| DecisionPoint Financial, LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $95 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 3 | $285 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $285 | 0.00% | +3 | New |
| Boyd Watterson Asset Management LLC | 4 | $380 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $380 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $382 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $388 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $475 | 0.00% | −21−80.8% | Reduced |
| South State Corp. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $475 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $475 | 0.00% | +5 | New |
| Torren Management, LLC | 5 | $483 | 0.00% | −102−95.3% | Reduced |
| Sunbelt Securities, Inc. | 6 | $570 | 0.00% | −16−72.7% | Reduced |
| Rialto Wealth Management, LLC | 6 | $570 | 0.00% | −4−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $570 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $570 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $570 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $570 | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $570 | 0.00% | +2+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $664 | 0.00% | +2+40.0% | Added |
| Strategic Wealth Partners, Ltd. | 8 | $759 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 9 | $855 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.04K | 0.00% | +3+37.5% | Added |
| Bartlett & Co. Wealth Management LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 14 | $1.33K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.42K | 0.00% | +15 | New |
| Kilter Group LLC | 16 | $1.52K | 0.00% | +5+45.5% | Added |
| Elequin Capital LP | 16 | $1.52K | 0.00% | +16 | New |
| SHP Wealth Management | 17 | $1.61K | 0.00% | +17 | New |
| Twin Peaks Wealth Advisors, LLC | 17 | $1.61K | 0.00% | +17 | New |
| Brown Brothers Harriman & Co | 18 | $1.71K | 0.00% | −44−71.0% | Reduced |
| Manchester Capital Management LLC | 19 | $1.80K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 20 | $1.88K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 26 | $2.47K | 0.00% | −11−29.7% | Reduced |
| Colonial Trust Co | 26 | $2.47K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 27 | $2.56K | 0.00% | +27 | New |
| Harbour Investments, Inc. | 28 | $2.70K | 0.00% | +25+833.3% | Added |
| Caitong International Asset Management Co., Ltd | 29 | $2.75K | 0.00% | +28+2,800.0% | Added |
| Brown, Lisle/Cummings, Inc. | 29 | $2.75K | 0.00% | +29 | New |
| Assetmark, Inc | 29 | $2.75K | 0.00% | −4−12.1% | Reduced |
| Huntington National Bank | 30 | $2.85K | 0.00% | +25+500.0% | Added |
| Fortitude Family Office, LLC | 30 | $2.85K | 0.00% | +25+500.0% | Added |
| Aventura Private Wealth, LLC | 30 | $2.85K | 0.00% | +30 | New |
| Pin Oak Investment Advisors Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $3.13K | 0.00% | −21−38.9% | Reduced |
| JPL Wealth Management, LLC | 34 | $3.23K | 0.00% | +34 | New |
| Pinnacle Wealth Planning Services, Inc. | 35 | $3.32K | 0.00% | +14+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 36 | $3.42K | 0.00% | −52−59.1% | Reduced |
| Massmutual Trust Co FSB | 38 | $3.61K | 0.00% | −49−56.3% | Reduced |
| Sachetta, LLC | 42 | $3.99K | 0.00% | +18+75.0% | Added |
| Bare Financial Services, Inc | 43 | $4.08K | 0.00% | +43 | New |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 55 | $5.22K | 0.00% | −26−32.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $5.50K | 0.00% | −188−76.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 59 | $5.60K | 0.00% | −3−4.8% | Reduced |
| SJS Investment Consulting Inc. | 61 | $5.79K | 0.00% | +58+1,933.3% | Added |
| NBC Securities, Inc. | 63 | $5.98K | 0.00% | +33+110.0% | Added |
| SBI Securities Co., Ltd. | 63 | $5.98K | 0.00% | +41+186.4% | Added |
| Highline Wealth Partners LLC | 66 | $6.26K | 0.00% | +66 | New |
| Longview Financial Advisors, Inc. | 69 | $6.62K | 0.00% | +69 | New |
| Eastern Bank | 74 | $7.02K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 76 | $7.21K | 0.00% | −11−12.6% | Reduced |
| Basecamp Wealth Advisors LLC | 82 | $7.78K | 0.00% | +66+412.5% | Added |
| ZRC Wealth Management, LLC | 84 | $7.97K | 0.00% | −5−5.6% | Reduced |
| Medallion Wealth Advisors, LLC | 86 | $8.16K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 97 | $9.21K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $9.78K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 109 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 116 | $11.0K | 0.00% | +1+0.9% | Added |
| Wealth Preservation Advisors, LLC | 118 | $11.2K | 0.01% | +118 | New |
| Curio Wealth, LLC | 129 | $12.2K | 0.00% | +1+0.8% | Added |
| Geneos Wealth Management Inc. | 144 | $13.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 159 | $15.1K | 0.00% | +1+0.6% | Added |
| AdvisorNet Financial, Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 204 | $19.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 206 | $19.6K | 0.01% | +5+2.5% | Added |
| Essential Partners LLC | 207 | $19.6K | 0.01% | +130+168.8% | Added |
| LRI Investments, LLC | 223 | $21.2K | 0.00% | +31+16.1% | Added |
| Rakuten Securities, Inc. | 228 | $21.6K | 0.01% | −10−4.2% | Reduced |
| Root Financial Partners, LLC | 228 | $21.7K | 0.00% | +77+51.0% | Added |
| Financial Consulate, Inc | 240 | $22.8K | 0.00% | +1+0.4% | Added |
| Bessemer Group Inc | 244 | $23.0K | 0.00% | −146−37.4% | Reduced |
| Quent Capital, LLC | 242 | $23.0K | 0.00% | −1−0.4% | Reduced |
| WFA of San Diego, LLC | 250 | $23.7K | 0.02% | −248−49.8% | Reduced |
| McIlrath & Eck, LLC | 250 | $23.7K | 0.00% | +250 | New |
| Los Angeles Capital Management LLC | 253 | $24.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 255 | $24.2K | 0.01% | +182+249.3% | Added |
| CVA Family Office, LLC | 278 | $26.4K | 0.00% | +67+31.8% | Added |
| Signaturefd, LLC | 323 | $30.7K | 0.00% | −20−5.8% | Reduced |
| Innovative Asset Advisors Group, LLC | 327 | $31.0K | 0.02% | +327 | New |
| Versant Capital Management, Inc | 334 | $31.7K | 0.00% | +156+87.6% | Added |
| HM Payson & Co | 349 | $33.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 364 | $34.6K | 0.00% | +352+2,933.3% | Added |
| Signature Equity Partners, LLC | 367 | $34.8K | 0.02% | +44+13.6% | Added |
