| Avion Wealth | 16 | $0 | 0.00% | +8+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 1 | $50 | 0.00% | −9−90.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 1 | $51 | 0.00% | −24−96.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $51 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $102 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $102 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $138 | 0.00% | −1−33.3% | Reduced |
| AdvisorNet Financial, Inc | 3 | $152 | 0.00% | −9−75.0% | Reduced |
| SHP Wealth Management | 5 | $254 | 0.00% | −145−96.7% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $254 | 0.00% | −1−16.7% | Reduced |
| Sunbelt Securities, Inc. | 6 | $305 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 7 | $356 | 0.00% | +1+16.7% | Added |
| Quaker Wealth Management, LLC | 7 | $356 | 0.00% | +2+40.0% | Added |
| HFM Investment Advisors, LLC | 7 | $356 | 0.00% | +5+250.0% | Added |
| South State Corp. | 7 | $356 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $356 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 8 | $406 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $457 | 0.00% | +6+200.0% | Added |
| American Capital Advisory, LLC | 9 | $458 | 0.00% | +9 | New |
| TFC Financial Management | 10 | $508 | 0.00% | +10 | New |
| Cassaday & Co Wealth Management LLC | 10 | $508 | 0.00% | +10 | New |
| Sachetta, LLC | 10 | $508 | 0.00% | +10 | New |
| Proathlete Wealth Management LLC | 11 | $558 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $559 | 0.00% | +2+22.2% | Added |
| SJS Investment Consulting Inc. | 12 | $610 | 0.00% | −782−98.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $610 | 0.00% | +4+50.0% | Added |
| Bruce G. Allen Investments, LLC | 12 | $610 | 0.00% | +12 | New |
| Versant Capital Management, Inc | 13 | $660 | 0.00% | −13−50.0% | Reduced |
| Nemes Rush Group LLC | 13 | $660 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $762 | 0.00% | −9−37.5% | Reduced |
| Rothschild Investment LLC | 15 | $762 | 0.00% | −2−11.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $762 | 0.00% | +10+200.0% | Added |
| Beaird Harris Wealth Management, LLC | 18 | $915 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $1.32K | 0.00% | +18+225.0% | Added |
| Whipplewood Advisors, LLC | 29 | $1.47K | 0.00% | +24+480.0% | Added |
| ZRC Wealth Management, LLC | 29 | $1.47K | 0.00% | +10+52.6% | Added |
| Brown Brothers Harriman & Co | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $1.93K | 0.00% | +18+90.0% | Added |
| Spire Wealth Management | 38 | $1.94K | 0.00% | −5−11.6% | Reduced |
| Cornerstone Planning Group LLC | 41 | $1.98K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 40 | $2.03K | 0.00% | +40 | New |
| Bayban | 41 | $2.08K | 0.00% | +41 | New |
| Central Trust Co | 43 | $2.19K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 44 | $2.23K | 0.00% | +43+4,300.0% | Added |
| Cedar Mountain Advisors, LLC | 46 | $2.34K | 0.00% | +46 | New |
| Cornerstone Financial Management LLC | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 52 | $2.64K | 0.00% | +52 | New |
| Pinnacle Wealth Planning Services, Inc. | 59 | $3.00K | 0.00% | −259−81.4% | Reduced |
| Fortitude Family Office, LLC | 60 | $3.05K | 0.00% | +49+445.5% | Added |
| Birchwood Financial Partners, Inc. | 73 | $3.71K | 0.00% | −1−1.4% | Reduced |
| First Command Advisory Services, Inc. | 73 | $3.71K | 0.00% | +73 | New |
| Prosperity Bancshares Inc | 74 | $3.76K | 0.00% | +74 | New |
| True Wealth Design, LLC | 75 | $3.81K | 0.00% | +28+59.6% | Added |
| Bank of Jackson Hole Trust | 79 | $4.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 87 | $4.42K | 0.00% | +87 | New |
| Quent Capital, LLC | 88 | $4.47K | 0.00% | −80−47.6% | Reduced |
| Meramec Financial Planners, LLC | 83 | $4.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $4.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 93 | $4.72K | 0.00% | +80+615.4% | Added |
| Rogco, LP | 96 | $4.88K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 99 | $4.99K | 0.00% | +99 | New |
| Covestor Ltd | 96 | $5.00K | 0.00% | +1+1.1% | Added |
| Rossby Financial, LCC | 102 | $5.02K | 0.00% | +71+229.0% | Added |
| Mechanics Financial Corp | 100 | $5.08K | 0.00% | −50−33.3% | Reduced |
| Assetmark, Inc | 102 | $5.18K | 0.00% | +9+9.7% | Added |
| Basecamp Wealth Advisors LLC | 102 | $5.18K | 0.00% | +65+175.7% | Added |
| IFP Advisors, Inc | 106 | $5.38K | 0.00% | +41+63.1% | Added |
| CoreCap Advisors, LLC | 117 | $5.94K | 0.00% | +19+19.4% | Added |
| SBI Securities Co., Ltd. | 120 | $6.10K | 0.00% | −38−24.1% | Reduced |
| Bare Financial Services, Inc | 123 | $6.25K | 0.00% | +123 | New |
| Tidemark, LLC | 125 | $6.35K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 131 | $6.45K | 0.00% | −50−27.6% | Reduced |
| Hilltop National Bank | 128 | $6.50K | 0.00% | +128 | New |
| Meeder Asset Management Inc | 133 | $6.76K | 0.00% | +79+146.3% | Added |
| Accent Capital Management, LLC | 136 | $6.91K | 0.00% | −127−48.3% | Reduced |
| Owl Creek Wealth Partners LLC | 140 | $7.11K | 0.00% | +140 | New |
| First Horizon Corp | 172 | $8.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 185 | $9.40K | 0.00% | −58−23.9% | Reduced |
| Danske Bank A/S | 200 | $10.2K | 0.00% | −600−75.0% | Reduced |
| Security National Bank | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 207 | $10.5K | 0.00% | +43+26.2% | Added |
| Root Financial Partners, LLC | 258 | $13.1K | 0.00% | +195+309.5% | Added |
| Tradewinds Capital Management, LLC | 267 | $13.6K | 0.00% | +267 | New |
| Farther Finance Advisors, LLC | 288 | $14.2K | 0.00% | −36−11.1% | Reduced |
| TD Private Client Wealth LLC | 280 | $14.2K | 0.00% | −427−60.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 283 | $14.4K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 285 | $14.5K | 0.00% | −271,469−99.9% | Reduced |
| Ancora Advisors, LLC | 295 | $15.0K | 0.00% | −57−16.2% | Reduced |
| Allworth Financial LP | 313 | $15.9K | 0.00% | −75−19.3% | Reduced |
| Park Place Capital Corp | 316 | $16.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 367 | $18.6K | 0.00% | +4+1.1% | Added |
| Parallel Advisors, LLC | 414 | $21.0K | 0.00% | +93+29.0% | Added |
| EverSource Wealth Advisors, LLC | 464 | $23.6K | 0.00% | +109+30.7% | Added |
| Team Financial Group, LLC | 500 | $25.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 501 | $25.5K | 0.00% | +501 | New |
