $8.06K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 450 | $8.41K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 464 | $8.96K | 0.00% | +464 | New |
| Clear Street Markets LLC | 465 | $8.98K | 0.00% | +465 | New |
| Assetmark, Inc | 466 | $9.00K | 0.00% | +166+55.3% | Added |
| SJS Investment Consulting Inc. | 499 | $9.64K | 0.00% | +185+58.9% | Added |
| Nemes Rush Group LLC | 500 | $9.66K | 0.00% | −3−0.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 500 | $9.66K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 504 | $9.74K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 507 | $9.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 523 | $10.1K | 0.00% | −10−1.9% | Reduced |
| Quantbot Technologies LP | 542 | $10.5K | 0.00% | −26,870−98.0% | Reduced |
| Smartleaf Asset Management LLC | 579 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 600 | $11.6K | 0.01% | +600 | New |
| Hollencrest Capital Management | 700 | $13.5K | 0.00% | +680+3,400.0% | Added |
| Evermay Wealth Management LLC | 770 | $14.9K | 0.00% | +770 | New |
| Salem Investment Counselors Inc | 800 | $15.5K | 0.00% | +450+128.6% | Added |
| Versant Capital Management, Inc | 840 | $16.2K | 0.00% | +767+1,050.7% | Added |
| Tokio Marine Asset Management Co Ltd | 870 | $16.8K | 0.00% | +870 | New |
| Ankerstar Wealth, LLC | 877 | $16.9K | 0.01% | −13−1.5% | Reduced |