| Cape Investment Advisory, Inc. | 2 | $121 | 0.00% | −9−81.8% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $182 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $183 | 0.00% | −5−62.5% | Reduced |
| Perkins Coie Trust Co | 4 | $242 | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $243 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $243 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $243 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 5 | $304 | 0.00% | +5 | New |
| REAP Financial Group, LLC | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $425 | 0.00% | +2+40.0% | Added |
| Dogwood Wealth Management LLC | 7 | $425 | 0.00% | +7 | New |
| Bear Mountain Capital, Inc. | 8 | $474 | 0.00% | +8 | New |
| Continuum Advisory, LLC | 8 | $486 | 0.00% | −15−65.2% | Reduced |
| NVWM, LLC | 9 | $546 | 0.00% | −10−52.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $546 | 0.00% | +9 | New |
| Tradewinds Capital Management, LLC | 10 | $608 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $621 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $630 | 0.00% | +10 | New |
| GoalVest Advisory LLC | 11 | $668 | 0.00% | +11 | New |
| Kiker Wealth Management, LLC | 11 | $668 | 0.00% | +11 | New |
| New Millennium Group LLC | 12 | $729 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $752 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 13 | $789 | 0.00% | +13 | New |
| Core Alternative Capital | 14 | $850 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $911 | 0.00% | −10−40.0% | Reduced |
| Osterweis Capital Management Inc | 15 | $911 | 0.00% | +15 | New |
| Winnow Wealth LLC | 16 | $955 | 0.00% | +5+45.5% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $1.03K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $1.21K | 0.00% | +13+185.7% | Added |
| Trifecta Capital Advisors, LLC | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 23 | $1.40K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 23 | $1.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 24 | $1.46K | 0.00% | +24 | New |
| Activest Wealth Management | 25 | $1.52K | 0.00% | +21+525.0% | Added |
| Global Financial Private Client, LLC | 28 | $1.70K | 0.00% | +19+211.1% | Added |
| Transce3nd, LLC | 31 | $1.88K | 0.00% | −296−90.5% | Reduced |
| Stonebridge Financial Group, LLC | 31 | $1.88K | 0.00% | +4+14.8% | Added |
| Greenline Partners, LLC | 31 | $1.88K | 0.00% | +31 | New |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $2.19K | 0.00% | −96−72.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $2.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $2.49K | 0.00% | +7+20.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.55K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 42 | $2.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 44 | $2.66K | 0.00% | +44 | New |
| Creative Financial Designs Inc | 45 | $2.73K | 0.00% | +2+4.7% | Added |
| Your Advocates Ltd., LLP | 47 | $2.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $2.85K | 0.00% | +11+30.6% | Added |
| Sachetta, LLC | 49 | $2.98K | 0.00% | −71−59.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $3.00K | 0.00% | −963−95.1% | Reduced |
| Byrne Asset Management LLC | 50 | $3.04K | 0.00% | −70−58.3% | Reduced |
| Raffa Wealth Management, LLC | 52 | $3.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $3.22K | 0.00% | +30+130.4% | Added |
| Montag A & Associates Inc | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 56 | $3.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 62 | $3.76K | 0.00% | −9−12.7% | Reduced |
| Aventura Private Wealth, LLC | 63 | $3.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 64 | $3.89K | 0.00% | +40+166.7% | Added |
| CVA Family Office, LLC | 65 | $3.95K | 0.00% | −764−92.2% | Reduced |
| Harbour Investments, Inc. | 65 | $3.95K | 0.00% | −3−4.4% | Reduced |
| Avion Wealth | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $4.07K | 0.00% | −119−64.0% | Reduced |
| Hallmark Capital Management Inc | 67 | $4.07K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 68 | $4.13K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 68 | $4.13K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 70 | $4.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 71 | $4.31K | 0.00% | +1+1.4% | Added |
| Whipplewood Advisors, LLC | 49 | $4.67K | 0.00% | −28−36.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 78 | $4.74K | 0.00% | +78 | New |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $4.98K | 0.00% | −50−37.9% | Reduced |
| CGC Financial Services, LLC | 82 | $4.98K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 85 | $5.16K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 86 | $5.22K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 87 | $5.28K | 0.00% | +70+411.8% | Added |
| Quest 10 Wealth Builders, Inc. | 89 | $5.39K | 0.01% | +4+4.7% | Added |
| Valued Wealth Advisors LLC | 93 | $5.65K | 0.00% | +14+17.7% | Added |
| JFS Wealth Advisors, LLC | 97 | $5.89K | 0.00% | +18+22.8% | Added |
| Hexagon Capital Partners LLC | 98 | $5.95K | 0.00% | −6−5.8% | Reduced |
| NBC Securities, Inc. | 115 | $6.00K | 0.00% | +115 | New |
| Addison Advisors LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $6.07K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 101 | $6.13K | 0.01% | +101 | New |
| Center for Financial Planning, Inc. | 106 | $6.44K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 108 | $6.56K | 0.00% | +108 | New |
| C M Bidwell & Associates Ltd | 110 | $6.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 114 | $6.92K | 0.00% | −257−69.3% | Reduced |
| FNY Investment Advisers, LLC | 130 | $7.00K | 0.00% | +130 | New |
| Trust Co of Vermont | 119 | $7.22K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 120 | $7.26K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $7.29K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 130 | $7.89K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 140 | $8.50K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 153 | $9.29K | 0.01% | +64+71.9% | Added |
| Abound Wealth Management | 154 | $9.35K | 0.00% | +154 | New |
| Rosenberg Matthew Hamilton | 158 | $9.59K | 0.00% | +80+102.6% | Added |
| CoreCap Advisors, LLC | 159 | $9.65K | 0.00% | −75−32.1% | Reduced |
| TD Waterhouse Canada Inc. | 160 | $9.67K | 0.00% | 00.0% | Unchanged |
