| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 1 | $59 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $60 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $118 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $119 | 0.00% | −26−92.9% | Reduced |
| DecisionPoint Financial, LLC | 2 | $122 | 0.00% | +2 | New |
| Financial Consulate, Inc | 5 | $296 | 0.00% | +5 | New |
| Rossby Financial, LCC | 6 | $354 | 0.00% | −26−81.3% | Reduced |
| Hughes Financial Services, LLC | 6 | $354 | 0.00% | −5−45.5% | Reduced |
| Investors Portfolio Services LLC | 6 | $354 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $354 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 7 | $414 | 0.00% | −200−96.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 8 | $473 | 0.00% | −13−61.9% | Reduced |
| HFM Investment Advisors, LLC | 8 | $473 | 0.00% | +4+100.0% | Added |
| Cromwell Holdings LLC | 9 | $532 | 0.00% | −7−43.8% | Reduced |
| First Horizon Corp | 10 | $591 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $591 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $650 | 0.00% | −6−35.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $709 | 0.00% | −1−7.7% | Reduced |
| Quaker Wealth Management, LLC | 12 | $709 | 0.00% | +11+1,100.0% | Added |
| Creative Capital Management Investments LLC | 12 | $709 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 14 | $827 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $827 | 0.00% | +1+7.7% | Added |
| CVA Family Office, LLC | 16 | $945 | 0.00% | −72−81.8% | Reduced |
| Ameriflex Group, Inc. | 16 | $945 | 0.00% | +16 | New |
| Chesapeake Asset Management LLC | 20 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.18K | 0.00% | +5+33.3% | Added |
| Retirement Wealth Solutions LLC | 21 | $1.24K | 0.00% | −3−12.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 24 | $1.42K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 28 | $1.65K | 0.00% | −10−26.3% | Reduced |
| Synergy Investment Management, LLC | 26 | $1.71K | 0.00% | +26 | New |
| Horizon Investments, LLC | 29 | $1.71K | 0.00% | +21+262.5% | Added |
| WPG Advisers, LLC | 31 | $1.83K | 0.00% | +10+47.6% | Added |
| MV Capital Management, Inc. | 33 | $1.95K | 0.00% | +33 | New |
| Fulcrum Asset Management LLP | 34 | $1.99K | 0.00% | +34 | New |
| Avion Wealth | 36 | $2.00K | 0.00% | +12+50.0% | Added |
| MPWM Advisory Solutions, LLC | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $2.01K | 0.00% | +30+750.0% | Added |
| Manning & Napier Advisors LLC | 36 | $2.10K | 0.00% | +36 | New |
| Cornerstone Financial Management LLC | 36 | $2.13K | 0.00% | +12+50.0% | Added |
| Cornerstone Planning Group LLC | 38 | $2.25K | 0.00% | +16+72.7% | Added |
| Smartleaf Asset Management LLC | 39 | $2.28K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 41 | $2.36K | 0.00% | +41 | New |
| Truvestments Capital LLC | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $2.37K | 0.00% | +2+5.3% | Added |
| TD Private Client Wealth LLC | 49 | $2.89K | 0.00% | +49 | New |
| North Star Investment Management Corp. | 53 | $3.13K | 0.00% | +53 | New |
| Entrust Financial LLC | 60 | $3.54K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $3.55K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 74 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 76 | $4.49K | 0.00% | −26−25.5% | Reduced |
| Farmers & Merchants Investments Inc | 76 | $4.49K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 83 | $4.90K | 0.00% | +21+33.9% | Added |
| Kilter Group LLC | 83 | $4.90K | 0.00% | +27+48.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 83 | $4.90K | 0.00% | +64+336.8% | Added |
| Bare Financial Services, Inc | 87 | $5.14K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $5.32K | 0.00% | +90 | New |
| Bogart Wealth, LLC | 98 | $5.79K | 0.00% | +28+40.0% | Added |
| Oakworth Capital, Inc. | 100 | $5.91K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $7.03K | 0.00% | +99+495.0% | Added |
| City State Bank | 120 | $7.09K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 124 | $7.33K | 0.00% | +124 | New |
| Rocky Mountain Advisers, LLC | 132 | $7.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 133 | $7.86K | 0.00% | −15−10.1% | Reduced |
| S&T Bank | 135 | $7.97K | 0.00% | +107+382.1% | Added |
| Eurizon Capital SGR S.p.A. | 141 | $8.24K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 150 | $8.86K | 0.00% | +150 | New |
| Zions Bancorporation, National Association | 151 | $8.92K | 0.00% | +151 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 168 | $9.92K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 172 | $10.2K | 0.01% | +1+0.6% | Added |
| Caitong International Asset Management Co., Ltd | 179 | $10.6K | 0.00% | −121−40.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 185 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 200 | $11.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 206 | $12.2K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 217 | $12.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 231 | $13.6K | 0.00% | +141+156.7% | Added |
| Owl Creek Wealth Partners LLC | 235 | $13.9K | 0.00% | +80+51.6% | Added |
| Smithfield Trust Co | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 265 | $15.6K | 0.00% | +63+31.2% | Added |
| Capital Advisors, Ltd. LLC | 266 | $16.0K | 0.00% | +260+4,333.3% | Added |
| Umb Bank N A | 272 | $16.1K | 0.00% | −2,069−88.4% | Reduced |
| Massmutual Trust Co FSB | 272 | $16.1K | 0.00% | −68−20.0% | Reduced |
| UMA Financial Services, Inc. | 279 | $16.5K | 0.00% | −19−6.4% | Reduced |
| Bessemer Group Inc | 295 | $17.0K | 0.00% | −4,726−94.1% | Reduced |
| CX Institutional | 290 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $17.7K | 0.00% | −720−70.6% | Reduced |
| HM Payson & Co | 344 | $20.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 374 | $22.1K | 0.00% | +358+2,237.5% | Added |
| Farther Finance Advisors, LLC | 388 | $22.9K | 0.00% | +63+19.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396 | $23.4K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 400 | $23.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 400 | $23.7K | 0.00% | +15+3.9% | Added |
| True Wealth Design, LLC | 427 | $25.2K | 0.01% | +390+1,054.1% | Added |
| Silver Grove Financial Group, Inc. | 437 | $25.8K | 0.01% | +437 | New |
| Quent Capital, LLC | 444 | $26.2K | 0.00% | +163+58.0% | Added |
| Essential Partners LLC | 467 | $27.6K | 0.01% | +460+6,571.4% | Added |
| SBI Securities Co., Ltd. | 492 | $29.1K | 0.00% | +10+2.1% | Added |
| Assetmark, Inc | 660 | $39.0K | 0.00% | +539+445.5% | Added |
