| Halbert Hargrove Global Advisors, LLC | 1 | $72 | 0.00% | +1 | New |
| High Note Wealth, LLC | 2 | $141 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $141 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $211 | 0.00% | −5−62.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $212 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $212 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $282 | 0.00% | +3+300.0% | Added |
| GoalVest Advisory LLC | 6 | $422 | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 9 | $634 | 0.00% | +9 | New |
| PayPay Securities Corp | 9 | $684 | 0.04% | −5−35.7% | Reduced |
| AdvisorNet Financial, Inc | 10 | $704 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $704 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $705 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $775 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $845 | 0.00% | −15,254−99.9% | Reduced |
| Private Wealth Asset Management, LLC | 13 | $915 | 0.00% | +13 | New |
| Global Financial Private Client, LLC | 13 | $915 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $916 | 0.00% | −13−50.0% | Reduced |
| Cornerstone Planning Group LLC | 15 | $999 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 14 | $1.02K | 0.00% | +14 | New |
| Osterweis Capital Management Inc | 15 | $1.06K | 0.00% | +15 | New |
| Park Place Capital Corp | 18 | $1.27K | 0.00% | −25−58.1% | Reduced |
| Geneos Wealth Management Inc. | 18 | $1.27K | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 20 | $1.35K | 0.00% | +15+300.0% | Added |
| Rialto Wealth Management, LLC | 20 | $1.41K | 0.00% | +20 | New |
| Asset Dedication, LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.62K | 0.00% | −45−66.2% | Reduced |
| Continuum Advisory, LLC | 27 | $1.90K | 0.00% | −47−63.5% | Reduced |
| Clean Yield Group | 29 | $2.04K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 32 | $2.25K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 33 | $2.33K | 0.00% | −15−31.3% | Reduced |
| SJS Investment Consulting Inc. | 35 | $2.46K | 0.00% | −2−5.4% | Reduced |
| Country Trust Bank | 37 | $2.60K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 41 | $2.89K | 0.00% | −23−35.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 41 | $2.89K | 0.01% | −6−12.8% | Reduced |
| Private Wealth Management Group, LLC | 41 | $2.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.96K | 0.00% | −1,077−96.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 45 | $3.17K | 0.00% | −22−32.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 46 | $3.24K | 0.00% | −59−56.2% | Reduced |
| Pineridge Advisors LLC | 48 | $3.38K | 0.00% | −29−37.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 49 | $3.45K | 0.00% | +49 | New |
| Sachetta, LLC | 49 | $3.45K | 0.00% | −10−16.9% | Reduced |
| Sierra Ocean, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 51 | $3.59K | 0.00% | −25−32.9% | Reduced |
| Activest Wealth Management | 53 | $3.73K | 0.00% | +53 | New |
| Richard W. Paul & Associates, LLC | 54 | $3.80K | 0.00% | −29−34.9% | Reduced |
| Dunhill Financial, LLC | 54 | $3.81K | 0.00% | −6−10.0% | Reduced |
| Robinswood Financial LLC | 57 | $4.05K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 74 | $5.21K | 0.00% | −84−53.2% | Reduced |
| Heritage Wealth Advisors | 74 | $5.21K | 0.00% | −16−17.8% | Reduced |
| Leonteq Securities AG | 76 | $5.35K | 0.00% | +49+181.5% | Added |
| Highline Wealth Partners LLC | 79 | $5.56K | 0.00% | +79 | New |
| Caldwell Sutter Capital, Inc. | 80 | $5.63K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 95 | $6.69K | 0.00% | +95 | New |
| Larson Financial Group LLC | 98 | $6.90K | 0.00% | +78+390.0% | Added |
| GW&K Investment Management, LLC | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $7.04K | 0.00% | −1,759−94.6% | Reduced |
| Pittenger & Anderson Inc | 100 | $7.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.04K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 101 | $7.07K | 0.01% | +101 | New |
| Winch Advisory Services, LLC | 101 | $7.11K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 103 | $7.25K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 106 | $7.46K | 0.01% | −33−23.7% | Reduced |
| Valued Wealth Advisors LLC | 111 | $7.84K | 0.00% | −28−20.1% | Reduced |
| Ogorek Anthony Joseph | 114 | $8.00K | 0.00% | +114 | New |
| Crewe Advisors LLC | 115 | $8.10K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 116 | $8.17K | 0.00% | +116 | New |
| CVA Family Office, LLC | 117 | $8.24K | 0.00% | +7+6.4% | Added |
| Sound Income Strategies, LLC | 119 | $8.38K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 130 | $9.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 131 | $9.22K | 0.00% | +131 | New |
| Manchester Capital Management LLC | 138 | $9.72K | 0.00% | +63+84.0% | Added |
| Eukles Asset Management | 145 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 145 | $10.2K | 0.00% | +15+11.5% | Added |
| Raleigh Capital Management Inc. | 147 | $10.3K | 0.00% | −196−57.1% | Reduced |
| NewSquare Capital LLC | 151 | $10.6K | 0.00% | +145+2,416.7% | Added |
| Financial Management Professionals, Inc. | 154 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 158 | $11.1K | 0.00% | +2+1.3% | Added |
| Rise Advisors, LLC | 158 | $11.1K | 0.00% | +158 | New |
| Golden State Wealth Management, LLC | 167 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 178 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 178 | $12.5K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 181 | $12.7K | 0.00% | +1+0.6% | Added |
| Fortitude Family Office, LLC | 190 | $13.4K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 196 | $13.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 214 | $15.1K | 0.00% | +1+0.5% | Added |
| Brown Brothers Harriman & Co | 215 | $15.1K | 0.00% | −977−82.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 221 | $15.6K | 0.00% | +21+10.5% | Added |
| Creative Financial Designs Inc | 230 | $16.2K | 0.00% | −161−41.2% | Reduced |
| Global X Japan Co., Ltd. | 242 | $17.0K | 0.00% | −275−53.2% | Reduced |
| Central Trust Co | 251 | $17.7K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 260 | $18.0K | 0.01% | +260 | New |
| HM Payson & Co | 256 | $18.0K | 0.00% | +256 | New |
| St. Johns Investment Management Company, LLC | 275 | $19.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 300 | $21.1K | 0.00% | 00.0% | Unchanged |