| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 1 | $17 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $17 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $17 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $21 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $36 | 0.00% | +2 | New |
| West Financial Advisors, LLC | 3 | $51 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $51 | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 4 | $68 | 0.00% | −29−87.9% | Reduced |
| Bernard Wealth Management Corp. | 4 | $68 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $68 | 0.00% | +2+100.0% | Added |
| Rialto Wealth Management, LLC | 9 | $153 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 10 | $170 | 0.00% | +7+233.3% | Added |
| HFM Investment Advisors, LLC | 10 | $170 | 0.00% | +9+900.0% | Added |
| Medallion Wealth Advisors, LLC | 10 | $170 | 0.00% | +10 | New |
| Montag A & Associates Inc | 14 | $238 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $255 | 0.00% | +15 | New |
| Evolution Wealth Management Inc. | 20 | $339 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 21 | $356 | 0.00% | +8+61.5% | Added |
| Creative Capital Management Investments LLC | 21 | $356 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $357 | 0.00% | +6+40.0% | Added |
| Signature Equity Partners, LLC | 22 | $373 | 0.00% | +22 | New |
| Essential Investment Partners LLC | 25 | $424 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $425 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $561 | 0.00% | −3−8.3% | Reduced |
| Cornerstone Planning Group LLC | 32 | $583 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $696 | 0.00% | −26−38.8% | Reduced |
| Planning Strategies Inc. | 46 | $781 | 0.00% | +46 | New |
| Cromwell Holdings LLC | 49 | $832 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 52 | $883 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $1.02K | 0.00% | +60 | New |
| American Capital Advisory, LLC | 62 | $1.05K | 0.00% | +26+72.2% | Added |
| Cheviot Value Management, LLC | 68 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $1.27K | 0.00% | −408−84.5% | Reduced |
| Kilter Group LLC | 96 | $1.63K | 0.00% | −3−3.0% | Reduced |
| Principia Wealth Advisory, LLC | 98 | $1.66K | 0.00% | −59−37.6% | Reduced |
| Insight Financial Services | 100 | $1.70K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 102 | $1.73K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $1.76K | 0.00% | −100−50.0% | Reduced |
| Bogart Wealth, LLC | 110 | $1.87K | 0.00% | +72+189.5% | Added |
| Transamerica Financial Advisors, Inc. | 114 | $1.93K | 0.00% | +38+50.0% | Added |
| Action Point Financial Planning, LLC | 121 | $2.02K | 0.00% | +121 | New |
| Umb Bank N A | 122 | $2.07K | 0.00% | +50+69.4% | Added |
| SHP Wealth Management | 128 | $2.17K | 0.00% | +18+16.4% | Added |
| Ameritas Advisory Services, LLC | 136 | $2.31K | 0.00% | +136 | New |
| Massmutual Trust Co FSB | 137 | $2.33K | 0.00% | −35−20.3% | Reduced |
| Bear Mountain Capital, Inc. | 140 | $2.79K | 0.00% | +10+7.7% | Added |
| Salem Investment Counselors Inc | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $3.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 206 | $3.50K | 0.00% | −288−58.3% | Reduced |
| Clearstead Advisors, LLC | 206 | $3.50K | 0.00% | +206 | New |
| Smartleaf Asset Management LLC | 210 | $3.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 216 | $3.67K | 0.00% | −190−46.8% | Reduced |
| JPL Wealth Management, LLC | 216 | $3.67K | 0.00% | +84+63.6% | Added |
| Tower Research Capital LLC (TRC) | 228 | $3.87K | 0.00% | −4,643−95.3% | Reduced |
| NBC Securities, Inc. | 231 | $3.92K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $4.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 257 | $4.36K | 0.00% | +100+63.7% | Added |
| Rossby Financial, LCC | 263 | $4.46K | 0.00% | +105+66.5% | Added |
| TD Private Client Wealth LLC | 269 | $4.57K | 0.00% | +61+29.3% | Added |
| Nemes Rush Group LLC | 300 | $5.09K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 306 | $5.19K | 0.00% | +97+46.4% | Added |
| Zions Bancorporation, National Association | 327 | $5.55K | 0.00% | +17+5.5% | Added |
| NBH Bank | 338 | $5.74K | 0.00% | +338 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 375 | $6.36K | 0.00% | −24,308−98.5% | Reduced |
| 1 North Wealth Services LLC | 375 | $6.36K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 422 | $7.16K | 0.00% | +422 | New |
| Huntington National Bank | 428 | $7.26K | 0.00% | +12+2.9% | Added |
| Wilkerson Advisory Group LLC | 444 | $7.54K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 464 | $7.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 468 | $7.94K | 0.00% | +78+20.0% | Added |
| Geneos Wealth Management Inc. | 500 | $8.48K | 0.00% | −225−31.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $8.48K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 551 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 597 | $10.1K | 0.01% | −977−62.1% | Reduced |
| Twin Tree Management, LP | 609 | $10.3K | 0.00% | +609 | New |
| Silver Grove Financial Group, Inc. | 693 | $11.8K | 0.01% | +118+20.5% | Added |
| Fortitude Family Office, LLC | 707 | $12.0K | 0.00% | +600+560.7% | Added |
| Assetmark, Inc | 775 | $13.2K | 0.00% | +458+144.5% | Added |
| Belvedere Trading LLC | 793 | $13.5K | 0.00% | +793 | New |
| Basecamp Wealth Advisors LLC | 884 | $15.0K | 0.00% | −245−21.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 893 | $15.2K | 0.00% | +10+1.1% | Added |
| Ronald Blue Trust, Inc. | 900 | $15.3K | 0.00% | +868+2,712.5% | Added |
| Nisa Investment Advisors, LLC | 931 | $15.8K | 0.00% | +853+1,093.6% | Added |
| Avion Wealth | 1,077 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,103 | $18.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,116 | $18.9K | 0.00% | −544−32.8% | Reduced |
| Compass Financial Management LLC | 1,000 | $21.0K | 0.00% | +1,000 | New |
| Los Angeles Capital Management LLC | 1,285 | $21.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,350 | $22.9K | 0.00% | +1,350 | New |
| Allied Private Wealth LLC | 1,380 | $24.6K | 0.02% | +1,380 | New |
| Wealth Enhancement Trust Services, Inc. | 1,492 | $25.3K | 0.00% | +1,492 | New |
| Orion Capital Management LLC | 1,500 | $25.5K | 0.01% | −2,000−57.1% | Reduced |
| Union Bancaire Privee, UBP SA | 2,000 | $27.1K | 0.00% | +2,000 | New |
| Activest Wealth Management | 1,622 | $27.5K | 0.01% | +202+14.2% | Added |
| EFG International AG | 1,660 | $28.2K | 0.00% | +160+10.7% | Added |
| Rakuten Securities, Inc. | 1,877 | $31.9K | 0.01% | +1,367+268.0% | Added |
| SJS Investment Consulting Inc. | 1,957 | $33.2K | 0.00% | +292+17.5% | Added |
| MPWM Advisory Solutions, LLC | 2,000 | $33.9K | 0.02% | −500−20.0% | Reduced |
