| Winthrop Capital Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | +9+100.0% | Added |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $41 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $42 | 0.00% | −14−93.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $82 | 0.00% | −16−88.9% | Reduced |
| Stone House Investment Management, LLC | 2 | $83 | 0.00% | −15−88.2% | Reduced |
| 3 Factor Indexing, LLC | 2 | $83 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $125 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $125 | 0.00% | +2+200.0% | Added |
| Valued Wealth Advisors LLC | 4 | $166 | 0.00% | −10−71.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $206 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $207 | 0.00% | −4−44.4% | Reduced |
| Signature Equity Partners, LLC | 7 | $290 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $290 | 0.00% | +7 | New |
| TopTier Wealth Management, LLC | 7 | $290 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $331 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $332 | 0.00% | −28−77.8% | Reduced |
| Dunhill Financial, LLC | 9 | $379 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $414 | 0.00% | −13−56.5% | Reduced |
| Bogart Wealth, LLC | 11 | $455 | 0.00% | +3+37.5% | Added |
| Marquette Asset Management, LLC | 12 | $497 | 0.00% | +5+71.4% | Added |
| Intentional Wealth Strategies, LLC | 13 | $538 | 0.00% | +13 | New |
| Innovative Asset Advisors Group, LLC | 13 | $538 | 0.00% | +13 | New |
| City State Bank | 15 | $621 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $621 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $663 | 0.00% | +13+433.3% | Added |
| Cullen/Frost Bankers, Inc. | 17 | $703 | 0.00% | −45−72.6% | Reduced |
| American Capital Advisory, LLC | 18 | $745 | 0.00% | +17+1,700.0% | Added |
| CoreCap Advisors, LLC | 19 | $786 | 0.00% | +4+26.7% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $787 | 0.00% | −9−32.1% | Reduced |
| GHP Investment Advisors, Inc. | 20 | $828 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $828 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $869 | 0.00% | +2+10.5% | Added |
| South State Corp. | 21 | $869 | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 22 | $910 | 0.00% | +1+4.8% | Added |
| SJS Investment Consulting Inc. | 23 | $952 | 0.00% | −6−20.7% | Reduced |
| Bare Financial Services, Inc | 23 | $952 | 0.00% | +9+64.3% | Added |
| Rossby Financial, LCC | 24 | $972 | 0.00% | +1+4.3% | Added |
| IMA Wealth, Inc. | 24 | $993 | 0.00% | −6−20.0% | Reduced |
| Hantz Financial Services, Inc. | 27 | $1.00K | 0.00% | −33−55.0% | Reduced |
| Cornerstone Financial Management LLC | 25 | $1.03K | 0.00% | +12+92.3% | Added |
| Cornerstone Planning Group LLC | 28 | $1.22K | 0.00% | −17−37.8% | Reduced |
| JPL Wealth Management, LLC | 30 | $1.24K | 0.00% | +30 | New |
| Cassaday & Co Wealth Management LLC | 32 | $1.32K | 0.00% | +32 | New |
| Sunbelt Securities, Inc. | 34 | $1.41K | 0.00% | +34 | New |
| Golden State Equity Partners | 35 | $1.45K | 0.00% | +35 | New |
| North Star Investment Management Corp. | 38 | $1.57K | 0.00% | +38 | New |
| Alerus Financial NA | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $1.70K | 0.00% | −42−50.6% | Reduced |
| Retirement Wealth Solutions LLC | 43 | $1.78K | 0.00% | +37+616.7% | Added |
| Umb Bank N A | 44 | $1.82K | 0.00% | +28+175.0% | Added |
| Cedar Mountain Advisors, LLC | 47 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 47 | $2.00K | 0.00% | −167−78.0% | Reduced |
| First Horizon Corp | 50 | $2.07K | 0.00% | +50 | New |
| Highline Wealth Partners LLC | 51 | $2.11K | 0.00% | +49+2,450.0% | Added |
| Bruce G. Allen Investments, LLC | 52 | $2.15K | 0.00% | +43+477.8% | Added |
| True Wealth Design, LLC | 58 | $2.40K | 0.00% | +37+176.2% | Added |
| JFS Wealth Advisors, LLC | 62 | $2.57K | 0.00% | −79−56.0% | Reduced |
| West Branch Capital LLC | 66 | $2.73K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 66 | $2.73K | 0.00% | +1+1.5% | Added |
| SBI Securities Co., Ltd. | 68 | $2.81K | 0.00% | −112−62.2% | Reduced |
| Evolution Wealth Management Inc. | 69 | $2.85K | 0.00% | +69 | New |
| Murphy & Mullick Capital Management Corp | 71 | $2.94K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 75 | $3.10K | 0.00% | +75 | New |
| Brown Brothers Harriman & Co | 77 | $3.19K | 0.00% | −116−60.1% | Reduced |
| Manchester Capital Management LLC | 82 | $3.39K | 0.00% | −10,605−99.2% | Reduced |
| Private Trust Co NA | 83 | $3.44K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 92 | $3.81K | 0.00% | +92 | New |
| Activest Wealth Management | 95 | $3.93K | 0.00% | +58+156.8% | Added |
| Capital Advisors, Ltd. LLC | 104 | $4.00K | 0.00% | −9−8.0% | Reduced |
| TD Private Client Wealth LLC | 100 | $4.14K | 0.00% | −383−79.3% | Reduced |
| Wall Street Access Asset Management, LLC | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $4.22K | 0.00% | +43+72.9% | Added |
| Toth Financial Advisory Corp | 105 | $4.34K | 0.00% | +19+22.1% | Added |
| CVA Family Office, LLC | 105 | $4.34K | 0.00% | +86+452.6% | Added |
| Vanguard National Trust Co | 106 | $4.39K | 0.00% | +106 | New |
| Private Wealth Management Group, LLC | 113 | $4.68K | 0.00% | +35+44.9% | Added |
| TD Waterhouse Canada Inc. | 120 | $4.85K | 0.00% | +90+300.0% | Added |
| Boreal Capital Management LLC | 120 | $4.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $5.00K | 0.00% | −97−46.2% | Reduced |
| Quent Capital, LLC | 121 | $5.01K | 0.00% | +102+536.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 124 | $5.13K | 0.00% | +124 | New |
| Triumph Capital Management | 150 | $6.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 157 | $6.50K | 0.00% | +129+460.7% | Added |
| Root Financial Partners, LLC | 166 | $6.87K | 0.00% | −207−55.5% | Reduced |
| Parkside Financial Bank & Trust | 167 | $6.91K | 0.00% | +22+15.2% | Added |
| Signaturefd, LLC | 169 | $6.99K | 0.00% | −900−84.2% | Reduced |
| Salomon & Ludwin, LLC | 177 | $7.19K | 0.00% | +177 | New |
| Private Wealth Asset Management, LLC | 191 | $7.90K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 197 | $8.04K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $8.28K | 0.00% | −100−33.3% | Reduced |
| NBT Bank N A | 200 | $8.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 205 | $8.48K | 0.00% | +5+2.5% | Added |
| MAI Capital Management | 229 | $9.47K | 0.00% | −904−79.8% | Reduced |
| Owl Creek Wealth Partners LLC | 240 | $9.93K | 0.00% | +240 | New |
| Quarry LP | 292 | $12.1K | 0.00% | +192+192.0% | Added |
