| Stephens Consulting, LLC | 1 | $164 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $168 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $327 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $327 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 2 | $328 | 0.00% | +2 | New |
| Northwest Capital Management Inc | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $490 | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $490 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $490 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $490 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $491 | 0.00% | −6−66.7% | Reduced |
| DecisionPoint Financial, LLC | 3 | $508 | 0.00% | +3 | New |
| Arlington Trust Co LLC | 4 | $653 | 0.00% | −22−84.6% | Reduced |
| Bare Financial Services, Inc | 4 | $653 | 0.00% | −7−63.6% | Reduced |
| Aventura Private Wealth, LLC | 4 | $653 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $803 | 0.00% | −8−66.7% | Reduced |
| HFM Investment Advisors, LLC | 6 | $980 | 0.00% | +2+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $980 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 6 | $980 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $981 | 0.00% | −2−25.0% | Reduced |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.14K | 0.00% | +5+250.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.31K | 0.00% | +4+100.0% | Added |
| Legacy Wealth Managment, LLC | 8 | $1.31K | 0.00% | −5−38.5% | Reduced |
| Center for Financial Planning, Inc. | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 8 | $1.31K | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $1.47K | 0.00% | +5+125.0% | Added |
| Kilter Group LLC | 9 | $1.47K | 0.00% | +9 | New |
| Iron Horse Wealth Management, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $1.96K | 0.00% | +7+140.0% | Added |
| Sierra Ocean, LLC | 14 | $2.29K | 0.00% | +9+180.0% | Added |
| Quaker Wealth Management, LLC | 16 | $2.61K | 0.00% | +16 | New |
| Solstein Capital, LLC | 17 | $2.78K | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $2.78K | 0.00% | +5+41.7% | Added |
| Aster Capital Management (DIFC) Ltd | 19 | $3.10K | 0.00% | −275−93.5% | Reduced |
| Global X Japan Co., Ltd. | 19 | $3.10K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $3.10K | 0.00% | −11−36.7% | Reduced |
| Bruce G. Allen Investments, LLC | 20 | $3.27K | 0.00% | +6+42.9% | Added |
| Operose Advisors LLC | 20 | $3.27K | 0.00% | +20 | New |
| Toth Financial Advisory Corp | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $3.27K | 0.00% | +17+566.7% | Added |
| Beacon Capital Management, LLC | 24 | $3.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $4.00K | 0.00% | +6+30.0% | Added |
| Ameriflex Group, Inc. | 26 | $4.21K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 26 | $4.25K | 0.00% | +6+30.0% | Added |
| Howard Hughes Medical Institute | 26 | $4.25K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 21 | $4.29K | 0.00% | −13−38.2% | Reduced |
| Webster Bank, N. A. | 28 | $4.57K | 0.00% | +28 | New |
| Dunhill Financial, LLC | 29 | $4.76K | 0.00% | +3+11.5% | Added |
| Zions Bancorporation, National Association | 30 | $4.90K | 0.00% | −69−69.7% | Reduced |
| Hilltop National Bank | 30 | $4.90K | 0.00% | +30 | New |
| Rothschild Investment LLC | 31 | $5.06K | 0.00% | +12+63.2% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $5.55K | 0.00% | −1−2.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $5.72K | 0.00% | +35 | New |
| Darwin Advisors, LLC | 36 | $5.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 44 | $7.19K | 0.00% | +44 | New |
| Moisand Fitzgerald Tamayo, LLC | 46 | $7.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $8.22K | 0.00% | −3−5.7% | Reduced |
| Sunbelt Securities, Inc. | 45 | $8.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 51 | $8.33K | 0.00% | +7+15.9% | Added |
| TD Private Client Wealth LLC | 51 | $8.33K | 0.00% | +24+88.9% | Added |
| South Plains Financial, Inc. | 52 | $8.49K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 57 | $9.31K | 0.00% | −8−12.3% | Reduced |
| Financial Management Professionals, Inc. | 60 | $9.80K | 0.00% | +60 | New |
| Twin Peaks Wealth Advisors, LLC | 48 | $9.94K | 0.00% | +48 | New |
| NewSquare Capital LLC | 61 | $9.97K | 0.00% | +25+69.4% | Added |
| Key Financial Inc | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $10.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 68 | $11.1K | 0.00% | +43+172.0% | Added |
| GPS Wealth Strategies Group, LLC | 69 | $11.3K | 0.00% | +1+1.5% | Added |
| Ancora Advisors, LLC | 70 | $11.4K | 0.00% | +2+2.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 71 | $11.6K | 0.01% | +71 | New |
| WealthCollab, LLC | 74 | $12.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 78 | $12.7K | 0.00% | −126−61.8% | Reduced |
| Farmers & Merchants Investments Inc | 78 | $12.7K | 0.00% | −14−15.2% | Reduced |
| Contravisory Investment Management, Inc. | 78 | $12.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 78 | $12.7K | 0.00% | +18+30.0% | Added |
| GW&K Investment Management, LLC | 78 | $13.0K | 0.00% | −15−16.1% | Reduced |
| Harbor Capital Advisors, Inc. | 82 | $13.0K | 0.00% | −7−7.9% | Reduced |
| Salem Investment Counselors Inc | 80 | $13.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 82 | $13.4K | 0.00% | +82 | New |
| Westside Investment Management, Inc. | 84 | $13.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 84 | $13.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 84 | $13.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 89 | $14.5K | 0.00% | −9−9.2% | Reduced |
| Private Wealth Management Group, LLC | 90 | $14.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 97 | $15.8K | 0.00% | +97 | New |
| CVA Family Office, LLC | 99 | $16.2K | 0.00% | +11+12.5% | Added |
| Citizens National Bank Trust Department | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $16.3K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 103 | $16.8K | 0.00% | −3−2.8% | Reduced |
| Manchester Capital Management LLC | 106 | $17.3K | 0.00% | +27+34.2% | Added |
| Atwood & Palmer Inc | 108 | $17.6K | 0.00% | +108 | New |
| Golden State Wealth Management, LLC | 110 | $18.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 110 | $18.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 122 | $19.9K | 0.00% | 00.0% | Unchanged |