| Cape Investment Advisory, Inc. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1 | $104 | 0.00% | −2,040−100.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 3 | $218 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $218 | 0.00% | +3 | New |
| Montag A & Associates Inc | 0 | $238 | 0.00% | 0 | New |
| MCF Advisors LLC | 3 | $248 | 0.00% | −235−98.7% | Reduced |
| American Capital Advisory, LLC | 4 | $291 | 0.00% | +2+100.0% | Added |
| Bear Mountain Capital, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $370 | 0.00% | −5−50.0% | Reduced |
| Dunhill Financial, LLC | 5 | $408 | 0.00% | −20−80.0% | Reduced |
| Fortitude Family Office, LLC | 6 | $436 | 0.00% | −36−85.7% | Reduced |
| Bokf, NA | 6 | $436 | 0.00% | −9−60.0% | Reduced |
| TFC Financial Management | 6 | $436 | 0.00% | +1+20.0% | Added |
| Quaker Wealth Management, LLC | 6 | $436 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $469 | 0.00% | +6 | New |
| Key Financial Inc | 7 | $508 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $581 | 0.00% | +2+33.3% | Added |
| Sierra Ocean, LLC | 9 | $654 | 0.00% | −29−76.3% | Reduced |
| Millstone Evans Group, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $654 | 0.00% | +8+800.0% | Added |
| Stephens Consulting, LLC | 9 | $654 | 0.00% | +9 | New |
| Ameritas Advisory Services, LLC | 10 | $705 | 0.00% | +10 | New |
| First Horizon Advisors, Inc. | 10 | $726 | 0.00% | −17−63.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 14 | $1.02K | 0.00% | +14 | New |
| Main Street Group, LTD | 15 | $1.09K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $1.09K | 0.00% | −88−85.4% | Reduced |
| Financial Management Professionals, Inc. | 15 | $1.11K | 0.00% | +15 | New |
| Darwin Advisors, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $1.24K | 0.00% | −49−74.2% | Reduced |
| GFG Capital, LLC | 17 | $1.24K | 0.00% | +17 | New |
| Activest Wealth Management | 19 | $1.38K | 0.00% | +13+216.7% | Added |
| Crewe Advisors LLC | 19 | $1.38K | 0.00% | +19 | New |
| Godsey & Gibb Associates | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.45K | 0.00% | +5+33.3% | Added |
| NVWM, LLC | 20 | $1.45K | 0.00% | +10+100.0% | Added |
| Prestige Wealth Management Group LLC | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $1.60K | 0.00% | −18−45.0% | Reduced |
| Bogart Wealth, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 27 | $1.99K | 0.00% | +17+170.0% | Added |
| Princeton Global Asset Management LLC | 29 | $2.11K | 0.00% | +29 | New |
| Cromwell Holdings LLC | 30 | $2.19K | 0.00% | −350−92.1% | Reduced |
| Financial Network Wealth Advisors LLC | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 31 | $2.38K | 0.00% | +1+3.3% | Added |
| Howard Hughes Medical Institute | 33 | $2.40K | 0.00% | +33 | New |
| Medallion Wealth Advisors, LLC | 33 | $2.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $2.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $2.69K | 0.00% | −615−94.3% | Reduced |
| Wealth Preservation Advisors, LLC | 37 | $2.69K | 0.00% | +37 | New |
| WealthTrak Capital Management LLC | 40 | $2.91K | 0.00% | +10+33.3% | Added |
| DT Investment Partners, LLC | 42 | $3.05K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 43 | $3.17K | 0.00% | +43 | New |
| High Note Wealth, LLC | 49 | $3.56K | 0.00% | +49 | New |
| Plante Moran Financial Advisors, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $3.71K | 0.00% | +20+64.5% | Added |
| Ogorek Anthony Joseph | 63 | $4.00K | 0.00% | −1−1.6% | Reduced |
| NBT Bank N A | 56 | $4.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 58 | $4.21K | 0.00% | +58 | New |
| Dogwood Wealth Management LLC | 58 | $4.47K | 0.00% | +58 | New |
| Lavaca Capital LLC | 63 | $4.58K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $4.63K | 0.00% | +1+1.6% | Added |
| Capital Advisors, Ltd. LLC | 66 | $5.00K | 0.00% | +50+312.5% | Added |
| Creekmur Asset Management LLC | 70 | $5.08K | 0.00% | +70 | New |
| Sachetta, LLC | 71 | $5.17K | 0.00% | +37+108.8% | Added |
| GPS Wealth Strategies Group, LLC | 80 | $5.81K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 80 | $5.81K | 0.00% | +80 | New |
| Kilter Group LLC | 80 | $5.81K | 0.00% | +80 | New |
| NewSquare Capital LLC | 94 | $6.83K | 0.00% | −15−13.8% | Reduced |
| Rise Advisors, LLC | 95 | $6.88K | 0.00% | +2+2.2% | Added |
| Pacific Center for Financial Services | 95 | $6.92K | 0.00% | +1+1.1% | Added |
| Geneos Wealth Management Inc. | 98 | $7.09K | 0.00% | −28,245−99.7% | Reduced |
| TCTC Holdings, LLC | 99 | $7.19K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $7.26K | 0.01% | +100 | New |
| Clear Street Markets LLC | 104 | $7.55K | 0.00% | −588−85.0% | Reduced |
| AdvisorNet Financial, Inc | 104 | $7.55K | 0.00% | −166−61.5% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $7.84K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 109 | $7.92K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 110 | $7.99K | 0.01% | +110 | New |
| Avion Wealth | 114 | $8.00K | 0.00% | +13+12.9% | Added |
| South State Corp. | 119 | $8.64K | 0.00% | +1+0.8% | Added |
| Evelyn Partners Investment Management LLP | 120 | $8.72K | 0.00% | −6,487−98.2% | Reduced |
| Atlantic Trust, LLC | 131 | $9.52K | 0.00% | +87+197.7% | Added |
| Proathlete Wealth Management LLC | 133 | $9.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 135 | $9.80K | 0.00% | +5+3.8% | Added |
| Ameriflex Group, Inc. | 142 | $10.5K | 0.01% | +142 | New |
| Meeder Asset Management Inc | 173 | $12.6K | 0.00% | +102+143.7% | Added |
| Private Wealth Management Group, LLC | 177 | $12.9K | 0.00% | +90+103.4% | Added |
| Cohen & Steers, Inc. | 174 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 190 | $13.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 190 | $13.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 193 | $14.0K | 0.00% | −1−0.5% | Reduced |
| Brown Brothers Harriman & Co | 203 | $14.7K | 0.00% | +128+170.7% | Added |
| CIBC Private Wealth Group, LLC | 208 | $15.1K | 0.00% | −23−10.0% | Reduced |
| Kestra Investment Management, LLC | 166 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 220 | $16.0K | 0.00% | −94−29.9% | Reduced |
