| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $255 | 0.00% | −2−50.0% | Reduced |
| 1015 Capital Partners, LLC | 2 | $255 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $255 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $255 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $256 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $256 | 0.00% | +2 | New |
| SHP Wealth Management | 3 | $383 | 0.00% | +3 | New |
| Financial Consulate, Inc | 4 | $511 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $511 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $511 | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 5 | $639 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $639 | 0.00% | +5 | New |
| Spire Wealth Management | 7 | $894 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $894 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $973 | 0.00% | −24−75.0% | Reduced |
| Ogorek Anthony Joseph | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 9 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.15K | 0.00% | +4+80.0% | Added |
| Retirement Wealth Solutions LLC | 11 | $1.41K | 0.00% | −21−65.6% | Reduced |
| Addison Advisors LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.61K | 0.00% | +10+500.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 13 | $1.66K | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.79K | 0.00% | +6+75.0% | Added |
| WPG Advisers, LLC | 14 | $1.79K | 0.00% | −6−30.0% | Reduced |
| Valued Wealth Advisors LLC | 14 | $1.80K | 0.00% | +5+55.6% | Added |
| JPL Wealth Management, LLC | 16 | $2.04K | 0.00% | +16 | New |
| Rossby Financial, LCC | 17 | $2.17K | 0.00% | −13−43.3% | Reduced |
| ZRC Wealth Management, LLC | 18 | $2.30K | 0.00% | +18 | New |
| Clearstead Advisors, LLC | 19 | $2.43K | 0.00% | −240−92.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $2.43K | 0.00% | +2+11.8% | Added |
| Cornerstone Financial Management LLC | 21 | $2.68K | 0.00% | −4−16.0% | Reduced |
| Private Wealth Management Group, LLC | 21 | $2.68K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.68K | 0.00% | +21 | New |
| GWM Advisors LLC | 22 | $2.81K | 0.00% | −5−18.5% | Reduced |
| LRI Investments, LLC | 23 | $2.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $3.06K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 24 | $3.06K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $3.07K | 0.00% | +14+140.0% | Added |
| Advisory Services Network, LLC | 27 | $3.45K | 0.00% | +27 | New |
| United Financial Planning Group LLC | 30 | $3.83K | 0.00% | +30 | New |
| Whipplewood Advisors, LLC | 31 | $3.96K | 0.00% | +31 | New |
| True Wealth Design, LLC | 31 | $3.96K | 0.00% | +21+210.0% | Added |
| Westside Investment Management, Inc. | 32 | $4.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $4.60K | 0.00% | −20−35.7% | Reduced |
| Hilltop National Bank | 37 | $4.72K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 43 | $5.49K | 0.00% | +12+38.7% | Added |
| Bruce G. Allen Investments, LLC | 45 | $5.75K | 0.00% | −11−19.6% | Reduced |
| Massmutual Trust Co FSB | 46 | $5.88K | 0.00% | −39−45.9% | Reduced |
| Sachetta, LLC | 46 | $5.88K | 0.00% | +32+228.6% | Added |
| Atlas Capital Advisors LLC | 50 | $6.38K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 51 | $7.00K | 0.00% | −36−41.4% | Reduced |
| Highline Wealth Partners LLC | 57 | $7.28K | 0.00% | +57 | New |
| Assetmark, Inc | 59 | $7.54K | 0.00% | −97−62.2% | Reduced |
| Wealth Preservation Advisors, LLC | 59 | $7.54K | 0.01% | +59 | New |
| Farmers & Merchants Investments Inc | 61 | $7.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $7.92K | 0.00% | +3+5.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 65 | $8.29K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 65 | $8.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $8.30K | 0.00% | +35+116.7% | Added |
| Owl Creek Wealth Partners LLC | 68 | $8.69K | 0.00% | +68 | New |
| Bullseye Investment Management, LLC | 70 | $8.94K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 75 | $9.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 77 | $9.83K | 0.00% | +11+16.7% | Added |
| Zions Bancorporation, National Association | 78 | $9.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $11.0K | 0.00% | −4,460−98.1% | Reduced |
| Manchester Capital Management LLC | 87 | $11.1K | 0.00% | +22+33.8% | Added |
| Steward Partners Investment Advisory, LLC | 88 | $11.2K | 0.00% | +2+2.3% | Added |
| Cornerstone Planning Group LLC | 92 | $12.1K | 0.00% | +2+2.2% | Added |
| SBI Securities Co., Ltd. | 113 | $14.4K | 0.00% | +58+105.5% | Added |
| RWM Asset Management, LLC | 115 | $14.7K | 0.00% | +115 | New |
| Basecamp Wealth Advisors LLC | 128 | $16.3K | 0.00% | +31+32.0% | Added |
| Atlantic Trust, LLC | 129 | $16.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $16.9K | 0.00% | −8−5.7% | Reduced |
| CVA Family Office, LLC | 138 | $17.6K | 0.00% | +124+885.7% | Added |
| Triumph Capital Management | 150 | $19.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 200 | $25.5K | 0.00% | +200 | New |
| Atlantic Union Bankshares Corp | 210 | $26.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 214 | $27.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 228 | $29.1K | 0.00% | +57+33.3% | Added |
| Smithfield Trust Co | 260 | $33.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 260 | $33.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 281 | $35.9K | 0.00% | −36−11.4% | Reduced |
| Rothschild Investment LLC | 284 | $36.3K | 0.00% | +106+59.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 294 | $37.5K | 0.00% | −64,155−99.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 305 | $39.0K | 0.01% | −275−47.4% | Reduced |
| TIAA Wealth Investment Management LLC | 312 | $39.8K | 0.00% | +312 | New |
| Sarver Vrooman Wealth Advisors | 359 | $45.8K | 0.03% | +70+24.2% | Added |
| Center for Financial Planning, Inc. | 363 | $46.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 393 | $50.2K | 0.02% | +189+92.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 414 | $52.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 403 | $53.0K | 0.00% | −348−46.3% | Reduced |
| Aquatic Capital Management LLC | 427 | $54.5K | 0.00% | −22,660−98.2% | Reduced |
| Bessemer Group Inc | 441 | $57.0K | 0.00% | +73+19.8% | Added |