| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $45 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $69 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2 | $137 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $137 | 0.00% | +2 | New |
| Curio Wealth, LLC | 4 | $273 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $410 | 0.00% | −21−77.8% | Reduced |
| Quaker Wealth Management, LLC | 6 | $410 | 0.00% | +2+50.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $410 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $478 | 0.00% | +5+250.0% | Added |
| Financial Consulate, Inc | 7 | $479 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $547 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $615 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $615 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $615 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $643 | 0.00% | −1,620−99.4% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $752 | 0.00% | −2−15.4% | Reduced |
| Signature Equity Partners, LLC | 12 | $820 | 0.00% | +2+20.0% | Added |
| Prestige Wealth Management Group LLC | 13 | $889 | 0.00% | −11−45.8% | Reduced |
| Private Wealth Management Group, LLC | 13 | $889 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 14 | $956 | 0.00% | +14 | New |
| Kingdom Financial Group LLC. | 14 | $956 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $1.02K | 0.00% | +5+50.0% | Added |
| Bogart Wealth, LLC | 15 | $1.02K | 0.00% | +8+114.3% | Added |
| Westside Investment Management, Inc. | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.09K | 0.00% | +4+33.3% | Added |
| Atlantic Union Bankshares Corp | 16 | $1.09K | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.50K | 0.00% | +1+4.8% | Added |
| Dunhill Financial, LLC | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $1.57K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 25 | $1.71K | 0.00% | +4+19.0% | Added |
| Essential Partners LLC | 27 | $1.84K | 0.00% | −144−84.2% | Reduced |
| Bare Financial Services, Inc | 29 | $1.98K | 0.00% | +21+262.5% | Added |
| Red Tortoise LLC | 31 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $2.12K | 0.00% | +10+47.6% | Added |
| Massmutual Trust Co FSB | 35 | $2.39K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $2.53K | 0.00% | −280−88.3% | Reduced |
| UMA Financial Services, Inc. | 37 | $2.53K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 40 | $2.73K | 0.00% | +40 | New |
| Intentional Wealth Strategies, LLC | 44 | $3.01K | 0.00% | +44 | New |
| J.Safra Asset Management Corp | 47 | $3.21K | 0.00% | +22+88.0% | Added |
| Brown Brothers Harriman & Co | 48 | $3.28K | 0.00% | −39−44.8% | Reduced |
| Glen Eagle Advisors, LLC | 49 | $3.35K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $3.42K | 0.00% | +50 | New |
| Whipplewood Advisors, LLC | 51 | $3.48K | 0.00% | +51 | New |
| High Note Wealth, LLC | 53 | $3.62K | 0.00% | −1−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 56 | $3.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 56 | $3.83K | 0.00% | +18+47.4% | Added |
| Rossby Financial, LCC | 58 | $3.88K | 0.00% | +36+163.6% | Added |
| Barrett & Company, Inc. | 60 | $4.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 61 | $4.17K | 0.00% | +59+2,950.0% | Added |
| Keating Financial Advisory Services, Inc. | 65 | $4.44K | 0.00% | +9+16.1% | Added |
| SJS Investment Consulting Inc. | 68 | $4.65K | 0.00% | −240−77.9% | Reduced |
| Salomon & Ludwin, LLC | 74 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $5.12K | 0.00% | +8+11.9% | Added |
| JFS Wealth Advisors, LLC | 76 | $5.19K | 0.00% | −9−10.6% | Reduced |
| Sachetta, LLC | 77 | $5.26K | 0.00% | +77 | New |
| Farmers & Merchants Investments Inc | 84 | $5.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $6.00K | 0.00% | −59−40.7% | Reduced |
| Assetmark, Inc | 88 | $6.01K | 0.00% | +11+14.3% | Added |
| Kemnay Advisory Services Inc. | 98 | $6.70K | 0.00% | +98 | New |
| Lavaca Capital LLC | 100 | $6.83K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 111 | $7.58K | 0.01% | −5−4.3% | Reduced |
| True Wealth Design, LLC | 113 | $7.72K | 0.00% | −77−40.5% | Reduced |
| Larson Financial Group LLC | 114 | $7.77K | 0.00% | +60+111.1% | Added |
| Basecamp Wealth Advisors LLC | 117 | $7.99K | 0.00% | −131−52.8% | Reduced |
| Highline Wealth Partners LLC | 119 | $8.13K | 0.00% | +119 | New |
| SHP Wealth Management | 120 | $8.19K | 0.00% | +13+12.1% | Added |
| Whittier Trust Co of Nevada Inc | 120 | $8.19K | 0.00% | +120 | New |
| International Assets Investment Management, LLC | 134 | $8.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $9.22K | 0.00% | −4−2.9% | Reduced |
| CVA Family Office, LLC | 140 | $9.56K | 0.00% | +140 | New |
| Cetera Trust Company, N.A | 145 | $9.91K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 148 | $10.1K | 0.00% | +148 | New |
| Owl Creek Wealth Partners LLC | 150 | $10.2K | 0.00% | +150 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 171 | $11.7K | 0.01% | +171 | New |
| Matrix Trust Co | 172 | $12.0K | 0.00% | +9+5.5% | Added |
| Manchester Capital Management LLC | 185 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 187 | $12.8K | 0.00% | +187 | New |
| Creative Capital Management Investments LLC | 190 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 190 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 193 | $13.2K | 0.00% | −288−59.9% | Reduced |
| Vision Retirement, LLC | 197 | $13.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $13.7K | 0.00% | −90−31.0% | Reduced |
| Atlantic Trust, LLC | 204 | $13.9K | 0.00% | −32−13.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 228 | $15.6K | 0.00% | +15+7.0% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $17.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 270 | $18.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $20.5K | 0.00% | −1,200−80.0% | Reduced |
| Toth Financial Advisory Corp | 300 | $20.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 350 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 331 | $22.6K | 0.00% | −1,456−81.5% | Reduced |
| Parkside Financial Bank & Trust | 346 | $23.6K | 0.00% | −2,078−85.7% | Reduced |