| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 0 | $3 | 0.00% | −2−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Rossby Financial, LCC | 1 | $91 | 0.00% | −39−97.5% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $91 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $91 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $91 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $179 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $181 | 0.00% | −2−50.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $272 | 0.00% | −199−98.5% | Reduced |
| Planning Strategies Inc. | 4 | $363 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $454 | 0.00% | −1−16.7% | Reduced |
| Quent Capital, LLC | 6 | $544 | 0.00% | −40−87.0% | Reduced |
| Thompson Investment Management, Inc. | 6 | $544 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $544 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $636 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $726 | 0.00% | −11−57.9% | Reduced |
| Manchester Capital Management LLC | 8 | $726 | 0.00% | −3−27.3% | Reduced |
| MidFirst Bank | 8 | $726 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $727 | 0.00% | −40−83.3% | Reduced |
| Bogart Wealth, LLC | 9 | $817 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $817 | 0.00% | +4+80.0% | Added |
| Signature Equity Partners, LLC | 10 | $907 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $908 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $998 | 0.00% | +1+10.0% | Added |
| Rialto Wealth Management, LLC | 11 | $999 | 0.00% | −10−47.6% | Reduced |
| Massmutual Trust Co FSB | 14 | $1.27K | 0.00% | −58−80.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.27K | 0.00% | +1+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 18 | $1.63K | 0.00% | −4−18.2% | Reduced |
| SHP Wealth Management | 18 | $1.63K | 0.00% | +18 | New |
| Atlantic Trust, LLC | 18 | $1.63K | 0.00% | −99−84.6% | Reduced |
| Manning & Napier Advisors LLC | 19 | $1.74K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 21 | $1.91K | 0.00% | −10−32.3% | Reduced |
| CoreCap Advisors, LLC | 21 | $1.91K | 0.00% | +21 | New |
| WPG Advisers, LLC | 23 | $2.09K | 0.00% | +3+15.0% | Added |
| Creative Capital Management Investments LLC | 23 | $2.09K | 0.00% | +23 | New |
| Quarry LP | 27 | $2.45K | 0.00% | +27 | New |
| Rothschild Investment LLC | 31 | $2.81K | 0.00% | −57−64.8% | Reduced |
| Clearstead Advisors, LLC | 31 | $2.81K | 0.00% | +11+55.0% | Added |
| Northwestern Mutual Wealth Management Co | 31 | $2.82K | 0.00% | +28+933.3% | Added |
| Basecamp Wealth Advisors LLC | 34 | $3.08K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 36 | $3.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $3.36K | 0.00% | −17−31.5% | Reduced |
| JPL Wealth Management, LLC | 37 | $3.36K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 39 | $3.54K | 0.00% | +5+14.7% | Added |
| Action Point Financial Planning, LLC | 43 | $3.72K | 0.00% | +43 | New |
| CBIZ Investment Advisory Services, LLC | 41 | $3.78K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 45 | $4.08K | 0.00% | +45 | New |
| Basepoint Wealth LLC | 48 | $4.32K | 0.00% | +1+2.1% | Added |
| Frazier Financial Advisors, LLC | 48 | $4.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 50 | $4.54K | 0.00% | +24+92.3% | Added |
| Colonial Trust Co | 50 | $4.56K | 0.00% | −226−81.9% | Reduced |
| Strengthening Families & Communities, LLC | 51 | $4.59K | 0.00% | +1+2.0% | Added |
| Retirement Wealth Solutions LLC | 52 | $4.71K | 0.00% | −12−18.8% | Reduced |
| Synergy Investment Management, LLC | 58 | $5.09K | 0.00% | +58 | New |
| Mather Group, LLC. | 58 | $5.26K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 67 | $6.08K | 0.00% | −37−35.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 69 | $6.34K | 0.00% | +4+6.2% | Added |
| Loomis Sayles & Co L P | 75 | $6.79K | 0.00% | −508−87.1% | Reduced |
| Torren Management, LLC | 77 | $7.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 87 | $7.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 89 | $8.08K | 0.00% | −6−6.3% | Reduced |
| SJS Investment Consulting Inc. | 89 | $8.08K | 0.00% | +79+790.0% | Added |
| LRI Investments, LLC | 100 | $9.07K | 0.00% | +31+44.9% | Added |
| Creative Financial Designs Inc | 104 | $9.44K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 105 | $9.53K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 148 | $13.4K | 0.00% | −115−43.7% | Reduced |
| Founders Capital Management | 150 | $13.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 151 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 160 | $13.8K | 0.00% | +14+9.6% | Added |
| EverSource Wealth Advisors, LLC | 174 | $15.8K | 0.00% | −249−58.9% | Reduced |
| IFP Advisors, Inc | 187 | $17.0K | 0.00% | −176−48.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 204 | $18.5K | 0.00% | −14−6.4% | Reduced |
| Park Place Capital Corp | 206 | $18.7K | 0.00% | +133+182.2% | Added |
| Centerpoint Advisors, LLC | 209 | $19.0K | 0.01% | +69+49.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $20.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 258 | $23.4K | 0.00% | +258 | New |
| City State Bank | 300 | $27.2K | 0.01% | −50−14.3% | Reduced |
| Harbour Investments, Inc. | 300 | $27.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $27.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 332 | $30.1K | 0.00% | +45+15.7% | Added |
| Umb Bank N A | 361 | $32.8K | 0.00% | −643−64.0% | Reduced |
| Arlington Trust Co LLC | 363 | $32.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 379 | $34.4K | 0.00% | −40−9.5% | Reduced |
| Duncker Streett & Co Inc | 381 | $34.6K | 0.01% | −1,025−72.9% | Reduced |
| Kemnay Advisory Services Inc. | 381 | $34.6K | 0.00% | +50+15.1% | Added |
| Optiver Holding B.V. | 425 | $38.6K | 0.00% | +174+69.3% | Added |
| Natixis | 449 | $40.7K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 464 | $42.1K | 0.00% | −553−54.4% | Reduced |
| Smartleaf Asset Management LLC | 512 | $46.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 519 | $47.1K | 0.01% | +519 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 594 | $53.9K | 0.00% | −128−17.7% | Reduced |
| Versant Capital Management, Inc | 599 | $54.4K | 0.00% | −412−40.8% | Reduced |
| Ameritas Advisory Services, LLC | 656 | $59.5K | 0.00% | +656 | New |
| Signaturefd, LLC | 701 | $63.6K | 0.00% | +343+95.8% | Added |
| Nomura Asset Management Co Ltd | 710 | $64.4K | 0.00% | −210−22.8% | Reduced |
