| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2 | $182 | 0.00% | −35−94.6% | Reduced |
| Dogwood Wealth Management LLC | 3 | $271 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $273 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 5 | $455 | 0.00% | +5 | New |
| NVWM, LLC | 6 | $546 | 0.00% | −5−45.5% | Reduced |
| Kilter Group LLC | 6 | $547 | 0.00% | +6 | New |
| Kestra Investment Management, LLC | 6 | $578 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $637 | 0.00% | −31−81.6% | Reduced |
| Highline Wealth Partners LLC | 7 | $637 | 0.00% | −6−46.2% | Reduced |
| Quaker Wealth Management, LLC | 7 | $638 | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 8 | $729 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $819 | 0.00% | −2−18.2% | Reduced |
| TFC Financial Management | 9 | $820 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $820 | 0.00% | +5+125.0% | Added |
| Garde Capital, Inc. | 10 | $911 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $911 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14 | $1.27K | 0.00% | +14 | New |
| Sittner & Nelson, LLC | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.37K | 0.00% | +8+114.3% | Added |
| Principia Wealth Advisory, LLC | 16 | $1.46K | 0.00% | +12+300.0% | Added |
| Tortoise Investment Management, LLC | 17 | $1.55K | 0.00% | +17 | New |
| Transce3nd, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.73K | 0.00% | +9+90.0% | Added |
| Winch Advisory Services, LLC | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 19 | $1.73K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $1.82K | 0.00% | −1−4.8% | Reduced |
| Parkworth Wealth Management, Inc. | 20 | $1.82K | 0.00% | +12+150.0% | Added |
| Hughes Financial Services, LLC | 23 | $2.06K | 0.00% | −5−17.9% | Reduced |
| Country Trust Bank | 23 | $2.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.28K | 0.00% | −20−44.4% | Reduced |
| Financial Management Professionals, Inc. | 26 | $2.37K | 0.00% | −57−68.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $2.43K | 0.00% | −2−7.1% | Reduced |
| Bellevue Asset Management, LLC | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 29 | $2.64K | 0.00% | +29 | New |
| UMA Financial Services, Inc. | 29 | $2.64K | 0.00% | +22+314.3% | Added |
| WealthTrak Capital Management LLC | 30 | $2.73K | 0.00% | +20+200.0% | Added |
| True Wealth Design, LLC | 30 | $2.73K | 0.00% | +23+328.6% | Added |
| 1620 Investment Advisors, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 33 | $3.00K | 0.00% | +13+65.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Twin Peaks Wealth Advisors, LLC | 40 | $3.51K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 44 | $4.01K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 45 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 50 | $4.51K | 0.00% | −184−78.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 50 | $4.55K | 0.00% | +1+2.0% | Added |
| WPG Advisers, LLC | 52 | $4.74K | 0.00% | +1+2.0% | Added |
| Creative Capital Management Investments LLC | 52 | $4.74K | 0.00% | +52 | New |
| Princeton Global Asset Management LLC | 53 | $4.83K | 0.00% | +53 | New |
| Activest Wealth Management | 54 | $4.92K | 0.00% | +41+315.4% | Added |
| LGT Financial Advisors LLC | 55 | $5.01K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 58 | $5.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 59 | $5.37K | 0.00% | −14−19.2% | Reduced |
| Bogart Wealth, LLC | 62 | $5.64K | 0.00% | +6+10.7% | Added |
| Legacy Wealth Managment, LLC | 63 | $5.74K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 63 | $5.74K | 0.00% | +63 | New |
| First United Bank Trust | 66 | $6.01K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 66 | $6.01K | 0.00% | +14+26.9% | Added |
| Red Tortoise LLC | 69 | $6.28K | 0.00% | 00.0% | Unchanged |
| Trust Co | 71 | $6.46K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $6.47K | 0.00% | −111−60.3% | Reduced |
| South State Corp. | 75 | $6.83K | 0.00% | +37+97.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 76 | $6.92K | 0.00% | +15+24.6% | Added |
| Kozak & Associates, Inc. | 79 | $6.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 77 | $7.01K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 77 | $7.01K | 0.00% | +77 | New |
| Salem Investment Counselors Inc | 79 | $7.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 79 | $7.19K | 0.00% | +46+139.4% | Added |
| Whipplewood Advisors, LLC | 81 | $7.38K | 0.00% | +45+125.0% | Added |
| Howard Hughes Medical Institute | 81 | $7.38K | 0.00% | +81 | New |
| Sierra Ocean, LLC | 82 | $7.47K | 0.01% | +8+10.8% | Added |
| Washington Trust Advisors, Inc. | 82 | $7.49K | 0.00% | +6+7.9% | Added |
| Bruce G. Allen Investments, LLC | 89 | $8.10K | 0.01% | −84−48.6% | Reduced |
| ORG Partners LLC | 91 | $8.32K | 0.00% | +91 | New |
| Johnson Financial Group, Inc. | 93 | $8.47K | 0.00% | −3−3.1% | Reduced |
| Manchester Capital Management LLC | 94 | $8.56K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 94 | $8.60K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $9.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 102 | $9.29K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 103 | $9.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 107 | $9.74K | 0.00% | +18+20.2% | Added |
| Avion Wealth | 116 | $10.0K | 0.00% | +58+100.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 104 | $10.0K | 0.00% | +104 | New |
| Aspect Partners, LLC | 112 | $10.2K | 0.01% | +112 | New |
| Valued Wealth Advisors LLC | 114 | $10.4K | 0.01% | −22−16.2% | Reduced |
| NewSquare Capital LLC | 118 | $10.7K | 0.00% | −32−21.3% | Reduced |
| Financial Perspectives, Inc | 119 | $10.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 127 | $11.6K | 0.00% | +7+5.8% | Added |
| DT Investment Partners, LLC | 129 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 129 | $11.7K | 0.00% | +30+30.3% | Added |