| Private Wealth Asset Management, LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $181 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $227 | 0.00% | +2+66.7% | Added |
| Dunhill Financial, LLC | 5 | $234 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $276 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $296 | 0.00% | −93−93.0% | Reduced |
| Dogwood Wealth Management LLC | 7 | $317 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $388 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 9 | $408 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 9 | $408 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 9 | $408 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 10 | $453 | 0.00% | +3+42.9% | Added |
| Financial Consulate, Inc | 13 | $589 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $589 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 16 | $725 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $815 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $861 | 0.00% | +19 | New |
| 1015 Capital Partners, LLC | 19 | $861 | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 22 | $997 | 0.00% | +4+22.2% | Added |
| Roble, Belko & Company, Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Transamerica Financial Advisors, Inc. | 24 | $1.07K | 0.00% | +8+50.0% | Added |
| HFM Investment Advisors, LLC | 24 | $1.09K | 0.00% | −1−4.0% | Reduced |
| SHP Wealth Management | 24 | $1.09K | 0.00% | +24 | New |
| Burkett Financial Services, LLC | 25 | $1.13K | 0.00% | +25 | New |
| SWAN Capital LLC | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 27 | $1.22K | 0.00% | +27 | New |
| GHP Investment Advisors, Inc. | 28 | $1.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $1.31K | 0.00% | +18+163.6% | Added |
| Johnson Financial Group, Inc. | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 31 | $1.40K | 0.00% | +31 | New |
| Cornerstone Financial Management LLC | 31 | $1.40K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 34 | $1.54K | 0.00% | −2−5.6% | Reduced |
| Principia Wealth Advisory, LLC | 35 | $1.58K | 0.00% | +10+40.0% | Added |
| JNBA Financial Advisors | 38 | $1.72K | 0.00% | +38 | New |
| Bay Harbor Wealth Management, LLC | 39 | $1.77K | 0.00% | +17+77.3% | Added |
| Archer Investment Corp | 40 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.86K | 0.00% | −40−49.4% | Reduced |
| Cromwell Holdings LLC | 46 | $2.08K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $2.27K | 0.00% | +50 | New |
| First Command Advisory Services, Inc. | 55 | $2.49K | 0.00% | +55 | New |
| Cape Investment Advisory, Inc. | 56 | $2.54K | 0.00% | +56 | New |
| Whittier Trust Co of Nevada Inc | 56 | $2.63K | 0.00% | −20−26.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 59 | $2.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 64 | $2.90K | 0.00% | +64 | New |
| Valued Wealth Advisors LLC | 66 | $2.97K | 0.00% | +4+6.5% | Added |
| Ogorek Anthony Joseph | 81 | $3.00K | 0.00% | −48−37.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 70 | $3.17K | 0.00% | +2+2.9% | Added |
| Ares Financial Consulting, LLC | 84 | $3.80K | 0.00% | +84 | New |
| IMG Wealth Management, Inc. | 86 | $3.90K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 87 | $3.94K | 0.00% | +18+26.1% | Added |
| Coston, McIsaac & Partners | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $4.08K | 0.00% | +90 | New |
| McIlrath & Eck, LLC | 92 | $4.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 95 | $4.30K | 0.00% | +95 | New |
| Insight Financial Services | 100 | $4.53K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $4.53K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $4.53K | 0.00% | +100 | New |
| MidFirst Bank | 100 | $4.53K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 101 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $4.71K | 0.00% | −67−39.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 104 | $4.71K | 0.00% | −23−18.1% | Reduced |
| High Note Wealth, LLC | 106 | $4.80K | 0.00% | +2+1.9% | Added |
| Beaird Harris Wealth Management, LLC | 106 | $4.81K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 111 | $5.03K | 0.00% | +11+11.0% | Added |
| TD Private Client Wealth LLC | 112 | $5.07K | 0.00% | +79+239.4% | Added |
| Parkside Financial Bank & Trust | 114 | $5.16K | 0.00% | +104+1,040.0% | Added |
| Atlantic Trust, LLC | 116 | $5.25K | 0.00% | −40−25.6% | Reduced |
| HM Payson & Co | 120 | $5.43K | 0.00% | −63−34.4% | Reduced |
| Massmutual Trust Co FSB | 133 | $6.02K | 0.00% | −36−21.3% | Reduced |
| Nemes Rush Group LLC | 148 | $6.71K | 0.00% | +118+393.3% | Added |
| Hollencrest Capital Management | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 160 | $7.25K | 0.00% | −40−20.0% | Reduced |
| Kingdom Financial Group LLC. | 165 | $7.46K | 0.00% | +165 | New |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $7.86K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 189 | $8.55K | 0.00% | +1+0.5% | Added |
| Clean Yield Group | 200 | $9.06K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 200 | $9.06K | 0.00% | +53+36.1% | Added |
| Sound Income Strategies, LLC | 214 | $9.33K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 217 | $9.83K | 0.00% | −150−40.9% | Reduced |
| Farmers & Merchants Investments Inc | 237 | $10.7K | 0.00% | +12+5.3% | Added |
| Keating Financial Advisory Services, Inc. | 247 | $11.2K | 0.00% | +247 | New |
| Scarborough Advisors, LLC | 267 | $12.1K | 0.00% | −4−1.5% | Reduced |
| DV Trading LLC | 300 | $13.6K | 0.00% | +300 | New |
| DT Investment Partners, LLC | 306 | $13.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 359 | $16.3K | 0.00% | +254+241.9% | Added |
| Signature Equity Partners, LLC | 365 | $16.5K | 0.01% | +365 | New |
| Creative Financial Designs Inc | 426 | $19.3K | 0.00% | +3+0.7% | Added |
| Torren Management, LLC | 428 | $19.4K | 0.01% | +428 | New |
| Elyxium Wealth, LLC | 433 | $19.6K | 0.01% | +433 | New |
| Simplex Trading, LLC | 450 | $20.4K | 0.00% | +450 | New |
| Mark Sheptoff Financial Planning, LLC | 450 | $20.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 497 | $22.5K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 499 | $22.6K | 0.00% | +499 | New |