| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $13 | 0.00% | +1 | New |
| Trust Co | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $38 | 0.00% | −76−96.2% | Reduced |
| Rialto Wealth Management, LLC | 3 | $38 | 0.00% | −5−62.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $38 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 4 | $50 | 0.00% | −13−76.5% | Reduced |
| REAP Financial Group, LLC | 4 | $50 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $50 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $50 | 0.00% | +4 | New |
| Curio Wealth, LLC | 4 | $50 | 0.00% | +4 | New |
| Innovative Asset Advisors Group, LLC | 4 | $50 | 0.00% | +4 | New |
| Tradewinds Capital Management, LLC | 4 | $51 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 5 | $66 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $75 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 6 | $75 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $85 | 0.00% | −4−40.0% | Reduced |
| National Bank of Canada | 7 | $88 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $88 | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 7 | $88 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 8 | $101 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 8 | $101 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 9 | $107 | 0.00% | +9 | New |
| Hollencrest Capital Management | 9 | $113 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 9 | $114 | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 10 | $125 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 10 | $126 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $151 | 0.00% | −46−79.3% | Reduced |
| Center for Financial Planning, Inc. | 12 | $151 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 12 | $151 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 13 | $163 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $163 | 0.00% | +2+18.2% | Added |
| Essential Partners LLC | 14 | $176 | 0.00% | −41−74.5% | Reduced |
| PlanVest Financial, Inc | 14 | $176 | 0.00% | +14 | New |
| Clear Investment Research, LLC | 15 | $184 | 0.00% | +15 | New |
| South State Corp. | 15 | $189 | 0.00% | +5+50.0% | Added |
| Country Trust Bank | 16 | $201 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 16 | $201 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 16 | $202 | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 17 | $213 | 0.00% | +17 | New |
| North Ridge Wealth Advisors, Inc. | 17 | $214 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 17 | $214 | 0.00% | +2+13.3% | Added |
| Bruce G. Allen Investments, LLC | 18 | $226 | 0.00% | −28−60.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $227 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 19 | $239 | 0.00% | −3−13.6% | Reduced |
| HFM Investment Advisors, LLC | 20 | $251 | 0.00% | +8+66.7% | Added |
| Cheviot Value Management, LLC | 21 | $264 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $264 | 0.00% | +21 | New |
| Financial Consulate, Inc | 22 | $274 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $289 | 0.00% | +6+35.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $315 | 0.00% | +25 | New |
| Kings Path Partners LLC | 26 | $327 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 27 | $339 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 27 | $340 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 29 | $365 | 0.00% | +29 | New |
| Golden State Equity Partners | 30 | $375 | 0.00% | +30 | New |
| Cromwell Holdings LLC | 30 | $377 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $389 | 0.00% | +18+138.5% | Added |
| Bare Financial Services, Inc | 33 | $415 | 0.00% | −248−88.3% | Reduced |
| TD Waterhouse Canada Inc. | 34 | $426 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 34 | $427 | 0.00% | −6,035−99.4% | Reduced |
| Brown Brothers Harriman & Co | 34 | $427 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 36 | $453 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 37 | $465 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 37 | $468 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39 | $490 | 0.00% | −7−15.2% | Reduced |
| Quarry LP | 44 | $553 | 0.00% | −76−63.3% | Reduced |
| Thompson Investment Management, Inc. | 45 | $566 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 47 | $591 | 0.00% | +17+56.7% | Added |
| Lloyd Advisory Services, LLC. | 47 | $591 | 0.00% | +47 | New |
| Whipplewood Advisors, LLC | 50 | $629 | 0.00% | +50 | New |
| Bank & Trust Co | 52 | $654 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 53 | $666 | 0.00% | +53 | New |
| Atlantic Trust, LLC | 53 | $667 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 53 | $667 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 57 | $716 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 59 | $742 | 0.00% | +31+110.7% | Added |
| Wall Street Access Asset Management, LLC | 61 | $767 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $767 | 0.00% | +27+79.4% | Added |
| Synergy Investment Management, LLC | 61 | $767 | 0.00% | +61 | New |
| Financial Management Professionals, Inc. | 64 | $806 | 0.00% | +8+14.3% | Added |
| ESL Trust Services, LLC | 68 | $855 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $924 | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 90 | $1.00K | 0.00% | +90 | New |
| Financial Freedom, LLC | 81 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $1.02K | 0.00% | +81 | New |
| Truvestments Capital LLC | 85 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $1.07K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 91 | $1.14K | 0.00% | +91 | New |
| Assetmark, Inc | 93 | $1.17K | 0.00% | +47+102.2% | Added |