| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $140 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $140 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $140 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $420 | 0.00% | +1+50.0% | Added |
| DecisionPoint Financial, LLC | 3 | $423 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $560 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 5 | $718 | 0.00% | +5 | New |
| Spire Wealth Management | 6 | $840 | 0.00% | −1−14.3% | Reduced |
| SHP Wealth Management | 7 | $980 | 0.00% | +4+133.3% | Added |
| Torren Management, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $1.12K | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 11 | $1.54K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $1.96K | 0.00% | +7+100.0% | Added |
| Ogorek Anthony Joseph | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 16 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $2.52K | 0.00% | +4+28.6% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $2.66K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $2.80K | 0.00% | +6+42.9% | Added |
| Private Wealth Management Group, LLC | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 21 | $2.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 24 | $3.36K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 27 | $3.78K | 0.00% | +9+50.0% | Added |
| Concord Wealth Partners | 28 | $3.92K | 0.00% | +28 | New |
| Creative Capital Management Investments LLC | 29 | $4.06K | 0.00% | +29 | New |
| LRI Investments, LLC | 29 | $4.06K | 0.00% | +6+26.1% | Added |
| Valued Wealth Advisors LLC | 29 | $4.07K | 0.00% | +15+107.1% | Added |
| United Financial Planning Group LLC | 30 | $4.20K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 30 | $4.20K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 31 | $4.34K | 0.00% | +31 | New |
| Westside Investment Management, Inc. | 32 | $4.48K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $4.62K | 0.00% | +14+73.7% | Added |
| UMA Financial Services, Inc. | 35 | $4.90K | 0.00% | −8−18.6% | Reduced |
| Hilltop National Bank | 37 | $5.18K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $5.74K | 0.00% | +5+13.9% | Added |
| Bruce G. Allen Investments, LLC | 45 | $6.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $6.44K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $6.72K | 0.00% | +31+182.4% | Added |
| Atlas Capital Advisors LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $7.00K | 0.00% | −1−2.0% | Reduced |
| Activest Wealth Management | 51 | $7.14K | 0.00% | +51 | New |
| Massmutual Trust Co FSB | 60 | $8.40K | 0.00% | +14+30.4% | Added |
| Action Point Financial Planning, LLC | 61 | $8.40K | 0.00% | +61 | New |
| Farmers & Merchants Investments Inc | 61 | $8.54K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $8.68K | 0.00% | −3−4.6% | Reduced |
| Assetmark, Inc | 63 | $8.82K | 0.00% | +4+6.8% | Added |
| SBI Securities Co., Ltd. | 64 | $8.96K | 0.00% | −49−43.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 65 | $9.09K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 65 | $9.10K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 68 | $9.52K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 68 | $9.52K | 0.00% | +68 | New |
| Bullseye Investment Management, LLC | 70 | $9.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 70 | $9.80K | 0.00% | +13+22.8% | Added |
| Miller Wealth Advisors, LLC | 75 | $10.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 78 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 79 | $11.1K | 0.00% | +2+2.6% | Added |
| Axiom Investment Management LLC | 80 | $11.2K | 0.01% | +80 | New |
| Manchester Capital Management LLC | 87 | $12.2K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 90 | $12.6K | 0.00% | +90 | New |
| Cornerstone Planning Group LLC | 92 | $12.9K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 93 | $13.0K | 0.01% | +93 | New |
| Versant Capital Management, Inc | 112 | $15.7K | 0.00% | +50+80.6% | Added |
| Atlantic Trust, LLC | 129 | $18.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $18.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 134 | $18.8K | 0.00% | +6+4.7% | Added |
| Triumph Capital Management | 150 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 155 | $21.7K | 0.00% | +17+12.3% | Added |
| True Wealth Design, LLC | 155 | $21.7K | 0.01% | +124+400.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 159 | $22.3K | 0.00% | +159 | New |
| SJS Investment Consulting Inc. | 172 | $24.1K | 0.00% | +148+616.7% | Added |
| Mosley Wealth Management | 180 | $25.1K | 0.01% | −557−75.6% | Reduced |
| Alpine Bank Wealth Management | 185 | $25.9K | 0.00% | +185 | New |
| Private Trust Co NA | 198 | $27.7K | 0.00% | −30−13.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $28.0K | 0.00% | +200 | New |
| Atlantic Union Bankshares Corp | 210 | $29.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 211 | $29.5K | 0.00% | +192+1,010.5% | Added |
| Global Retirement Partners, LLC | 229 | $32.0K | 0.00% | +229 | New |
| Quarry LP | 243 | $34.0K | 0.01% | +243 | New |
| AdvisorNet Financial, Inc | 250 | $35.0K | 0.00% | +100+66.7% | Added |
| Smithfield Trust Co | 260 | $36.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 260 | $36.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 290 | $40.6K | 0.01% | +290 | New |
| Keating Financial Advisory Services, Inc. | 298 | $41.7K | 0.01% | −7−2.3% | Reduced |
| TIAA Wealth Investment Management LLC | 312 | $43.7K | 0.00% | 00.0% | Unchanged |