| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $2 | 0.00% | −13−100.0% | Reduced |
| Chesapeake Asset Management LLC | 1 | $223 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $223 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $224 | 0.00% | −10−90.9% | Reduced |
| Continuum Advisory, LLC | 1 | $224 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $224 | 0.00% | −1−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $224 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 2 | $448 | 0.00% | −7−77.8% | Reduced |
| True Wealth Design, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2 | $448 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $448 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 3 | $672 | 0.00% | −19−86.4% | Reduced |
| Sachetta, LLC | 3 | $672 | 0.00% | −10−76.9% | Reduced |
| Core Alternative Capital | 3 | $672 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $672 | 0.00% | +2+200.0% | Added |
| Hughes Financial Services, LLC | 4 | $881 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $896 | 0.00% | −3−42.9% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $896 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4 | $896 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $896 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $1.12K | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $1.12K | 0.00% | +3+150.0% | Added |
| South State Corp. | 5 | $1.12K | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $1.12K | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $1.12K | 0.00% | +5 | New |
| St Germain D J Co Inc | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.34K | 0.00% | +1+20.0% | Added |
| Greenline Partners, LLC | 6 | $1.34K | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $1.34K | 0.00% | +6 | New |
| Kiker Wealth Management, LLC | 6 | $1.34K | 0.00% | +6 | New |
| Logan Capital Management Inc | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 7 | $1.57K | 0.00% | +7 | New |
| Central Trust Co | 7 | $1.57K | 0.00% | −3−30.0% | Reduced |
| Beacon Capital Management, LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.79K | 0.00% | −4−33.3% | Reduced |
| JNBA Financial Advisors | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 9 | $2.02K | 0.00% | −140−94.0% | Reduced |
| Raffa Wealth Management, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $2.02K | 0.00% | +3+50.0% | Added |
| North Capital, Inc. | 9 | $2.02K | 0.00% | +9 | New |
| Murphy & Mullick Capital Management Corp | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.24K | 0.00% | −2−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $2.46K | 0.00% | −21−65.6% | Reduced |
| PFG Private Wealth Management, LLC | 11 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $2.46K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Morgan Dempsey Capital Management LLC | 14 | $3.13K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 14 | $3.13K | 0.00% | +14 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $3.36K | 0.00% | +1+7.1% | Added |
| Avion Wealth | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $4.22K | 0.00% | −1−5.0% | Reduced |
| Pacific Center for Financial Services | 19 | $4.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $4.48K | 0.00% | −3−13.0% | Reduced |
| West Paces Advisors Inc. | 21 | $4.70K | 0.00% | −1−4.5% | Reduced |
| Archer Investment Corp | 21 | $4.70K | 0.00% | +21 | New |
| Quent Capital, LLC | 22 | $4.92K | 0.00% | −22−50.0% | Reduced |
| Grove Bank & Trust | 23 | $5.15K | 0.00% | +20+666.7% | Added |
| Private Wealth Management Group, LLC | 23 | $5.15K | 0.00% | +21+1,050.0% | Added |
| Valued Wealth Advisors LLC | 24 | $5.38K | 0.00% | −6−20.0% | Reduced |
| Rothschild Investment LLC | 25 | $5.60K | 0.00% | −31−55.4% | Reduced |
| Accredited Wealth Management, LLC | 25 | $5.60K | 0.00% | +25 | New |
| Sierra Ocean, LLC | 25 | $5.60K | 0.00% | −2−7.4% | Reduced |
| Financial Perspectives, Inc | 27 | $6.07K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 28 | $6.27K | 0.03% | +28 | New |
| CVA Family Office, LLC | 30 | $6.72K | 0.00% | −36−54.5% | Reduced |
| Cromwell Holdings LLC | 32 | $7.16K | 0.00% | −199−86.1% | Reduced |
| Flaharty Asset Management, LLC | 32 | $7.16K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 33 | $7.39K | 0.00% | +2+6.5% | Added |
| Solstein Capital, LLC | 34 | $7.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $7.84K | 0.00% | −52−59.8% | Reduced |
| Anchor Investment Management, LLC | 36 | $8.06K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 261 | $8.73K | 0.01% | +186+248.0% | Added |
| Versant Capital Management, Inc | 39 | $8.73K | 0.00% | +11+39.3% | Added |
| Red Tortoise LLC | 40 | $8.96K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $8.96K | 0.00% | +8+25.0% | Added |
| DT Investment Partners, LLC | 41 | $9.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 45 | $10.1K | 0.00% | +6+15.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 49 | $11.0K | 0.01% | +49 | New |
| Marshall & Sterling Wealth Advisors Inc. | 58 | $13.0K | 0.01% | +58 | New |
| Farmers & Merchants Investments Inc | 59 | $13.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $15.7K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 73 | $16.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 75 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 76 | $17.0K | 0.02% | +47+162.1% | Added |
| City Holding Co | 77 | $17.2K | 0.00% | +77 | New |
| Bell Investment Advisors, Inc | 77 | $17.2K | 0.00% | +3+4.1% | Added |
| CoreCap Advisors, LLC | 78 | $17.5K | 0.00% | +13+20.0% | Added |
| Global Financial Private Client, LLC | 80 | $17.9K | 0.01% | +42+110.5% | Added |
| Retirement Wealth Solutions LLC | 80 | $17.9K | 0.01% | −23−22.3% | Reduced |
| Rise Advisors, LLC | 80 | $17.9K | 0.01% | +28+53.8% | Added |
| Pinnacle Bancorp, Inc. | 83 | $18.6K | 0.01% | +83 | New |
| Addison Advisors LLC | 87 | $19.5K | 0.01% | −9−9.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $22.4K | 0.00% | −3−2.9% | Reduced |