| Financial Connections Group, Inc. | 33 | $0 | 0.00% | +33 | New |
| Creekmur Asset Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $53 | 0.00% | −1−33.3% | Reduced |
| Abound Wealth Management | 4 | $101 | 0.00% | −39−90.7% | Reduced |
| NVWM, LLC | 5 | $123 | 0.00% | −5−50.0% | Reduced |
| Sugar Maple Asset Management, LLC | 5 | $123 | 0.00% | +5 | New |
| Winnow Wealth LLC | 7 | $159 | 0.00% | +7 | New |
| Breakwater Investment Management | 8 | $197 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 8 | $197 | 0.00% | +8 | New |
| New Millennium Group LLC | 9 | $221 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 9 | $221 | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $271 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 13 | $320 | 0.00% | −31−70.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 13 | $320 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $336 | 0.00% | −24−66.7% | Reduced |
| Asset Dedication, LLC | 14 | $345 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16 | $393 | 0.00% | −1,794−99.1% | Reduced |
| Financial Management Professionals, Inc. | 16 | $393 | 0.00% | −360−95.7% | Reduced |
| Clark Wealth Partners | 16 | $393 | 0.00% | +16 | New |
| Financial Life Planners | 18 | $433 | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 21 | $516 | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 22 | $541 | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 23 | $565 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $615 | 0.00% | −12−32.4% | Reduced |
| Colonial Trust Advisors | 25 | $615 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $713 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 31 | $762 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 35 | $860 | 0.00% | −282−89.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 36 | $884 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $910 | 0.00% | +15+68.2% | Added |
| Continuum Advisory, LLC | 38 | $934 | 0.00% | −12−24.0% | Reduced |
| Trust Co of Vermont | 38 | $934 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $949 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $959 | 0.00% | −25−39.1% | Reduced |
| WR Wealth Planners, LLC | 39 | $959 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | −81−77.1% | Reduced |
| Hemington Wealth Management | 75 | $1.00K | 0.00% | +26+53.1% | Added |
| Brown Brothers Harriman & Co | 42 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 46 | $1.12K | 0.00% | +1+2.2% | Added |
| Mather Group, LLC. | 46 | $1.14K | 0.00% | −32−41.0% | Reduced |
| Key Financial Inc | 49 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.23K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $1.33K | 0.00% | +54 | New |
| Harbor Investment Advisory, LLC | 55 | $1.36K | 0.00% | +21+61.8% | Added |
| Dunhill Financial, LLC | 57 | $1.41K | 0.00% | +1+1.8% | Added |
| Spectrum Wealth Counsel, LLC | 60 | $1.48K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 69 | $1.71K | 0.00% | +23+50.0% | Added |
| Investment Counsel Co of Nevada | 80 | $1.98K | 0.01% | +80 | New |
| Colonial Trust Co | 81 | $1.99K | 0.00% | +71+710.0% | Added |
| Avion Wealth | 117 | $2.00K | 0.00% | −36−23.5% | Reduced |
| Bell Investment Advisors, Inc | 82 | $2.02K | 0.00% | −77−48.4% | Reduced |
| HighMark Wealth Management LLC | 83 | $2.04K | 0.00% | +1+1.2% | Added |
| Capital A Wealth Management, LLC | 85 | $2.09K | 0.00% | +85 | New |
| Quent Capital, LLC | 86 | $2.11K | 0.00% | +74+616.7% | Added |
| Zions Bancorporation, N.A. | 95 | $2.33K | 0.00% | −30−24.0% | Reduced |
| Creative Financial Designs Inc | 96 | $2.36K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 99 | $2.38K | 0.00% | +21+26.9% | Added |
| City State Bank | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 101 | $2.51K | 0.00% | +100+10,000.0% | Added |
| Raleigh Capital Management Inc. | 105 | $2.58K | 0.00% | −24−18.6% | Reduced |
| MV Capital Management, Inc. | 106 | $2.61K | 0.00% | +48+82.8% | Added |
| Caitong International Asset Management Co., Ltd | 111 | $2.73K | 0.00% | +111 | New |
| SRS Capital Advisors, Inc. | 111 | $2.73K | 0.00% | −139−55.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $2.75K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 117 | $2.88K | 0.00% | +117 | New |
| WPG Advisers, LLC | 123 | $3.02K | 0.00% | +123 | New |
| Private Wealth Management Group, LLC | 136 | $3.34K | 0.00% | +7+5.4% | Added |
| Strategic Investment Solutions, Inc. | 140 | $3.44K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 146 | $3.59K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 150 | $3.69K | 0.00% | −70−31.8% | Reduced |
| Financial Gravity Companies, Inc. | 150 | $3.69K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 150 | $3.69K | 0.00% | +150 | New |
| Fortitude Family Office, LLC | 154 | $3.79K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 163 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 165 | $4.06K | 0.00% | +14+9.3% | Added |
| Whittier Trust Co | 170 | $4.18K | 0.00% | +170 | New |
| REAP Financial Group, LLC | 171 | $4.21K | 0.00% | +1+0.6% | Added |
| Pinnacle Bancorp, Inc. | 179 | $4.40K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 179 | $4.40K | 0.00% | +96+115.7% | Added |
| Lee Danner & Bass Inc | 200 | $4.92K | 0.00% | +200 | New |
| Accredited Wealth Management, LLC | 200 | $4.92K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 226 | $5.55K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 230 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $5.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $6.07K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 250 | $6.14K | 0.00% | +250 | New |
| Quest Partners LLC | 257 | $6.32K | 0.00% | −10,593−97.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 260 | $6.39K | 0.00% | +179+221.0% | Added |
| Global Retirement Partners, LLC | 260 | $6.39K | 0.00% | −314−54.7% | Reduced |
| Hollencrest Capital Management | 263 | $6.47K | 0.00% | +2+0.8% | Added |
| Manchester Capital Management LLC | 265 | $6.51K | 0.00% | −71−21.1% | Reduced |
| Hilltop National Bank | 300 | $7.37K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 315 | $7.74K | 0.00% | +315 | New |
| Pin Oak Investment Advisors Inc | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 332 | $8.16K | 0.00% | −116−25.9% | Reduced |
| Roxbury Financial LLC | 316 | $8.38K | 0.01% | +316 | New |
| Geneos Wealth Management Inc. | 355 | $8.73K | 0.00% | +5+1.4% | Added |
| Rakuten Securities, Inc. | 359 | $8.82K | 0.00% | +6+1.7% | Added |
| Lazard Asset Management LLC | 378 | $9.00K | 0.00% | −50−11.7% | Reduced |
