| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $169 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $169 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 1 | $169 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $336 | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $337 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $338 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $506 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $674 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $674 | 0.00% | +2+100.0% | Added |
| Bryn Mawr Trust Co | 4 | $674 | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $674 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $675 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $675 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $675 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $843 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $843 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 5 | $843 | 0.00% | +5 | New |
| Atlantic Trust, LLC | 6 | $1.01K | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $1.01K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 9 | $1.52K | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 10 | $1.69K | 0.00% | +10 | New |
| BFSG, LLC | 10 | $1.69K | 0.00% | −4−28.6% | Reduced |
| HFM Investment Advisors, LLC | 10 | $1.69K | 0.00% | +5+100.0% | Added |
| Institute for Wealth Management, LLC. | 10 | $1.69K | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $1.69K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.85K | 0.00% | −20−64.5% | Reduced |
| Rakuten Securities, Inc. | 11 | $1.85K | 0.00% | −2−15.4% | Reduced |
| South State Corp. | 11 | $1.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $2.00K | 0.00% | +9+112.5% | Added |
| SHP Wealth Management | 12 | $2.02K | 0.00% | −3−20.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $2.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $2.36K | 0.00% | −31−68.9% | Reduced |
| Bogart Wealth, LLC | 14 | $2.36K | 0.00% | +9+180.0% | Added |
| ZRC Wealth Management, LLC | 14 | $2.36K | 0.00% | +14 | New |
| MidFirst Bank | 15 | $2.53K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $2.70K | 0.00% | +7+77.8% | Added |
| Creative Capital Management Investments LLC | 19 | $3.20K | 0.00% | +19 | New |
| NBC Securities, Inc. | 20 | $3.37K | 0.00% | −3−13.0% | Reduced |
| GHP Investment Advisors, Inc. | 21 | $3.54K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 21 | $3.56K | 0.00% | −2−8.7% | Reduced |
| MV Capital Management, Inc. | 22 | $3.71K | 0.00% | +5+29.4% | Added |
| Brown Brothers Harriman & Co | 24 | $4.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $4.04K | 0.00% | +4+20.0% | Added |
| Highline Wealth Partners LLC | 27 | $4.55K | 0.00% | −2−6.9% | Reduced |
| Cromwell Holdings LLC | 27 | $4.55K | 0.00% | +10+58.8% | Added |
| Webster Bank, N. A. | 28 | $4.72K | 0.00% | −4−12.5% | Reduced |
| Meeder Asset Management Inc | 29 | $4.89K | 0.00% | −49−62.8% | Reduced |
| Ares Financial Consulting, LLC | 29 | $4.89K | 0.00% | +5+20.8% | Added |
| Bay Harbor Wealth Management, LLC | 31 | $5.22K | 0.00% | +20+181.8% | Added |
| Basepoint Wealth LLC | 31 | $5.22K | 0.00% | +31 | New |
| Key Financial Inc | 34 | $5.73K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 34 | $5.73K | 0.00% | +24+240.0% | Added |
| Raleigh Capital Management Inc. | 34 | $5.73K | 0.00% | +34 | New |
| Retirement Wealth Solutions LLC | 34 | $5.73K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 35 | $5.90K | 0.00% | +7+25.0% | Added |
| Hughes Financial Services, LLC | 36 | $6.07K | 0.00% | +27+300.0% | Added |
| Cape Investment Advisory, Inc. | 36 | $6.07K | 0.00% | +36 | New |
| Central Trust Co | 36 | $6.07K | 0.00% | −2−5.3% | Reduced |
| Bare Financial Services, Inc | 39 | $6.57K | 0.00% | +2+5.4% | Added |
| Action Point Financial Planning, LLC | 43 | $6.57K | 0.00% | +43 | New |
| WealthCollab, LLC | 40 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $6.91K | 0.00% | −26−38.8% | Reduced |
| LRI Investments, LLC | 41 | $6.91K | 0.00% | +5+13.9% | Added |
| Kemnay Advisory Services Inc. | 42 | $7.08K | 0.00% | +2+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 44 | $7.42K | 0.00% | +44 | New |
| Ameritas Advisory Services, LLC | 48 | $8.09K | 0.00% | +48 | New |
| TD Waterhouse Canada Inc. | 50 | $8.38K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 50 | $8.43K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $8.43K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 53 | $8.93K | 0.00% | +2+3.9% | Added |
| Whittier Trust Co | 53 | $9.23K | 0.00% | −53−50.0% | Reduced |
| Manning & Napier Advisors LLC | 55 | $9.35K | 0.00% | +53+2,650.0% | Added |
| JPL Wealth Management, LLC | 56 | $9.44K | 0.00% | −5−8.2% | Reduced |
| Sachetta, LLC | 59 | $9.94K | 0.00% | +5+9.3% | Added |
| CoreCap Advisors, LLC | 64 | $10.8K | 0.00% | +48+300.0% | Added |
| IFG Advisory, LLC | 64 | $10.8K | 0.00% | +64 | New |
| Capital Advisors, Ltd. LLC | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 70 | $11.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 71 | $12.0K | 0.00% | +10+16.4% | Added |
| Zions Bancorporation, National Association | 73 | $12.3K | 0.00% | +34+87.2% | Added |
| Keating Financial Advisory Services, Inc. | 82 | $13.8K | 0.00% | +21+34.4% | Added |
| Private Wealth Management Group, LLC | 83 | $14.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 84 | $14.2K | 0.00% | +5+6.3% | Added |
| Fountainhead AM, LLC | 84 | $14.2K | 0.01% | +84 | New |
| Silver Grove Financial Group, Inc. | 84 | $14.2K | 0.01% | +84 | New |
| Rossby Financial, LCC | 85 | $14.3K | 0.00% | +16+23.2% | Added |
| Farmers & Merchants Investments Inc | 90 | $15.2K | 0.00% | 00.0% | Unchanged |