| Avion Wealth | 16 | $0 | 0.00% | +8+100.0% | Added |
| Strategic Wealth Partners, Ltd. | 0 | $24 | 0.00% | −100−100.0% | Reduced |
| Dunhill Financial, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $120 | 0.00% | −2−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $240 | 0.00% | −303−98.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 4 | $240 | 0.00% | −10−71.4% | Reduced |
| Vermillion Wealth Management, Inc. | 4 | $240 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $241 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $361 | 0.00% | +1+20.0% | Added |
| Cromwell Holdings LLC | 8 | $480 | 0.00% | −2−20.0% | Reduced |
| Cornerstone Financial Management LLC | 8 | $480 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $481 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $481 | 0.00% | +1+14.3% | Added |
| South State Corp. | 8 | $481 | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 9 | $541 | 0.00% | −6−40.0% | Reduced |
| Private Wealth Management Group, LLC | 10 | $601 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $721 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $721 | 0.00% | +8+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $780 | 0.00% | +4+44.4% | Added |
| Curio Wealth, LLC | 13 | $781 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13 | $781 | 0.00% | +13 | New |
| Twin Peaks Wealth Advisors, LLC | 13 | $781 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 14 | $841 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15 | $901 | 0.00% | −172−92.0% | Reduced |
| Rialto Wealth Management, LLC | 15 | $901 | 0.00% | +12+400.0% | Added |
| Owl Creek Wealth Partners LLC | 15 | $901 | 0.00% | +15 | New |
| Picton Mahoney Asset Management | 16 | $961 | 0.00% | −63,757−100.0% | Reduced |
| Bare Financial Services, Inc | 16 | $961 | 0.00% | −26−61.9% | Reduced |
| Whipplewood Advisors, LLC | 17 | $1.02K | 0.00% | +17 | New |
| Mascoma Wealth Management LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 26 | $1.56K | 0.00% | +26 | New |
| Transamerica Financial Advisors, Inc. | 27 | $1.66K | 0.00% | +26+2,600.0% | Added |
| JFS Wealth Advisors, LLC | 28 | $1.68K | 0.00% | −4−12.5% | Reduced |
| High Note Wealth, LLC | 28 | $1.68K | 0.00% | +28 | New |
| First Command Advisory Services, Inc. | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $1.86K | 0.00% | +12+63.2% | Added |
| Webster Bank, N. A. | 35 | $2.10K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $2.31K | 0.00% | +1+2.7% | Added |
| Signature Resources Capital Management, LLC | 40 | $2.40K | 0.00% | +40 | New |
| Kilter Group LLC | 42 | $2.52K | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 48 | $2.83K | 0.00% | +48 | New |
| CoreCap Advisors, LLC | 49 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 51 | $3.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 57 | $3.42K | 0.00% | +57 | New |
| Versant Capital Management, Inc | 60 | $3.60K | 0.00% | −3−4.8% | Reduced |
| Bogart Wealth, LLC | 62 | $3.72K | 0.00% | −9−12.7% | Reduced |
| Essential Partners LLC | 62 | $3.72K | 0.00% | +40+181.8% | Added |
| Harbour Investments, Inc. | 68 | $4.08K | 0.00% | +11+19.3% | Added |
| Addison Advisors LLC | 69 | $4.14K | 0.00% | +69 | New |
| Brown Brothers Harriman & Co | 71 | $4.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 77 | $4.63K | 0.00% | +60+352.9% | Added |
| Larson Financial Group LLC | 77 | $4.64K | 0.00% | +12+18.5% | Added |
| CVA Family Office, LLC | 78 | $4.68K | 0.00% | +61+358.8% | Added |
| Golden State Wealth Management, LLC | 79 | $4.78K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $4.80K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 93 | $5.59K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 94 | $5.65K | 0.00% | +4+4.4% | Added |
| UMA Financial Services, Inc. | 95 | $5.71K | 0.00% | +49+106.5% | Added |
| TD Private Client Wealth LLC | 97 | $5.83K | 0.00% | +5+5.4% | Added |
| MV Capital Management, Inc. | 98 | $5.89K | 0.00% | +98 | New |
| Whittier Trust Co of Nevada Inc | 96 | $5.89K | 0.00% | +52+118.2% | Added |
| Bessemer Group Inc | 100 | $6.00K | 0.00% | +80+400.0% | Added |
| Arlington Trust Co LLC | 110 | $6.61K | 0.00% | −50−31.3% | Reduced |
| Frazier Financial Advisors, LLC | 113 | $6.79K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 116 | $6.95K | 0.00% | +1+0.9% | Added |
| First Pacific Financial | 130 | $7.81K | 0.00% | +30+30.0% | Added |
| Smartleaf Asset Management LLC | 136 | $7.93K | 0.00% | −16−10.5% | Reduced |
| Eastern Bank | 142 | $8.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 150 | $9.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $9.55K | 0.00% | +48+43.2% | Added |
| Northwestern Mutual Wealth Management Co | 170 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 175 | $10.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 176 | $10.6K | 0.01% | +176 | New |
| Root Financial Partners, LLC | 188 | $11.3K | 0.00% | +52+38.2% | Added |
| Nomura Asset Management Co Ltd | 190 | $11.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 201 | $12.1K | 0.00% | −283−58.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 202 | $12.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 232 | $13.9K | 0.01% | +232 | New |
| RWM Asset Management, LLC | 255 | $15.3K | 0.00% | +255 | New |
| Bartlett & Co. Wealth Management LLC | 266 | $15.5K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 284 | $17.1K | 0.00% | +284 | New |
| MAI Capital Management | 292 | $17.5K | 0.00% | +104+55.3% | Added |
| Private Trust Co NA | 297 | $17.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 337 | $20.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 340 | $20.4K | 0.00% | +2+0.6% | Added |
| Advisory Services Network, LLC | 356 | $21.4K | 0.00% | +356 | New |
| Grove Bank & Trust | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 409 | $24.6K | 0.00% | +2+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 459 | $27.6K | 0.00% | +23+5.3% | Added |
| Quent Capital, LLC | 485 | $29.1K | 0.00% | +79+19.5% | Added |
| Sunbelt Securities, Inc. | 510 | $30.6K | 0.00% | −8−1.5% | Reduced |
| Mather Group, LLC. | 528 | $31.7K | 0.00% | +528 | New |
| Nisa Investment Advisors, LLC | 663 | $39.8K | 0.00% | +545+461.9% | Added |