| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $58 | 0.00% | −9−90.0% | Reduced |
| Dunhill Financial, LLC | 1 | $110 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $171 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $171 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $228 | 0.00% | −30−88.2% | Reduced |
| HFM Investment Advisors, LLC | 4 | $228 | 0.00% | −3−42.9% | Reduced |
| American Capital Advisory, LLC | 4 | $229 | 0.00% | −8−66.7% | Reduced |
| Investors Portfolio Services LLC | 6 | $284 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 5 | $285 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 6 | $342 | 0.00% | +6 | New |
| Essential Partners LLC | 7 | $399 | 0.00% | −6−46.2% | Reduced |
| Horizon Investments, LLC | 8 | $456 | 0.00% | +8 | New |
| First Horizon Corp | 10 | $570 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $570 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $627 | 0.00% | −17−60.7% | Reduced |
| Bell Investment Advisors, Inc | 12 | $685 | 0.00% | −16−57.1% | Reduced |
| Scarborough Advisors, LLC | 12 | $699 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $741 | 0.00% | +4+44.4% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $742 | 0.00% | −2−13.3% | Reduced |
| Financial Management Professionals, Inc. | 14 | $799 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $856 | 0.00% | −45−75.0% | Reduced |
| Cromwell Holdings LLC | 16 | $913 | 0.00% | +9+128.6% | Added |
| SJS Investment Consulting Inc. | 16 | $913 | 0.00% | +11+220.0% | Added |
| Harbour Investments, Inc. | 17 | $973 | 0.00% | +10+142.9% | Added |
| Avion Wealth | 24 | $1.00K | 0.00% | −40−62.5% | Reduced |
| Cornerstone Planning Group LLC | 22 | $1.05K | 0.00% | −2−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19 | $1.08K | 0.00% | −103−84.4% | Reduced |
| Chesapeake Asset Management LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.14K | 0.00% | −247−92.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 21 | $1.20K | 0.00% | −11−34.4% | Reduced |
| WPG Advisers, LLC | 21 | $1.20K | 0.00% | −4−16.0% | Reduced |
| Cornerstone Financial Management LLC | 24 | $1.37K | 0.00% | −49−67.1% | Reduced |
| Retirement Wealth Solutions LLC | 24 | $1.37K | 0.00% | +16+200.0% | Added |
| S&T Bank | 28 | $1.60K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 28 | $1.60K | 0.00% | +11+64.7% | Added |
| Prestige Wealth Management Group LLC | 30 | $1.71K | 0.00% | +30 | New |
| Rossby Financial, LCC | 32 | $1.82K | 0.00% | +25+357.1% | Added |
| GWM Advisors LLC | 32 | $1.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 33 | $1.88K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 34 | $1.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $2.11K | 0.00% | +36+3,600.0% | Added |
| JFS Wealth Advisors, LLC | 38 | $2.17K | 0.00% | −46−54.8% | Reduced |
| TD Capital Management LLC | 38 | $2.19K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $2.24K | 0.00% | −33−45.8% | Reduced |
| Godfrey Financial Associates, Inc. | 40 | $2.28K | 0.00% | −2−4.8% | Reduced |
| Truvestments Capital LLC | 40 | $2.28K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 44 | $2.51K | 0.00% | +44 | New |
| Kilter Group LLC | 56 | $3.19K | 0.00% | −128−69.6% | Reduced |
| Entrust Financial LLC | 60 | $3.42K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 61 | $3.48K | 0.00% | +61 | New |
| SHP Wealth Management | 62 | $3.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $3.54K | 0.00% | +50+416.7% | Added |
| Addison Advisors LLC | 66 | $3.77K | 0.00% | +8+13.8% | Added |
| Bogart Wealth, LLC | 70 | $3.99K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 74 | $4.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 87 | $4.96K | 0.00% | +46+112.2% | Added |
| CVA Family Office, LLC | 88 | $5.02K | 0.00% | +80+1,000.0% | Added |
| LRI Investments, LLC | 90 | $5.13K | 0.00% | +12+15.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 91 | $5.19K | 0.00% | +91 | New |
| Oakworth Capital, Inc. | 100 | $5.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $5.76K | 0.00% | +51+102.0% | Added |
| Fortitude Family Office, LLC | 102 | $5.82K | 0.00% | +24+30.8% | Added |
| City State Bank | 120 | $6.84K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 121 | $6.90K | 0.00% | −19−13.6% | Reduced |
| Rocky Mountain Advisers, LLC | 132 | $7.53K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 141 | $8.12K | 0.00% | +141 | New |
| South State Corp. | 148 | $8.44K | 0.00% | −16−9.8% | Reduced |
| Owl Creek Wealth Partners LLC | 155 | $8.84K | 0.00% | +155 | New |
| Bartlett & Co. Wealth Management LLC | 185 | $9.38K | 0.00% | +3+1.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 168 | $9.58K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 171 | $9.77K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 174 | $9.93K | 0.00% | +174 | New |
| Ankerstar Wealth, LLC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 202 | $11.5K | 0.00% | +1+0.5% | Added |
| Basecamp Wealth Advisors LLC | 206 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 207 | $11.8K | 0.00% | +79+61.7% | Added |
| SRS Capital Advisors, Inc. | 213 | $12.2K | 0.00% | −253−54.3% | Reduced |
| Millstone Evans Group, LLC | 217 | $12.4K | 0.01% | +217 | New |
| Rothschild Investment LLC | 239 | $13.6K | 0.00% | −647−73.0% | Reduced |
| Smithfield Trust Co | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 266 | $15.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 281 | $16.0K | 0.00% | −204−42.1% | Reduced |
| UMA Financial Services, Inc. | 298 | $17.0K | 0.00% | −24−7.5% | Reduced |
| CX Institutional | 290 | $17.0K | 0.00% | −4,357−93.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 300 | $17.1K | 0.00% | −1,967−86.8% | Reduced |
| Farther Finance Advisors, LLC | 325 | $18.5K | 0.00% | −89−21.5% | Reduced |
| Massmutual Trust Co FSB | 340 | $19.4K | 0.00% | −278−45.0% | Reduced |
| Root Financial Partners, LLC | 342 | $19.5K | 0.00% | +182+113.8% | Added |
| HM Payson & Co | 344 | $19.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 385 | $22.0K | 0.00% | +1+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396 | $22.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 400 | $22.8K | 0.00% | −3,450−89.6% | Reduced |
| Chung Wu Investment Group, LLC | 400 | $22.8K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 406 | $23.2K | 0.00% | +406 | New |
| SBI Securities Co., Ltd. | 482 | $27.5K | 0.00% | −62−11.4% | Reduced |
| Clarity Asset Management, Inc. | 517 | $29.5K | 0.01% | +113+28.0% | Added |
