| First Command Advisory Services, Inc. | 107 | $0 | 0.00% | −108−50.2% | Reduced |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Silicon Valley Capital Partners | 0 | $7 | 0.00% | 0 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 1 | $18 | 0.00% | −2,904−100.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 2 | $37 | 0.00% | −1−33.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 4 | $74 | 0.00% | +4 | New |
| West Financial Advisors, LLC | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $211 | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 14 | $265 | 0.00% | +14 | New |
| Arcadia Investment Advisors LLC | 22 | $406 | 0.00% | +22 | New |
| Adirondack Retirement Specialists, Inc. | 33 | $608 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $920 | 0.00% | −236−82.5% | Reduced |
| Luken Investment Analytics, LLC | 77 | $1.42K | 0.00% | +77 | New |
| WestEnd Advisors, LLC | 83 | $1.53K | 0.00% | +7+9.2% | Added |
| Legacy Bridge, LLC | 83 | $1.53K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 100 | $2.00K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 116 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 150 | $2.76K | 0.00% | +150 | New |
| KB Financial Partners, LLC | 173 | $3.00K | 0.00% | +173 | New |
| Robbins Farley LLC | 177 | $3.26K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 185 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 236 | $4.34K | 0.00% | +50+26.9% | Added |
| PayPay Securities Corp | 278 | $5.12K | 0.34% | +278 | New |
| DB Wealth Management Group, LLC | 296 | $5.45K | 0.00% | +296 | New |
| Solstein Capital, LLC | 300 | $5.52K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 308 | $5.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 414 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 300 | $6.00K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 291 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 312 | $6.01K | 0.00% | +312 | New |
| Cedar Mountain Advisors, LLC | 327 | $6.02K | 0.00% | −24−6.8% | Reduced |
| Highline Wealth Partners LLC | 339 | $6.24K | 0.00% | +149+78.4% | Added |
| Lansing Street Advisors | 347 | $6.39K | 0.00% | +342+6,840.0% | Added |
| Heritage Wealth Advisors | 360 | $6.63K | 0.00% | +2+0.6% | Added |
| Morton Brown Family Wealth, LLC | 378 | $6.96K | 0.00% | −335−47.0% | Reduced |
| True Wealth Design, LLC | 379 | $6.98K | 0.00% | +379 | New |
| Gould Capital, LLC | 405 | $7.46K | 0.01% | +6+1.5% | Added |
| Baldrige Asset Management LLC | 454 | $8.00K | 0.00% | −134−22.8% | Reduced |
| Wolverine Asset Management LLC | 444 | $8.17K | 0.00% | +444 | New |
| Ruedi Wealth Management, Inc. | 446 | $8.21K | 0.01% | +446 | New |
| New Millennium Group LLC | 466 | $8.58K | 0.01% | +53+12.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 467 | $8.60K | 0.00% | +467 | New |
| Tower View Investment Management & Research LLC | 513 | $9.00K | 0.01% | −115−18.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 497 | $9.15K | 0.00% | −550−52.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 570 | $10.0K | 0.09% | −570−50.0% | Reduced |
| America First Investment Advisors, LLC | 541 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 544 | $10.0K | 0.01% | +5+0.9% | Added |
| ClariVest Asset Management LLC | 512 | $10.0K | 0.00% | +59+13.0% | Added |
| Guardian Wealth Management, Inc. | 556 | $10.2K | 0.01% | −1,571−73.9% | Reduced |
| BBJS Financial Advisors, LLC | 571 | $10.5K | 0.00% | +571 | New |
| Proffitt & Goodson Inc | 582 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 601 | $11.0K | 0.01% | +601 | New |
| Fairfield Financial Advisors, LTD | 621 | $11.4K | 0.01% | +3+0.5% | Added |
| Interactive Financial Advisors | 656 | $12.1K | 0.01% | −400−37.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 656 | $12.1K | 0.00% | +197+42.9% | Added |
| Live Oak Investment Partners | – | $12.2K | 0.01% | – | New |
| Tucker Asset Management LLC | 660 | $12.2K | 0.00% | +184+38.7% | Added |
| Savior LLC | 694 | $12.8K | 0.01% | −3,410−83.1% | Reduced |
| FNY Investment Advisers, LLC | 760 | $13.0K | 0.02% | −340−30.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 700 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 751 | $14.0K | 0.01% | +4+0.5% | Added |
| Copeland Capital Management, LLC | 815 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 790 | $15.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 855 | $15.8K | 0.03% | +1+0.1% | Added |
| Aua Capital Management, LLC | 885 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 949 | $17.5K | 0.01% | −651−40.7% | Reduced |
| Newton One Investments LLC | 950 | $17.5K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 957 | $17.6K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 973 | $18.0K | 0.01% | +500+105.7% | Added |
| Missouri Trust & Investment Co | 1,000 | $18.0K | 0.01% | +700+233.3% | Added |
| Gs Investments, Inc. | 1,000 | $18.4K | 0.01% | +500+100.0% | Added |
| TFC Financial Management | 1,023 | $18.8K | 0.01% | −25−2.4% | Reduced |
| VitalStone Financial, LLC | 1,020 | $19.0K | 0.01% | +1,020 | New |
| NewSquare Capital LLC | 1,043 | $19.2K | 0.00% | −125,738−99.2% | Reduced |
| My Personal CFO, LLC | 1,070 | $19.7K | 0.02% | +1,070 | New |
| Avondale Wealth Management | 1,100 | $20.3K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,150 | $21.0K | 0.00% | −15,000−92.9% | Reduced |
| Level Financial Advisors, Inc. | 1,123 | $21.0K | 0.01% | −6−0.5% | Reduced |
| Syverson Strege & Co | 1,152 | $21.2K | 0.01% | +3+0.3% | Added |
| Contravisory Investment Management, Inc. | 1,176 | $21.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,192 | $21.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,200 | $22.0K | 0.01% | +1,200 | New |
| QVR LLC | 1,264 | $23.3K | 0.03% | −41,539−97.0% | Reduced |
| Core Alternative Capital | 1,331 | $24.5K | 0.00% | +36+2.8% | Added |
| Emfo, LLC | 1,353 | $24.9K | 0.02% | −2,095−60.8% | Reduced |
| HighMark Wealth Management LLC | 1,378 | $25.4K | 0.02% | −2,396−63.5% | Reduced |
| Arcus Capital Partners, LLC | 1,423 | $26.2K | 0.01% | +1,423 | New |
| Western Pacific Wealth Management, LP | 1,448 | $26.7K | 0.02% | −2,039−58.5% | Reduced |
| Capital Management Associates | 1,450 | $26.7K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,500 | $27.6K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,509 | $27.8K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,648 | $30.0K | 0.06% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 1,656 | $30.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,639 | $30.2K | 0.02% | +1,639 | New |
| Baker Avenue Asset Management, LP | 1,642 | $30.2K | 0.00% | +1,642 | New |
| Bleichroeder LP | 1,650 | $30.4K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1,668 | $30.7K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,682 | $31.0K | 0.01% | +159+10.4% | Added |
