| TSFG, LLC | 8 | $0 | 0.00% | −68−89.5% | Reduced |
| Bollard Group LLC | 5 | $0 | 0.00% | −15−75.0% | Reduced |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 1 | $0 | 0.00% | +1 | New |
| Clark Wealth Partners | 0 | $26 | 0.00% | −60−100.0% | Reduced |
| Global Trust Asset Management, LLC | 1 | $48 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3 | $158 | 0.00% | −173−98.3% | Reduced |
| Gladstone Capital Management LLP | 4 | $211 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 4 | $229 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 5 | $264 | 0.00% | −3−37.5% | Reduced |
| Robbins Farley LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6 | $317 | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 6 | $317 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $476 | 0.00% | +1+12.5% | Added |
| Catherine Avery Investment Management LLC | 10 | $528 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $528 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $581 | 0.00% | −12−52.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $634 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $634 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 12 | $634 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $739 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $792 | 0.00% | −698−97.9% | Reduced |
| 1015 Capital Partners, LLC | 16 | $845 | 0.00% | −14−46.7% | Reduced |
| Monetary Solutions, Ltd | 16 | $845 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 16 | $859 | 0.00% | −3−15.8% | Reduced |
| Lloyd Advisory Services, LLC. | 16 | $859 | 0.00% | +16 | New |
| Granite FO LLC | 17 | $898 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $915 | 0.00% | −127−89.4% | Reduced |
| Curio Wealth, LLC | 18 | $953 | 0.00% | −285−94.1% | Reduced |
| Aspect Partners, LLC | 19 | $1.00K | 0.00% | −65−77.4% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 20 | $1.06K | 0.00% | −50−71.4% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 22 | $1.17K | 0.00% | −10−31.3% | Reduced |
| Anfield Capital Management, LLC | 24 | $1.27K | 0.00% | −210−89.7% | Reduced |
| Bear Mountain Capital, Inc. | 28 | $1.30K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 35 | $1.85K | 0.00% | −150−81.1% | Reduced |
| McMillan Office, Inc. | 35 | $1.85K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 36 | $1.90K | 0.00% | +36 | New |
| Ulland Investment Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 38 | $2.01K | 0.00% | −42−52.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 39 | $2.08K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 40 | $2.11K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 40 | $2.11K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 40 | $2.11K | 0.00% | +40 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 41 | $2.17K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 43 | $2.25K | 0.00% | +33+330.0% | Added |
| Manning & Napier Advisors LLC | 44 | $2.25K | 0.00% | +44 | New |
| Barnes Dennig Private Wealth Management LLC | 44 | $2.32K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 45 | $2.38K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 46 | $2.43K | 0.00% | −1,542−97.1% | Reduced |
| West Branch Capital LLC | 48 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 50 | $2.64K | 0.00% | −100−66.7% | Reduced |
| Creative Financial Designs Inc | 50 | $2.64K | 0.00% | −22−30.6% | Reduced |
| Bayban | 50 | $2.64K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $2.68K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 53 | $2.80K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $2.91K | 0.00% | −96−63.6% | Reduced |
| PayPay Securities Corp | 65 | $2.97K | 0.10% | −84−56.4% | Reduced |
| Cranbrook Wealth Management, LLC | 57 | $3.01K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 57 | $3.01K | 0.00% | +57 | New |
| Meramec Financial Planners, LLC | 69 | $3.21K | 0.00% | −13−15.9% | Reduced |
| Marquette Asset Management, LLC | 62 | $3.27K | 0.00% | +13+26.5% | Added |
| Cypress Capital Management LLC (WY) | 64 | $3.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 65 | $3.43K | 0.00% | +15+30.0% | Added |
| PFS Partners, LLC | 68 | $3.60K | 0.00% | +4+6.3% | Added |
| Synergy Investment Management, LLC | 70 | $3.70K | 0.00% | +70 | New |
| Arlington Trust Co LLC | 72 | $3.80K | 0.00% | +25+53.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $3.91K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 74 | $3.93K | 0.00% | +2+2.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 75 | $3.96K | 0.00% | +75 | New |
| Burk Holdings LLC | 75 | $3.96K | 0.00% | +75 | New |
| Nalls Sherbakoff Group, LLC | 78 | $4.12K | 0.00% | −5−6.0% | Reduced |
| United Financial Planning Group LLC | 79 | $4.17K | 0.00% | +79 | New |
| Dunhill Financial, LLC | 88 | $4.67K | 0.00% | −17−16.2% | Reduced |
| LM Advisors LLC | 249 | $4.72K | 0.10% | −37−12.9% | Reduced |
| Godfrey Financial Associates, Inc. | 91 | $4.81K | 0.00% | +1+1.1% | Added |
| Black Cypress Capital Management, LLC | 94 | $4.96K | 0.00% | +94 | New |
| 1 North Wealth Services LLC | 95 | $5.00K | 0.00% | +1+1.1% | Added |
| Nemes Rush Group LLC | 95 | $5.02K | 0.00% | −1−1.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 95 | $5.02K | 0.00% | +87+1,087.5% | Added |
| Hager Investment Management Services, LLC | 96 | $5.07K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 96 | $5.08K | 0.00% | −10−9.4% | Reduced |
| Darwin Advisors, LLC | 97 | $5.13K | 0.00% | −7−6.7% | Reduced |
| CNB Bank | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $5.28K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 100 | $5.28K | 0.00% | +100 | New |
| Berbice Capital Management LLC | 100 | $5.28K | 0.00% | +100 | New |
| IMG Wealth Management, Inc. | 102 | $5.39K | 0.00% | −95−48.2% | Reduced |
| Dogwood Wealth Management LLC | 104 | $5.49K | 0.00% | +1+1.0% | Added |
| Bay Harbor Wealth Management, LLC | 104 | $5.54K | 0.00% | +37+55.2% | Added |
| HFM Investment Advisors, LLC | 105 | $5.55K | 0.00% | −38−26.6% | Reduced |