| WealthTrak Capital Management LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $165 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $165 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $165 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $298 | 0.00% | +2 | New |
| West Oak Capital, LLC | 2 | $300 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $441 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $494 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 4 | $659 | 0.00% | −26−86.7% | Reduced |
| Hughes Financial Services, LLC | 5 | $754 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $823 | 0.00% | −1−16.7% | Reduced |
| Transce3nd, LLC | 5 | $823 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $988 | 0.00% | +2+50.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $988 | 0.00% | +2+50.0% | Added |
| True Wealth Design, LLC | 6 | $988 | 0.00% | +5+500.0% | Added |
| Binnacle Investments Inc | 6 | $988 | 0.00% | +6 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.15K | 0.00% | +4+133.3% | Added |
| Raleigh Capital Management Inc. | 7 | $1.15K | 0.00% | +7 | New |
| Kestra Investment Management, LLC | 8 | $1.27K | 0.00% | +4+100.0% | Added |
| Creative Financial Designs Inc | 9 | $1.48K | 0.00% | −31−77.5% | Reduced |
| HFM Investment Advisors, LLC | 9 | $1.48K | 0.00% | +5+125.0% | Added |
| GFG Capital, LLC | 9 | $1.48K | 0.00% | +9 | New |
| Painted Porch Advisors LLC | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 11 | $1.81K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 13 | $2.14K | 0.00% | −13−50.0% | Reduced |
| Asset Dedication, LLC | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $2.47K | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 16 | $2.63K | 0.00% | −7−30.4% | Reduced |
| CVA Family Office, LLC | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 16 | $2.63K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 16 | $2.63K | 0.00% | +7+77.8% | Added |
| SJS Investment Consulting Inc. | 17 | $2.80K | 0.00% | −10−37.0% | Reduced |
| UMA Financial Services, Inc. | 17 | $2.80K | 0.00% | +5+41.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 17 | $2.80K | 0.00% | +17 | New |
| Winch Advisory Services, LLC | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $3.13K | 0.00% | −5−20.8% | Reduced |
| Bare Financial Services, Inc | 19 | $3.13K | 0.00% | +19 | New |
| Evolution Wealth Management Inc. | 21 | $3.46K | 0.00% | +21 | New |
| Altshuler Shaham Ltd | 24 | $3.95K | 0.00% | +24 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $4.12K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 26 | $4.28K | 0.00% | −17−39.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $4.28K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $4.28K | 0.00% | +26 | New |
| Cherry Tree Wealth Management, LLC | 28 | $4.61K | 0.00% | −14−33.3% | Reduced |
| Atlantic Trust, LLC | 29 | $4.78K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $4.94K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 33 | $5.43K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 33 | $5.43K | 0.00% | +16+94.1% | Added |
| High Note Wealth, LLC | 35 | $5.76K | 0.00% | +35 | New |
| South State Corp. | 37 | $6.09K | 0.00% | +3+8.8% | Added |
| Kilter Group LLC | 38 | $6.26K | 0.00% | +38 | New |
| Rakuten Securities, Inc. | 42 | $6.92K | 0.00% | −22−34.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 42 | $6.92K | 0.00% | +42 | New |
| Twin Peaks Wealth Advisors, LLC | 47 | $6.95K | 0.00% | +47 | New |
| Harbor Investment Advisory, LLC | 48 | $7.90K | 0.00% | +48 | New |
| Capital Analysts, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $8.23K | 0.00% | −20−28.6% | Reduced |
| Iron Horse Wealth Management, LLC | 57 | $9.38K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 57 | $9.38K | 0.01% | +9+18.8% | Added |
| WPG Advisers, LLC | 69 | $11.4K | 0.01% | −49−41.5% | Reduced |
| Richardson Financial Services Inc. | 77 | $12.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 76 | $12.5K | 0.00% | −535−87.6% | Reduced |
| North Capital, Inc. | 76 | $12.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 77 | $12.7K | 0.00% | +62+413.3% | Added |
| Financial Network Wealth Advisors LLC | 79 | $13.0K | 0.02% | +69+690.0% | Added |
| Strategic Wealth Partners, Ltd. | 82 | $13.5K | 0.00% | +82 | New |
| Farmers & Merchants Investments Inc | 84 | $13.8K | 0.00% | +9+12.0% | Added |
| Darwin Advisors, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 86 | $14.2K | 0.00% | −12−12.2% | Reduced |
| Private Wealth Management Group, LLC | 87 | $14.3K | 0.00% | +9+11.5% | Added |
| Byrne Asset Management LLC | 90 | $14.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 92 | $14.9K | 0.00% | +81+736.4% | Added |
| Ancora Advisors, LLC | 95 | $15.6K | 0.00% | +95 | New |
| Fortitude Family Office, LLC | 97 | $16.0K | 0.01% | −3,621−97.4% | Reduced |
| Rocky Mountain Advisers, LLC | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 100 | $16.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 108 | $17.8K | 0.01% | −84−43.8% | Reduced |
| JFS Wealth Advisors, LLC | 109 | $17.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 123 | $20.0K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 128 | $21.0K | 0.00% | −5−3.8% | Reduced |
| Smartleaf Asset Management LLC | 143 | $23.2K | 0.00% | −294−67.3% | Reduced |
| Sterling Capital Management LLC | 148 | $24.4K | 0.00% | +43+41.0% | Added |
| Hanson & Doremus Investment Management | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 156 | $25.7K | 0.00% | −163−51.1% | Reduced |
| Dogwood Wealth Management LLC | 173 | $27.5K | 0.01% | −24−12.2% | Reduced |
| Geneos Wealth Management Inc. | 170 | $28.0K | 0.00% | +3+1.8% | Added |
| Archer Investment Corp | 171 | $28.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 172 | $28.3K | 0.00% | −31−15.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 177 | $29.1K | 0.00% | +177 | New |
| Larson Financial Group LLC | 183 | $30.1K | 0.00% | +163+815.0% | Added |
| Brown Brothers Harriman & Co | 195 | $32.1K | 0.00% | +195 | New |
| Vega Investment Solutions | 197 | $32.4K | 0.01% | −247−55.6% | Reduced |
| Smithfield Trust Co | 215 | $35.0K | 0.00% | 00.0% | Unchanged |