| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | +12 | New |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Truvestments Capital LLC | 3 | $42 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $51 | 0.00% | −8−72.7% | Reduced |
| City State Bank | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $67 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 5 | $83 | 0.00% | −200−97.6% | Reduced |
| Godfrey Financial Associates, Inc. | 5 | $83 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5 | $83 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 6 | $95 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 6 | $100 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $101 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7 | $117 | 0.00% | −52−88.1% | Reduced |
| Quaker Wealth Management, LLC | 7 | $117 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 9 | $152 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $167 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $169 | 0.00% | +10 | New |
| Friedenthal Financial | 12 | $201 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 16 | $267 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 16 | $267 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 18 | $295 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $300 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $317 | 0.00% | +5+35.7% | Added |
| Monetary Solutions, Ltd | 25 | $417 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 29 | $484 | 0.00% | −858−96.7% | Reduced |
| American Capital Advisory, LLC | 29 | $484 | 0.00% | +12+70.6% | Added |
| Sankala Group LLC | 35 | $504 | 0.00% | +7+25.0% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 31 | $517 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 31 | $518 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $534 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 32 | $534 | 0.00% | +32 | New |
| Transamerica Financial Advisors, Inc. | 33 | $552 | 0.00% | −73−68.9% | Reduced |
| Hoey Investments, Inc | 36 | $601 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $617 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $634 | 0.00% | −1−2.6% | Reduced |
| HFM Investment Advisors, LLC | 40 | $668 | 0.00% | +16+66.7% | Added |
| Raffa Wealth Management, LLC | 41 | $684 | 0.00% | +1+2.5% | Added |
| Smartleaf Asset Management LLC | 41 | $685 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 42 | $693 | 0.00% | +1+2.4% | Added |
| Tompkins Financial Corp | 43 | $717 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 47 | $784 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $800 | 0.00% | +21+77.8% | Added |
| Highline Wealth Partners LLC | 48 | $801 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $805 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 50 | $834 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 51 | $851 | 0.00% | +51 | New |
| Stone House Investment Management, LLC | 55 | $917 | 0.00% | −53−49.1% | Reduced |
| Cornerstone Financial Management LLC | 60 | $1.00K | 0.00% | +30+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 61 | $1.02K | 0.00% | +5+8.9% | Added |
| Addison Advisors LLC | 67 | $1.12K | 0.00% | −736−91.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 68 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 68 | $1.14K | 0.00% | +16+30.8% | Added |
| McMillan Office, Inc. | 71 | $1.18K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $1.25K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 76 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $1.32K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 79 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 83 | $1.38K | 0.00% | +25+43.1% | Added |
| Creative Capital Management Investments LLC | 83 | $1.38K | 0.00% | +83 | New |
| Manchester Capital Management LLC | 83 | $1.39K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $1.39K | 0.00% | +83 | New |
| Caitlin John, LLC | 86 | $1.44K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 91 | $1.52K | 0.00% | +91 | New |
| Wealth Enhancement Trust Services, Inc. | 93 | $1.55K | 0.00% | +93 | New |
| Danske Bank A/S | 100 | $1.67K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $1.69K | 0.00% | −27−21.1% | Reduced |
| AdvisorNet Financial, Inc | 107 | $1.78K | 0.00% | +4+3.9% | Added |
| Golden State Wealth Management, LLC | 108 | $1.82K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 111 | $1.85K | 0.00% | +111 | New |
| Harbour Investments, Inc. | 113 | $1.89K | 0.00% | −223−66.4% | Reduced |
| Ogorek Anthony Joseph | 178 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 128 | $2.13K | 0.00% | −114−47.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 136 | $2.27K | 0.00% | +36+36.0% | Added |
| MidFirst Bank | 143 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 146 | $2.44K | 0.00% | +146 | New |
| Darwin Advisors, LLC | 150 | $2.51K | 0.00% | +1+0.7% | Added |
| Sachetta, LLC | 152 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 158 | $2.64K | 0.00% | +30+23.4% | Added |
| Bogart Wealth, LLC | 159 | $2.65K | 0.00% | +99+165.0% | Added |
| Action Point Financial Planning, LLC | 164 | $2.70K | 0.00% | +164 | New |
| S&T Bank | 165 | $2.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 168 | $2.80K | 0.00% | −42−20.0% | Reduced |
| Rialto Wealth Management, LLC | 169 | $2.82K | 0.00% | +27+19.0% | Added |
| Valued Wealth Advisors LLC | 172 | $2.87K | 0.00% | +161+1,463.6% | Added |
| Union Savings Bank | 175 | $2.92K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 185 | $3.09K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 196 | $3.27K | 0.00% | −97−33.1% | Reduced |
| Boreal Capital Management LLC | 200 | $3.34K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 203 | $3.39K | 0.00% | +203 | New |
| JFS Wealth Advisors, LLC | 204 | $3.40K | 0.00% | +14+7.4% | Added |
| Prestige Wealth Management Group LLC | 207 | $3.45K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 236 | $3.94K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 240 | $4.00K | 0.00% | +56+30.4% | Added |
| Millstone Evans Group, LLC | 243 | $4.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 259 | $4.32K | 0.00% | +21+8.8% | Added |
| ZRC Wealth Management, LLC | 262 | $4.37K | 0.00% | +94+56.0% | Added |
| Keating Financial Advisory Services, Inc. | 267 | $4.45K | 0.00% | +29+12.2% | Added |