| Crowley Wealth Management, Inc. | 150 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 2 | $73 | 0.00% | −4,970−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $157 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $182 | 0.00% | −11−68.8% | Reduced |
| NVWM, LLC | 5 | $182 | 0.00% | +5 | New |
| Garde Capital, Inc. | 5 | $183 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $183 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 6 | $220 | 0.00% | +6 | New |
| Distillate Capital Partners LLC | 7 | $255 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 7 | $256 | 0.00% | +7 | New |
| Breakwater Investment Management | 8 | $292 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $401 | 0.00% | +11 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $402 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $428 | 0.00% | +4+50.0% | Added |
| Clark Wealth Partners | 14 | $511 | 0.00% | −2−12.5% | Reduced |
| Kestra Investment Management, LLC | 20 | $541 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $548 | 0.00% | −51−77.3% | Reduced |
| Financial Management Professionals, Inc. | 16 | $584 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $693 | 0.00% | +12+171.4% | Added |
| HFM Investment Advisors, LLC | 19 | $693 | 0.00% | +13+216.7% | Added |
| SJS Investment Consulting Inc. | 19 | $694 | 0.00% | +6+46.2% | Added |
| Concord Wealth Partners | 20 | $730 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 20 | $730 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $730 | 0.00% | +20 | New |
| Kilter Group LLC | 20 | $730 | 0.00% | +20 | New |
| Marshall & Sterling Wealth Advisors Inc. | 21 | $736 | 0.00% | +21 | New |
| Bogart Wealth, LLC | 22 | $803 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $876 | 0.00% | +24 | New |
| Colonial Trust Advisors | 25 | $912 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $948 | 0.00% | +8+44.4% | Added |
| Tortoise Investment Management, LLC | 28 | $1.02K | 0.00% | +28 | New |
| Global Wealth Strategies & Associates | 29 | $1.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $1.06K | 0.00% | +9+45.0% | Added |
| WealthTrak Capital Management LLC | 30 | $1.09K | 0.00% | +20+200.0% | Added |
| DecisionPoint Financial, LLC | 34 | $1.25K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $1.28K | 0.00% | +12+52.2% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $1.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 36 | $1.31K | 0.00% | +36 | New |
| Colonial Trust Co | 41 | $1.32K | 0.00% | +37+925.0% | Added |
| Whipplewood Advisors, LLC | 38 | $1.39K | 0.00% | −38−50.0% | Reduced |
| BFSG, LLC | 39 | $1.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $1.53K | 0.00% | +29+223.1% | Added |
| Total Investment Management Inc | 43 | $1.57K | 0.00% | +43 | New |
| Rise Advisors, LLC | 48 | $1.75K | 0.00% | −10−17.2% | Reduced |
| Key Financial Inc | 49 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 54 | $1.97K | 0.00% | +54 | New |
| Private Wealth Management Group, LLC | 57 | $2.08K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $2.26K | 0.00% | +42+210.0% | Added |
| Howard Hughes Medical Institute | 68 | $2.48K | 0.00% | +68 | New |
| Valued Wealth Advisors LLC | 68 | $2.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 77 | $2.81K | 0.00% | +77 | New |
| HighMark Wealth Management LLC | 84 | $3.06K | 0.00% | +1+1.2% | Added |
| Binnacle Investments Inc | 89 | $3.25K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 90 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 96 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 97 | $3.54K | 0.00% | +51+110.9% | Added |
| Costello Asset Management, INC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $3.65K | 0.00% | +100 | New |
| Truvestments Capital LLC | 100 | $3.65K | 0.00% | +100 | New |
| Atlantic Union Bankshares Corp | 100 | $3.66K | 0.00% | +100 | New |
| TFC Financial Management | 108 | $3.94K | 0.00% | +98+980.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $4.08K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 115 | $4.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 131 | $4.78K | 0.00% | +37+39.4% | Added |
| Bell Investment Advisors, Inc | 134 | $4.89K | 0.00% | −20−13.0% | Reduced |
| Avion Wealth | 158 | $5.00K | 0.00% | +41+35.0% | Added |
| Strategic Investment Solutions, Inc. | 140 | $5.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 144 | $5.25K | 0.00% | −26−15.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 171 | $5.33K | 0.00% | +171 | New |
| Gold Investment Management Ltd. | 146 | $5.37K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 163 | $5.95K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $6.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 170 | $6.20K | 0.00% | +170 | New |
| LRI Investments, LLC | 173 | $6.31K | 0.00% | +173 | New |
| Pinnacle Bancorp, Inc. | 179 | $6.53K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 200 | $7.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 214 | $7.81K | 0.00% | −2,156−91.0% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $8.00K | 0.01% | −12,340−97.6% | Reduced |
| Spire Wealth Management | 222 | $8.10K | 0.00% | −176−44.2% | Reduced |
| MV Capital Management, Inc. | 230 | $8.39K | 0.00% | +1+0.4% | Added |
| Nalls Sherbakoff Group, LLC | 237 | $8.65K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $9.01K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 250 | $9.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 251 | $9.16K | 0.00% | +97+63.0% | Added |
| Rakuten Securities, Inc. | 259 | $9.45K | 0.00% | −114−30.6% | Reduced |
| Assetmark, Inc | 275 | $10.0K | 0.00% | −18,976−98.6% | Reduced |
| Banque Pictet & Cie SA | 300 | $10.9K | 0.00% | +300 | New |
| Hilltop National Bank | 300 | $10.9K | 0.00% | +300 | New |
| Traub Capital Management LLC | 300 | $10.9K | 0.01% | +300 | New |
| GW&K Investment Management, LLC | 311 | $11.0K | 0.00% | +261+522.0% | Added |
| Cape Investment Advisory, Inc. | 304 | $11.1K | 0.00% | +2+0.7% | Added |
| Evermay Wealth Management LLC | 305 | $11.1K | 0.00% | +200+190.5% | Added |
| CSS LLC | 308 | $11.2K | 0.00% | −11,630−97.4% | Reduced |
| Clearstead Advisors, LLC | 308 | $11.2K | 0.00% | +48+18.5% | Added |