| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $93 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $184 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3 | $276 | 0.00% | −17−85.0% | Reduced |
| Vermillion Wealth Management, Inc. | 3 | $276 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $368 | 0.00% | −27−87.1% | Reduced |
| HFM Investment Advisors, LLC | 5 | $461 | 0.00% | −2−28.6% | Reduced |
| AdvisorNet Financial, Inc | 5 | $461 | 0.00% | +2+66.7% | Added |
| Thompson Investment Management, Inc. | 6 | $553 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $553 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 6 | $553 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $645 | 0.00% | −11−61.1% | Reduced |
| Investors Portfolio Services LLC | 8 | $650 | 0.00% | +8 | New |
| MidFirst Bank | 8 | $737 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $829 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $830 | 0.00% | +5+125.0% | Added |
| Signature Equity Partners, LLC | 10 | $921 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $921 | 0.00% | +3+42.9% | Added |
| Private Wealth Management Group, LLC | 10 | $922 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $922 | 0.00% | +3+42.9% | Added |
| Manchester Capital Management LLC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $1.29K | 0.00% | +14 | New |
| Sachetta, LLC | 19 | $1.75K | 0.00% | +19 | New |
| WPG Advisers, LLC | 20 | $1.84K | 0.00% | −3−13.0% | Reduced |
| Grove Bank & Trust | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.84K | 0.00% | −190−90.5% | Reduced |
| Rialto Wealth Management, LLC | 21 | $1.94K | 0.00% | +3+16.7% | Added |
| Keating Financial Advisory Services, Inc. | 22 | $2.03K | 0.00% | −19−46.3% | Reduced |
| TD Private Client Wealth LLC | 26 | $2.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $2.86K | 0.00% | +20+181.8% | Added |
| Basecamp Wealth Advisors LLC | 34 | $3.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $3.13K | 0.00% | −46−57.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 36 | $3.32K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $3.65K | 0.00% | +29+263.6% | Added |
| CBIZ Investment Advisory Services, LLC | 41 | $3.78K | 0.00% | −182−81.6% | Reduced |
| JNBA Financial Advisors | 42 | $3.87K | 0.00% | +42 | New |
| Quent Capital, LLC | 46 | $4.24K | 0.00% | +9+24.3% | Added |
| Zions Bancorporation, National Association | 46 | $4.24K | 0.00% | +46 | New |
| Basepoint Wealth LLC | 47 | $4.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $4.42K | 0.00% | +17+54.8% | Added |
| Frazier Financial Advisors, LLC | 48 | $4.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $4.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $4.97K | 0.00% | +36+200.0% | Added |
| Mather Group, LLC. | 58 | $5.34K | 0.00% | +58 | New |
| Retirement Wealth Solutions LLC | 64 | $5.88K | 0.00% | −20−23.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 65 | $6.07K | 0.00% | +23+54.8% | Added |
| LRI Investments, LLC | 69 | $6.36K | 0.00% | +14+25.5% | Added |
| Massmutual Trust Co FSB | 72 | $6.63K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $6.72K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 77 | $7.11K | 0.00% | −421−84.5% | Reduced |
| First Horizon Corp | 87 | $8.01K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 88 | $8.11K | 0.00% | +8+10.0% | Added |
| CVA Family Office, LLC | 95 | $8.75K | 0.00% | +95 | New |
| Atlantic Union Bankshares Corp | 100 | $9.21K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 104 | $9.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 104 | $9.58K | 0.00% | +53+103.9% | Added |
| Boreal Capital Management LLC | 105 | $9.67K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 117 | $10.8K | 0.00% | −55−32.0% | Reduced |
| USA Financial Portformulas Corp | 126 | $11.6K | 0.00% | +117+1,300.0% | Added |
| Cornerstone Planning Group LLC | 146 | $12.0K | 0.00% | +1+0.7% | Added |
| Centerpoint Advisors, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 150 | $13.8K | 0.01% | +150 | New |
| Key Financial Inc | 151 | $13.9K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 184 | $16.9K | 0.00% | −14−7.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 202 | $18.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 218 | $20.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $20.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 251 | $23.1K | 0.00% | −134−34.8% | Reduced |
| Los Angeles Capital Management LLC | 262 | $24.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 263 | $24.2K | 0.00% | +43+19.5% | Added |
| Colonial Trust Co | 276 | $25.4K | 0.00% | −471−63.1% | Reduced |
| Farther Finance Advisors, LLC | 287 | $26.2K | 0.00% | +27+10.4% | Added |
| Harbour Investments, Inc. | 300 | $27.6K | 0.00% | +300 | New |
| IAG Wealth Partners, LLC | 300 | $27.6K | 0.00% | +300 | New |
| Root Financial Partners, LLC | 320 | $29.5K | 0.00% | +148+86.0% | Added |
| Kemnay Advisory Services Inc. | 331 | $30.5K | 0.00% | +161+94.7% | Added |
| Advisory Services Network, LLC | 347 | $32.0K | 0.00% | +347 | New |
| City State Bank | 350 | $32.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 358 | $33.0K | 0.00% | −29−7.5% | Reduced |
| IFP Advisors, Inc | 363 | $33.4K | 0.00% | −51−12.3% | Reduced |
| Arlington Trust Co LLC | 363 | $33.4K | 0.00% | +363 | New |
| Assetmark, Inc | 419 | $38.6K | 0.00% | +16+4.0% | Added |
| EverSource Wealth Advisors, LLC | 423 | $39.0K | 0.00% | −18−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 429 | $39.5K | 0.00% | +429 | New |
| Natixis | 449 | $41.4K | 0.00% | −14,000−96.9% | Reduced |
| Smartleaf Asset Management LLC | 512 | $46.1K | 0.00% | −94−15.5% | Reduced |
| Parallel Advisors, LLC | 540 | $49.7K | 0.00% | +91+20.3% | Added |
| Loomis Sayles & Co L P | 583 | $53.7K | 0.00% | −7,912−93.1% | Reduced |
| Ronald Blue Trust, Inc. | 586 | $54.0K | 0.00% | −192−24.7% | Reduced |
| Bayforest Capital Ltd | 712 | $65.6K | 0.07% | −2,335−76.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 722 | $66.5K | 0.00% | +181+33.5% | Added |
| SRS Capital Advisors, Inc. | 863 | $75.8K | 0.00% | −323−27.2% | Reduced |
