| Dunhill Financial, LLC | 0 | $18 | 0.00% | −22−100.0% | Reduced |
| TFC Financial Management | 1 | $117 | 0.00% | −2−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $117 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $233 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $233 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 3 | $350 | 0.00% | −1−25.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $350 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $351 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 3 | $351 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $381 | 0.00% | +3 | New |
| Transce3nd, LLC | 4 | $467 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $509 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $583 | 0.00% | −2−28.6% | Reduced |
| Wolff Wiese Magana LLC | 5 | $584 | 0.00% | −44−89.8% | Reduced |
| South State Corp. | 5 | $584 | 0.00% | −20−80.0% | Reduced |
| Manchester Capital Management LLC | 5 | $584 | 0.00% | −5−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $700 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 7 | $817 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $933 | 0.00% | +4+100.0% | Added |
| Atlantic Trust, LLC | 8 | $934 | 0.00% | −54−87.1% | Reduced |
| HFM Investment Advisors, LLC | 8 | $934 | 0.00% | +7+700.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $1.05K | 0.00% | +7+350.0% | Added |
| Beacon Capital Management, LLC | 10 | $1.17K | 0.00% | −9−47.4% | Reduced |
| Rialto Wealth Management, LLC | 10 | $1.17K | 0.00% | +3+42.9% | Added |
| Total Investment Management Inc | 10 | $1.17K | 0.00% | +10 | New |
| Garde Capital, Inc. | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.40K | 0.00% | +4+50.0% | Added |
| True Wealth Design, LLC | 12 | $1.40K | 0.00% | +1+9.1% | Added |
| Sunbelt Securities, Inc. | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $1.52K | 0.00% | −17−56.7% | Reduced |
| Hager Investment Management Services, LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $1.52K | 0.00% | +2+18.2% | Added |
| Whipplewood Advisors, LLC | 13 | $1.52K | 0.00% | +7+116.7% | Added |
| Aspect Partners, LLC | 14 | $1.63K | 0.00% | +14 | New |
| Winch Advisory Services, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $1.98K | 0.00% | −4−19.0% | Reduced |
| Abound Wealth Management | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $1.98K | 0.00% | +9+112.5% | Added |
| Ritter Daniher Financial Advisory LLC | 17 | $1.98K | 0.00% | +17 | New |
| Asset Dedication, LLC | 18 | $2.10K | 0.00% | −103−85.1% | Reduced |
| SJS Investment Consulting Inc. | 18 | $2.10K | 0.00% | −14−43.8% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $2.10K | 0.00% | +18 | New |
| ORG Partners LLC | 17 | $2.15K | 0.00% | +12+240.0% | Added |
| Sachetta, LLC | 20 | $2.33K | 0.00% | −3−13.0% | Reduced |
| Painted Porch Advisors LLC | 20 | $2.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 22 | $2.62K | 0.00% | +2+10.0% | Added |
| Zions Bancorporation, National Association | 23 | $2.68K | 0.00% | −138−85.7% | Reduced |
| Valued Wealth Advisors LLC | 23 | $2.68K | 0.00% | −22−48.9% | Reduced |
| Binnacle Investments Inc | 23 | $2.68K | 0.00% | +17+283.3% | Added |
| Atlantic Union Bankshares Corp | 23 | $2.68K | 0.00% | +23 | New |
| Meeder Asset Management Inc | 24 | $2.80K | 0.00% | −42−63.6% | Reduced |
| Howard Hughes Medical Institute | 24 | $2.80K | 0.00% | +24 | New |
| Cape Investment Advisory, Inc. | 29 | $3.38K | 0.00% | +29 | New |
| WealthTrak Capital Management LLC | 29 | $3.38K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 30 | $3.50K | 0.00% | −29−49.2% | Reduced |
| Golden State Wealth Management, LLC | 30 | $3.50K | 0.00% | +7+30.4% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $3.62K | 0.00% | +1+3.3% | Added |
| Bayforest Capital Ltd | 32 | $3.73K | 0.00% | −97−75.2% | Reduced |
| Costello Asset Management, INC | 32 | $3.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 33 | $3.85K | 0.00% | +13+65.0% | Added |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | −17−36.2% | Reduced |
| NewSquare Capital LLC | 35 | $4.08K | 0.00% | −60−63.2% | Reduced |
| Cranbrook Wealth Management, LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $4.43K | 0.00% | +38 | New |
| Kozak & Associates, Inc. | 40 | $5.32K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 46 | $5.37K | 0.00% | +46 | New |
| WealthCollab, LLC | 47 | $5.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $5.58K | 0.00% | −10−19.2% | Reduced |
| Capital A Wealth Management, LLC | 40 | $6.68K | 0.08% | +40 | New |
| Legacy Wealth Managment, LLC | 59 | $6.88K | 0.00% | −11−15.7% | Reduced |
| Legacy Investment Solutions, LLC | 59 | $6.88K | 0.00% | +59 | New |
| Fortitude Family Office, LLC | 66 | $7.70K | 0.00% | +51+340.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $7.82K | 0.00% | +67 | New |
| Strategic Wealth Partners, Ltd. | 70 | $8.17K | 0.00% | +70 | New |
| Rise Advisors, LLC | 72 | $8.40K | 0.00% | −8−10.0% | Reduced |
| LRI Investments, LLC | 75 | $8.75K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $9.10K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 79 | $9.22K | 0.01% | −58−42.3% | Reduced |
| Iron Horse Wealth Management, LLC | 83 | $9.69K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 83 | $9.69K | 0.00% | −447−84.3% | Reduced |
| Private Wealth Management Group, LLC | 84 | $9.80K | 0.00% | −6−6.7% | Reduced |
| Concord Wealth Partners | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 92 | $10.7K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 101 | $11.8K | 0.00% | −1−1.0% | Reduced |
| GW&K Investment Management, LLC | 103 | $12.0K | 0.00% | +14+15.7% | Added |
| Armstrong Advisory Group, Inc | 106 | $12.4K | 0.00% | −49−31.6% | Reduced |
| GFG Capital, LLC | 107 | $12.5K | 0.00% | +107 | New |
| Bartlett & Co. Wealth Management LLC | 110 | $12.8K | 0.00% | −1−0.9% | Reduced |
| Key Financial Inc | 110 | $12.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 101 | $13.9K | 0.00% | +101 | New |
| Hemington Wealth Management | 122 | $14.0K | 0.00% | +73+149.0% | Added |
| Activest Wealth Management | 120 | $14.0K | 0.00% | −1−0.8% | Reduced |
| Mascoma Wealth Management LLC | 122 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 123 | $14.4K | 0.00% | +123 | New |
| SRS Capital Advisors, Inc. | 128 | $14.9K | 0.00% | −102−44.3% | Reduced |
