| Quest 10 Wealth Builders, Inc. | 1 | $340 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $567 | 0.00% | −3−75.0% | Reduced |
| Horizon Financial Services, LLC | 1 | $567 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $567 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $567 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $567 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $573 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $1.13K | 0.00% | −16−88.9% | Reduced |
| WealthTrak Capital Management LLC | 2 | $1.13K | 0.00% | −1−33.3% | Reduced |
| Financial Network Wealth Advisors LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $1.13K | 0.00% | +1+100.0% | Added |
| Total Investment Management Inc | 2 | $1.13K | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $1.13K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $1.70K | 0.00% | +1+50.0% | Added |
| WestEnd Advisors, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 3 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $1.70K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.70K | 0.00% | +2+200.0% | Added |
| Core Alternative Capital | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $2.27K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $2.27K | 0.00% | −3−42.9% | Reduced |
| UMA Financial Services, Inc. | 4 | $2.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.83K | 0.00% | +1+25.0% | Added |
| IMG Wealth Management, Inc. | 5 | $2.83K | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $2.83K | 0.00% | +5 | New |
| Tobam | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $3.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $3.97K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $3.97K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $3.97K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $3.97K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $4.33K | 0.00% | −6−42.9% | Reduced |
| Atwood & Palmer Inc | 8 | $4.54K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $4.54K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 8 | $4.54K | 0.00% | +3+60.0% | Added |
| Dunhill Financial, LLC | 8 | $4.72K | 0.00% | −16−66.7% | Reduced |
| Penserra Capital Management LLC | 9 | $5.00K | 0.00% | −1,413−99.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 9 | $5.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $5.10K | 0.00% | +1+12.5% | Added |
| Bare Financial Services, Inc | 9 | $5.10K | 0.00% | +7+350.0% | Added |
| Signature Resources Capital Management, LLC | 9 | $5.10K | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $5.67K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 10 | $5.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $5.67K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 11 | $6.24K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $6.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 11 | $6.24K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $6.24K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12 | $6.83K | 0.00% | +10+500.0% | Added |
| HighMark Wealth Management LLC | 12 | $6.99K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $7.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $7.37K | 0.00% | −1−7.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $7.94K | 0.00% | −2−12.5% | Reduced |
| MTM Investment Management, LLC | 14 | $7.94K | 0.00% | +14 | New |
| Kilter Group LLC | 14 | $7.94K | 0.00% | +14 | New |
| Aspect Partners, LLC | 15 | $8.50K | 0.00% | −23−60.5% | Reduced |
| Kiker Wealth Management, LLC | 15 | $8.50K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $8.52K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $9.00K | 0.00% | +8+100.0% | Added |
| Wolff Wiese Magana LLC | 16 | $9.07K | 0.01% | −1−5.9% | Reduced |
| Traub Capital Management LLC | 17 | $9.64K | 0.01% | +17 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 17 | $9.64K | 0.00% | +17 | New |
| Riggs Asset Managment Co. Inc. | 18 | $10.2K | 0.00% | +13+260.0% | Added |
| Perkins Coie Trust Co | 20 | $11.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $11.3K | 0.00% | −14−41.2% | Reduced |
| Atticus Wealth Management, LLC | 20 | $11.3K | 0.00% | +2+11.1% | Added |
| Oakworth Capital, Inc. | 21 | $11.9K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 21 | $11.9K | 0.00% | +21 | New |
| Whipplewood Advisors, LLC | 23 | $13.0K | 0.01% | −190−89.2% | Reduced |
| Truvestments Capital LLC | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 23 | $13.0K | 0.01% | +23 | New |
| Rosenberg Matthew Hamilton | 24 | $13.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 24 | $13.6K | 0.00% | −11−31.4% | Reduced |
| FWL Investment Management, LLC | 25 | $14.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $15.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $15.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $15.9K | 0.00% | −44−61.1% | Reduced |
| SOA Wealth Advisors, LLC. | 28 | $15.9K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 29 | $16.4K | 0.01% | +6+26.1% | Added |
| True Wealth Design, LLC | 29 | $16.4K | 0.01% | +4+16.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $16.6K | 0.01% | +32 | New |
| Rialto Wealth Management, LLC | 29 | $16.6K | 0.00% | −1−3.3% | Reduced |
| Berbice Capital Management LLC | 30 | $17.0K | 0.01% | +30 | New |
| Grove Bank & Trust | 31 | $17.6K | 0.00% | −15−32.6% | Reduced |
| Sit Investment Associates Inc | 32 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 32 | $18.1K | 0.00% | −1−3.0% | Reduced |
| Atlantic Trust, LLC | 32 | $18.1K | 0.00% | +32 | New |
| Princeton Global Asset Management LLC | 33 | $18.7K | 0.00% | +33 | New |
| Trifecta Capital Advisors, LLC | 34 | $19.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $19.8K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 35 | $19.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $19.8K | 0.01% | +35 | New |
| Aventus Investment Advisors, Inc. | 35 | $19.8K | 0.02% | +35 | New |