| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $164 | 0.00% | −40−97.6% | Reduced |
| Seneschal Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $327 | 0.00% | −155−98.7% | Reduced |
| Nemes Rush Group LLC | 2 | $327 | 0.00% | −2−50.0% | Reduced |
| 1015 Capital Partners, LLC | 2 | $327 | 0.00% | −1−33.3% | Reduced |
| Country Trust Bank | 2 | $327 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $327 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $328 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $328 | 0.00% | +2 | New |
| Central Trust Co | 3 | $491 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $491 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $491 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $491 | 0.00% | +3 | New |
| Trust Co | 4 | $654 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $818 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $818 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6 | $981 | 0.00% | −7−53.8% | Reduced |
| Bare Financial Services, Inc | 6 | $981 | 0.00% | −4−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $981 | 0.00% | −1−14.3% | Reduced |
| Horizon Investments, LLC | 6 | $981 | 0.00% | +6 | New |
| Triumph Capital Management | 6 | $981 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $982 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $982 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $982 | 0.00% | +6 | New |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | −38−76.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.15K | 0.00% | −7−50.0% | Reduced |
| South State Corp. | 7 | $1.15K | 0.00% | −2−22.2% | Reduced |
| First Command Advisory Services, Inc. | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $1.31K | 0.00% | −5−38.5% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $1.47K | 0.00% | −3−25.0% | Reduced |
| Atlantic Union Bankshares Corp | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 9 | $1.47K | 0.00% | +9 | New |
| Strategic Wealth Partners, Ltd. | 9 | $1.47K | 0.00% | +9 | New |
| Essential Partners LLC | 10 | $1.64K | 0.00% | −58−85.3% | Reduced |
| North Star Investment Management Corp. | 10 | $1.64K | 0.00% | −1−9.1% | Reduced |
| Highline Wealth Partners LLC | 10 | $1.64K | 0.00% | +8+400.0% | Added |
| Caitlin John, LLC | 10 | $1.64K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $1.80K | 0.00% | −47−81.0% | Reduced |
| IMA Wealth, Inc. | 12 | $1.96K | 0.00% | −12−50.0% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.96K | 0.00% | +7+140.0% | Added |
| Albion Financial Group | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $2.13K | 0.00% | +6+85.7% | Added |
| Intentional Wealth Strategies, LLC | 13 | $2.13K | 0.00% | +13 | New |
| Westside Investment Management, Inc. | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $2.45K | 0.00% | +3+25.0% | Added |
| Montag A & Associates Inc | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $2.62K | 0.00% | +16 | New |
| Vermillion Wealth Management, Inc. | 16 | $2.62K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $2.78K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 17 | $2.78K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18 | $3.00K | 0.00% | −4−18.2% | Reduced |
| Torren Management, LLC | 19 | $3.11K | 0.00% | −813−97.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $3.43K | 0.00% | +2+10.5% | Added |
| Quadrant Capital Group LLC | 21 | $3.43K | 0.00% | +9+75.0% | Added |
| Park Place Capital Corp | 23 | $3.76K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 52 | $3.97K | 0.00% | +52 | New |
| Strategic Wealth Advisors LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $4.23K | 0.00% | +2+8.3% | Added |
| Addison Advisors LLC | 26 | $4.25K | 0.00% | +26 | New |
| Vanguard National Trust Co | 29 | $4.74K | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 29 | $4.74K | 0.00% | −13−31.0% | Reduced |
| Atlantic Trust, LLC | 29 | $4.74K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $4.91K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 30 | $4.96K | 0.00% | +1+3.4% | Added |
| Avion Wealth | 34 | $5.00K | 0.00% | −4−10.5% | Reduced |
| Parkside Financial Bank & Trust | 31 | $5.07K | 0.00% | −2−6.1% | Reduced |
| JPL Wealth Management, LLC | 31 | $5.07K | 0.00% | +31 | New |
| S&T Bank | 33 | $5.40K | 0.00% | +15+83.3% | Added |
| Prestige Wealth Management Group LLC | 33 | $5.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $5.56K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $5.72K | 0.00% | +11+45.8% | Added |
| NBC Securities, Inc. | 36 | $5.89K | 0.00% | +12+50.0% | Added |
| Rakuten Securities, Inc. | 36 | $5.89K | 0.00% | −1,117−96.9% | Reduced |
| Aventura Private Wealth, LLC | 36 | $5.89K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $5.89K | 0.00% | +11+44.0% | Added |
| Fairscale Capital, LLC | 37 | $6.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $6.05K | 0.00% | −2−5.1% | Reduced |
| Bell Investment Advisors, Inc | 38 | $6.21K | 0.00% | −36−48.6% | Reduced |
| Wall Street Financial Group, Inc. | 38 | $6.21K | 0.00% | +38 | New |
| Cromwell Holdings LLC | 40 | $6.54K | 0.00% | +13+48.1% | Added |
| CVA Family Office, LLC | 40 | $6.54K | 0.00% | +38+1,900.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 40 | $6.54K | 0.00% | +40 | New |
| Dunhill Financial, LLC | 41 | $6.79K | 0.00% | +38+1,266.7% | Added |
| Sachetta, LLC | 42 | $6.87K | 0.00% | +14+50.0% | Added |
| Signature Equity Partners, LLC | 43 | $7.03K | 0.00% | +21+95.5% | Added |
| Private Trust Co NA | 50 | $8.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $8.37K | 0.00% | +22+57.9% | Added |
| Root Financial Partners, LLC | 52 | $8.50K | 0.00% | +3+6.1% | Added |
| Financial Consulate, Inc | 54 | $8.83K | 0.00% | +1+1.9% | Added |
| Salomon & Ludwin, LLC | 55 | $8.93K | 0.00% | +3+5.8% | Added |
| Fourth Dimension Wealth, LLC | 57 | $9.32K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 57 | $9.32K | 0.00% | +22+62.9% | Added |
| Swiss Re Ltd | 62 | $10.1K | 0.06% | 00.0% | Unchanged |