| Navigoe, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $149 | 0.00% | −3−75.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $149 | 0.00% | −1−50.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $149 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $260 | 0.00% | −2−66.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $297 | 0.00% | −13−86.7% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $297 | 0.00% | −1−33.3% | Reduced |
| Seneschal Advisors, LLC | 2 | $298 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $446 | 0.00% | −38−92.7% | Reduced |
| Bare Financial Services, Inc | 3 | $446 | 0.00% | −5−62.5% | Reduced |
| Downshift Financial, LLC | 3 | $446 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $447 | 0.00% | −1−25.0% | Reduced |
| Breakwater Investment Management | 3 | $447 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 4 | $595 | 0.00% | −5−55.6% | Reduced |
| MidFirst Bank | 4 | $595 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $595 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $603 | 0.00% | +2+100.0% | Added |
| Rossby Financial, LCC | 5 | $743 | 0.00% | −1−16.7% | Reduced |
| SHP Wealth Management | 5 | $743 | 0.00% | +1+25.0% | Added |
| CoreCap Advisors, LLC | 5 | $803 | 0.00% | +1+25.0% | Added |
| Tounjian Advisory Partners, LLC | 6 | $892 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $899 | 0.00% | +1+20.0% | Added |
| Cornerstone Financial Management LLC | 7 | $1.04K | 0.00% | −3−30.0% | Reduced |
| Bruce G. Allen Investments, LLC | 7 | $1.04K | 0.00% | +3+75.0% | Added |
| LRI Investments, LLC | 7 | $1.04K | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.34K | 0.00% | +3+50.0% | Added |
| HFM Investment Advisors, LLC | 9 | $1.34K | 0.00% | +5+125.0% | Added |
| International Assets Investment Management, LLC | 9 | $1.35K | 0.00% | −21−70.0% | Reduced |
| Valued Wealth Advisors LLC | 10 | $1.49K | 0.00% | −2−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $1.49K | 0.00% | −2−16.7% | Reduced |
| TD Private Client Wealth LLC | 10 | $1.49K | 0.00% | −1−9.1% | Reduced |
| Armstrong Advisory Group, Inc | 11 | $1.64K | 0.00% | −20−64.5% | Reduced |
| McGuire Capital Advisors Inc | 11 | $1.64K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12 | $1.78K | 0.00% | +2+20.0% | Added |
| Clear Street Markets LLC | 12 | $1.78K | 0.00% | +3+33.3% | Added |
| Bogart Wealth, LLC | 12 | $1.78K | 0.00% | +11+1,100.0% | Added |
| Addison Advisors LLC | 12 | $1.78K | 0.00% | +10+500.0% | Added |
| HGK Asset Management Inc | 14 | $2.08K | 0.00% | +14 | New |
| William B. Walkup & Associates, Inc. | 15 | $2.23K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $2.23K | 0.00% | −3−16.7% | Reduced |
| J.Safra Asset Management Corp | 16 | $2.38K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $2.38K | 0.00% | −1−5.9% | Reduced |
| Silver Grove Financial Group, Inc. | 17 | $2.53K | 0.00% | +17 | New |
| Essential Partners LLC | 19 | $2.83K | 0.00% | −133−87.5% | Reduced |
| Torren Management, LLC | 19 | $2.84K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $2.97K | 0.00% | +20 | New |
| Avion Wealth | 23 | $3.00K | 0.00% | +1+4.5% | Added |
| Catherine Avery Investment Management LLC | 21 | $3.12K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 21 | $3.12K | 0.00% | −200−90.5% | Reduced |
| Private Wealth Management Group, LLC | 21 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $3.12K | 0.00% | +11+110.0% | Added |
| Colonial Trust Co | 22 | $3.18K | 0.00% | +22 | New |
| Quarry LP | 23 | $3.42K | 0.00% | −748−97.0% | Reduced |
| Signature Equity Partners, LLC | 24 | $3.57K | 0.00% | −30−55.6% | Reduced |
| Marquette Asset Management, LLC | 25 | $3.72K | 0.00% | +13+108.3% | Added |
| Bell Investment Advisors, Inc | 26 | $3.87K | 0.00% | −9−25.7% | Reduced |
| IMA Wealth, Inc. | 27 | $4.01K | 0.00% | +8+42.1% | Added |
| Salem Investment Counselors Inc | 29 | $4.31K | 0.00% | +29 | New |
| Strengthening Families & Communities, LLC | 30 | $4.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 31 | $4.61K | 0.00% | −26−45.6% | Reduced |
| Manchester Capital Management LLC | 32 | $4.76K | 0.00% | +23+255.6% | Added |
| Golden State Wealth Management, LLC | 32 | $4.77K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $5.00K | 0.00% | +2+6.9% | Added |
| Action Point Financial Planning, LLC | 41 | $5.65K | 0.00% | +41 | New |
| Concord Wealth Partners | 39 | $5.80K | 0.00% | +39 | New |
| WPG Advisers, LLC | 43 | $6.39K | 0.00% | −1−2.3% | Reduced |
| IFG Advisory, LLC | 45 | $6.75K | 0.00% | +45 | New |
| Capital Advisors, Ltd. LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 50 | $7.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 47 | $7.04K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 43 | $7.28K | 0.00% | +43 | New |
| Westside Investment Management, Inc. | 50 | $7.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $7.58K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 52 | $7.73K | 0.00% | −1,006−95.1% | Reduced |
| Hughes Financial Services, LLC | 52 | $7.73K | 0.00% | −2−3.7% | Reduced |
| Fortitude Family Office, LLC | 54 | $8.03K | 0.00% | −13−19.4% | Reduced |
| Basecamp Wealth Advisors LLC | 54 | $8.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $8.48K | 0.00% | −194−77.3% | Reduced |
| MV Capital Management, Inc. | 64 | $9.52K | 0.00% | +1+1.6% | Added |
| Zions Bancorporation, National Association | 66 | $9.81K | 0.00% | −19−22.4% | Reduced |
| Accordant Advisory Group Inc | 66 | $9.81K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 80 | $11.9K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 93 | $13.8K | 0.00% | −37−28.5% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $14.3K | 0.00% | +1+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 100 | $14.9K | 0.00% | +11+12.4% | Added |
| Stance Capital LLC | 100 | $14.9K | 0.00% | +100 | New |
| CVA Family Office, LLC | 107 | $15.9K | 0.00% | −4−3.6% | Reduced |
| True Wealth Design, LLC | 110 | $16.4K | 0.00% | −136−55.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 113 | $16.8K | 0.00% | −8−6.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 115 | $17.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 120 | $17.9K | 0.00% | +3+2.6% | Added |
| Founders Capital Management | 128 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 144 | $21.4K | 0.00% | −10−6.5% | Reduced |
| Onefund, LLC | 144 | $21.4K | 0.01% | −7−4.6% | Reduced |
| Assetmark, Inc | 146 | $21.7K | 0.00% | −313−68.2% | Reduced |
