| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $220 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $254 | 0.00% | +5 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $305 | 0.00% | +6 | New |
| Continuum Advisory, LLC | 9 | $457 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $508 | 0.00% | −125−92.6% | Reduced |
| Timber Creek Capital Management LLC | 10 | $508 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $560 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $610 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $665 | 0.00% | −12−48.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 11 | $740 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $763 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 16 | $789 | 0.00% | +1+6.7% | Added |
| CoreCap Advisors, LLC | 16 | $813 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 17 | $865 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $966 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $1.00K | 0.00% | −31−48.4% | Reduced |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20 | $1.00K | 0.00% | +9+81.8% | Added |
| Covestor Ltd | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 24 | $1.22K | 0.00% | −19,605−99.9% | Reduced |
| Gradient Investments LLC | 25 | $1.27K | 0.00% | +19+316.7% | Added |
| SJS Investment Consulting Inc. | 26 | $1.32K | 0.00% | −7−21.2% | Reduced |
| Core Alternative Capital | 27 | $1.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.37K | 0.00% | −2−6.9% | Reduced |
| Laffer Tengler Investments | 29 | $1.47K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 30 | $1.52K | 0.00% | +30 | New |
| Anfield Capital Management, LLC | 30 | $1.52K | 0.00% | +30 | New |
| Newbridge Financial Services Group, Inc. | 35 | $1.78K | 0.00% | −260−88.1% | Reduced |
| Thompson Investment Management, Inc. | 36 | $1.82K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 38 | $1.94K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $2.03K | 0.00% | +40 | New |
| Front Row Advisors LLC | 44 | $2.24K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 44 | $2.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 45 | $2.29K | 0.00% | +7+18.4% | Added |
| Colonial Trust Co | 46 | $2.33K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 49 | $2.49K | 0.00% | −7−12.5% | Reduced |
| VisionPoint Advisory Group, LLC | 50 | $2.54K | 0.00% | +3+6.4% | Added |
| Hexagon Capital Partners LLC | 55 | $2.80K | 0.00% | +39+243.8% | Added |
| Bell Investment Advisors, Inc | 57 | $2.90K | 0.00% | +40+235.3% | Added |
| Zions Bancorporation, N.A. | 59 | $3.00K | 0.00% | −115−66.1% | Reduced |
| Northwest Bank & Trust Co | 61 | $3.10K | 0.00% | +61 | New |
| Assetmark, Inc | 62 | $3.15K | 0.00% | +51+463.6% | Added |
| Rakuten Securities, Inc. | 68 | $3.46K | 0.00% | +59+655.6% | Added |
| SOA Wealth Advisors, LLC. | 70 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $3.76K | 0.00% | +49+196.0% | Added |
| Richardson Financial Services Inc. | 79 | $4.02K | 0.00% | +79 | New |
| Creative Financial Designs Inc | 79 | $4.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 76 | $4.05K | 0.00% | +4+5.6% | Added |
| Clearstead Advisors, LLC | 84 | $4.27K | 0.00% | −282−77.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 86 | $4.37K | 0.00% | −15−14.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 87 | $4.42K | 0.00% | −5,851−98.5% | Reduced |
| Raffa Wealth Management, LLC | 87 | $4.42K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $4.42K | 0.00% | +11+14.5% | Added |
| Jamison Private Wealth Management, Inc. | 88 | $4.47K | 0.00% | −4−4.3% | Reduced |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | −10−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $5.03K | 0.00% | −40−28.8% | Reduced |
| City State Bank | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 105 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 122 | $6.20K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $6.35K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 126 | $6.41K | 0.00% | −86,491−99.9% | Reduced |
| Geneos Wealth Management Inc. | 127 | $6.46K | 0.00% | −855−87.1% | Reduced |
| IFP Advisors, Inc | 145 | $7.39K | 0.00% | −68−31.9% | Reduced |
| Orion Capital Management LLC | 149 | $7.57K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $7.73K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 174 | $8.00K | 0.00% | +29+20.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 157 | $8.01K | 0.00% | +157 | New |
| Coppell Advisory Solutions LLC | 158 | $8.03K | 0.00% | +158 | New |
| Opal Wealth Advisors, LLC | 162 | $8.23K | 0.00% | +162 | New |
| Caitlin John, LLC | 164 | $8.31K | 0.01% | +1+0.6% | Added |
| Dunhill Financial, LLC | 185 | $9.38K | 0.01% | +173+1,441.7% | Added |
| Strategic Investment Solutions, Inc. | 197 | $9.59K | 0.00% | +197 | New |
| Smartleaf Asset Management LLC | 194 | $9.82K | 0.00% | +4+2.1% | Added |
| Pin Oak Investment Advisors Inc | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $10.2K | 0.00% | +90+81.8% | Added |
| Ruedi Wealth Management, Inc. | 202 | $10.3K | 0.00% | +1+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 203 | $10.3K | 0.00% | −206−50.4% | Reduced |
| Bruce G. Allen Investments, LLC | 208 | $10.6K | 0.01% | +14+7.2% | Added |
| Benjamin Edwards Inc | 214 | $11.0K | 0.00% | +3+1.4% | Added |
| Silicon Valley Capital Partners | 238 | $12.1K | 0.00% | +2+0.8% | Added |
| Massmutual Trust Co FSB | 240 | $12.2K | 0.00% | −74−23.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 242 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 252 | $12.8K | 0.00% | +35+16.1% | Added |
| Bank & Trust Co | 253 | $12.9K | 0.01% | +253 | New |
| Northwest Capital Management Inc | 256 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 273 | $13.9K | 0.00% | +84+44.4% | Added |
| LRI Investments, LLC | 300 | $15.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 305 | $15.5K | 0.00% | +162+113.3% | Added |