| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Activest Wealth Management | 2 | $95 | 0.00% | −8−80.0% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $96 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $233 | 0.00% | +5 | New |
| Medallion Wealth Advisors, LLC | 5 | $239 | 0.00% | +5 | New |
| Key Financial Inc | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11 | $525 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 12 | $573 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $668 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 15 | $716 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 15 | $716 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $763 | 0.00% | +3+23.1% | Added |
| MidFirst Bank | 18 | $859 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $955 | 0.00% | +20 | New |
| TFC Financial Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $1.24K | 0.00% | +6+30.0% | Added |
| South State Corp. | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 27 | $1.29K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $1.29K | 0.00% | +12+80.0% | Added |
| Principia Wealth Advisory, LLC | 29 | $1.38K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $1.43K | 0.00% | −4−11.8% | Reduced |
| Financial Perspectives, Inc | 31 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 36 | $1.72K | 0.00% | +21+140.0% | Added |
| Kilter Group LLC | 38 | $1.81K | 0.00% | −19−33.3% | Reduced |
| Cromwell Holdings LLC | 40 | $1.91K | 0.00% | +16+66.7% | Added |
| Cornerstone Planning Group LLC | 43 | $1.98K | 0.00% | −69−61.6% | Reduced |
| Toth Financial Advisory Corp | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 55 | $2.63K | 0.00% | +55 | New |
| WPG Advisers, LLC | 57 | $2.72K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 58 | $2.77K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 67 | $3.20K | 0.00% | +67 | New |
| UMA Financial Services, Inc. | 73 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 82 | $3.92K | 0.00% | +2+2.5% | Added |
| Silver Grove Financial Group, Inc. | 85 | $4.06K | 0.00% | +85 | New |
| J.Safra Asset Management Corp | 89 | $4.25K | 0.00% | +89 | New |
| Vanguard National Trust Co | 89 | $4.25K | 0.00% | +89 | New |
| Rialto Wealth Management, LLC | 95 | $4.54K | 0.00% | +28+41.8% | Added |
| JPL Wealth Management, LLC | 96 | $4.58K | 0.00% | +6+6.7% | Added |
| Danske Bank A/S | 100 | $4.77K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $4.77K | 0.00% | +100 | New |
| Zions Bancorporation, National Association | 104 | $4.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 107 | $5.02K | 0.00% | −24−18.3% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $5.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $5.78K | 0.00% | +13+12.0% | Added |
| JFS Wealth Advisors, LLC | 124 | $5.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 125 | $5.97K | 0.00% | −15−10.7% | Reduced |
| Harbour Investments, Inc. | 125 | $5.97K | 0.00% | −1−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 131 | $6.25K | 0.00% | −376−74.2% | Reduced |
| Purpose Unlimited Inc. | 165 | $7.88K | 0.00% | +165 | New |
| Bruce G. Allen Investments, LLC | 172 | $8.21K | 0.01% | +7+4.2% | Added |
| GWM Advisors LLC | 194 | $9.26K | 0.00% | +194 | New |
| Huntington National Bank | 196 | $9.36K | 0.00% | +3+1.6% | Added |
| Park Place Capital Corp | 204 | $9.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 208 | $9.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 219 | $10.5K | 0.00% | +6+2.8% | Added |
| CVA Family Office, LLC | 238 | $11.4K | 0.00% | +37+18.4% | Added |
| IFP Advisors, Inc | 246 | $11.7K | 0.00% | −200−44.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 261 | $12.5K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 268 | $12.7K | 0.00% | +268 | New |
| Private Wealth Management Group, LLC | 288 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 290 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 304 | $14.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 297 | $14.2K | 0.00% | +21+7.6% | Added |
| Quantbot Technologies LP | 301 | $14.4K | 0.00% | +301 | New |
| Massmutual Trust Co FSB | 308 | $14.7K | 0.00% | +123+66.5% | Added |
| Clearstead Advisors, LLC | 313 | $14.9K | 0.00% | +263+526.0% | Added |
| Quent Capital, LLC | 343 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 377 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 425 | $20.3K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 475 | $22.7K | 0.00% | −9−1.9% | Reduced |
| Alpine Bank Wealth Management | 492 | $23.5K | 0.00% | +492 | New |
| LRI Investments, LLC | 622 | $29.7K | 0.00% | −241−27.9% | Reduced |
| Private Trust Co NA | 671 | $32.0K | 0.00% | +32+5.0% | Added |
| SBI Securities Co., Ltd. | 689 | $32.9K | 0.00% | +127+22.6% | Added |
| EFG International AG | 690 | $32.9K | 0.00% | −544−44.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 695 | $33.2K | 0.00% | +695 | New |
| Persistent Asset Partners Ltd | 878 | $41.9K | 0.01% | +878 | New |
| ZRC Wealth Management, LLC | 901 | $43.0K | 0.01% | +659+272.3% | Added |
| Essential Partners LLC | 934 | $44.6K | 0.02% | +88+10.4% | Added |
| UBS Asset Management Americas Inc | 977 | $46.6K | 0.00% | −443,555−99.8% | Reduced |
| Investors Research Corp | 1,000 | $47.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,002 | $47.8K | 0.01% | +108+12.1% | Added |
| Signaturefd, LLC | 1,027 | $49.0K | 0.00% | +416+68.1% | Added |
| Allworth Financial LP | 1,087 | $51.9K | 0.00% | +210+23.9% | Added |
| First Horizon Corp | 1,136 | $54.2K | 0.00% | +265+30.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,168 | $55.8K | 0.01% | +1,168 | New |
| Rothschild Investment LLC | 1,387 | $66.2K | 0.00% | +80+6.1% | Added |
| True Wealth Design, LLC | 1,443 | $68.9K | 0.02% | +87+6.4% | Added |
| Nomura Asset Management Co Ltd | 1,450 | $69.2K | 0.00% | −320−18.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,640 | $78.3K | 0.00% | +1,521+1,278.2% | Added |
| Umb Bank N A | 1,846 | $88.1K | 0.00% | +28+1.5% | Added |
| Clear Street Markets LLC | 1,875 | $89.5K | 0.02% | +1,875 | New |
| Covestor Ltd | 1,915 | $91.0K | 0.05% | −540−22.0% | Reduced |
| Parallel Advisors, LLC | 2,250 | $107.4K | 0.00% | +208+10.2% | Added |