| SJS Investment Consulting Inc. | 1 | $52 | 0.00% | −7−87.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $102 | 0.00% | −1−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $103 | 0.00% | −22−91.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $154 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $186 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $206 | 0.00% | −18−81.8% | Reduced |
| Whipplewood Advisors, LLC | 4 | $206 | 0.00% | −1,210−99.7% | Reduced |
| Ancora Advisors, LLC | 4 | $206 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $257 | 0.00% | +5 | New |
| Total Investment Management Inc | 5 | $257 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $263 | 0.00% | −27−84.4% | Reduced |
| WestEnd Advisors, LLC | 6 | $309 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $309 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $361 | 0.00% | −15−68.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $361 | 0.00% | −6−46.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $361 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $361 | 0.00% | +7 | New |
| ORG Partners LLC | 8 | $416 | 0.00% | −3−27.3% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $566 | 0.00% | +3+37.5% | Added |
| Parkworth Wealth Management, Inc. | 11 | $566 | 0.00% | +9+450.0% | Added |
| Rialto Wealth Management, LLC | 12 | $618 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 13 | $669 | 0.00% | +13 | New |
| Sierra Ocean, LLC | 14 | $720 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 15 | $772 | 0.00% | +15 | New |
| Larson Financial Group LLC | 16 | $823 | 0.00% | −100−86.2% | Reduced |
| IAG Wealth Partners, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $1.18K | 0.00% | +11+91.7% | Added |
| Asset Dedication, LLC | 24 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $1.24K | 0.00% | +9+60.0% | Added |
| Mount Yale Investment Advisors, LLC | 24 | $1.24K | 0.00% | +24 | New |
| Trifecta Capital Advisors, LLC | 25 | $1.29K | 0.00% | +25 | New |
| Horizon Financial Services, LLC | 28 | $1.44K | 0.00% | +8+40.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.44K | 0.00% | +28 | New |
| NVWM, LLC | 30 | $1.54K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 31 | $1.55K | 0.00% | +23+287.5% | Added |
| Raffa Wealth Management, LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 33 | $1.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $1.70K | 0.00% | +6+22.2% | Added |
| Howard Hughes Medical Institute | 34 | $1.75K | 0.00% | +34 | New |
| Avion Wealth | 51 | $2.00K | 0.00% | +6+13.3% | Added |
| First Pacific Financial | 40 | $2.06K | 0.00% | +40 | New |
| Concord Wealth Partners | 44 | $2.26K | 0.00% | +10+29.4% | Added |
| CVA Family Office, LLC | 50 | $2.57K | 0.00% | −233−82.3% | Reduced |
| United Community Bank | 50 | $2.57K | 0.00% | +50 | New |
| Rocky Mountain Advisers, LLC | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 52 | $2.67K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 52 | $2.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 52 | $2.68K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 54 | $2.78K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 57 | $2.93K | 0.00% | −256−81.8% | Reduced |
| MV Capital Management, Inc. | 59 | $3.04K | 0.00% | −82−58.2% | Reduced |
| Park Square Financial Group, LLC | 60 | $3.09K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 60 | $3.09K | 0.00% | +30+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 62 | $3.27K | 0.00% | +62 | New |
| Cherry Tree Wealth Management, LLC | 64 | $3.29K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 64 | $3.29K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 67 | $3.43K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 74 | $3.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 76 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 81 | $4.17K | 0.00% | +30+58.8% | Added |
| Cornerstone Planning Group LLC | 80 | $4.37K | 0.00% | +62+344.4% | Added |
| Red Tortoise LLC | 88 | $4.53K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $5.00K | 0.00% | −64−38.1% | Reduced |
| South State Corp. | 100 | $5.14K | 0.00% | +43+75.4% | Added |
| Clear Street Markets LLC | 105 | $5.40K | 0.00% | +105 | New |
| Kilter Group LLC | 106 | $5.45K | 0.00% | +106 | New |
| Meeder Asset Management Inc | 107 | $5.50K | 0.00% | +107 | New |
| Caitong International Asset Management Co., Ltd | 112 | $5.76K | 0.00% | −812−87.9% | Reduced |
| GW&K Investment Management, LLC | 124 | $6.00K | 0.00% | +98+376.9% | Added |
| Fortitude Family Office, LLC | 119 | $6.12K | 0.00% | +119 | New |
| CoreCap Advisors, LLC | 124 | $6.39K | 0.00% | −27−17.9% | Reduced |
| Spire Wealth Management | 126 | $6.48K | 0.00% | +43+51.8% | Added |
| Geneos Wealth Management Inc. | 128 | $6.59K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 130 | $6.71K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 138 | $7.10K | 0.00% | −4,922−97.3% | Reduced |
| Bell Investment Advisors, Inc | 143 | $7.36K | 0.00% | +6+4.4% | Added |
| American Capital Advisory, LLC | 147 | $7.56K | 0.00% | +147 | New |
| Private Trust Co NA | 151 | $7.77K | 0.00% | +3+2.0% | Added |
| Global X Japan Co., Ltd. | 152 | $7.82K | 0.00% | −264−63.5% | Reduced |
| Smithfield Trust Co | 148 | $8.00K | 0.00% | −64−30.2% | Reduced |
| Cheviot Value Management, LLC | 172 | $8.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 171 | $8.80K | 0.00% | +3+1.8% | Added |
| Private Wealth Management Group, LLC | 172 | $8.85K | 0.00% | +25+17.0% | Added |
| True Wealth Design, LLC | 175 | $9.00K | 0.00% | +142+430.3% | Added |
| Rise Advisors, LLC | 181 | $9.30K | 0.00% | +1+0.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $10.3K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 10,290 | $10.3K | 0.01% | +10,090+5,045.0% | Added |
| Cromwell Holdings LLC | 207 | $10.7K | 0.01% | +53+34.4% | Added |
| Ronald Blue Trust, Inc. | 216 | $11.1K | 0.00% | −114−34.5% | Reduced |
| Whittier Trust Co | 228 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 255 | $13.1K | 0.02% | +32+14.3% | Added |
| Bokf, NA | 258 | $13.3K | 0.00% | +209+426.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 296 | $15.2K | 0.01% | +296 | New |
| Skandinaviska Enskilda Banken AB (publ) | 297 | $15.3K | 0.00% | −27,967−98.9% | Reduced |
| Umb Bank N A | 298 | $15.3K | 0.00% | −86−22.4% | Reduced |
| NewSquare Capital LLC | 300 | $15.4K | 0.00% | +260+650.0% | Added |
| Hazlett, Burt & Watson, Inc. | 335 | $17.0K | 0.01% | +100+42.6% | Added |