| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Abound Wealth Management | 0 | $1 | 0.00% | −27−100.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $59 | 0.00% | 0 | New |
| Elequin Capital LP | 1 | $73 | 0.00% | −56−98.2% | Reduced |
| AdvisorNet Financial, Inc | 1 | $73 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $73 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $73 | 0.00% | +1 | New |
| Aspect Partners, LLC | 2 | $145 | 0.00% | −21−91.3% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $145 | 0.00% | −6−75.0% | Reduced |
| IMA Wealth, Inc. | 2 | $145 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $145 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $145 | 0.00% | +2 | New |
| Compass Financial Management LLC | 2 | $145 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $146 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $155 | 0.00% | −2−50.0% | Reduced |
| Tidemark, LLC | 3 | $218 | 0.00% | −3−50.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $218 | 0.00% | +1+50.0% | Added |
| CWM Advisors, LLC | 4 | $290 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $290 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $291 | 0.00% | −4−50.0% | Reduced |
| South State Corp. | 5 | $363 | 0.00% | −334−98.5% | Reduced |
| MV Capital Management, Inc. | 5 | $363 | 0.00% | −28−84.8% | Reduced |
| Aventura Private Wealth, LLC | 5 | $363 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $443 | 0.00% | −7−53.8% | Reduced |
| DecisionPoint Financial, LLC | 6 | $451 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 8 | $580 | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 8 | $581 | 0.00% | −19−70.4% | Reduced |
| Financial Consulate, Inc | 8 | $581 | 0.00% | −3−27.3% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $653 | 0.00% | +9 | New |
| Barnes Dennig Private Wealth Management LLC | 9 | $653 | 0.00% | +9 | New |
| Colonial Trust Co | 10 | $711 | 0.00% | −1,195−99.2% | Reduced |
| Pflug Koory, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $798 | 0.00% | −4−26.7% | Reduced |
| 1015 Capital Partners, LLC | 11 | $798 | 0.00% | +6+120.0% | Added |
| Kilter Group LLC | 14 | $1.02K | 0.00% | −54−79.4% | Reduced |
| Grove Bank & Trust | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $1.02K | 0.00% | +2+16.7% | Added |
| BOK Financial Private Wealth, Inc. | 14 | $1.02K | 0.00% | +14 | New |
| Axiom Investment Management LLC | 14 | $1.02K | 0.00% | +14 | New |
| Bullock Wealth Management Group | 14 | $1.06K | 0.00% | −14−50.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $1.09K | 0.00% | −185−92.5% | Reduced |
| HFM Investment Advisors, LLC | 19 | $1.38K | 0.00% | +14+280.0% | Added |
| Whipplewood Advisors, LLC | 20 | $1.45K | 0.00% | −1−4.8% | Reduced |
| SHP Wealth Management | 20 | $1.48K | 0.00% | −4−16.7% | Reduced |
| MidFirst Bank | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.60K | 0.00% | +8+57.1% | Added |
| Raffa Wealth Management, LLC | 25 | $1.81K | 0.00% | +1+4.2% | Added |
| Activest Wealth Management | 26 | $1.89K | 0.00% | −31−54.4% | Reduced |
| WealthCollab, LLC | 26 | $1.89K | 0.00% | +26 | New |
| Cedar Mountain Advisors, LLC | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $2.10K | 0.00% | +11+61.1% | Added |
| WPG Advisers, LLC | 31 | $2.25K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 31 | $2.25K | 0.00% | +31 | New |
| Millstone Evans Group, LLC | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 32 | $2.32K | 0.00% | +32 | New |
| Tounjian Advisory Partners, LLC | 33 | $2.37K | 0.00% | +33 | New |
| N.E.W. Advisory Services LLC | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $2.47K | 0.00% | +8+30.8% | Added |
| CoreCap Advisors, LLC | 36 | $2.61K | 0.00% | −92−71.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 36 | $2.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $2.69K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 37 | $2.69K | 0.00% | +37 | New |
| Princeton Global Asset Management LLC | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 42 | $3.05K | 0.00% | +42 | New |
| Bay Harbor Wealth Management, LLC | 44 | $3.19K | 0.00% | +28+175.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $3.63K | 0.00% | +27+117.4% | Added |
| TD Waterhouse Canada Inc. | 50 | $3.76K | 0.00% | +30+150.0% | Added |
| Clear Street Markets LLC | 54 | $3.92K | 0.00% | −400−88.1% | Reduced |
| Bogart Wealth, LLC | 55 | $3.99K | 0.00% | −67−54.9% | Reduced |
| Burkett Financial Services, LLC | 56 | $4.07K | 0.00% | +1+1.8% | Added |
| Motco | 57 | $4.14K | 0.00% | +6+11.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 59 | $4.28K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 61 | $4.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 66 | $4.79K | 0.00% | −6−8.3% | Reduced |
| Private Wealth Management Group, LLC | 66 | $4.79K | 0.00% | +30+83.3% | Added |
| First Horizon Corp | 67 | $4.86K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 70 | $5.08K | 0.00% | −10−12.5% | Reduced |
| Meeder Asset Management Inc | 71 | $5.15K | 0.00% | −11,582−99.4% | Reduced |
| Harbor Investment Advisory, LLC | 75 | $5.44K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 76 | $5.51K | 0.00% | +35+85.4% | Added |
| Action Point Financial Planning, LLC | 82 | $5.59K | 0.00% | +82 | New |
| Ogorek Anthony Joseph | 87 | $6.00K | 0.00% | −31−26.3% | Reduced |
| Noble Wealth Management PBC | 85 | $6.17K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 88 | $6.38K | 0.00% | +88 | New |
| Synergy Investment Management, LLC | 74 | $6.53K | 0.00% | +74 | New |
| Evelyn Partners Group Ltd | 92 | $6.68K | 0.00% | +92 | New |
| Pinnacle Bancorp, Inc. | 96 | $6.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 95 | $7.13K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 104 | $7.55K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 115 | $8.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $8.54K | 0.00% | −40−27.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 119 | $8.63K | 0.00% | +80+205.1% | Added |