| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $21 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 1 | $63 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $79 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $157 | 0.00% | −1−33.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 2 | $157 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $232 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 4 | $314 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $314 | 0.00% | +4 | New |
| Decker Retirement Planning Inc. | 5 | $381 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $470 | 0.00% | +1+20.0% | Added |
| Downshift Financial, LLC | 7 | $549 | 0.00% | +7 | New |
| Montag A & Associates Inc | 8 | $594 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $627 | 0.00% | −2−20.0% | Reduced |
| Quaker Wealth Management, LLC | 8 | $628 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $706 | 0.00% | −1−10.0% | Reduced |
| South State Corp. | 9 | $706 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $784 | 0.00% | +5+100.0% | Added |
| Investors Portfolio Services LLC | 10 | $784 | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $862 | 0.00% | −7−38.9% | Reduced |
| Davis Capital Management | 11 | $862 | 0.00% | +7+175.0% | Added |
| Raffa Wealth Management, LLC | 11 | $862 | 0.00% | +10+1,000.0% | Added |
| Rialto Wealth Management, LLC | 11 | $863 | 0.00% | −1−8.3% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 14 | $1.10K | 0.00% | +9+180.0% | Added |
| Bogart Wealth, LLC | 15 | $1.18K | 0.00% | +9+150.0% | Added |
| Planning Strategies Inc. | 15 | $1.18K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $1.25K | 0.00% | +16 | New |
| Ameritas Advisory Services, LLC | 16 | $1.25K | 0.00% | +16 | New |
| International Assets Investment Management, LLC | 17 | $1.31K | 0.00% | −92−84.4% | Reduced |
| Walleye Capital LLC | 17 | $1.33K | 0.00% | −7,905−99.8% | Reduced |
| True Wealth Design, LLC | 17 | $1.33K | 0.00% | −1−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.33K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $1.41K | 0.00% | +11+157.1% | Added |
| Principia Wealth Advisory, LLC | 20 | $1.57K | 0.00% | +5+33.3% | Added |
| Trifecta Capital Advisors, LLC | 20 | $1.57K | 0.00% | +20 | New |
| Aventura Private Wealth, LLC | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $1.72K | 0.00% | −3−12.0% | Reduced |
| Torren Management, LLC | 23 | $1.83K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 24 | $1.88K | 0.00% | +24 | New |
| ZRC Wealth Management, LLC | 25 | $1.96K | 0.00% | +9+56.3% | Added |
| Cornerstone Planning Group LLC | 29 | $2.04K | 0.00% | −11−27.5% | Reduced |
| Asset Dedication, LLC | 27 | $2.12K | 0.00% | +27 | New |
| WPG Advisers, LLC | 29 | $2.27K | 0.00% | +29 | New |
| Kilter Group LLC | 31 | $2.43K | 0.00% | +31 | New |
| Hughes Financial Services, LLC | 32 | $2.51K | 0.00% | +16+100.0% | Added |
| IFG Advisory, LLC | 32 | $2.51K | 0.00% | +32 | New |
| Bellevue Asset Management, LLC | 33 | $2.59K | 0.00% | +33 | New |
| Rothschild Investment LLC | 34 | $2.64K | 0.00% | +14+70.0% | Added |
| Quarry LP | 35 | $2.74K | 0.00% | −383−91.6% | Reduced |
| Silver Grove Financial Group, Inc. | 35 | $2.75K | 0.00% | +35 | New |
| Elevated Capital Advisors, LLC | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 42 | $3.29K | 0.00% | −1−2.3% | Reduced |
| Private Wealth Management Group, LLC | 44 | $3.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $3.45K | 0.00% | +7+18.9% | Added |
| Johnson Financial Group, Inc. | 44 | $3.45K | 0.00% | +44 | New |
| MCF Advisors LLC | 48 | $3.76K | 0.00% | +48 | New |
| Salomon & Ludwin, LLC | 50 | $3.86K | 0.00% | −155−75.6% | Reduced |
| Fortitude Family Office, LLC | 53 | $4.16K | 0.00% | +25+89.3% | Added |
| Cromwell Holdings LLC | 66 | $5.17K | 0.00% | +34+106.3% | Added |
| Action Point Financial Planning, LLC | 69 | $5.33K | 0.00% | +69 | New |
| Essential Partners LLC | 68 | $5.33K | 0.00% | +68 | New |
| LRI Investments, LLC | 72 | $5.64K | 0.00% | +6+9.1% | Added |
| Anchor Investment Management, LLC | 74 | $5.80K | 0.00% | +74 | New |
| Atlantic Trust, LLC | 81 | $6.35K | 0.00% | +66+440.0% | Added |
| Creative Financial Designs Inc | 83 | $6.53K | 0.00% | −19−18.6% | Reduced |
| Dogwood Wealth Management LLC | 89 | $6.98K | 0.00% | −45−33.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 96 | $7.53K | 0.00% | +4+4.3% | Added |
| JFS Wealth Advisors, LLC | 103 | $8.08K | 0.00% | +4+4.0% | Added |
| CVA Family Office, LLC | 107 | $8.39K | 0.00% | +10+10.3% | Added |
| Rossby Financial, LCC | 117 | $9.17K | 0.00% | +13+12.5% | Added |
| Key Financial Inc | 135 | $10.6K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 143 | $11.2K | 0.00% | −4−2.7% | Reduced |
| Harvest Fund Management Co., Ltd | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 154 | $12.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 161 | $12.6K | 0.00% | +61+61.0% | Added |
| Bare Financial Services, Inc | 164 | $12.9K | 0.00% | +90+121.6% | Added |
| Covestor Ltd | 168 | $13.0K | 0.01% | +27+19.1% | Added |
| Farmers & Merchants Investments Inc | 171 | $13.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 175 | $13.7K | 0.01% | −54−23.6% | Reduced |
| Owl Creek Wealth Partners LLC | 200 | $15.7K | 0.00% | +15+8.1% | Added |
| TD Private Client Wealth LLC | 203 | $15.9K | 0.00% | −9−4.2% | Reduced |
| Huntington National Bank | 216 | $16.9K | 0.00% | +88+68.8% | Added |
| Zions Bancorporation, National Association | 225 | $17.6K | 0.00% | +48+27.1% | Added |
| Macquarie Group Ltd | 242 | $19.0K | 0.00% | +242 | New |
| Crewe Advisors LLC | 282 | $22.1K | 0.00% | +282 | New |
| Assetmark, Inc | 294 | $23.1K | 0.00% | −128−30.3% | Reduced |
| First Horizon Corp | 362 | $28.4K | 0.00% | +7+2.0% | Added |
| Basecamp Wealth Advisors LLC | 363 | $28.5K | 0.01% | −15−4.0% | Reduced |
| Allworth Financial LP | 393 | $30.8K | 0.00% | −221−36.0% | Reduced |
| CoreCap Advisors, LLC | 439 | $34.4K | 0.00% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 440 | $34.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 462 | $36.2K | 0.00% | +6+1.3% | Added |