| Transamerica Financial Advisors, Inc. | 1 | $83 | 0.00% | −8−88.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $83 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $83 | 0.00% | +1 | New |
| Ritter Daniher Financial Advisory LLC | 1 | $84 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $166 | 0.00% | −3−60.0% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $166 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $175 | 0.00% | −11−84.6% | Reduced |
| Distillate Capital Partners LLC | 3 | $249 | 0.00% | −183,199−100.0% | Reduced |
| Gould Capital, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3 | $249 | 0.00% | +3 | New |
| Central Trust Co | 4 | $333 | 0.00% | −63−94.0% | Reduced |
| USA Financial Portformulas Corp | 5 | $415 | 0.00% | −1−16.7% | Reduced |
| Valued Wealth Advisors LLC | 5 | $416 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $416 | 0.00% | +1+25.0% | Added |
| Brown Brothers Harriman & Co | 7 | $581 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $664 | 0.00% | −16−66.7% | Reduced |
| Hughes Financial Services, LLC | 8 | $664 | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $664 | 0.00% | +4+100.0% | Added |
| Retirement Wealth Solutions LLC | 9 | $748 | 0.00% | −12−57.1% | Reduced |
| Dunhill Financial, LLC | 9 | $750 | 0.00% | +8+800.0% | Added |
| Ares Financial Consulting, LLC | 9 | $752 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $830 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 10 | $830 | 0.00% | +3+42.9% | Added |
| TFC Financial Management | 10 | $831 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $914 | 0.00% | +4+57.1% | Added |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $1.16K | 0.00% | −110−88.7% | Reduced |
| Dogwood Wealth Management LLC | 15 | $1.25K | 0.00% | +15 | New |
| Godfrey Financial Associates, Inc. | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.66K | 0.00% | −7−25.9% | Reduced |
| Kilter Group LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 22 | $1.83K | 0.00% | +1+4.8% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.83K | 0.00% | −9−29.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 23 | $1.91K | 0.00% | +23 | New |
| Torren Management, LLC | 24 | $1.99K | 0.00% | −434−94.8% | Reduced |
| Strive Financial Group ,LLC | 23 | $2.00K | 0.00% | −1,012−97.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $2.33K | 0.00% | +18+180.0% | Added |
| Sachetta, LLC | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $2.57K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $3.07K | 0.00% | +10+37.0% | Added |
| Owl Creek Wealth Partners LLC | 37 | $3.07K | 0.00% | +37 | New |
| Sound Income Strategies, LLC | 40 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $3.40K | 0.00% | −44−51.8% | Reduced |
| Financial Perspectives, Inc | 43 | $3.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $3.82K | 0.00% | −2−4.2% | Reduced |
| Rothschild Investment LLC | 47 | $3.90K | 0.00% | −192−80.3% | Reduced |
| GHP Investment Advisors, Inc. | 48 | $3.98K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $4.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $4.15K | 0.00% | +50 | New |
| Cetera Trust Company, N.A | 55 | $4.57K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 56 | $4.65K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $4.82K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 62 | $5.18K | 0.00% | +43+226.3% | Added |
| Highline Wealth Partners LLC | 63 | $5.23K | 0.00% | +63 | New |
| McMillan Office, Inc. | 69 | $5.73K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 70 | $5.86K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 75 | $6.23K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 75 | $6.23K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $6.23K | 0.00% | +75 | New |
| AdvisorNet Financial, Inc | 90 | $7.47K | 0.00% | +26+40.6% | Added |
| Larson Financial Group LLC | 96 | $7.97K | 0.00% | +20+26.3% | Added |
| Versant Capital Management, Inc | 97 | $8.05K | 0.00% | +42+76.4% | Added |
| Key Financial Inc | 100 | $8.30K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $8.30K | 0.00% | +1+1.0% | Added |
| Golden State Wealth Management, LLC | 105 | $8.72K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 110 | $8.80K | 0.00% | −27−19.7% | Reduced |
| Private Trust Co NA | 109 | $9.05K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 114 | $9.46K | 0.00% | −60−34.5% | Reduced |
| Signature Equity Partners, LLC | 125 | $10.4K | 0.01% | +121+3,025.0% | Added |
| Huntington National Bank | 135 | $11.2K | 0.00% | +133+6,650.0% | Added |
| Essential Partners LLC | 136 | $11.3K | 0.00% | −637−82.4% | Reduced |
| Hillsdale Investment Management Inc. | 150 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 180 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 197 | $16.0K | 0.00% | +17+9.4% | Added |
| Parkside Financial Bank & Trust | 197 | $16.4K | 0.00% | +22+12.6% | Added |
| CoreCap Advisors, LLC | 197 | $16.4K | 0.00% | +109+123.9% | Added |
| CSS LLC | 200 | $16.6K | 0.00% | −3,290−94.3% | Reduced |
| SBI Securities Co., Ltd. | 200 | $16.6K | 0.00% | −157−44.0% | Reduced |
| MTM Investment Management, LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 209 | $17.4K | 0.00% | +209 | New |
| Private Wealth Asset Management, LLC | 235 | $19.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 238 | $20.0K | 0.00% | −66,451−99.6% | Reduced |
| Smithfield Trust Co | 235 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 254 | $21.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 272 | $22.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 308 | $25.6K | 0.00% | +72+30.5% | Added |