| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $205 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $205 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $206 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $411 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $411 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $411 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $411 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $411 | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 2 | $411 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $616 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 4 | $821 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $822 | 0.00% | +2+100.0% | Added |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $1.03K | 0.00% | −1−16.7% | Reduced |
| DecisionPoint Financial, LLC | 5 | $1.04K | 0.00% | +3+150.0% | Added |
| Manchester Capital Management LLC | 6 | $1.23K | 0.00% | −1−14.3% | Reduced |
| First Horizon Corp | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.44K | 0.00% | +1+16.7% | Added |
| Marshall Investment Management, LLC | 7 | $1.44K | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $1.44K | 0.00% | +3+75.0% | Added |
| Planning Strategies Inc. | 8 | $1.64K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $2.26K | 0.00% | +1+10.0% | Added |
| Marquette Asset Management, LLC | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $2.46K | 0.00% | +4+50.0% | Added |
| ZRC Wealth Management, LLC | 12 | $2.46K | 0.00% | +4+50.0% | Added |
| Torren Management, LLC | 13 | $2.67K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $2.67K | 0.00% | +6+85.7% | Added |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 15 | $3.09K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $3.29K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 17 | $3.49K | 0.00% | +17 | New |
| WPG Advisers, LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bayban | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $4.11K | 0.00% | −12−37.5% | Reduced |
| Kingdom Financial Group LLC. | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $4.31K | 0.00% | +5+31.3% | Added |
| Raffa Wealth Management, LLC | 22 | $4.52K | 0.00% | +1+4.8% | Added |
| Creative Capital Management Investments LLC | 22 | $4.52K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 22 | $4.52K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $4.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $4.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $4.93K | 0.00% | +10+71.4% | Added |
| Avion Wealth | 26 | $5.00K | 0.00% | +14+116.7% | Added |
| CGC Financial Services, LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 26 | $5.34K | 0.00% | +11+73.3% | Added |
| Anchor Investment Management, LLC | 26 | $5.34K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 26 | $5.55K | 0.00% | −1−3.7% | Reduced |
| Olistico Wealth, LLC | 30 | $6.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $6.16K | 0.00% | +7+30.4% | Added |
| Cetera Trust Company, N.A | 35 | $7.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 35 | $7.19K | 0.00% | +3+9.4% | Added |
| Strategic Wealth Partners, Ltd. | 37 | $7.60K | 0.00% | −20−35.1% | Reduced |
| Rothschild Investment LLC | 37 | $7.60K | 0.00% | −3−7.5% | Reduced |
| Cromwell Holdings LLC | 37 | $7.60K | 0.00% | +16+76.2% | Added |
| Bokf, NA | 42 | $8.62K | 0.00% | +42 | New |
| Retirement Wealth Solutions LLC | 42 | $8.62K | 0.00% | −1−2.3% | Reduced |
| Truvestments Capital LLC | 43 | $8.83K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 45 | $9.21K | 0.01% | +45 | New |
| Steigerwald, Gordon & Koch Inc. | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 45 | $9.24K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $9.44K | 0.00% | +2+4.5% | Added |
| Signature Equity Partners, LLC | 48 | $9.85K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $10.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $11.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 54 | $11.1K | 0.00% | +9+20.0% | Added |
| Greykasell Wealth Strategies, Inc. | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 61 | $12.5K | 0.00% | −23−27.4% | Reduced |
| EFG International AG | 65 | $13.3K | 0.00% | −7−9.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67 | $13.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 69 | $14.2K | 0.00% | +69 | New |
| Pflug Koory, LLC | 70 | $14.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $14.6K | 0.01% | +10+16.4% | Added |
| Plante Moran Financial Advisors, LLC | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 79 | $15.8K | 0.00% | +79 | New |
| Halbert Hargrove Global Advisors, LLC | 78 | $16.0K | 0.00% | −41−34.5% | Reduced |
| Whittier Trust Co | 79 | $16.3K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 80 | $16.4K | 0.00% | +40+100.0% | Added |
| McMillan Office, Inc. | 83 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 89 | $18.3K | 0.01% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 90 | $18.5K | 0.07% | +90 | New |
| Legacy Bridge, LLC | 90 | $18.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 91 | $18.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $19.5K | 0.00% | +4+4.4% | Added |