| Crowley Wealth Management, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 0 | $11 | 0.00% | −25−100.0% | Reduced |
| Meeder Asset Management Inc | 1 | $43 | 0.00% | −200−99.5% | Reduced |
| Rakuten Securities, Inc. | 1 | $43 | 0.00% | −50−98.0% | Reduced |
| Stephens Consulting, LLC | 1 | $44 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $129 | 0.00% | −56−94.9% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $129 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6 | $259 | 0.00% | −38−86.4% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $259 | 0.00% | +4+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $345 | 0.00% | +2+33.3% | Added |
| Trust Co of Toledo NA | 8 | $345 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 8 | $349 | 0.00% | +8 | New |
| ORG Partners LLC | 8 | $366 | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $388 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $388 | 0.00% | +7+350.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $389 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $432 | 0.00% | −3−23.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 11 | $475 | 0.00% | +9+450.0% | Added |
| Central Trust Co | 12 | $518 | 0.00% | −132−91.7% | Reduced |
| Bogart Wealth, LLC | 12 | $518 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 12 | $518 | 0.00% | +12 | New |
| AdvisorNet Financial, Inc | 13 | $561 | 0.00% | −57−81.4% | Reduced |
| American Capital Advisory, LLC | 14 | $605 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 16 | $690 | 0.00% | −4−20.0% | Reduced |
| SJS Investment Consulting Inc. | 17 | $734 | 0.00% | +5+41.7% | Added |
| Valued Wealth Advisors LLC | 20 | $863 | 0.00% | −6−23.1% | Reduced |
| Kilter Group LLC | 20 | $863 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $907 | 0.00% | +5+31.3% | Added |
| Boyd Watterson Asset Management LLC | 23 | $992 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 23 | $992 | 0.00% | +11+91.7% | Added |
| Trifecta Capital Advisors, LLC | 23 | $993 | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 24 | $1.04K | 0.00% | −58−70.7% | Reduced |
| South State Corp. | 24 | $1.04K | 0.00% | −49−67.1% | Reduced |
| Tortoise Investment Management, LLC | 26 | $1.12K | 0.00% | +26 | New |
| Caitong International Asset Management Co., Ltd | 27 | $1.17K | 0.00% | −14−34.1% | Reduced |
| Raffa Wealth Management, LLC | 32 | $1.38K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $1.47K | 0.00% | −6−15.0% | Reduced |
| Horizon Financial Services, LLC | 37 | $1.60K | 0.00% | +21+131.3% | Added |
| Private Trust Co NA | 42 | $1.81K | 0.00% | −49−53.8% | Reduced |
| Atlantic Trust, LLC | 44 | $1.90K | 0.00% | +44 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $1.94K | 0.00% | +15+50.0% | Added |
| Avion Wealth | 61 | $2.00K | 0.00% | +34+125.9% | Added |
| Ogorek Anthony Joseph | 66 | $2.00K | 0.00% | +66 | New |
| Harbour Investments, Inc. | 47 | $2.03K | 0.00% | −7−13.0% | Reduced |
| True Wealth Design, LLC | 49 | $2.12K | 0.00% | +25+104.2% | Added |
| Fortitude Family Office, LLC | 50 | $2.16K | 0.00% | −40−44.4% | Reduced |
| St Germain D J Co Inc | 52 | $2.24K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 56 | $2.42K | 0.00% | +56 | New |
| DT Investment Partners, LLC | 60 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 62 | $2.67K | 0.00% | −24−27.9% | Reduced |
| Cornerstone Planning Group LLC | 61 | $2.69K | 0.00% | +21+52.5% | Added |
| Bare Financial Services, Inc | 65 | $2.81K | 0.00% | +65 | New |
| Binnacle Investments Inc | 69 | $2.98K | 0.00% | +28+68.3% | Added |
| Bell Investment Advisors, Inc | 72 | $3.11K | 0.00% | −1−1.4% | Reduced |
| North Star Investment Management Corp. | 73 | $3.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 76 | $3.28K | 0.00% | +31+68.9% | Added |
| Smartleaf Asset Management LLC | 78 | $3.36K | 0.00% | −262−77.1% | Reduced |
| Colonial Trust Co | 78 | $3.36K | 0.00% | −7−8.2% | Reduced |
| Cape Investment Advisory, Inc. | 80 | $3.45K | 0.00% | −122−60.4% | Reduced |
| Private Wealth Management Group, LLC | 84 | $3.63K | 0.00% | +9+12.0% | Added |
| Abound Wealth Management | 85 | $3.68K | 0.00% | +27+46.6% | Added |
| WPG Advisers, LLC | 87 | $3.75K | 0.00% | −48−35.6% | Reduced |
| Essential Partners LLC | 90 | $3.88K | 0.00% | +90 | New |
| Cullen/Frost Bankers, Inc. | 94 | $4.04K | 0.00% | −66−41.3% | Reduced |
| Harbor Investment Advisory, LLC | 105 | $4.53K | 0.00% | +75+250.0% | Added |
| Howard Hughes Medical Institute | 106 | $4.57K | 0.00% | +106 | New |
| MV Capital Management, Inc. | 108 | $4.66K | 0.00% | +64+145.5% | Added |
| St. Johns Investment Management Company, LLC | 110 | $4.75K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $5.05K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $5.06K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 120 | $5.19K | 0.00% | −1−0.8% | Reduced |
| CVA Family Office, LLC | 147 | $6.34K | 0.00% | −60−29.0% | Reduced |
| Delta Asset Management LLC | 150 | $6.47K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 156 | $6.73K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 162 | $6.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 166 | $7.16K | 0.00% | +65+64.4% | Added |
| Hemington Wealth Management | 189 | $8.00K | 0.00% | +89+89.0% | Added |
| NewSquare Capital LLC | 193 | $8.33K | 0.00% | +193 | New |
| Bruce G. Allen Investments, LLC | 194 | $8.37K | 0.01% | +40+26.0% | Added |
| Peterson Wealth Services | 213 | $9.19K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 216 | $9.32K | 0.01% | −132−37.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 216 | $9.56K | 0.00% | +216 | New |
| Zions Bancorporation, National Association | 222 | $9.58K | 0.00% | −427−65.8% | Reduced |
| Farmers & Merchants Investments Inc | 223 | $9.62K | 0.00% | +60+36.8% | Added |
| Financial Perspectives, Inc | 224 | $9.67K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 225 | $9.71K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 248 | $10.7K | 0.01% | −637−72.0% | Reduced |
| Pinnacle Bancorp, Inc. | 251 | $10.8K | 0.00% | +61+32.1% | Added |
| GW&K Investment Management, LLC | 258 | $11.0K | 0.00% | −17−6.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 263 | $11.3K | 0.00% | +58+28.3% | Added |
| Parkside Financial Bank & Trust | 274 | $11.8K | 0.00% | −142−34.1% | Reduced |
| Deseret Mutual Benefit Administrators | 278 | $12.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $12.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $14.1K | 0.00% | −149−100.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 328 | $14.2K | 0.00% | −118−26.5% | Reduced |
| Clear Street Markets LLC | 334 | $14.4K | 0.01% | +334 | New |
