| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 0 | $4 | 0.00% | 0 | New |
| Activest Wealth Management | 1 | $62 | 0.00% | −20−95.2% | Reduced |
| TFC Financial Management | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $105 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 2 | $124 | 0.00% | −10−83.3% | Reduced |
| Planning Strategies Inc. | 2 | $124 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $125 | 0.00% | +2 | New |
| Vision Financial Markets LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $186 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 3 | $187 | 0.00% | −6−66.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $311 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $320 | 0.00% | −191−97.4% | Reduced |
| Buck Wealth Strategies, LLC | 6 | $372 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $384 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $434 | 0.00% | −8−53.3% | Reduced |
| Triumph Capital Management | 7 | $434 | 0.00% | −5−41.7% | Reduced |
| Breakwater Investment Management | 7 | $435 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $497 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 10 | $621 | 0.00% | −20−66.7% | Reduced |
| SBI Securities Co., Ltd. | 13 | $807 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $807 | 0.00% | +7+116.7% | Added |
| Manchester Capital Management LLC | 15 | $931 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 16 | $993 | 0.00% | +11+220.0% | Added |
| AdvisorNet Financial, Inc | 17 | $1.05K | 0.00% | −17−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17 | $1.05K | 0.00% | −11−39.3% | Reduced |
| IFG Advisory, LLC | 17 | $1.05K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.12K | 0.00% | −40−69.0% | Reduced |
| Cornerstone Financial Management LLC | 18 | $1.12K | 0.00% | −7−28.0% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $1.24K | 0.00% | −12−37.5% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 23 | $1.43K | 0.00% | −169−88.0% | Reduced |
| South State Corp. | 23 | $1.43K | 0.00% | −18−43.9% | Reduced |
| HFM Investment Advisors, LLC | 24 | $1.49K | 0.00% | +16+200.0% | Added |
| Purpose Unlimited Inc. | 26 | $1.61K | 0.00% | −23−46.9% | Reduced |
| TD Capital Management LLC | 29 | $1.78K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.86K | 0.00% | −12−28.6% | Reduced |
| Sunrise Financial Services, LLC | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 32 | $1.99K | 0.00% | +16+100.0% | Added |
| Avion Wealth | 46 | $2.00K | 0.00% | +6+15.0% | Added |
| Cornerstone Planning Group LLC | 34 | $2.28K | 0.00% | −8−19.0% | Reduced |
| MidFirst Bank | 37 | $2.30K | 0.00% | +37 | New |
| William B. Walkup & Associates, Inc. | 38 | $2.36K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $2.48K | 0.00% | −1−2.4% | Reduced |
| Mather Group, LLC. | 41 | $2.54K | 0.00% | −23−35.9% | Reduced |
| Cromwell Holdings LLC | 41 | $2.54K | 0.00% | +1+2.5% | Added |
| International Assets Investment Management, LLC | 40 | $2.56K | 0.00% | +9+29.0% | Added |
| Bartlett & Co. Wealth Management LLC | 43 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 43 | $2.67K | 0.00% | +17+65.4% | Added |
| Creative Capital Management Investments LLC | 47 | $2.92K | 0.00% | +47 | New |
| UMA Financial Services, Inc. | 48 | $2.98K | 0.00% | +9+23.1% | Added |
| Coston, McIsaac & Partners | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 49 | $3.04K | 0.00% | −76−60.8% | Reduced |
| Bokf, NA | 50 | $3.10K | 0.00% | +50 | New |
| Concord Wealth Partners | 50 | $3.10K | 0.00% | +50 | New |
| Park Place Capital Corp | 53 | $3.29K | 0.00% | −62−53.9% | Reduced |
| GoalVest Advisory LLC | 53 | $3.29K | 0.00% | +53 | New |
| Caitong International Asset Management Co., Ltd | 53 | $3.29K | 0.00% | +53 | New |
| Spire Wealth Management | 57 | $3.54K | 0.00% | −30−34.5% | Reduced |
| Bruce G. Allen Investments, LLC | 59 | $3.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 65 | $4.03K | 0.00% | +8+14.0% | Added |
| Kilter Group LLC | 67 | $4.16K | 0.00% | +35+109.4% | Added |
| Private Wealth Management Group, LLC | 68 | $4.22K | 0.00% | −40−37.0% | Reduced |
| Princeton Global Asset Management LLC | 73 | $4.53K | 0.00% | +73 | New |
| Signature Equity Partners, LLC | 75 | $4.65K | 0.00% | +9+13.6% | Added |
| Benson Wealth Management INC | 76 | $4.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 89 | $5.52K | 0.00% | +89 | New |
| Key Financial Inc | 96 | $5.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 96 | $5.96K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 93 | $6.00K | 0.00% | +93 | New |
| Pinnacle Bancorp, Inc. | 98 | $6.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 107 | $6.64K | 0.00% | +9+9.2% | Added |
| Community Financial Services Group, LLC | 109 | $6.97K | 0.00% | −109−50.0% | Reduced |
| Owl Creek Wealth Partners LLC | 113 | $7.01K | 0.00% | −150−57.0% | Reduced |
| Action Point Financial Planning, LLC | 120 | $7.38K | 0.00% | +120 | New |
| Marquette Asset Management, LLC | 122 | $7.57K | 0.00% | +90+281.3% | Added |
| JPL Wealth Management, LLC | 131 | $8.13K | 0.00% | +24+22.4% | Added |
| NBC Securities, Inc. | 137 | $8.50K | 0.00% | +101+280.6% | Added |
| TD Waterhouse Canada Inc. | 135 | $8.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $8.75K | 0.00% | +49+53.3% | Added |
| West Branch Capital LLC | 142 | $8.81K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 154 | $9.55K | 0.00% | +154 | New |
| Valley National Advisers Inc | 159 | $9.88K | 0.00% | −78−32.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $10.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 176 | $11.0K | 0.00% | −36−17.0% | Reduced |
| Ogorek Anthony Joseph | 180 | $11.0K | 0.00% | +59+48.8% | Added |
| Keating Financial Advisory Services, Inc. | 180 | $11.2K | 0.00% | +129+252.9% | Added |
| Torren Management, LLC | 188 | $11.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 195 | $12.1K | 0.00% | +138+242.1% | Added |
| Fortitude Family Office, LLC | 197 | $12.2K | 0.00% | +52+35.9% | Added |
| First Pacific Financial | 200 | $12.4K | 0.00% | +56+38.9% | Added |
| Atwood & Palmer Inc | 207 | $12.8K | 0.00% | 00.0% | Unchanged |
