| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Bogart Wealth, LLC | 1 | $151 | 0.00% | −3−75.0% | Reduced |
| TFC Financial Management | 1 | $151 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $151 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $151 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $302 | 0.00% | −3−60.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $302 | 0.00% | −1−33.3% | Reduced |
| TD Capital Management LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $302 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $302 | 0.00% | +1+100.0% | Added |
| Ankerstar Wealth, LLC | 2 | $302 | 0.00% | +2 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $453 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $453 | 0.00% | +2+200.0% | Added |
| Mascoma Wealth Management LLC | 3 | $453 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $453 | 0.00% | +3 | New |
| South State Corp. | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $604 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 5 | $755 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $755 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $755 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $755 | 0.00% | +2+66.7% | Added |
| Caitong International Asset Management Co., Ltd | 5 | $755 | 0.00% | +4+400.0% | Added |
| Darwin Advisors, LLC | 5 | $759 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $905 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $906 | 0.00% | −5−45.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 6 | $906 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $906 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $906 | 0.00% | +5+500.0% | Added |
| Clearstead Advisors, LLC | 6 | $906 | 0.00% | +6 | New |
| Capital Analysts, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $1.01K | 0.00% | +7 | New |
| Atwood & Palmer Inc | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $1.06K | 0.00% | +7 | New |
| Westside Investment Management, Inc. | 7 | $1.06K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $1.06K | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 7 | $1.09K | 0.00% | +2+40.0% | Added |
| BOK Financial Private Wealth, Inc. | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9 | $1.40K | 0.00% | +6+200.0% | Added |
| CoreCap Advisors, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $1.96K | 0.00% | −12−48.0% | Reduced |
| Farmers & Merchants Investments Inc | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $1.96K | 0.00% | +4+44.4% | Added |
| Vima LLC | 13 | $1.96K | 0.00% | +13 | New |
| Harbour Investments, Inc. | 14 | $2.09K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $2.42K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 18 | $2.72K | 0.00% | +18 | New |
| Owl Creek Wealth Partners LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 22 | $3.02K | 0.00% | +22 | New |
| Montag A & Associates Inc | 22 | $3.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 24 | $3.65K | 0.00% | +2+9.1% | Added |
| Godsey & Gibb Associates | 25 | $3.77K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $3.77K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $3.77K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $3.77K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 29 | $4.38K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 30 | $4.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $4.83K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 32 | $4.83K | 0.00% | +3+10.3% | Added |
| Bell Investment Advisors, Inc | 34 | $5.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $5.28K | 0.00% | −3−7.9% | Reduced |
| IFG Advisory, LLC | 35 | $5.28K | 0.00% | +35 | New |
| Thompson Investment Management, Inc. | 37 | $5.58K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 37 | $5.58K | 0.00% | +6+19.4% | Added |
| Colonial Trust Advisors | 37 | $5.58K | 0.00% | +37 | New |
| Zions Bancorporation, National Association | 39 | $5.89K | 0.00% | +5+14.7% | Added |
| Silver Grove Financial Group, Inc. | 40 | $6.04K | 0.00% | +40 | New |
| Wolff Wiese Magana LLC | 41 | $6.19K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 41 | $6.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $6.41K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 45 | $6.79K | 0.00% | +9+25.0% | Added |
| CVA Family Office, LLC | 46 | $6.94K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 50 | $7.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $7.70K | 0.00% | +1+2.0% | Added |
| LRI Investments, LLC | 52 | $7.85K | 0.00% | −34−39.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $9.06K | 0.00% | −1−1.6% | Reduced |
| Bare Financial Services, Inc | 60 | $9.06K | 0.00% | +39+185.7% | Added |
| Allied Private Wealth LLC | 58 | $9.09K | 0.01% | +58 | New |
| Assetmark, Inc | 62 | $9.36K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 62 | $9.36K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 64 | $9.66K | 0.00% | −96−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 64 | $9.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 64 | $9.66K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $10.1K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 70 | $10.6K | 0.00% | +70 | New |
| SBI Securities Co., Ltd. | 72 | $10.9K | 0.00% | −3−4.0% | Reduced |