| Activest Wealth Management | 1 | $101 | 0.00% | −54−98.2% | Reduced |
| SBI Securities Co., Ltd. | 1 | $101 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $101 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 3 | $238 | 0.00% | −376−99.2% | Reduced |
| Quaker Wealth Management, LLC | 4 | $404 | 0.00% | +4 | New |
| Kilter Group LLC | 5 | $505 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $606 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $606 | 0.00% | +5+500.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $706 | 0.00% | +3+75.0% | Added |
| DecisionPoint Financial, LLC | 7 | $734 | 0.00% | +7 | New |
| Private Trust Co NA | 8 | $808 | 0.00% | −1−11.1% | Reduced |
| Financial Management Professionals, Inc. | 9 | $909 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $909 | 0.00% | +3+50.0% | Added |
| Arlington Trust Co LLC | 9 | $909 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 9 | $922 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | −276−95.2% | Reduced |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.01K | 0.00% | −5−33.3% | Reduced |
| HFM Investment Advisors, LLC | 10 | $1.01K | 0.00% | +5+100.0% | Added |
| TD Private Client Wealth LLC | 10 | $1.01K | 0.00% | +10 | New |
| Rossby Financial, LCC | 10 | $1.01K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $1.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $1.62K | 0.00% | +16 | New |
| CVA Family Office, LLC | 17 | $1.72K | 0.00% | +7+70.0% | Added |
| Key Financial Inc | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 18 | $1.82K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $1.92K | 0.00% | −72−79.1% | Reduced |
| Avion Wealth | 29 | $2.00K | 0.00% | +11+61.1% | Added |
| Cromwell Holdings LLC | 20 | $2.02K | 0.00% | +10+100.0% | Added |
| Tortoise Investment Management, LLC | 20 | $2.02K | 0.00% | +20 | New |
| Hughes Financial Services, LLC | 21 | $2.07K | 0.00% | +15+250.0% | Added |
| SJS Investment Consulting Inc. | 21 | $2.12K | 0.00% | −13−38.2% | Reduced |
| CoreCap Advisors, LLC | 23 | $2.32K | 0.00% | −167−87.9% | Reduced |
| Rothschild Investment LLC | 24 | $2.42K | 0.00% | +10+71.4% | Added |
| Ameritas Advisory Services, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 29 | $2.93K | 0.00% | +29 | New |
| Colonial Trust Advisors | 29 | $2.94K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 30 | $3.03K | 0.00% | +30 | New |
| Rialto Wealth Management, LLC | 31 | $3.13K | 0.00% | +16+106.7% | Added |
| Bruce G. Allen Investments, LLC | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 34 | $3.43K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 36 | $3.63K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 38 | $3.84K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $3.94K | 0.00% | +39 | New |
| Prestige Wealth Management Group LLC | 40 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $4.54K | 0.00% | +30+200.0% | Added |
| Nemes Rush Group LLC | 47 | $4.70K | 0.00% | +1+2.2% | Added |
| Private Wealth Management Group, LLC | 47 | $4.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 49 | $4.91K | 0.00% | −43−46.7% | Reduced |
| Webster Bank, N. A. | 49 | $4.95K | 0.00% | +49 | New |
| Colonial Trust Co | 50 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 54 | $5.45K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 54 | $5.45K | 0.00% | +50+1,250.0% | Added |
| Fortitude Family Office, LLC | 54 | $5.45K | 0.00% | +54 | New |
| South State Corp. | 55 | $5.55K | 0.00% | −29−34.5% | Reduced |
| Concord Wealth Partners | 57 | $5.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $5.86K | 0.00% | +6+11.5% | Added |
| Boreal Capital Management LLC | 59 | $5.96K | 0.00% | +59 | New |
| High Note Wealth, LLC | 59 | $5.96K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 61 | $6.16K | 0.00% | −70−53.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 65 | $6.64K | 0.00% | +65 | New |
| Central Trust Co | 68 | $6.87K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 79 | $7.09K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 72 | $7.27K | 0.00% | −267−78.8% | Reduced |
| Trust Co of Vermont | 73 | $7.37K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 74 | $7.43K | 0.00% | +43+138.7% | Added |
| Investors Research Corp | 75 | $7.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 96 | $9.53K | 0.00% | +22+29.7% | Added |
| Raffa Wealth Management, LLC | 97 | $9.79K | 0.00% | +81+506.3% | Added |
| Ridgewood Investments LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $11.9K | 0.00% | +15+14.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $12.2K | 0.00% | +109+908.3% | Added |
| JFS Wealth Advisors, LLC | 133 | $13.4K | 0.00% | +2+1.5% | Added |
| Addison Advisors LLC | 135 | $13.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 143 | $14.0K | 0.00% | −6−4.0% | Reduced |
| Stephens Consulting, LLC | 141 | $14.2K | 0.00% | −25−15.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 143 | $14.4K | 0.00% | +143 | New |
| Brown Brothers Harriman & Co | 147 | $14.8K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 153 | $15.4K | 0.00% | +9+6.3% | Added |
| Ancora Advisors, LLC | 155 | $15.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 159 | $16.0K | 0.00% | +159 | New |
| Hemington Wealth Management | 174 | $17.0K | 0.00% | +20+13.0% | Added |
| Harbour Investments, Inc. | 170 | $17.2K | 0.00% | −4−2.3% | Reduced |
| Signaturefd, LLC | 180 | $18.2K | 0.00% | −98−35.3% | Reduced |
| Grove Bank & Trust | 184 | $18.6K | 0.00% | −332−64.3% | Reduced |
| Alpine Bank Wealth Management | 191 | $19.3K | 0.00% | +191 | New |
| Contravisory Investment Management, Inc. | 206 | $20.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 213 | $21.5K | 0.01% | 00.0% | Unchanged |
| Tobam | 218 | $22.0K | 0.01% | −82−27.3% | Reduced |
| Bryn Mawr Trust Co | 253 | $25.5K | 0.00% | −2,507−90.8% | Reduced |
| Park Place Capital Corp | 260 | $27.3K | 0.01% | +260 | New |
| Rise Advisors, LLC | 270 | $27.3K | 0.01% | +8+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 286 | $28.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 288 | $29.1K | 0.01% | −945−76.6% | Reduced |
| WPG Advisers, LLC | 289 | $29.2K | 0.02% | −22−7.1% | Reduced |
| Chung Wu Investment Group, LLC | 300 | $30.3K | 0.03% | +300 | New |
| American National Bank | 312 | $31.5K | 0.00% | +312 | New |
| Harvest Fund Management Co., Ltd | 315 | $32.0K | 0.00% | −878−73.6% | Reduced |