| Darwin Advisors, LLC | 0 | $149 | 0.00% | 0 | New |
| Stone House Investment Management, LLC | 1 | $167 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $167 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $167 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 3 | $500 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $501 | 0.00% | −12−80.0% | Reduced |
| Imprint Wealth LLC | 4 | $667 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $667 | 0.00% | +4 | New |
| Marshall Investment Management, LLC | 5 | $833 | 0.00% | +5 | New |
| Synergy Investment Management, LLC | 5 | $864 | 0.00% | +5 | New |
| CX Institutional | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Elevated Capital Advisors, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $1.50K | 0.00% | −11−55.0% | Reduced |
| Tounjian Advisory Partners, LLC | 10 | $1.67K | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 14 | $2.33K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $2.33K | 0.00% | +6+75.0% | Added |
| Marquette Asset Management, LLC | 15 | $2.50K | 0.00% | +8+114.3% | Added |
| C M Bidwell & Associates Ltd | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $3.00K | 0.00% | −4−18.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 21 | $3.50K | 0.00% | −23−52.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 21 | $3.50K | 0.00% | −16−43.2% | Reduced |
| Bard Associates Inc | 21 | $3.50K | 0.00% | +21 | New |
| Murphy & Mullick Capital Management Corp | 22 | $3.67K | 0.00% | −3−12.0% | Reduced |
| First Horizon Corp | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 22 | $3.67K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 24 | $4.00K | 0.00% | +24 | New |
| RMG Wealth Management LLC | 27 | $4.46K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 27 | $4.50K | 0.00% | +27 | New |
| MidFirst Bank | 28 | $4.67K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 28 | $4.67K | 0.00% | +28 | New |
| Hilton Head Capital Partners, LLC | 30 | $5.00K | 0.00% | −51−63.0% | Reduced |
| Evolution Wealth Management Inc. | 31 | $5.17K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 32 | $5.35K | 0.00% | −11−25.6% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $5.50K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $6.00K | 0.00% | +3+7.9% | Added |
| Quent Capital, LLC | 37 | $6.17K | 0.00% | −5−11.9% | Reduced |
| JPL Wealth Management, LLC | 39 | $6.50K | 0.00% | +26+200.0% | Added |
| LRI Investments, LLC | 41 | $6.83K | 0.00% | −31−43.1% | Reduced |
| Anchor Investment Management, LLC | 41 | $6.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $7.00K | 0.00% | +40 | New |
| Zions Bancorporation, National Association | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 43 | $7.17K | 0.00% | +34+377.8% | Added |
| HFM Investment Advisors, LLC | 43 | $7.17K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 44 | $7.33K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $7.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 46 | $7.67K | 0.00% | +46 | New |
| Golden State Wealth Management, LLC | 47 | $7.83K | 0.00% | +41+683.3% | Added |
| Whipplewood Advisors, LLC | 48 | $8.00K | 0.01% | −142−74.7% | Reduced |
| Investors Portfolio Services LLC | 48 | $8.00K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 49 | $8.17K | 0.00% | +40+444.4% | Added |
| Fortitude Family Office, LLC | 52 | $8.67K | 0.00% | +47+940.0% | Added |
| Cary Street Partners Financial LLC | 52 | $8.67K | 0.00% | +52 | New |
| Hantz Financial Services, Inc. | 56 | $9.00K | 0.00% | +4+7.7% | Added |
| Signature Resources Capital Management, LLC | 57 | $9.50K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 59 | $9.84K | 0.01% | +18+43.9% | Added |
| CoreCap Advisors, LLC | 59 | $9.84K | 0.00% | +28+90.3% | Added |
| SBI Securities Co., Ltd. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 63 | $10.5K | 0.00% | +42+200.0% | Added |
| Signature Equity Partners, LLC | 65 | $10.8K | 0.00% | −8−11.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 69 | $11.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 69 | $11.5K | 0.00% | +69 | New |
| Richardson Capital Management LLC | 70 | $11.7K | 0.00% | −91−56.5% | Reduced |
| Front Row Advisors LLC | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $12.7K | 0.00% | +76 | New |
| CVA Family Office, LLC | 77 | $12.8K | 0.00% | −8−9.4% | Reduced |
| Atlantic Trust, LLC | 82 | $13.7K | 0.00% | +29+54.7% | Added |
| Private Wealth Asset Management, LLC | 84 | $14.0K | 0.00% | +40+90.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 88 | $14.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 89 | $14.8K | 0.00% | −25−21.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 94 | $15.6K | 0.00% | +52+123.8% | Added |
| Cornerstone Financial Management LLC | 95 | $15.8K | 0.01% | +39+69.6% | Added |
| Capital Analysts, LLC | 95 | $16.0K | 0.00% | +95 | New |
| Prestige Wealth Management Group LLC | 97 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 97 | $16.2K | 0.00% | +7+7.8% | Added |
| Bruce G. Allen Investments, LLC | 97 | $16.2K | 0.01% | +84+646.2% | Added |
| Princeton Global Asset Management LLC | 99 | $16.5K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 105 | $17.5K | 0.00% | −135−56.3% | Reduced |
| Bare Financial Services, Inc | 107 | $17.8K | 0.00% | +50+87.7% | Added |
| Montag A & Associates Inc | 114 | $19.0K | 0.00% | −2−1.7% | Reduced |
| Continuum Advisory, LLC | 120 | $20.0K | 0.00% | −3,220−96.4% | Reduced |
| Trust Co of Vermont | 120 | $20.0K | 0.00% | +120 | New |
| Cornerstone Planning Group LLC | 124 | $20.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 132 | $22.0K | 0.00% | −34−20.5% | Reduced |
| Parkside Financial Bank & Trust | 133 | $22.2K | 0.00% | +100+303.0% | Added |
| Bell Investment Advisors, Inc | 144 | $24.0K | 0.00% | −18−11.1% | Reduced |
| Brown Brothers Harriman & Co | 147 | $24.5K | 0.00% | +44+42.7% | Added |
| City Holding Co | 148 | $24.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 165 | $27.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 172 | $28.7K | 0.00% | +10+6.2% | Added |
| Spire Wealth Management | 173 | $28.9K | 0.00% | −98−36.2% | Reduced |
| Kerr Financial Planning Corp | 179 | $29.8K | 0.03% | 00.0% | Unchanged |