| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 1 | $53 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2 | $104 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $105 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $157 | 0.00% | +2+200.0% | Added |
| GHP Investment Advisors, Inc. | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $262 | 0.00% | −63−92.6% | Reduced |
| Owl Creek Wealth Partners LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $262 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 9 | $454 | 0.00% | +4+80.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $472 | 0.00% | +9 | New |
| Rossby Financial, LCC | 10 | $524 | 0.00% | +6+150.0% | Added |
| Quent Capital, LLC | 11 | $576 | 0.00% | +4+57.1% | Added |
| Princeton Global Asset Management LLC | 14 | $733 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 14 | $733 | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 15 | $786 | 0.00% | +10+200.0% | Added |
| Atlantic Trust, LLC | 16 | $839 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $839 | 0.00% | +1+6.7% | Added |
| Solstein Capital, LLC | 17 | $891 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 18 | $943 | 0.00% | −11−37.9% | Reduced |
| Abound Wealth Management | 18 | $944 | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 19 | $995 | 0.00% | −49−72.1% | Reduced |
| HFM Investment Advisors, LLC | 20 | $1.05K | 0.00% | +8+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $1.10K | 0.00% | +3+16.7% | Added |
| Key Financial Inc | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 39 | $2.04K | 0.00% | +39 | New |
| HM Payson & Co | 43 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 44 | $2.31K | 0.00% | +44 | New |
| Creative Capital Management Investments LLC | 45 | $2.36K | 0.00% | +45 | New |
| First Horizon Corp | 49 | $2.57K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $2.73K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 72 | $3.00K | 0.00% | −4,918−98.6% | Reduced |
| Action Point Financial Planning, LLC | 63 | $3.14K | 0.00% | +63 | New |
| Birchbrook, Inc. | 60 | $3.14K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 62 | $3.25K | 0.00% | −3−4.6% | Reduced |
| Heritage Wealth Advisors | 66 | $3.46K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 66 | $3.46K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 67 | $3.51K | 0.00% | +24+55.8% | Added |
| Steward Partners Investment Advisory, LLC | 70 | $3.67K | 0.00% | −1,090−94.0% | Reduced |
| MV Capital Management, Inc. | 70 | $3.67K | 0.00% | +70 | New |
| Sunrise Financial Services, LLC | 71 | $3.72K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 73 | $3.82K | 0.00% | +73 | New |
| Tokio Marine Asset Management Co Ltd | 75 | $3.93K | 0.00% | +75 | New |
| Toronto Dominion Bank | 77 | $4.03K | 0.00% | −7,024−98.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 89 | $4.66K | 0.00% | +89 | New |
| Brown Brothers Harriman & Co | 96 | $5.03K | 0.00% | −64−40.0% | Reduced |
| Strategic Investment Solutions, Inc. | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $5.24K | 0.00% | +100 | New |
| Colonial Trust Co | 107 | $5.61K | 0.00% | +18+20.2% | Added |
| Atlantic Union Bankshares Corp | 110 | $5.76K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 116 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 117 | $6.13K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 119 | $6.24K | 0.00% | −11−8.5% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $6.55K | 0.00% | −11−8.1% | Reduced |
| Picton Mahoney Asset Management | 136 | $7.13K | 0.00% | +111+444.0% | Added |
| UMA Financial Services, Inc. | 137 | $7.18K | 0.00% | +125+1,041.7% | Added |
| C M Bidwell & Associates Ltd | 148 | $7.75K | 0.00% | −11−6.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $8.22K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 158 | $8.28K | 0.00% | −11−6.5% | Reduced |
| Ares Financial Consulting, LLC | 164 | $8.59K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 170 | $8.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 194 | $10.2K | 0.00% | −8−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 202 | $11.0K | 0.01% | −1,175−85.3% | Reduced |
| Ameriflex Group, Inc. | 226 | $11.8K | 0.00% | +11+5.1% | Added |
| Private Wealth Management Group, LLC | 248 | $13.0K | 0.00% | +15+6.4% | Added |
| Nalls Sherbakoff Group, LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 251 | $13.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 253 | $13.3K | 0.00% | +8+3.3% | Added |
| ZRC Wealth Management, LLC | 261 | $13.7K | 0.00% | +83+46.6% | Added |
| Centerpoint Advisors, LLC | 268 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 275 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 280 | $14.7K | 0.00% | +181+182.8% | Added |
| Stone House Investment Management, LLC | 300 | $15.7K | 0.00% | +300 | New |
| Measured Wealth Private Client Group, LLC | 310 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 335 | $16.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 337 | $17.7K | 0.00% | +25+8.0% | Added |
| Parkside Financial Bank & Trust | 339 | $17.8K | 0.00% | −7−2.0% | Reduced |
| Larson Financial Group LLC | 347 | $18.2K | 0.00% | −115−24.9% | Reduced |
| AdvisorNet Financial, Inc | 347 | $18.2K | 0.00% | −28−7.5% | Reduced |
| CVA Family Office, LLC | 369 | $19.3K | 0.00% | +37+11.1% | Added |
| SJS Investment Consulting Inc. | 384 | $20.1K | 0.00% | −202−34.5% | Reduced |
| True Wealth Design, LLC | 392 | $20.5K | 0.00% | +151+62.7% | Added |
| Intesa Sanpaolo Wealth Management | 450 | $23.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 473 | $24.8K | 0.00% | +473 | New |
| Oakworth Capital, Inc. | 500 | $25.2K | 0.00% | +500 | New |
| SBI Securities Co., Ltd. | 483 | $25.3K | 0.00% | +158+48.6% | Added |
| Basecamp Wealth Advisors LLC | 491 | $25.7K | 0.00% | −128−20.7% | Reduced |
| Strategic Advocates LLC | 500 | $26.2K | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 538 | $28.2K | 0.00% | −49−8.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 550 | $28.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 562 | $29.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 600 | $31.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 614 | $32.2K | 0.00% | −354−36.6% | Reduced |
| Spire Wealth Management | 614 | $32.2K | 0.00% | −21−3.3% | Reduced |