| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 1 | $46 | 0.00% | −3−75.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $47 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $139 | 0.00% | −1−25.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $139 | 0.00% | +3 | New |
| South State Corp. | 5 | $232 | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $232 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $285 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 8 | $372 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 11 | $511 | 0.00% | +1+10.0% | Added |
| Bell Investment Advisors, Inc | 12 | $557 | 0.00% | +12 | New |
| North Star Investment Management Corp. | 13 | $603 | 0.00% | +13 | New |
| Assetmark, Inc | 14 | $649 | 0.00% | −143−91.1% | Reduced |
| Cromwell Holdings LLC | 14 | $649 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $650 | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 16 | $742 | 0.00% | −3−15.8% | Reduced |
| Harbour Investments, Inc. | 16 | $742 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $743 | 0.00% | −7−30.4% | Reduced |
| Cornerstone Planning Group LLC | 17 | $774 | 0.00% | −68−80.0% | Reduced |
| International Assets Investment Management, LLC | 19 | $876 | 0.00% | +14+280.0% | Added |
| IFP Advisors, Inc | 19 | $881 | 0.00% | +19 | New |
| SHP Wealth Management | 20 | $928 | 0.00% | +20 | New |
| Creative Capital Management Investments LLC | 21 | $974 | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 27 | $1.24K | 0.00% | −15−35.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 28 | $1.30K | 0.00% | +7+33.3% | Added |
| Manning & Napier Advisors LLC | 33 | $1.53K | 0.00% | −76−69.7% | Reduced |
| Montag A & Associates Inc | 35 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $1.72K | 0.00% | +25+208.3% | Added |
| Truvestments Capital LLC | 38 | $1.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $2.09K | 0.00% | +45 | New |
| CVA Family Office, LLC | 48 | $2.23K | 0.00% | −10−17.2% | Reduced |
| First Horizon Corp | 50 | $2.32K | 0.00% | −50−50.0% | Reduced |
| Manchester Capital Management LLC | 53 | $2.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 55 | $2.55K | 0.00% | +51+1,275.0% | Added |
| High Note Wealth, LLC | 56 | $2.60K | 0.00% | −63−52.9% | Reduced |
| Action Point Financial Planning, LLC | 59 | $2.64K | 0.00% | +59 | New |
| Activest Wealth Management | 59 | $2.74K | 0.00% | +59 | New |
| True Wealth Design, LLC | 63 | $2.92K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 65 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $3.15K | 0.00% | +68 | New |
| SBI Securities Co., Ltd. | 70 | $3.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $3.29K | 0.00% | −19−21.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 71 | $3.29K | 0.00% | +71 | New |
| Prestige Wealth Management Group LLC | 74 | $3.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $3.43K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 74 | $3.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 76 | $3.53K | 0.00% | +26+52.0% | Added |
| Retirement Wealth Solutions LLC | 82 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 88 | $4.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 90 | $4.17K | 0.00% | −6−6.3% | Reduced |
| Central Trust Co | 90 | $4.18K | 0.00% | −44−32.8% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $4.61K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 108 | $5.01K | 0.00% | +3+2.9% | Added |
| Boreal Capital Management LLC | 110 | $5.10K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 114 | $5.29K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 114 | $5.29K | 0.00% | +39+52.0% | Added |
| Harbor Investment Advisory, LLC | 115 | $5.33K | 0.00% | −127−52.5% | Reduced |
| J.Safra Asset Management Corp | 120 | $5.57K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 121 | $5.61K | 0.00% | +121 | New |
| Signaturefd, LLC | 134 | $6.22K | 0.00% | +59+78.7% | Added |
| Clearstead Advisors, LLC | 152 | $7.05K | 0.00% | +111+270.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158 | $7.33K | 0.00% | −535−77.2% | Reduced |
| Mechanics Financial Corp | 175 | $8.12K | 0.00% | −75−30.0% | Reduced |
| City State Bank | 200 | $9.28K | 0.00% | −100−33.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 220 | $10.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 225 | $10.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 227 | $10.5K | 0.00% | −252−52.6% | Reduced |
| Private Trust Co NA | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 266 | $12.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 269 | $12.5K | 0.00% | +219+438.0% | Added |
| EverSource Wealth Advisors, LLC | 282 | $13.1K | 0.00% | −381−57.5% | Reduced |
| SJS Investment Consulting Inc. | 327 | $15.2K | 0.00% | +313+2,235.7% | Added |
| TD Private Client Wealth LLC | 328 | $15.2K | 0.00% | +43+15.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 333 | $15.4K | 0.00% | −601−64.3% | Reduced |
| Prosperity Bancshares Inc | 351 | $16.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 369 | $17.1K | 0.00% | −405−52.3% | Reduced |
| Los Angeles Capital Management LLC | 400 | $18.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 402 | $18.6K | 0.00% | +41+11.4% | Added |
| Essential Partners LLC | 415 | $19.3K | 0.01% | +404+3,672.7% | Added |
| Farther Finance Advisors, LLC | 491 | $22.8K | 0.00% | +215+77.9% | Added |
| Nomura Asset Management Co Ltd | 530 | $24.6K | 0.00% | −1,030−66.0% | Reduced |
| Penserra Capital Management LLC | 607 | $28.0K | 0.00% | +162+36.4% | Added |
| Bessemer Group Inc | 590 | $28.0K | 0.00% | +265+81.5% | Added |
| Parallel Advisors, LLC | 606 | $28.1K | 0.00% | +339+127.0% | Added |
| Allworth Financial LP | 610 | $28.3K | 0.00% | −275−31.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 611 | $28.3K | 0.00% | −38−5.9% | Reduced |
| Parkside Financial Bank & Trust | 627 | $29.1K | 0.00% | +322+105.6% | Added |
| LRI Investments, LLC | 692 | $32.1K | 0.00% | +208+43.0% | Added |
| Versant Capital Management, Inc | 718 | $33.3K | 0.00% | +125+21.1% | Added |
| Silicon Valley Capital Partners | 757 | $35.1K | 0.00% | +4+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 772 | $35.8K | 0.01% | +57+8.0% | Added |
| Smartleaf Asset Management LLC | 841 | $38.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 888 | $41.2K | 0.00% | +888 | New |
