| Raleigh Capital Management Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $76 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $152 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $303 | 0.00% | −1−20.0% | Reduced |
| Silicon Valley Capital Partners | 4 | $308 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $454 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $475 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $530 | 0.00% | −47−87.0% | Reduced |
| Financial Management Professionals, Inc. | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $606 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $606 | 0.00% | +6+300.0% | Added |
| JDM Financial Group LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $682 | 0.00% | +9 | New |
| Mountain Hill Investment Partners Corp. | 11 | $830 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $833 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 13 | $985 | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 14 | $1.06K | 0.00% | −2−12.5% | Reduced |
| Highline Wealth Partners LLC | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $1.06K | 0.00% | −8−36.4% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $1.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 20 | $1.51K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $1.74K | 0.00% | +23 | New |
| Rossby Financial, LCC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 31 | $2.35K | 0.00% | +4+14.8% | Added |
| Godfrey Financial Associates, Inc. | 37 | $2.80K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 39 | $2.96K | 0.00% | +21+116.7% | Added |
| CX Institutional | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 43 | $3.26K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 48 | $3.63K | 0.00% | +1+2.1% | Added |
| Bell Investment Advisors, Inc | 51 | $3.86K | 0.00% | 00.0% | Unchanged |
| American National Bank | 52 | $3.94K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $4.00K | 0.00% | +1+2.0% | Added |
| TD Private Client Wealth LLC | 54 | $4.09K | 0.00% | +7+14.9% | Added |
| Rothschild Investment LLC | 56 | $4.24K | 0.00% | −104−65.0% | Reduced |
| Silver Grove Financial Group, Inc. | 56 | $4.24K | 0.00% | +56 | New |
| High Note Wealth, LLC | 61 | $4.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 63 | $4.77K | 0.00% | −4−6.0% | Reduced |
| First Horizon Corp | 63 | $4.77K | 0.00% | +60+2,000.0% | Added |
| Geneos Wealth Management Inc. | 64 | $4.85K | 0.00% | +3+4.9% | Added |
| Wolff Wiese Magana LLC | 70 | $5.30K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 79 | $5.98K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 80 | $6.06K | 0.00% | +66+471.4% | Added |
| Institute for Wealth Management, LLC. | 87 | $6.59K | 0.00% | +87 | New |
| Action Point Financial Planning, LLC | 91 | $6.74K | 0.00% | +91 | New |
| Farmers & Merchants Investments Inc | 95 | $7.20K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $7.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 99 | $7.92K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 111 | $8.41K | 0.00% | −10−8.3% | Reduced |
| Cornerstone Financial Management LLC | 113 | $8.56K | 0.01% | +36+46.8% | Added |
| Rosenberg Matthew Hamilton | 123 | $9.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 152 | $11.5K | 0.00% | +118+347.1% | Added |
| ZRC Wealth Management, LLC | 158 | $12.0K | 0.00% | +158 | New |
| Keating Financial Advisory Services, Inc. | 162 | $12.3K | 0.00% | +5+3.2% | Added |
| Kentucky Trust Co | 172 | $13.0K | 0.01% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 196 | $14.5K | 0.01% | +196 | New |
| Eurizon Capital SGR S.p.A. | 189 | $14.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 192 | $15.0K | 0.00% | −98−33.8% | Reduced |
| UMA Financial Services, Inc. | 199 | $15.1K | 0.00% | +39+24.4% | Added |
| Smallwood Wealth Investment Management, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 208 | $15.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 212 | $16.6K | 0.00% | −19−8.2% | Reduced |
| Whittier Trust Co | 227 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 256 | $19.4K | 0.00% | +133+108.1% | Added |
| SJS Investment Consulting Inc. | 349 | $26.4K | 0.00% | +349 | New |
| Wellington-Altus USA Inc. | 351 | $26.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 392 | $29.7K | 0.00% | +63+19.1% | Added |
| IFP Advisors, Inc | 393 | $29.8K | 0.00% | −106−21.2% | Reduced |
| Bernard Wealth Management Corp. | 403 | $30.5K | 0.01% | −20−4.7% | Reduced |
| Westside Investment Management, Inc. | 430 | $32.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 430 | $32.6K | 0.00% | +62+16.8% | Added |
| Harvest Fund Management Co., Ltd | 446 | $34.0K | 0.00% | −254−36.3% | Reduced |
| Wiser Advisor Group LLC | 465 | $35.2K | 0.04% | +5+1.1% | Added |
| Los Angeles Capital Management LLC | 480 | $36.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 485 | $36.7K | 0.00% | +73+17.7% | Added |
| Mather Group, LLC. | 487 | $36.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 495 | $37.5K | 0.00% | −1,871−79.1% | Reduced |
| North Star Investment Management Corp. | 500 | $37.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 535 | $40.5K | 0.00% | −8−1.5% | Reduced |
| Versant Capital Management, Inc | 583 | $44.2K | 0.00% | −22−3.6% | Reduced |
| Private Trust Co NA | 584 | $44.2K | 0.00% | −435−42.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 589 | $44.6K | 0.00% | −32−5.2% | Reduced |
| MCF Advisors LLC | 588 | $44.7K | 0.00% | +3+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 588 | $44.7K | 0.00% | −10−1.7% | Reduced |
| Gables Capital Management Inc. | 600 | $45.4K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 606 | $45.9K | 0.01% | 00.0% | Unchanged |