| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 15 | $0 | 0.00% | +15 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2 | $119 | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $299 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $303 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $309 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 6 | $359 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 10 | $596 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 10 | $597 | 0.00% | +10 | New |
| Private Wealth Asset Management, LLC | 11 | $656 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $656 | 0.00% | +11 | New |
| Wealth Watch Advisors, INC | 11 | $656 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 13 | $775 | 0.00% | −86−86.9% | Reduced |
| American Capital Advisory, LLC | 13 | $775 | 0.00% | +13 | New |
| 1620 Investment Advisors, Inc. | 15 | $894 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $894 | 0.00% | +15 | New |
| Montag A & Associates Inc | 17 | $1.01K | 0.00% | +17 | New |
| Creative Financial Designs Inc | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 29 | $1.80K | 0.00% | +29 | New |
| Key Financial Inc | 32 | $1.91K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | −35−51.5% | Reduced |
| CX Institutional | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $2.03K | 0.00% | +34 | New |
| Federated Hermes, Inc. | 35 | $2.09K | 0.00% | −8−18.6% | Reduced |
| Raffa Wealth Management, LLC | 36 | $2.15K | 0.00% | +24+200.0% | Added |
| Financial Network Wealth Advisors LLC | 37 | $2.21K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $2.22K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 38 | $2.27K | 0.00% | −1−2.6% | Reduced |
| Salem Investment Counselors Inc | 41 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $2.62K | 0.00% | −21−32.3% | Reduced |
| Vermillion Wealth Management, Inc. | 47 | $2.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $2.88K | 0.00% | −1−2.0% | Reduced |
| TD Capital Management LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 50 | $2.98K | 0.00% | +50 | New |
| Mountain Hill Investment Partners Corp. | 50 | $2.98K | 0.00% | +50 | New |
| Centerpoint Advisors, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Wolff Wiese Magana LLC | 51 | $3.04K | 0.00% | +14+37.8% | Added |
| Clark Wealth Partners | 50 | $3.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 55 | $3.28K | 0.00% | +35+175.0% | Added |
| Westfuller Advisors, LLC | 56 | $3.34K | 0.00% | +56 | New |
| Fortitude Family Office, LLC | 58 | $3.46K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 60 | $3.58K | 0.00% | +60 | New |
| Insight Financial Services | 61 | $3.64K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 61 | $3.64K | 0.00% | +61 | New |
| McIlrath & Eck, LLC | 63 | $3.75K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 64 | $3.81K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 72 | $4.27K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 74 | $4.41K | 0.00% | +53+252.4% | Added |
| Plante Moran Financial Advisors, LLC | 76 | $4.53K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 77 | $4.59K | 0.00% | +77 | New |
| UMA Financial Services, Inc. | 87 | $5.19K | 0.00% | +22+33.8% | Added |
| True Wealth Design, LLC | 87 | $5.19K | 0.00% | +87 | New |
| Clearstead Advisors, LLC | 90 | $5.37K | 0.00% | −56−38.4% | Reduced |
| HighMark Wealth Management LLC | 91 | $5.43K | 0.00% | +37+68.5% | Added |
| Zions Bancorporation, National Association | 98 | $5.84K | 0.00% | +18+22.5% | Added |
| Ninety One UK Ltd | 99 | $5.90K | 0.00% | +14+16.5% | Added |
| Burkett Financial Services, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $5.96K | 0.00% | +24+31.6% | Added |
| Kings Path Partners LLC | 100 | $5.96K | 0.00% | +100 | New |
| North Capital, Inc. | 102 | $6.08K | 0.00% | +1+1.0% | Added |
| Murphy & Mullick Capital Management Corp | 112 | $6.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 116 | $6.94K | 0.00% | +13+12.6% | Added |
| GW&K Investment Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 119 | $7.08K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 119 | $7.09K | 0.00% | +6+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 132 | $7.88K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 150 | $8.94K | 0.01% | +13+9.5% | Added |
| Bell Investment Advisors, Inc | 151 | $9.00K | 0.00% | +45+42.5% | Added |
| Winch Advisory Services, LLC | 154 | $9.17K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 158 | $9.42K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 161 | $9.59K | 0.00% | −650−80.1% | Reduced |
| Asset Dedication, LLC | 162 | $9.66K | 0.00% | −21−11.5% | Reduced |
| Farmers & Merchants Investments Inc | 168 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 171 | $10.2K | 0.00% | −85−33.2% | Reduced |
| Robinswood Financial LLC | 178 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 190 | $11.3K | 0.00% | +190 | New |
| Kelly Lawrence W & Associates Inc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 222 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 230 | $13.7K | 0.00% | −6−2.5% | Reduced |
| HHM Wealth Advisors, LLC | 230 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 234 | $13.9K | 0.00% | −248−51.5% | Reduced |
| Fifth Third Bancorp | 246 | $14.7K | 0.00% | −2−0.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 255 | $15.2K | 0.00% | +255 | New |
| Main Street Group, LTD | 256 | $15.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 257 | $15.3K | 0.01% | −17−6.2% | Reduced |
| Rocky Mountain Advisers, LLC | 259 | $15.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 272 | $16.2K | 0.00% | +272 | New |
| Parkside Financial Bank & Trust | 278 | $16.6K | 0.00% | −73−20.8% | Reduced |