| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $116 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $116 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $117 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $232 | 0.00% | +1+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 2 | $235 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $341 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $349 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $465 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 4 | $465 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $465 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $581 | 0.00% | −2−28.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $581 | 0.00% | +1+25.0% | Added |
| LRI Investments, LLC | 6 | $697 | 0.00% | +6 | New |
| Torren Management, LLC | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $930 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.05K | 0.00% | −24−72.7% | Reduced |
| Parkside Financial Bank & Trust | 9 | $1.05K | 0.00% | −13−59.1% | Reduced |
| Valued Wealth Advisors LLC | 9 | $1.06K | 0.00% | +4+80.0% | Added |
| HM Payson & Co | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 12 | $1.39K | 0.00% | −1,976−99.4% | Reduced |
| Versant Capital Management, Inc | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $1.40K | 0.00% | +5+71.4% | Added |
| Planning Strategies Inc. | 13 | $1.51K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $1.63K | 0.00% | +2+16.7% | Added |
| SHP Wealth Management | 14 | $1.66K | 0.00% | +2+16.7% | Added |
| SBI Securities Co., Ltd. | 15 | $1.74K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 19 | $2.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $2.56K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 23 | $2.67K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 26 | $3.02K | 0.00% | −1−3.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 26 | $3.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $3.02K | 0.00% | +25+2,500.0% | Added |
| IFG Advisory, LLC | 26 | $3.02K | 0.00% | +26 | New |
| Assetmark, Inc | 28 | $3.25K | 0.00% | +2+7.7% | Added |
| Creative Capital Management Investments LLC | 28 | $3.25K | 0.00% | +28 | New |
| Cedar Mountain Advisors, LLC | 29 | $3.37K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 30 | $3.48K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 30 | $3.48K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 33 | $3.83K | 0.00% | −45−57.7% | Reduced |
| High Note Wealth, LLC | 39 | $4.53K | 0.00% | −2−4.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 39 | $4.53K | 0.00% | +5+14.7% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $4.60K | 0.00% | +20+105.3% | Added |
| Bogart Wealth, LLC | 41 | $4.76K | 0.00% | +36+720.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 52 | $6.04K | 0.00% | +34+188.9% | Added |
| Fortitude Family Office, LLC | 62 | $7.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $7.32K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 63 | $7.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $7.43K | 0.00% | +39+156.0% | Added |
| Cassaday & Co Wealth Management LLC | 68 | $7.90K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 73 | $8.02K | 0.00% | +73 | New |
| Grove Bank & Trust | 77 | $8.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 78 | $9.06K | 0.00% | +5+6.8% | Added |
| Raleigh Capital Management Inc. | 78 | $9.11K | 0.00% | +3+4.0% | Added |
| Center for Financial Planning, Inc. | 82 | $9.53K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 83 | $9.64K | 0.00% | −288−77.6% | Reduced |
| Bell Investment Advisors, Inc | 87 | $10.1K | 0.00% | +12+16.0% | Added |
| SOA Wealth Advisors, LLC. | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 94 | $10.9K | 0.00% | +2+2.2% | Added |
| Rossby Financial, LCC | 95 | $11.0K | 0.00% | −120−55.8% | Reduced |
| South State Corp. | 102 | $11.8K | 0.00% | +5+5.2% | Added |
| WealthCollab, LLC | 123 | $14.3K | 0.01% | +11+9.8% | Added |
| Rachor Investment Advisory Services, LLC | 130 | $15.1K | 0.01% | +1+0.8% | Added |
| Park Place Capital Corp | 131 | $15.2K | 0.00% | +26+24.8% | Added |
| Financially Speaking Inc | 162 | $17.0K | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 157 | $18.2K | 0.00% | +9+6.1% | Added |
| ORG Wealth Partners, LLC | 163 | $18.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 172 | $20.0K | 0.01% | +82+91.1% | Added |
| Salomon & Ludwin, LLC | 228 | $25.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 258 | $30.0K | 0.02% | +61+31.0% | Added |
| Huntington National Bank | 279 | $32.4K | 0.00% | +6+2.2% | Added |
| Smartleaf Asset Management LLC | 382 | $44.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 403 | $46.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 518 | $60.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 519 | $60.3K | 0.00% | +519 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 544 | $62.5K | 0.00% | +196+56.3% | Added |
| Atlantic Union Bankshares Corp | 555 | $64.5K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 560 | $65.1K | 0.00% | −240−30.0% | Reduced |
| True Wealth Design, LLC | 587 | $68.2K | 0.02% | +162+38.1% | Added |
| UMA Financial Services, Inc. | 618 | $71.8K | 0.01% | −24−3.7% | Reduced |
| J.Safra Asset Management Corp | 625 | $72.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 673 | $78.2K | 0.00% | +58+9.4% | Added |
| Montag A & Associates Inc | 681 | $79.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 708 | $82.2K | 0.00% | +362+104.6% | Added |
| Signaturefd, LLC | 709 | $82.4K | 0.00% | +100+16.4% | Added |
| Umb Bank N A | 792 | $92.0K | 0.00% | +60+8.2% | Added |
| EverSource Wealth Advisors, LLC | 880 | $102.3K | 0.00% | −713−44.8% | Reduced |
| Smithfield Trust Co | 919 | $106.0K | 0.00% | −41−4.3% | Reduced |
| GAMMA Investing LLC | 988 | $114.8K | 0.00% | +140+16.5% | Added |
| Allworth Financial LP | 1,043 | $121.2K | 0.00% | +393+60.5% | Added |
| Clearstead Advisors, LLC | 1,119 | $130.0K | 0.00% | +246+28.2% | Added |