| Navigoe, LLC | 62 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Safe Harbor Fiduciary, LLC | 1 | $15 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3 | $46 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $139 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 10 | $154 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $154 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $154 | 0.00% | +10 | New |
| LGT Financial Advisors LLC | 10 | $154 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 15 | $230 | 0.00% | −84−84.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 15 | $230 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 17 | $265 | 0.00% | +17 | New |
| Total Investment Management Inc | 19 | $292 | 0.00% | +19 | New |
| Strengthening Families & Communities, LLC | 19 | $292 | 0.00% | +19 | New |
| Parkworth Wealth Management, Inc. | 19 | $292 | 0.00% | +19 | New |
| Crewe Advisors LLC | 20 | $308 | 0.00% | −1−4.8% | Reduced |
| American Capital Advisory, LLC | 21 | $323 | 0.00% | +21 | New |
| REAP Financial Group, LLC | 22 | $338 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $353 | 0.00% | −4−14.8% | Reduced |
| Dunhill Financial, LLC | 24 | $369 | 0.00% | −85−78.0% | Reduced |
| Atlas Capital Advisors LLC | 26 | $399 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $414 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $492 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 32 | $492 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 34 | $522 | 0.00% | +2+6.3% | Added |
| Rialto Wealth Management, LLC | 36 | $553 | 0.00% | +36 | New |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $568 | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 38 | $584 | 0.00% | −60−61.2% | Reduced |
| WealthTrak Capital Management LLC | 40 | $615 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 40 | $615 | 0.00% | +40 | New |
| FSA Wealth Management LLC | 48 | $739 | 0.00% | +1+2.1% | Added |
| Colonial Trust Co | 53 | $814 | 0.00% | +41+341.7% | Added |
| Kilter Group LLC | 53 | $815 | 0.00% | +53 | New |
| Cornerstone Planning Group LLC | 53 | $816 | 0.00% | +21+65.6% | Added |
| Hilltop National Bank | 56 | $860 | 0.00% | +56 | New |
| Transce3nd, LLC | 62 | $952 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 62 | $952 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $1.00K | 0.00% | +8+12.3% | Added |
| TFC Financial Management | 68 | $1.04K | 0.00% | +31+83.8% | Added |
| Medallion Wealth Advisors, LLC | 67 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 72 | $1.10K | 0.00% | +37+105.7% | Added |
| Cape Investment Advisory, Inc. | 72 | $1.11K | 0.00% | −5−6.5% | Reduced |
| Financial Network Wealth Advisors LLC | 74 | $1.14K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 77 | $1.18K | 0.00% | −74−49.0% | Reduced |
| Tortoise Investment Management, LLC | 78 | $1.20K | 0.00% | +78 | New |
| Principia Wealth Advisory, LLC | 79 | $1.21K | 0.00% | +44+125.7% | Added |
| LRI Investments, LLC | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 92 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 96 | $1.48K | 0.00% | −94−49.5% | Reduced |
| Addison Advisors LLC | 96 | $1.48K | 0.00% | +96 | New |
| GHP Investment Advisors, Inc. | 97 | $1.49K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $1.54K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 103 | $1.58K | 0.00% | +47+83.9% | Added |
| Sachetta, LLC | 110 | $1.69K | 0.00% | −27−19.7% | Reduced |
| Tidemark, LLC | 117 | $1.80K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 135 | $2.07K | 0.00% | +135 | New |
| Olistico Wealth, LLC | 137 | $2.10K | 0.00% | +137 | New |
| High Note Wealth, LLC | 140 | $2.15K | 0.00% | −16−10.3% | Reduced |
| Signature Resources Capital Management, LLC | 144 | $2.21K | 0.00% | +144 | New |
| Howard Hughes Medical Institute | 151 | $2.32K | 0.00% | +151 | New |
| South State Corp. | 153 | $2.35K | 0.00% | +11+7.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 155 | $2.38K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 159 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $2.46K | 0.00% | +87+119.2% | Added |
| Smartleaf Asset Management LLC | 159 | $2.50K | 0.00% | −938−85.5% | Reduced |
| Activest Wealth Management | 167 | $2.56K | 0.00% | −34−16.9% | Reduced |
| Maseco LLP | 175 | $2.69K | 0.00% | +175 | New |
| Fortitude Family Office, LLC | 188 | $2.89K | 0.00% | −205−52.2% | Reduced |
| AdvisorNet Financial, Inc | 198 | $3.04K | 0.00% | −49−19.8% | Reduced |
| Whipplewood Advisors, LLC | 209 | $3.21K | 0.00% | +190+1,000.0% | Added |
| Financial Management Professionals, Inc. | 250 | $3.89K | 0.00% | −67−21.1% | Reduced |
| WPG Advisers, LLC | 263 | $4.04K | 0.00% | −21−7.4% | Reduced |
| Prestige Wealth Management Group LLC | 266 | $4.09K | 0.00% | +173+186.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 267 | $4.21K | 0.00% | +267 | New |
| Princeton Global Asset Management LLC | 327 | $5.02K | 0.00% | +327 | New |
| MTM Investment Management, LLC | 342 | $5.25K | 0.00% | +342 | New |
| Plante Moran Financial Advisors, LLC | 343 | $5.27K | 0.00% | +343 | New |
| VSM Wealth Advisory, LLC | 379 | $5.82K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 380 | $5.84K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 373 | $5.92K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 410 | $6.30K | 0.00% | +122+42.4% | Added |
| Atlantic Trust, LLC | 412 | $6.33K | 0.00% | +412 | New |
| PFS Partners, LLC | 429 | $6.60K | 0.00% | +6+1.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 451 | $6.93K | 0.00% | +145+47.4% | Added |
| Clear Street Markets LLC | 467 | $7.17K | 0.00% | +467 | New |
| Rothschild Investment LLC | 495 | $7.60K | 0.00% | −295−37.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 500 | $7.68K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 509 | $7.81K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 511 | $7.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 530 | $8.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 537 | $8.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 542 | $8.33K | 0.00% | −190−26.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 581 | $8.93K | 0.00% | +8+1.4% | Added |
| Hantz Financial Services, Inc. | 572 | $9.00K | 0.00% | +510+822.6% | Added |
| Larson Financial Group LLC | 600 | $9.21K | 0.00% | +379+171.5% | Added |
| ORG Partners LLC | 606 | $9.62K | 0.00% | +549+963.2% | Added |
| Meeder Asset Management Inc | 703 | $10.8K | 0.00% | +402+133.6% | Added |
| Hemington Wealth Management | 774 | $11.0K | 0.00% | −231−23.0% | Reduced |