| Concord Wealth Partners | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $352 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $686 | 0.00% | −46−95.8% | Reduced |
| Key Financial Inc | 4 | $700 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $879 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.05K | 0.00% | −9−60.0% | Reduced |
| Golden State Wealth Management, LLC | 6 | $1.05K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.58K | 0.00% | +9 | New |
| Salem Investment Counselors Inc | 10 | $1.76K | 0.00% | +10 | New |
| Rossby Financial, LCC | 11 | $1.93K | 0.00% | +11 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.99K | 0.00% | −6−33.3% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −6−28.6% | Reduced |
| Breakwater Investment Management | 12 | $2.11K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $2.11K | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 13 | $2.29K | 0.00% | −13−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $2.29K | 0.00% | +13 | New |
| JPL Wealth Management, LLC | 13 | $2.29K | 0.00% | +13 | New |
| Perritt Capital Management Inc | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $2.46K | 0.00% | +14 | New |
| C M Bidwell & Associates Ltd | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $2.99K | 0.00% | +2+13.3% | Added |
| CBIZ Investment Advisory Services, LLC | 17 | $2.99K | 0.00% | +11+183.3% | Added |
| Clayton Financial Group LLC | 19 | $3.34K | 0.00% | +19 | New |
| WealthCollab, LLC | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 22 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $3.87K | 0.00% | −5−18.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $3.87K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 23 | $4.04K | 0.00% | +23 | New |
| Albion Financial Group | 25 | $4.39K | 0.00% | +25 | New |
| Accent Capital Management, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 28 | $4.92K | 0.00% | −14−33.3% | Reduced |
| Highline Wealth Partners LLC | 28 | $4.92K | 0.00% | +28 | New |
| Atlantic Trust, LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $5.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $5.63K | 0.00% | +14+77.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 32 | $5.63K | 0.00% | +32 | New |
| Hantz Financial Services, Inc. | 34 | $6.00K | 0.00% | +9+36.0% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $6.68K | 0.00% | +39 | New |
| Avion Wealth | 41 | $7.00K | 0.00% | −2−4.7% | Reduced |
| Parkside Financial Bank & Trust | 41 | $7.21K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $7.21K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 41 | $7.21K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 42 | $7.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $7.38K | 0.00% | −14−25.0% | Reduced |
| Marquette Asset Management, LLC | 42 | $7.38K | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 43 | $7.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 44 | $7.73K | 0.00% | −13−22.8% | Reduced |
| Creative Financial Designs Inc | 44 | $7.74K | 0.00% | +18+69.2% | Added |
| Armstrong Advisory Group, Inc | 44 | $7.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 48 | $8.44K | 0.00% | −239−83.3% | Reduced |
| Quarry LP | 48 | $8.44K | 0.00% | +48 | New |
| Capital Advisors, Ltd. LLC | 54 | $9.00K | 0.00% | −1−1.8% | Reduced |
| Cary Street Partners Financial LLC | 52 | $9.14K | 0.00% | −38−42.2% | Reduced |
| Signature Resources Capital Management, LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 57 | $10.0K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 64 | $11.3K | 0.00% | −3−4.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 69 | $12.1K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 70 | $12.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 71 | $12.5K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $13.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 77 | $13.5K | 0.00% | +17+28.3% | Added |
| CVA Family Office, LLC | 79 | $13.9K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 81 | $14.2K | 0.00% | −28−25.7% | Reduced |
| Root Financial Partners, LLC | 82 | $14.4K | 0.00% | +82 | New |
| Jackson, Grant Investment Advisers, Inc. | 88 | $15.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 89 | $15.6K | 0.00% | +89 | New |
| Prestige Wealth Management Group LLC | 97 | $17.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 99 | $17.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 118 | $20.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 120 | $21.1K | 0.00% | +70+140.0% | Added |
| Bell Investment Advisors, Inc | 122 | $21.4K | 0.00% | +18+17.3% | Added |
| Binnacle Investments Inc | 130 | $22.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 137 | $23.0K | 0.00% | −259−65.4% | Reduced |
| Wealthspire Advisors, LLC | 139 | $24.4K | 0.00% | +139 | New |
| Measured Wealth Private Client Group, LLC | 149 | $26.2K | 0.01% | +149 | New |
| Asset Dedication, LLC | 150 | $26.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $26.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 150 | $26.4K | 0.00% | +56+59.6% | Added |
| Lavaca Capital LLC | 165 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 179 | $30.4K | 0.04% | +179 | New |
| Pacifica Partners Inc. | 180 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 188 | $33.0K | 0.00% | +36+23.7% | Added |
| Fifth Third Bancorp | 189 | $33.2K | 0.00% | −96−33.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 190 | $33.4K | 0.01% | +161+555.2% | Added |
| Simplex Trading, LLC | 199 | $34.0K | 0.00% | +152+323.4% | Added |
| FSA Wealth Management LLC | 224 | $39.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 227 | $39.9K | 0.01% | −607−72.8% | Reduced |
| Cedar Mountain Advisors, LLC | 228 | $40.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 229 | $40.3K | 0.00% | +4+1.8% | Added |