| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $91 | 0.00% | −1,168−99.9% | Reduced |
| TFC Financial Management | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $91 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $91 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $181 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $182 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 4 | $362 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 4 | $363 | 0.00% | −2−33.3% | Reduced |
| DecisionPoint Financial, LLC | 4 | $371 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $453 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $453 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 6 | $543 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $634 | 0.00% | −30−81.1% | Reduced |
| Financial Consulate, Inc | 7 | $634 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $724 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $724 | 0.00% | +8 | New |
| Provenance Wealth Advisors, LLC | 8 | $724 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $815 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $815 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 9 | $856 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $905 | 0.00% | −1−9.1% | Reduced |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 14 | $1.27K | 0.00% | +14 | New |
| Wealth Enhancement Trust Services, Inc. | 14 | $1.27K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 16 | $1.45K | 0.00% | +16 | New |
| Kilter Group LLC | 16 | $1.45K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $1.54K | 0.00% | +17 | New |
| HFM Investment Advisors, LLC | 17 | $1.54K | 0.00% | +8+88.9% | Added |
| Bogart Wealth, LLC | 18 | $1.63K | 0.00% | +3+20.0% | Added |
| Whipplewood Advisors, LLC | 19 | $1.72K | 0.00% | −32−62.7% | Reduced |
| South State Corp. | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $1.81K | 0.00% | −1,151−98.3% | Reduced |
| Hoey Investments, Inc | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 20 | $1.81K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 21 | $1.90K | 0.00% | +5+31.3% | Added |
| Dunhill Financial, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.08K | 0.00% | +1+4.5% | Added |
| Continuum Advisory, LLC | 26 | $2.35K | 0.00% | +26 | New |
| Massmutual Trust Co FSB | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $3.35K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 38 | $3.44K | 0.00% | +26+216.7% | Added |
| HighMark Wealth Management LLC | 38 | $3.44K | 0.00% | +38 | New |
| Geneos Wealth Management Inc. | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 40 | $3.62K | 0.00% | +40 | New |
| Westfuller Advisors, LLC | 40 | $3.64K | 0.00% | +40 | New |
| Wall Street Access Asset Management, LLC | 43 | $3.89K | 0.00% | +43 | New |
| Rialto Wealth Management, LLC | 45 | $4.07K | 0.00% | +14+45.2% | Added |
| Caitong International Asset Management Co., Ltd | 45 | $4.07K | 0.00% | +45 | New |
| Fourth Dimension Wealth, LLC | 45 | $4.07K | 0.00% | +45 | New |
| Bare Financial Services, Inc | 46 | $4.16K | 0.00% | +17+58.6% | Added |
| Brown Brothers Harriman & Co | 48 | $4.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 49 | $4.44K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 53 | $4.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 54 | $4.89K | 0.00% | −447−89.2% | Reduced |
| Avion Wealth | 58 | $5.00K | 0.00% | +49+544.4% | Added |
| Harbor Investment Advisory, LLC | 56 | $5.07K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 60 | $5.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 61 | $5.52K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 63 | $5.70K | 0.00% | −35−35.7% | Reduced |
| Fortitude Family Office, LLC | 65 | $5.88K | 0.00% | +9+16.1% | Added |
| Rossby Financial, LCC | 67 | $6.07K | 0.00% | +9+15.5% | Added |
| Action Point Financial Planning, LLC | 75 | $6.61K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 73 | $6.61K | 0.00% | −2−2.7% | Reduced |
| Salomon & Ludwin, LLC | 74 | $6.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $7.06K | 0.00% | −6−7.1% | Reduced |
| JFS Wealth Advisors, LLC | 80 | $7.24K | 0.00% | +4+5.3% | Added |
| True Wealth Design, LLC | 100 | $9.05K | 0.00% | −13−11.5% | Reduced |
| WPG Advisers, LLC | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 111 | $10.0K | 0.00% | +46+70.8% | Added |
| SHP Wealth Management | 113 | $10.3K | 0.00% | −7−5.8% | Reduced |
| Covestor Ltd | 120 | $11.0K | 0.01% | +34+39.5% | Added |
| Los Angeles Capital Management LLC | 122 | $11.0K | 0.00% | −323,422−100.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 120 | $11.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 134 | $12.1K | 0.00% | +15+12.6% | Added |
| Harbour Investments, Inc. | 135 | $12.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 134 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 145 | $13.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 146 | $13.2K | 0.00% | +146 | New |
| Owl Creek Wealth Partners LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 158 | $14.3K | 0.00% | +18+12.9% | Added |
| First Horizon Corp | 160 | $14.5K | 0.00% | +135+540.0% | Added |
| Sachetta, LLC | 183 | $16.6K | 0.01% | +106+137.7% | Added |
| Manchester Capital Management LLC | 185 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 187 | $16.9K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 197 | $17.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 220 | $19.9K | 0.00% | +106+93.0% | Added |
| Atlantic Trust, LLC | 224 | $20.3K | 0.00% | +20+9.8% | Added |
| Creative Capital Management Investments LLC | 230 | $20.8K | 0.00% | +40+21.1% | Added |
| Assetmark, Inc | 233 | $21.1K | 0.00% | +145+164.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 241 | $21.8K | 0.00% | +13+5.7% | Added |
| Basecamp Wealth Advisors LLC | 248 | $22.5K | 0.00% | +131+112.0% | Added |
| Newbridge Financial Services Group, Inc. | 250 | $22.6K | 0.00% | 00.0% | Unchanged |