| CKW Financial Group | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $121 | 0.00% | −7−87.5% | Reduced |
| Raffa Wealth Management, LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $121 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $121 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $125 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $242 | 0.00% | +2 | New |
| Huntington National Bank | 3 | $362 | 0.00% | −132−97.8% | Reduced |
| Gould Capital, LLC | 3 | $362 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $362 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $483 | 0.00% | −121−96.8% | Reduced |
| LRI Investments, LLC | 4 | $483 | 0.00% | +4 | New |
| USA Financial Formulas | 5 | $603 | 0.00% | +5 | New |
| Mosley Wealth Management | 6 | $724 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $724 | 0.00% | +6 | New |
| Wilkerson Advisory Group LLC | 7 | $844 | 0.00% | −3−30.0% | Reduced |
| Brown Brothers Harriman & Co | 7 | $844 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $845 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $965 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $966 | 0.00% | −3−27.3% | Reduced |
| HFM Investment Advisors, LLC | 8 | $966 | 0.00% | +5+166.7% | Added |
| Ares Financial Consulting, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.21K | 0.00% | −10−50.0% | Reduced |
| TFC Financial Management | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.21K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $1.45K | 0.00% | +4+50.0% | Added |
| Central Trust Co | 12 | $1.45K | 0.00% | +8+200.0% | Added |
| Zions Bancorporation, National Association | 13 | $1.57K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 13 | $1.63K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 14 | $1.69K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $1.69K | 0.00% | +14 | New |
| ZRC Wealth Management, LLC | 14 | $1.69K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 15 | $1.81K | 0.00% | +5+50.0% | Added |
| Retirement Wealth Solutions LLC | 16 | $1.93K | 0.00% | +7+77.8% | Added |
| Capital Advisors, Ltd. LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 18 | $2.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $2.17K | 0.00% | +13+260.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $2.77K | 0.00% | +1+4.5% | Added |
| Torren Management, LLC | 24 | $2.90K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 25 | $3.02K | 0.00% | −9−26.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 27 | $3.26K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 27 | $3.35K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 29 | $3.50K | 0.00% | +7+31.8% | Added |
| William B. Walkup & Associates, Inc. | 30 | $3.62K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $3.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $3.98K | 0.00% | +5+17.9% | Added |
| SJS Investment Consulting Inc. | 33 | $3.98K | 0.00% | +13+65.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35 | $4.22K | 0.00% | −273−88.6% | Reduced |
| Action Point Financial Planning, LLC | 40 | $4.34K | 0.00% | +40 | New |
| Owl Creek Wealth Partners LLC | 37 | $4.46K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $4.58K | 0.00% | +33+660.0% | Added |
| Community Financial Services Group, LLC | 37 | $4.59K | 0.00% | +37 | New |
| Compass Financial Management LLC | 40 | $4.83K | 0.00% | +40 | New |
| Financial Perspectives, Inc | 43 | $5.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $5.55K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $5.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $5.79K | 0.00% | +11+29.7% | Added |
| Bokf, NA | 48 | $5.79K | 0.00% | +48 | New |
| Rothschild Investment LLC | 49 | $5.91K | 0.00% | +2+4.3% | Added |
| Cetera Trust Company, N.A | 55 | $6.63K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 56 | $6.76K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 64 | $7.72K | 0.00% | +2+3.2% | Added |
| CoreCap Advisors, LLC | 68 | $8.20K | 0.00% | −129−65.5% | Reduced |
| CVA Family Office, LLC | 68 | $8.20K | 0.00% | +18+36.0% | Added |
| McMillan Office, Inc. | 69 | $8.32K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 70 | $8.77K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 73 | $8.81K | 0.00% | +10+15.9% | Added |
| MRP Capital Investments, LLC | 75 | $9.05K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $9.89K | 0.00% | +52+173.3% | Added |
| AdvisorNet Financial, Inc | 90 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $12.1K | 0.00% | +100 | New |
| Larson Financial Group LLC | 103 | $12.4K | 0.00% | +7+7.3% | Added |
| Beaird Harris Wealth Management, LLC | 104 | $12.5K | 0.00% | +102+5,100.0% | Added |
| Golden State Wealth Management, LLC | 105 | $12.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $13.0K | 0.00% | −268−71.3% | Reduced |
| Private Trust Co NA | 109 | $13.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 110 | $13.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 136 | $16.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 143 | $17.0K | 0.01% | −2,162−93.8% | Reduced |
| SBI Securities Co., Ltd. | 144 | $17.4K | 0.00% | −56−28.0% | Reduced |
| Versant Capital Management, Inc | 148 | $17.9K | 0.00% | +51+52.6% | Added |
| Atlantic Union Bankshares Corp | 180 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 190 | $22.9K | 0.00% | −45−19.1% | Reduced |
| Parkside Financial Bank & Trust | 197 | $23.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 200 | $24.1K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 205 | $24.7K | 0.00% | +205 | New |
| JPL Wealth Management, LLC | 209 | $25.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 235 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 228 | $28.0K | 0.00% | +31+15.7% | Added |
| Ameriflex Group, Inc. | 254 | $30.6K | 0.01% | 00.0% | Unchanged |