| Glen Eagle Advisors, LLC | 0 | $19 | 0.00% | −18−100.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $70 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $98 | 0.00% | −13−92.9% | Reduced |
| Rakuten Securities, Inc. | 1 | $98 | 0.00% | −3−75.0% | Reduced |
| Winch Advisory Services, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $163 | 0.00% | −24−92.3% | Reduced |
| Oakworth Capital, Inc. | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $196 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $196 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $196 | 0.00% | +2 | New |
| BFSG, LLC | 3 | $273 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $294 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $391 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $392 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $489 | 0.00% | −15−75.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $490 | 0.00% | −46−90.2% | Reduced |
| Wilkerson Advisory Group LLC | 5 | $514 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 6 | $557 | 0.00% | +4+200.0% | Added |
| AdvisorNet Financial, Inc | 6 | $587 | 0.00% | −65−91.5% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $587 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $587 | 0.00% | +2+50.0% | Added |
| Clayton Financial Group LLC | 6 | $587 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $685 | 0.00% | −3−30.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $685 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $688 | 0.00% | +7 | New |
| CWM Advisors, LLC | 7 | $707 | 0.00% | +7 | New |
| SHP Wealth Management | 9 | $867 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $880 | 0.00% | +2+28.6% | Added |
| Entrust Financial LLC | 9 | $881 | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $978 | 0.00% | −10−50.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $978 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $978 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $978 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $978 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $978 | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $986 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 18 | $1.00K | 0.00% | −8−30.8% | Reduced |
| McGuire Capital Advisors Inc | 11 | $1.06K | 0.00% | +11 | New |
| Crewe Advisors LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $1.17K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $1.17K | 0.00% | +12 | New |
| Quent Capital, LLC | 13 | $1.29K | 0.00% | −147−91.9% | Reduced |
| UMA Financial Services, Inc. | 14 | $1.37K | 0.00% | +5+55.6% | Added |
| Gilpin Wealth Management, LLC | 14 | $1.37K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.86K | 0.00% | −2−9.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $1.96K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.06K | 0.00% | +5+31.3% | Added |
| Rialto Wealth Management, LLC | 21 | $2.06K | 0.00% | +14+200.0% | Added |
| Sittner & Nelson, LLC | 19 | $2.08K | 0.00% | −86−81.9% | Reduced |
| Spire Wealth Management | 22 | $2.15K | 0.00% | −1−4.3% | Reduced |
| TD Waterhouse Canada Inc. | 22 | $2.15K | 0.00% | −159−87.8% | Reduced |
| Howard Hughes Medical Institute | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| City State Bank | 23 | $2.25K | 0.00% | +3+15.0% | Added |
| Fortis Group Advisors, LLC | 26 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $2.64K | 0.00% | +26 | New |
| Holos Integrated Wealth LLC | 29 | $2.80K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $2.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 29 | $2.84K | 0.00% | +29 | New |
| Atlantic Union Bankshares Corp | 29 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $2.93K | 0.00% | −92−75.4% | Reduced |
| Manchester Capital Management LLC | 31 | $3.03K | 0.00% | −35−53.0% | Reduced |
| HighMark Wealth Management LLC | 32 | $3.13K | 0.00% | +7+28.0% | Added |
| Truvestments Capital LLC | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $3.29K | 0.00% | −24−41.4% | Reduced |
| High Note Wealth, LLC | 34 | $3.33K | 0.00% | −7−17.1% | Reduced |
| Raffa Wealth Management, LLC | 34 | $3.33K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 36 | $3.52K | 0.00% | +36 | New |
| Addison Advisors LLC | 37 | $3.62K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $3.69K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 39 | $3.81K | 0.00% | +39 | New |
| Atlantic Trust, LLC | 40 | $3.91K | 0.00% | −29−42.0% | Reduced |
| Anfield Capital Management, LLC | 43 | $4.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $4.29K | 0.00% | −181−80.4% | Reduced |
| Bellevue Asset Management, LLC | 45 | $4.48K | 0.00% | −75−62.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 50 | $4.91K | 0.00% | −43−46.2% | Reduced |
| Signature Equity Partners, LLC | 53 | $5.22K | 0.00% | +53 | New |
| Financial Avengers, Inc. | 57 | $5.58K | 0.00% | +1+1.8% | Added |
| Essential Partners LLC | 59 | $5.77K | 0.00% | −69−53.9% | Reduced |
| Boreal Capital Management LLC | 59 | $5.77K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 61 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 64 | $6.00K | 0.00% | −49−43.4% | Reduced |
| Farmers & Merchants Investments Inc | 73 | $7.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $7.14K | 0.00% | +44+151.7% | Added |
| TD Private Client Wealth LLC | 77 | $7.53K | 0.00% | −422−84.6% | Reduced |
| Meramec Financial Planners, LLC | 69 | $7.56K | 0.00% | +69 | New |
| MV Capital Management, Inc. | 79 | $7.73K | 0.00% | −5−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 82 | $8.02K | 0.00% | +82 | New |
| Peregrine Capital Management LLC | 90 | $8.80K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $9.78K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $9.78K | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 100 | $9.78K | 0.00% | +100 | New |
| Commonwealth Retirement Investments LLC | 100 | $9.78K | 0.00% | +100 | New |