| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $56 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 3 | $164 | 0.00% | −9−75.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $168 | 0.00% | −3−50.0% | Reduced |
| Redwood Park Advisors LLC | 3 | $168 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $168 | 0.00% | +2+200.0% | Added |
| Ancora Advisors, LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $336 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $336 | 0.00% | +3+100.0% | Added |
| Bellwether Advisors, LLC | 7 | $392 | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 8 | $448 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $448 | 0.00% | +8 | New |
| Legacy Investment Solutions, LLC | 8 | $448 | 0.00% | +8 | New |
| Activest Wealth Management | 9 | $503 | 0.00% | −11−55.0% | Reduced |
| NVWM, LLC | 9 | $503 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 9 | $503 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 10 | $559 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $559 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $559 | 0.00% | +5+100.0% | Added |
| Valued Wealth Advisors LLC | 10 | $560 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $712 | 0.00% | −47−79.7% | Reduced |
| HFM Investment Advisors, LLC | 13 | $727 | 0.00% | +6+85.7% | Added |
| South State Corp. | 13 | $728 | 0.00% | −55−80.9% | Reduced |
| Rialto Wealth Management, LLC | 13 | $728 | 0.00% | +5+62.5% | Added |
| Wolff Wiese Magana LLC | 16 | $896 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $897 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 18 | $1.01K | 0.00% | +18 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $1.12K | 0.00% | +6+42.9% | Added |
| Salomon & Ludwin, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 24 | $1.34K | 0.00% | −23−48.9% | Reduced |
| Fairscale Capital, LLC | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.51K | 0.00% | 00.0% | Unchanged |
| Trust Co | 28 | $1.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 29 | $1.62K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $1.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 32 | $1.79K | 0.00% | −712−95.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $1.79K | 0.00% | −3−8.6% | Reduced |
| Signature Resources Capital Management, LLC | 33 | $1.85K | 0.00% | +33 | New |
| Transamerica Financial Advisors, Inc. | 34 | $1.86K | 0.00% | −33−49.3% | Reduced |
| SJS Investment Consulting Inc. | 35 | $1.96K | 0.00% | −16−31.4% | Reduced |
| Grove Bank & Trust | 40 | $2.24K | 0.00% | −56−58.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 41 | $2.29K | 0.00% | +41 | New |
| Harbor Investment Advisory, LLC | 42 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 43 | $2.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $2.57K | 0.00% | −130−73.9% | Reduced |
| Rakuten Securities, Inc. | 47 | $2.63K | 0.00% | −1−2.1% | Reduced |
| North Capital, Inc. | 50 | $2.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $2.83K | 0.00% | −1−1.9% | Reduced |
| Whipplewood Advisors, LLC | 53 | $2.96K | 0.00% | +23+76.7% | Added |
| TSFG, LLC | 47 | $3.00K | 0.00% | +47 | New |
| FSA Wealth Management LLC | 55 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 58 | $3.25K | 0.00% | +37+176.2% | Added |
| Cedar Wealth Management, LLC | 59 | $3.30K | 0.00% | +59 | New |
| Rothschild Investment LLC | 61 | $3.41K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 61 | $3.41K | 0.00% | +61 | New |
| Millstone Evans Group, LLC | 62 | $3.47K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 62 | $3.47K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 65 | $3.64K | 0.00% | +65 | New |
| N.E.W. Advisory Services LLC | 68 | $3.80K | 0.00% | −11−13.9% | Reduced |
| TruNorth Capital Management, LLC | 68 | $3.80K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $3.92K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 72 | $4.03K | 0.00% | −371−83.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $4.08K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 74 | $4.14K | 0.00% | +74 | New |
| Ameriflex Group, Inc. | 76 | $4.18K | 0.00% | +1+1.3% | Added |
| Bruce G. Allen Investments, LLC | 79 | $4.42K | 0.00% | −43−35.2% | Reduced |
| Iron Horse Wealth Management, LLC | 79 | $4.42K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $4.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $4.59K | 0.00% | −37−31.1% | Reduced |
| Legend Financial Advisors, Inc. | 82 | $4.59K | 0.00% | +82 | New |
| Bell Investment Advisors, Inc | 82 | $4.59K | 0.00% | +9+12.3% | Added |
| Pinnacle Bancorp, Inc. | 83 | $4.64K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 87 | $4.87K | 0.00% | +59+210.7% | Added |
| Smithfield Trust Co | 100 | $5.00K | 0.00% | −30−23.1% | Reduced |
| FNY Investment Advisers, LLC | 100 | $5.00K | 0.00% | +100 | New |
| ORG Partners LLC | 91 | $5.21K | 0.00% | +90+9,000.0% | Added |
| JFS Wealth Advisors, LLC | 98 | $5.48K | 0.00% | −68−41.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 99 | $5.54K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $6.02K | 0.00% | +1+0.9% | Added |
| MV Capital Management, Inc. | 108 | $6.04K | 0.00% | −10−8.5% | Reduced |
| Manchester Capital Management LLC | 112 | $6.27K | 0.00% | −107−48.9% | Reduced |
| Wealth Preservation Advisors, LLC | 125 | $6.99K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 127 | $7.10K | 0.00% | +116+1,054.5% | Added |
| Delta Accumulation, LLC | 120 | $7.15K | 0.02% | +1+0.8% | Added |
| Sawyer & Company, Inc | 125 | $7.16K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 134 | $7.50K | 0.00% | +134 | New |
| Solstein Capital, LLC | 134 | $7.50K | 0.00% | +134 | New |
| MorganRosel Wealth Management, LLC | 147 | $8.22K | 0.00% | +147 | New |
| CVA Family Office, LLC | 156 | $8.73K | 0.00% | −83−34.7% | Reduced |
| Holos Integrated Wealth LLC | 153 | $8.73K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 157 | $8.78K | 0.00% | −2−1.3% | Reduced |
| Aspect Partners, LLC | 160 | $8.93K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $8.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 165 | $9.00K | 0.00% | +1+0.6% | Added |
| Transce3nd, LLC | 165 | $9.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 167 | $9.34K | 0.00% | +14+9.2% | Added |