| Reston Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 0 | $33 | 0.00% | 0 | New |
| Sugarloaf Wealth Management, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $85 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $88 | 0.00% | −6−85.7% | Reduced |
| Cornerstone Planning Group LLC | 2 | $160 | 0.00% | −6−75.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $246 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $254 | 0.00% | −27−90.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $254 | 0.00% | −13−81.3% | Reduced |
| Albion Financial Group | 3 | $254 | 0.00% | −12−80.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $254 | 0.00% | +2+200.0% | Added |
| Pathway Financial Advisers, LLC | 31,805 | $376 | 0.00% | +31,429+8,358.8% | Added |
| ClariVest Asset Management LLC | 3 | $391 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $423 | 0.00% | −181−97.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $423 | 0.00% | −5−50.0% | Reduced |
| MCF Advisors LLC | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $423 | 0.00% | +5 | New |
| POM Investment Strategies, LLC | 6 | $507 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $592 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $592 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $592 | 0.00% | +2+40.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 7 | $592 | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 8 | $677 | 0.00% | −6−42.9% | Reduced |
| TFC Financial Management | 8 | $677 | 0.00% | −5−38.5% | Reduced |
| Iron Horse Wealth Management, LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 8 | $677 | 0.00% | +8 | New |
| Legacy Investment Solutions, LLC | 10 | $768 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $768 | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 10 | $846 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 8 | $867 | 0.00% | +4+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | −149−96.1% | Reduced |
| Avion Wealth | 14 | $1.00K | 0.00% | −31−68.9% | Reduced |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $1.10K | 0.00% | +1+8.3% | Added |
| Darwin Advisors, LLC | 13 | $1.11K | 0.00% | +13 | New |
| Voisard Asset Management Group, Inc. | 13 | $1.12K | 0.00% | +3+30.0% | Added |
| Northwest Capital Management Inc | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 19 | $1.61K | 0.00% | −14−42.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 22 | $1.86K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $1.95K | 0.00% | −139−85.8% | Reduced |
| Red Tortoise LLC | 23 | $1.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $2.03K | 0.00% | −11−31.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 25 | $2.11K | 0.00% | −768−96.8% | Reduced |
| Eagle Bay Advisors LLC | 25 | $2.11K | 0.00% | −68−73.1% | Reduced |
| Barrett & Company, Inc. | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 27 | $2.31K | 0.00% | −166−86.0% | Reduced |
| Raffa Wealth Management, LLC | 28 | $2.37K | 0.00% | −732−96.3% | Reduced |
| Sachetta, LLC | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $2.71K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $2.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 34 | $2.88K | 0.00% | −113−76.9% | Reduced |
| Duncker Streett & Co Inc | 35 | $2.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $3.00K | 0.00% | +4+15.4% | Added |
| Sound Income Strategies, LLC | 36 | $3.04K | 0.00% | 00.0% | Unchanged |
| Motco | 37 | $3.13K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 39 | $3.27K | 0.00% | +39 | New |
| CVA Family Office, LLC | 40 | $3.38K | 0.00% | −815−95.3% | Reduced |
| Private Wealth Management Group, LLC | 42 | $3.55K | 0.00% | −9−17.6% | Reduced |
| Pflug Koory, LLC | 42 | $3.55K | 0.00% | +42 | New |
| Webster Bank, N. A. | 43 | $3.64K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 44 | $3.72K | 0.00% | +44 | New |
| Hobbs Group Advisors, LLC | 45 | $3.81K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 45 | $3.81K | 0.00% | +3+7.1% | Added |
| FSA Wealth Management LLC | 45 | $3.81K | 0.00% | +45 | New |
| Dunhill Financial, LLC | 46 | $3.89K | 0.00% | +46 | New |
| Anfield Capital Management, LLC | 47 | $3.98K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 47 | $3.98K | 0.00% | +13+38.2% | Added |
| Asset Dedication, LLC | 49 | $4.14K | 0.00% | −41−45.6% | Reduced |
| M&R Capital Management Inc | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $4.23K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $4.31K | 0.00% | −42−45.2% | Reduced |
| DT Investment Partners, LLC | 51 | $4.31K | 0.00% | +51 | New |
| HM Payson & Co | 52 | $4.40K | 0.00% | −175−77.1% | Reduced |
| Strengthening Families & Communities, LLC | 54 | $4.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $4.82K | 0.00% | +23+67.6% | Added |
| Heritage Wealth Advisors | 57 | $4.85K | 0.00% | −224−79.7% | Reduced |
| Pin Oak Investment Advisors Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $5.07K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 62 | $5.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $5.41K | 0.00% | −24−27.3% | Reduced |
| Park Place Capital Corp | 65 | $5.50K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 67 | $5.67K | 0.00% | −52−43.7% | Reduced |
| SWAN Capital LLC | 68 | $5.75K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 70 | $5.92K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 70 | $5.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 66 | $6.00K | 0.00% | −912−93.3% | Reduced |