| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $162 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $242 | 0.00% | +1+50.0% | Added |
| Kessler Investment Group, LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $403 | 0.00% | −18−78.3% | Reduced |
| Robbins Farley LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $404 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $484 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $650 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $726 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $807 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 10 | $807 | 0.00% | +10 | New |
| Key Financial Inc | 11 | $888 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $949 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $969 | 0.00% | −365−96.8% | Reduced |
| Glen Eagle Advisors, LLC | 14 | $1.14K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 17 | $1.37K | 0.00% | −103−85.8% | Reduced |
| Robinswood Financial LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 20 | $1.61K | 0.00% | +20 | New |
| Caitlin John, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23 | $1.86K | 0.00% | −15−39.5% | Reduced |
| West Paces Advisors Inc. | 23 | $1.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 24 | $1.94K | 0.00% | +2+9.1% | Added |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 31 | $2.50K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $2.58K | 0.00% | +32 | New |
| Abich Financial Wealth Management LLC | 33 | $2.66K | 0.01% | −2,225−98.5% | Reduced |
| Carolinas Wealth Consulting LLC | 33 | $2.66K | 0.00% | +5+17.9% | Added |
| TFC Financial Management | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 28 | $3.00K | 0.00% | −2,214−98.8% | Reduced |
| Sandy Spring Bank | 40 | $3.23K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $3.31K | 0.00% | −3,142−98.7% | Reduced |
| Abound Wealth Management | 44 | $3.56K | 0.00% | +21+91.3% | Added |
| Bray Capital Advisors | 45 | $3.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 47 | $3.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $3.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $4.00K | 0.00% | +7+14.9% | Added |
| City Holding Co | 50 | $4.04K | 0.00% | −6,566−99.2% | Reduced |
| Iron Horse Wealth Management, LLC | 50 | $4.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $4.17K | 0.00% | +28+116.7% | Added |
| DiNuzzo Private Wealth, Inc. | 52 | $4.20K | 0.00% | +4+8.3% | Added |
| Meeder Asset Management Inc | 52 | $4.20K | 0.00% | +52 | New |
| Pinnacle Bancorp, Inc. | 54 | $4.36K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 54 | $4.38K | 0.00% | −26,369−99.8% | Reduced |
| PFG Private Wealth Management, LLC | 55 | $4.44K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 59 | $4.76K | 0.00% | +59 | New |
| Pflug Koory, LLC | 60 | $4.84K | 0.00% | +60 | New |
| Harvest Fund Management Co., Ltd | 56 | $5.00K | 0.00% | +56 | New |
| Fortitude Family Office, LLC | 63 | $5.08K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 64 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $5.22K | 0.00% | +27+71.1% | Added |
| Motco | 66 | $5.33K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 66 | $5.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 74 | $5.97K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $6.05K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $6.05K | 0.00% | −162−68.4% | Reduced |
| Raffa Wealth Management, LLC | 80 | $6.46K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 80 | $6.46K | 0.00% | +80 | New |
| Financial Management Professionals, Inc. | 88 | $7.00K | 0.00% | +9+11.4% | Added |
| Hemington Wealth Management | 87 | $7.00K | 0.00% | +87 | New |
| FinTrust Capital Advisors, LLC | 99 | $7.99K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 100 | $8.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 104 | $8.38K | 0.00% | +1+1.0% | Added |
| Provenance Wealth Advisors, LLC | 104 | $8.39K | 0.00% | +104 | New |
| MV Capital Management, Inc. | 105 | $8.47K | 0.00% | −10−8.7% | Reduced |
| NewSquare Capital LLC | 1,943 | $9.28K | 0.00% | −15−0.8% | Reduced |
| Continuum Advisory, LLC | 119 | $9.62K | 0.00% | −907−88.4% | Reduced |
| Bullock Wealth Management Group | 120 | $9.71K | 0.01% | −621−83.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 122 | $9.92K | 0.00% | +14+13.0% | Added |
| 1620 Investment Advisors, Inc. | 144 | $10.0K | 0.01% | +19+15.2% | Added |
| Main Street Group, LTD | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 131 | $10.6K | 0.01% | +1+0.8% | Added |
| Raleigh Capital Management Inc. | 135 | $10.9K | 0.00% | +15+12.5% | Added |
| Addison Advisors LLC | 137 | $11.1K | 0.00% | +137 | New |
| Armstrong Advisory Group, Inc | 141 | $11.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 198 | $11.4K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 11,766 | $11.8K | 0.00% | +11,766 | New |
| Compass Wealth Management LLC | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 152 | $12.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 155 | $12.5K | 0.00% | +43+38.4% | Added |
| Farmers & Merchants Investments Inc | 163 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 163 | $13.2K | 0.01% | +33+25.4% | Added |
| BNP Paribas | 168 | $13.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 172 | $13.9K | 0.00% | +172 | New |
| JFS Wealth Advisors, LLC | 177 | $14.3K | 0.00% | +6+3.5% | Added |
| WealthCollab, LLC | 180 | $14.5K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 186 | $15.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 189 | $15.2K | 0.00% | +2+1.1% | Added |
| Smithfield Trust Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |