| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 1 | $145 | 0.00% | +1 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $187 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $187 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $188 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $287 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $360 | 0.00% | +2 | New |
| Motco | 2 | $374 | 0.00% | +2 | New |
| Quent Capital, LLC | 2 | $374 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 5 | $935 | 0.00% | −203−97.6% | Reduced |
| Atlantic Union Bankshares Corp | 5 | $936 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $936 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 8 | $1.50K | 0.00% | +3+60.0% | Added |
| JPL Wealth Management, LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 9 | $1.68K | 0.00% | +7+350.0% | Added |
| Silver Grove Financial Group, Inc. | 9 | $1.68K | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 10 | $1.87K | 0.00% | −573−98.3% | Reduced |
| Silicon Valley Capital Partners | 10 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.87K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $1.87K | 0.00% | +6+150.0% | Added |
| Raffa Wealth Management, LLC | 11 | $2.06K | 0.00% | +10+1,000.0% | Added |
| Kilter Group LLC | 11 | $2.06K | 0.00% | +7+175.0% | Added |
| Hughes Financial Services, LLC | 12 | $2.24K | 0.00% | +12 | New |
| Trust Co | 13 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.43K | 0.00% | +2+18.2% | Added |
| TD Capital Management LLC | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $2.81K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $2.99K | 0.00% | +16 | New |
| Continuum Advisory, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Marquette Asset Management, LLC | 17 | $3.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $3.18K | 0.00% | +17 | New |
| Creative Capital Management Investments LLC | 18 | $3.37K | 0.00% | +18 | New |
| South State Corp. | 18 | $3.37K | 0.00% | +18 | New |
| Cromwell Holdings LLC | 21 | $3.93K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 22 | $4.12K | 0.00% | +4+22.2% | Added |
| WPG Advisers, LLC | 23 | $4.30K | 0.00% | +9+64.3% | Added |
| Mascoma Wealth Management LLC | 25 | $4.68K | 0.00% | +25 | New |
| Rossby Financial, LCC | 26 | $4.86K | 0.00% | −12−31.6% | Reduced |
| William B. Walkup & Associates, Inc. | 26 | $4.86K | 0.00% | +26 | New |
| Avion Wealth | 31 | $5.00K | 0.00% | +4+14.8% | Added |
| Sachetta, LLC | 28 | $5.24K | 0.00% | +16+133.3% | Added |
| J.Safra Asset Management Corp | 29 | $5.42K | 0.00% | −22−43.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 29 | $5.42K | 0.00% | +5+20.8% | Added |
| Colonial Trust Co | 29 | $5.47K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 37 | $6.92K | 0.00% | +37 | New |
| Decker Retirement Planning Inc. | 39 | $7.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $8.23K | 0.00% | +2+4.8% | Added |
| Brown Brothers Harriman & Co | 45 | $8.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 46 | $8.60K | 0.00% | +7+17.9% | Added |
| Rialto Wealth Management, LLC | 51 | $9.54K | 0.00% | +19+59.4% | Added |
| Keating Financial Advisory Services, Inc. | 52 | $9.72K | 0.00% | +10+23.8% | Added |
| SJS Investment Consulting Inc. | 55 | $10.3K | 0.00% | +36+189.5% | Added |
| Kemnay Advisory Services Inc. | 59 | $11.0K | 0.00% | −1,124−95.0% | Reduced |
| Prestige Wealth Management Group LLC | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 74 | $13.8K | 0.00% | +74 | New |
| Dogwood Wealth Management LLC | 75 | $14.0K | 0.01% | +34+82.9% | Added |
| Caldwell Trust Co | 75 | $14.0K | 0.00% | +75 | New |
| C M Bidwell & Associates Ltd | 80 | $15.0K | 0.01% | −17−17.5% | Reduced |
| Glynn Capital Management LLC | 82 | $15.3K | 0.00% | −53−39.3% | Reduced |
| Action Point Financial Planning, LLC | 87 | $15.5K | 0.00% | +87 | New |
| Fortitude Family Office, LLC | 85 | $15.9K | 0.00% | +5+6.3% | Added |
| NBC Securities, Inc. | 91 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $17.2K | 0.00% | −8−8.0% | Reduced |
| Huntington National Bank | 94 | $17.6K | 0.00% | +78+487.5% | Added |
| Berbice Capital Management LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $18.7K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 106 | $19.8K | 0.00% | +11+11.6% | Added |
| Parkside Financial Bank & Trust | 115 | $21.5K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 119 | $22.3K | 0.00% | +119 | New |
| True Wealth Design, LLC | 128 | $23.9K | 0.01% | +58+82.9% | Added |
| Basecamp Wealth Advisors LLC | 133 | $24.9K | 0.00% | +29+27.9% | Added |
| Clearstead Advisors, LLC | 139 | $26.0K | 0.00% | +114+456.0% | Added |
| Harbor Capital Advisors, Inc. | 150 | $28.0K | 0.00% | −14−8.5% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $28.1K | 0.00% | −60−28.6% | Reduced |
| Harbor Investment Advisory, LLC | 154 | $28.8K | 0.00% | +154 | New |
| Torren Management, LLC | 158 | $29.5K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 158 | $29.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 167 | $31.2K | 0.01% | +137+456.7% | Added |
| Massmutual Trust Co FSB | 202 | $37.8K | 0.00% | +55+37.4% | Added |
| Acumen Wealth Advisors, LLC | 205 | $38.3K | 0.01% | −22−9.7% | Reduced |
| Harvest Fund Management Co., Ltd | 212 | $40.0K | 0.00% | +76+55.9% | Added |
| Cullen/Frost Bankers, Inc. | 225 | $42.1K | 0.00% | +34+17.8% | Added |
| Ronald Blue Trust, Inc. | 235 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 244 | $45.6K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 250 | $46.7K | 0.00% | +250 | New |
| Essential Partners LLC | 253 | $47.3K | 0.02% | +79+45.4% | Added |
| Financial Consulate, Inc | 257 | $48.1K | 0.01% | +257 | New |
| Persistent Asset Partners Ltd | 263 | $49.2K | 0.02% | +263 | New |
| Nomura Asset Management Co Ltd | 276 | $51.6K | 0.00% | −124−31.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 302 | $56.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 358 | $67.0K | 0.00% | +358 | New |
| Parallel Advisors, LLC | 364 | $68.1K | 0.00% | +37+11.3% | Added |
| Bell Investment Advisors, Inc | 366 | $68.5K | 0.01% | +3+0.8% | Added |
| Harbour Investments, Inc. | 374 | $69.9K | 0.00% | +59+18.7% | Added |
| Carolina Wealth Advisors, LLC | 377 | $70.5K | 0.03% | +166+78.7% | Added |
| Rakuten Securities, Inc. | 421 | $78.7K | 0.02% | +348+476.7% | Added |
| Westpac Banking Corp | 437 | $81.7K | 0.01% | +437 | New |
