| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Westfuller Advisors, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $45 | 0.00% | −3−100.0% | Reduced |
| DecisionPoint Financial, LLC | 1 | $572 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1 | $573 | 0.00% | −12−92.3% | Reduced |
| Addison Advisors LLC | 1 | $573 | 0.00% | −1−50.0% | Reduced |
| UMA Financial Services, Inc. | 1 | $573 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $573 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 1 | $573 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $573 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $573 | 0.00% | +1 | New |
| SHP Wealth Management | 2 | $1.15K | 0.00% | −1−33.3% | Reduced |
| South State Corp. | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $1.15K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $1.15K | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $1.15K | 0.00% | +1+100.0% | Added |
| Raffa Wealth Management, LLC | 2 | $1.15K | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $1.15K | 0.00% | −7−77.8% | Reduced |
| Dunhill Financial, LLC | 2 | $1.59K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3 | $1.72K | 0.00% | +3 | New |
| Winthrop Capital Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| MidFirst Bank | 4 | $2.29K | 0.00% | −6−60.0% | Reduced |
| Webster Bank, N. A. | 4 | $2.29K | 0.00% | −1−20.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $2.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $2.29K | 0.00% | +2+100.0% | Added |
| Financial Network Wealth Advisors LLC | 4 | $2.32K | 0.00% | −3−42.9% | Reduced |
| Eastern Bank | 5 | $2.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $2.87K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $2.87K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $2.87K | 0.00% | +1+25.0% | Added |
| Creative Capital Management Investments LLC | 5 | $2.87K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $2.87K | 0.00% | +5 | New |
| Wealth Enhancement Trust Services, Inc. | 6 | $3.44K | 0.00% | +2+50.0% | Added |
| HFM Investment Advisors, LLC | 6 | $3.44K | 0.00% | +4+200.0% | Added |
| Hughes Financial Services, LLC | 6 | $3.44K | 0.00% | +5+500.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 6 | $3.44K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $3.45K | 0.00% | +1+20.0% | Added |
| Avion Wealth | 8 | $4.00K | 0.00% | +6+300.0% | Added |
| Asset Dedication, LLC | 7 | $4.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $4.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $4.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $4.01K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $4.01K | 0.00% | +1+16.7% | Added |
| Clear Street Markets LLC | 7 | $4.01K | 0.00% | +2+40.0% | Added |
| Ameriflex Group, Inc. | 7 | $4.01K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 7 | $4.02K | 0.00% | −18−72.0% | Reduced |
| Wolff Wiese Magana LLC | 8 | $4.58K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $4.58K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $4.58K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 8 | $4.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $4.79K | 0.00% | −2−18.2% | Reduced |
| Manning & Napier Advisors LLC | 9 | $5.12K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 9 | $5.16K | 0.00% | +2+28.6% | Added |
| Colonial Trust Co | 9 | $5.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $5.73K | 0.00% | +1+11.1% | Added |
| IMG Wealth Management, Inc. | 10 | $5.73K | 0.00% | +4+66.7% | Added |
| Essential Partners LLC | 10 | $5.73K | 0.00% | +9+900.0% | Added |
| Bard Associates Inc | 10 | $5.73K | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 10 | $5.73K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 11 | $6.30K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 13 | $7.45K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 13 | $7.45K | 0.00% | −1−7.1% | Reduced |
| LRI Investments, LLC | 14 | $8.02K | 0.00% | +3+27.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 15 | $8.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $8.60K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 16 | $8.60K | 0.00% | +16 | New |
| Covestor Ltd | 16 | $9.00K | 0.01% | −29−64.4% | Reduced |
| Zions Bancorporation, National Association | 18 | $10.3K | 0.00% | +3+20.0% | Added |
| Clearstead Advisors, LLC | 20 | $11.5K | 0.00% | +5+33.3% | Added |
| Beacon Investment Advisory Services, Inc. | 21 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 22 | $12.6K | 0.00% | −90−80.4% | Reduced |
| CVA Family Office, LLC | 22 | $12.6K | 0.00% | −10−31.3% | Reduced |
| Flagship Wealth Advisors, LLC | 22 | $12.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 22 | $12.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $13.2K | 0.00% | +5+27.8% | Added |
| Fortitude Family Office, LLC | 25 | $14.3K | 0.00% | +2+8.7% | Added |
| Continuum Advisory, LLC | 25 | $14.3K | 0.00% | +25 | New |
| Measured Wealth Private Client Group, LLC | 26 | $14.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $15.0K | 0.00% | −7−20.6% | Reduced |
| Signature Equity Partners, LLC | 27 | $15.2K | 0.01% | −2−6.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 27 | $15.5K | 0.00% | +22+440.0% | Added |
| CoreCap Advisors, LLC | 28 | $16.0K | 0.00% | −3−9.7% | Reduced |
| Frazier Financial Advisors, LLC | 29 | $16.6K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 31 | $17.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $18.3K | 0.00% | −3−8.6% | Reduced |
| Manchester Capital Management LLC | 32 | $18.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $18.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 37 | $21.1K | 0.00% | 00.0% | Unchanged |