| Hughes Financial Services, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $86 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $86 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $95 | 0.00% | −398−99.7% | Reduced |
| Dunhill Financial, LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $172 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $172 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $173 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $258 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $431 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $431 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $517 | 0.00% | +6 | New |
| South State Corp. | 7 | $603 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $603 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $603 | 0.00% | +7 | New |
| Wall Street Financial Group, Inc. | 7 | $603 | 0.00% | +7 | New |
| Signature Equity Partners, LLC | 8 | $689 | 0.00% | −1−11.1% | Reduced |
| Holos Integrated Wealth LLC | 8 | $716 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $775 | 0.00% | +3+50.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $948 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $1.12K | 0.00% | +13 | New |
| Twin Peaks Wealth Advisors, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15 | $1.29K | 0.00% | −238−94.1% | Reduced |
| Clearstead Advisors, LLC | 15 | $1.29K | 0.00% | −163−91.6% | Reduced |
| ZRC Wealth Management, LLC | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 19 | $1.64K | 0.00% | +5+35.7% | Added |
| UMA Financial Services, Inc. | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22 | $1.87K | 0.00% | −523−96.0% | Reduced |
| TD Capital Management LLC | 24 | $2.08K | 0.00% | +24 | New |
| Keating Financial Advisory Services, Inc. | 25 | $2.15K | 0.00% | +6+31.6% | Added |
| Transamerica Financial Advisors, Inc. | 27 | $2.33K | 0.00% | +27 | New |
| Whittier Trust Co of Nevada Inc | 27 | $2.39K | 0.00% | +27 | New |
| JFS Wealth Advisors, LLC | 28 | $2.41K | 0.00% | +3+12.0% | Added |
| WPG Advisers, LLC | 29 | $2.50K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 31 | $2.67K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 33 | $2.84K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 33 | $2.88K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41 | $3.53K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 43 | $3.70K | 0.00% | +20+87.0% | Added |
| Fortitude Family Office, LLC | 47 | $4.05K | 0.00% | +31+193.8% | Added |
| Massmutual Trust Co FSB | 49 | $4.22K | 0.00% | +49 | New |
| Parkside Financial Bank & Trust | 49 | $4.22K | 0.00% | −5−9.3% | Reduced |
| Asset Dedication, LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 52 | $4.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $4.82K | 0.00% | −5−8.2% | Reduced |
| CVA Family Office, LLC | 69 | $5.94K | 0.00% | +59+590.0% | Added |
| Larson Financial Group LLC | 69 | $5.95K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $6.03K | 0.00% | +70 | New |
| CGC Financial Services, LLC | 76 | $6.55K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 79 | $6.80K | 0.00% | +79 | New |
| SJS Investment Consulting Inc. | 79 | $6.80K | 0.00% | +74+1,480.0% | Added |
| Private Trust Co NA | 80 | $6.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 83 | $7.15K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 85 | $7.32K | 0.00% | −1−1.2% | Reduced |
| Spire Wealth Management | 87 | $7.49K | 0.00% | +1+1.2% | Added |
| Acumen Wealth Advisors, LLC | 92 | $7.92K | 0.00% | −31−25.2% | Reduced |
| Bell Investment Advisors, Inc | 101 | $8.70K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 102 | $8.79K | 0.00% | +102 | New |
| Root Financial Partners, LLC | 105 | $9.04K | 0.00% | +18+20.7% | Added |
| MV Capital Management, Inc. | 107 | $9.22K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 116 | $10.0K | 0.00% | +116 | New |
| True Wealth Design, LLC | 124 | $10.7K | 0.00% | +124 | New |
| American National Bank | 125 | $10.8K | 0.00% | −300−70.6% | Reduced |
| Community Financial Services Group, LLC | 125 | $10.8K | 0.00% | +125 | New |
| Rosenberg Matthew Hamilton | 135 | $11.6K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 140 | $12.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 156 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 163 | $14.1K | 0.00% | +104+176.3% | Added |
| RWM Asset Management, LLC | 175 | $15.1K | 0.00% | +175 | New |
| Covestor Ltd | 188 | $16.0K | 0.01% | −46−19.7% | Reduced |
| Central Trust Co | 187 | $16.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $17.2K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 200 | $17.2K | 0.01% | +200 | New |
| Sound Income Strategies, LLC | 212 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 225 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 231 | $19.9K | 0.00% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 236 | $20.3K | 0.00% | +24+11.3% | Added |
| Smithfield Trust Co | 240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 244 | $21.0K | 0.01% | −29−10.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 250 | $21.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 254 | $21.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 275 | $23.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $25.8K | 0.00% | +134+80.7% | Added |
| Basecamp Wealth Advisors LLC | 300 | $25.8K | 0.01% | +98+48.5% | Added |
| Harbor Capital Advisors, Inc. | 325 | $28.0K | 0.00% | +325 | New |
| Advisory Services Network, LLC | 330 | $28.4K | 0.00% | +330 | New |
| Triumph Capital Management | 347 | $29.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 395 | $34.1K | 0.00% | −46−10.4% | Reduced |
| IFP Advisors, Inc | 419 | $36.1K | 0.00% | +19+4.8% | Added |
| North Star Investment Management Corp. | 425 | $36.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 454 | $39.1K | 0.00% | −29−6.0% | Reduced |
| Caldwell Trust Co | 466 | $40.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 499 | $43.0K | 0.01% | +316+172.7% | Added |
| Crews Bank & Trust | 500 | $43.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 530 | $45.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 549 | $47.0K | 0.00% | +208+61.0% | Added |
| Bryn Mawr Trust Co | 600 | $51.7K | 0.00% | 00.0% | Unchanged |