| Covestor Ltd | 2 | $0 | 0.00% | −222−99.1% | Reduced |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 1 | $39 | 0.00% | −122−99.2% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $39 | 0.00% | −2−66.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 1 | $39 | 0.00% | +1 | New |
| Cypress Capital Management LLC (WY) | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $78 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $78 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $112 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $117 | 0.00% | +1+50.0% | Added |
| Motco | 3 | $117 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $125 | 0.00% | −4−57.1% | Reduced |
| Chilton Capital Management LLC | 4 | $156 | 0.00% | −4−50.0% | Reduced |
| Highland Investment Advisors LLC | 5 | $205 | 0.00% | +5 | New |
| South State Corp. | 6 | $234 | 0.00% | −5−45.5% | Reduced |
| Bayban | 6 | $234 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $273 | 0.00% | +6+600.0% | Added |
| Ameriflex Group, Inc. | 7 | $273 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $274 | 0.00% | +2+40.0% | Added |
| Continuum Advisory, LLC | 9 | $351 | 0.00% | +9 | New |
| Fairman Group, LLC | 10 | $390 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $429 | 0.00% | −24−68.6% | Reduced |
| Westfuller Advisors, LLC | 11 | $433 | 0.00% | −137−92.6% | Reduced |
| Raffa Wealth Management, LLC | 13 | $506 | 0.00% | −33−71.7% | Reduced |
| Hughes Financial Services, LLC | 14 | $545 | 0.00% | −21−60.0% | Reduced |
| Aspect Partners, LLC | 14 | $545 | 0.00% | +1+7.7% | Added |
| Financial Management Professionals, Inc. | 15 | $584 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $585 | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $623 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $740 | 0.00% | −65−77.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 20 | $779 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 22 | $857 | 0.00% | +16+266.7% | Added |
| First Horizon Corp | 25 | $974 | 0.00% | −54−68.4% | Reduced |
| HFM Investment Advisors, LLC | 25 | $974 | 0.00% | +17+212.5% | Added |
| Avion Wealth | 42 | $1.00K | 0.00% | −7−14.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 26 | $1.03K | 0.00% | −94−78.3% | Reduced |
| Synergy Investment Management, LLC | 27 | $1.05K | 0.00% | −4−12.9% | Reduced |
| Highline Wealth Partners LLC | 29 | $1.13K | 0.00% | +11+61.1% | Added |
| Anchor Investment Management, LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 30 | $1.17K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 29 | $1.19K | 0.00% | +17+141.7% | Added |
| Fulcrum Asset Management LLP | 31 | $1.23K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $1.25K | 0.00% | −5−13.5% | Reduced |
| 1620 Investment Advisors, Inc. | 35 | $1.36K | 0.00% | −177−83.5% | Reduced |
| Thompson Investment Management, Inc. | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $1.40K | 0.00% | +36 | New |
| RMG Wealth Management LLC | 34 | $1.41K | 0.00% | +34 | New |
| Clear Street Markets LLC | 37 | $1.44K | 0.00% | −279−88.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $1.44K | 0.00% | +10+37.0% | Added |
| MCF Advisors LLC | 40 | $1.56K | 0.00% | −61−60.4% | Reduced |
| Cape Investment Advisory, Inc. | 41 | $1.60K | 0.00% | +41 | New |
| SHP Wealth Management | 43 | $1.68K | 0.00% | +43 | New |
| Creative Financial Designs Inc | 45 | $1.75K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 47 | $1.83K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 50 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 51 | $1.99K | 0.00% | −41−44.6% | Reduced |
| Kilter Group LLC | 51 | $1.99K | 0.00% | −21−29.2% | Reduced |
| CoreCap Advisors, LLC | 51 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $2.00K | 0.00% | +62+620.0% | Added |
| Torren Management, LLC | 52 | $2.02K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 52 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $2.14K | 0.00% | −24−30.4% | Reduced |
| Tidemark, LLC | 56 | $2.18K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 57 | $2.22K | 0.00% | +6+11.8% | Added |
| Corsicana & Co. | 57 | $2.22K | 0.00% | +57 | New |
| High Note Wealth, LLC | 58 | $2.26K | 0.00% | −293−83.5% | Reduced |
| Creative Capital Management Investments LLC | 58 | $2.26K | 0.00% | +58 | New |
| J.Safra Asset Management Corp | 61 | $2.38K | 0.00% | +61 | New |
| Vermillion Wealth Management, Inc. | 64 | $2.50K | 0.00% | −11−14.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 65 | $2.55K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 68 | $2.65K | 0.00% | −136−66.7% | Reduced |
| Private Wealth Management Group, LLC | 69 | $2.69K | 0.00% | +56+430.8% | Added |
| Bare Financial Services, Inc | 70 | $2.73K | 0.00% | +70 | New |
| JPL Wealth Management, LLC | 74 | $2.88K | 0.00% | +74 | New |
| GW&K Investment Management, LLC | 87 | $3.00K | 0.00% | +31+55.4% | Added |
| Bayforest Capital Ltd | 78 | $3.04K | 0.00% | −1,963−96.2% | Reduced |
| Massmutual Trust Co FSB | 85 | $3.31K | 0.00% | −265−75.7% | Reduced |
| Rossby Financial, LCC | 87 | $3.39K | 0.00% | +13+17.6% | Added |
| Action Point Financial Planning, LLC | 89 | $3.39K | 0.00% | +89 | New |
| Fortitude Family Office, LLC | 92 | $3.58K | 0.00% | −48−34.3% | Reduced |
| Ronald Blue Trust, Inc. | 95 | $3.70K | 0.00% | −439−82.2% | Reduced |
| City State Bank | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $3.90K | 0.00% | +5+5.3% | Added |
| Farmers & Merchants Investments Inc | 105 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 106 | $4.13K | 0.00% | +84+381.8% | Added |
| North Star Investment Management Corp. | 110 | $4.29K | 0.00% | +20+22.2% | Added |
| Buck Wealth Strategies, LLC | 117 | $4.54K | 0.00% | +117 | New |
| Assetmark, Inc | 118 | $4.61K | 0.00% | −159−57.4% | Reduced |
| Geneos Wealth Management Inc. | 127 | $4.95K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 137 | $5.34K | 0.00% | +105+328.1% | Added |
| Measured Wealth Private Client Group, LLC | 144 | $5.61K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 150 | $5.84K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 152 | $5.92K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 153 | $5.96K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 157 | $6.12K | 0.00% | +80+103.9% | Added |
| Pinnacle Bancorp, Inc. | 161 | $6.27K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 162 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 168 | $6.54K | 0.00% | +58+52.7% | Added |
