| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $56 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $60 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $119 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 3 | $179 | 0.00% | −7−70.0% | Reduced |
| MV Capital Management, Inc. | 3 | $179 | 0.00% | +3 | New |
| LRI Investments, LLC | 4 | $237 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $238 | 0.00% | −3−42.9% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $297 | 0.00% | +3+150.0% | Added |
| Activest Wealth Management | 5 | $297 | 0.00% | +5 | New |
| Planning Strategies Inc. | 6 | $356 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $357 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $415 | 0.00% | +6+600.0% | Added |
| Kilter Group LLC | 7 | $416 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 7 | $416 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 8 | $475 | 0.00% | +1+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $534 | 0.00% | −6−40.0% | Reduced |
| Mascoma Wealth Management LLC | 9 | $534 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $535 | 0.00% | −3−25.0% | Reduced |
| American Capital Advisory, LLC | 9 | $535 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $535 | 0.00% | +2+28.6% | Added |
| Bogart Wealth, LLC | 10 | $594 | 0.00% | −1−9.1% | Reduced |
| TFC Financial Management | 10 | $594 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 11 | $652 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $653 | 0.00% | +11 | New |
| Whittier Trust Co | 12 | $682 | 0.00% | +12 | New |
| Atlantic Union Bankshares Corp | 13 | $772 | 0.00% | −80−86.0% | Reduced |
| Creative Capital Management Investments LLC | 14 | $831 | 0.00% | +14 | New |
| WPG Advisers, LLC | 15 | $890 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 17 | $1.01K | 0.00% | −20,146−99.9% | Reduced |
| Anchor Investment Management, LLC | 17 | $1.01K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 18 | $1.07K | 0.00% | −20−52.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $1.13K | 0.00% | −25−56.8% | Reduced |
| Versant Capital Management, Inc | 19 | $1.13K | 0.00% | +6+46.2% | Added |
| Raffa Wealth Management, LLC | 19 | $1.13K | 0.00% | +12+171.4% | Added |
| Principia Wealth Advisory, LLC | 19 | $1.13K | 0.00% | +14+280.0% | Added |
| Action Point Financial Planning, LLC | 21 | $1.13K | 0.00% | +21 | New |
| Financial Network Wealth Advisors LLC | 22 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $1.43K | 0.00% | +12+100.0% | Added |
| Fortitude Family Office, LLC | 26 | $1.54K | 0.00% | −34−56.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 26 | $1.54K | 0.00% | +26 | New |
| Bare Financial Services, Inc | 28 | $1.66K | 0.00% | −95−77.2% | Reduced |
| Assetmark, Inc | 28 | $1.66K | 0.00% | −74−72.5% | Reduced |
| UMA Financial Services, Inc. | 28 | $1.66K | 0.00% | +28 | New |
| South State Corp. | 30 | $1.78K | 0.00% | +23+328.6% | Added |
| Cromwell Holdings LLC | 32 | $1.90K | 0.00% | +23+255.6% | Added |
| Bell Investment Advisors, Inc | 33 | $1.96K | 0.00% | +9+37.5% | Added |
| Avion Wealth | 41 | $2.00K | 0.00% | +25+156.3% | Added |
| TD Private Client Wealth LLC | 34 | $2.02K | 0.00% | −246−87.9% | Reduced |
| N.E.W. Advisory Services LLC | 34 | $2.02K | 0.00% | +34 | New |
| ZRC Wealth Management, LLC | 35 | $2.08K | 0.00% | +6+20.7% | Added |
| Central Trust Co | 36 | $2.14K | 0.00% | −7−16.3% | Reduced |
| Brown Brothers Harriman & Co | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $2.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 39 | $2.31K | 0.00% | +13+50.0% | Added |
| Beacon Investment Advisory Services, Inc. | 41 | $2.43K | 0.00% | +41 | New |
| JPL Wealth Management, LLC | 41 | $2.43K | 0.00% | +41 | New |
| Cedar Mountain Advisors, LLC | 46 | $2.73K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 47 | $2.79K | 0.00% | +47 | New |
| North Star Investment Management Corp. | 59 | $3.50K | 0.00% | +59 | New |
| Spire Wealth Management | 59 | $3.51K | 0.00% | +21+55.3% | Added |
| Larson Financial Group LLC | 60 | $3.56K | 0.00% | −955−94.1% | Reduced |
| IFP Advisors, Inc | 70 | $4.16K | 0.00% | −36−34.0% | Reduced |
| Birchwood Financial Partners, Inc. | 73 | $4.33K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 74 | $4.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 77 | $4.57K | 0.00% | +27+54.0% | Added |
| NBH Bank | 79 | $4.69K | 0.00% | +79 | New |
| Ronald Blue Trust, Inc. | 80 | $4.75K | 0.00% | +80 | New |
| Meeder Asset Management Inc | 82 | $4.87K | 0.00% | −51−38.3% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $5.40K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 96 | $5.70K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $5.94K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 102 | $6.05K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $6.35K | 0.00% | +19+21.6% | Added |
| SBI Securities Co., Ltd. | 120 | $7.12K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 122 | $7.14K | 0.00% | +122 | New |
| Tidemark, LLC | 125 | $7.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 128 | $7.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 132 | $7.84K | 0.00% | +73+123.7% | Added |
| Bokf, NA | 146 | $8.67K | 0.00% | +146 | New |
| Leonteq Securities AG | 150 | $8.90K | 0.00% | −927−86.1% | Reduced |
| First Horizon Corp | 155 | $9.20K | 0.00% | −17−9.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 155 | $9.20K | 0.00% | +155 | New |
| Clearstead Advisors, LLC | 156 | $9.26K | 0.00% | −659−80.9% | Reduced |
| International Assets Investment Management, LLC | 166 | $9.80K | 0.00% | +35+26.7% | Added |
| Basecamp Wealth Advisors LLC | 178 | $10.6K | 0.00% | +76+74.5% | Added |
| True Wealth Design, LLC | 179 | $10.6K | 0.00% | +104+138.7% | Added |
| Danske Bank A/S | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 205 | $12.2K | 0.00% | +132+180.8% | Added |
| CoreCap Advisors, LLC | 220 | $13.1K | 0.00% | +103+88.0% | Added |
| Zions Bancorporation, National Association | 231 | $13.7K | 0.00% | −474−67.2% | Reduced |
| GW&K Investment Management, LLC | 245 | $14.0K | 0.00% | +245 | New |
| Colonial Trust Co | 246 | $14.6K | 0.00% | +61+33.0% | Added |
| Tradewinds Capital Management, LLC | 267 | $15.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 274 | $16.3K | 0.00% | −6,168−95.7% | Reduced |
| Owl Creek Wealth Partners LLC | 280 | $16.6K | 0.00% | +140+100.0% | Added |
