| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Mather Group, LLC. | 0 | $8 | 0.00% | −4−100.0% | Reduced |
| Cheviot Value Management, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1 | $22 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $22 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $45 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 4 | $86 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $89 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5 | $111 | 0.00% | −784−99.4% | Reduced |
| MV Capital Management, Inc. | 5 | $111 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $132 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 6 | $132 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6 | $133 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $136 | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 7 | $155 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $177 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 8 | $177 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $177 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $199 | 0.00% | −7−43.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $220 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10 | $221 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $221 | 0.00% | +9+900.0% | Added |
| Motco | 10 | $221 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $221 | 0.00% | +10 | New |
| Adirondack Trust Co | 12 | $264 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $265 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $265 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 13 | $287 | 0.00% | +13 | New |
| Strive Financial Group ,LLC | 15 | $331 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 16 | $353 | 0.00% | +5+45.5% | Added |
| IFG Advisory, LLC | 16 | $353 | 0.00% | +16 | New |
| TFC Financial Management | 16 | $354 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $376 | 0.00% | +6+54.5% | Added |
| Rialto Wealth Management, LLC | 17 | $376 | 0.00% | +10+142.9% | Added |
| Caldwell Sutter Capital, Inc. | 18 | $397 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 19 | $420 | 0.00% | +9+90.0% | Added |
| Morse Asset Management, Inc | 20 | $442 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $442 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $442 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 20 | $442 | 0.00% | +20 | New |
| EFG International AG | 22 | $486 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $508 | 0.00% | +15+187.5% | Added |
| Financial Consulate, Inc | 24 | $530 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 24 | $530 | 0.00% | +21+700.0% | Added |
| SHP Wealth Management | 25 | $552 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $596 | 0.00% | +2+8.0% | Added |
| SJS Investment Consulting Inc. | 29 | $641 | 0.00% | +16+123.1% | Added |
| HFM Investment Advisors, LLC | 31 | $685 | 0.00% | +21+210.0% | Added |
| Hurley Capital, LLC | 33 | $729 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $751 | 0.00% | +27+385.7% | Added |
| Walsh & Associates, LLC | 39 | $861 | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 42 | $890 | 0.00% | +42 | New |
| Centerpoint Advisors, LLC | 40 | $1.00K | 0.00% | −1,320−97.1% | Reduced |
| Bare Financial Services, Inc | 48 | $1.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $1.10K | 0.00% | −3−5.7% | Reduced |
| HM Payson & Co | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 52 | $1.15K | 0.00% | +52 | New |
| Bruce G. Allen Investments, LLC | 60 | $1.32K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $1.46K | 0.00% | −291−81.5% | Reduced |
| Creative Capital Management Investments LLC | 71 | $1.57K | 0.00% | +71 | New |
| Atlantic Trust, LLC | 72 | $1.59K | 0.00% | +19+35.8% | Added |
| Barrett & Company, Inc. | 80 | $1.77K | 0.00% | 00.0% | Unchanged |
| City State Bank | 80 | $1.77K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 80 | $1.77K | 0.00% | +80 | New |
| Beaird Harris Wealth Management, LLC | 80 | $1.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $1.88K | 0.00% | +62+269.6% | Added |
| West Paces Advisors Inc. | 85 | $1.88K | 0.00% | +85 | New |
| Rossby Financial, LCC | 87 | $1.92K | 0.00% | −7−7.4% | Reduced |
| Private Wealth Management Group, LLC | 93 | $2.05K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 101 | $2.23K | 0.00% | +101 | New |
| Fortitude Family Office, LLC | 102 | $2.25K | 0.00% | +30+41.7% | Added |
| Essential Partners LLC | 105 | $2.32K | 0.00% | +72+218.2% | Added |
| Keating Financial Advisory Services, Inc. | 116 | $2.56K | 0.00% | −67−36.6% | Reduced |
| CVA Family Office, LLC | 116 | $2.56K | 0.00% | −10−7.9% | Reduced |
| Cromwell Holdings LLC | 117 | $2.58K | 0.00% | +36+44.4% | Added |
| Brown Brothers Harriman & Co | 120 | $2.65K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 120 | $2.65K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $2.65K | 0.00% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 125 | $2.76K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 135 | $2.98K | 0.00% | +20+17.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 138 | $3.05K | 0.00% | −140−50.4% | Reduced |
| Assetmark, Inc | 140 | $3.09K | 0.00% | +84+150.0% | Added |
| Banque Transatlantique SA | 145 | $3.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 153 | $3.38K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 156 | $3.44K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 157 | $3.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 160 | $3.53K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 160 | $3.53K | 0.00% | +160 | New |
| Cedar Mountain Advisors, LLC | 187 | $4.13K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 190 | $4.17K | 0.00% | +190 | New |
| Basecamp Wealth Advisors LLC | 196 | $4.33K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 198 | $4.37K | 0.00% | +198 | New |
| Geneos Wealth Management Inc. | 200 | $4.42K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 208 | $4.59K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 226 | $4.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 228 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $5.10K | 0.00% | −9−3.8% | Reduced |
| Atlantic Union Bankshares Corp | 242 | $5.34K | 0.00% | +53+28.0% | Added |