| Main Street Group, LTD | 1 | $86 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $103 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 2 | $172 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $259 | 0.00% | −13−81.3% | Reduced |
| Maryland Capital Advisors Inc. | 4 | $345 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $431 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $431 | 0.00% | +2+66.7% | Added |
| IMG Wealth Management, Inc. | 5 | $431 | 0.00% | +5 | New |
| Legacy Bridge, LLC | 7 | $604 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 8 | $685 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 9 | $776 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 10 | $800 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $862 | 0.00% | +10 | New |
| Glass Jacobson Investment Advisors llc | 10 | $863 | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $920 | 0.00% | +2+22.2% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 23 | $1.00K | 0.00% | +23 | New |
| TD Private Client Wealth LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $1.12K | 0.00% | +10+333.3% | Added |
| Plante Moran Financial Advisors, LLC | 13 | $1.12K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Quarry LP | 16 | $1.38K | 0.00% | −628−97.5% | Reduced |
| Stone House Investment Management, LLC | 16 | $1.38K | 0.00% | +6+60.0% | Added |
| Raffa Wealth Management, LLC | 16 | $1.38K | 0.00% | +9+128.6% | Added |
| Dogwood Wealth Management LLC | 17 | $1.47K | 0.00% | +14+466.7% | Added |
| American Capital Advisory, LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $2.16K | 0.00% | +25 | New |
| Compass Financial Management LLC | 25 | $2.16K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 26 | $2.24K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 27 | $2.33K | 0.00% | +27 | New |
| Kingdom Financial Group LLC. | 27 | $2.35K | 0.00% | −26−49.1% | Reduced |
| South State Corp. | 28 | $2.42K | 0.00% | −3−9.7% | Reduced |
| Nemes Rush Group LLC | 30 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 32 | $2.76K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $2.85K | 0.00% | +33 | New |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $3.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 40 | $3.45K | 0.00% | +40 | New |
| Principia Wealth Advisory, LLC | 41 | $3.54K | 0.00% | +1+2.5% | Added |
| WPG Advisers, LLC | 41 | $3.54K | 0.00% | +11+36.7% | Added |
| Valued Wealth Advisors LLC | 41 | $3.54K | 0.00% | +39+1,950.0% | Added |
| Cornerstone Financial Management LLC | 42 | $3.62K | 0.00% | +11+35.5% | Added |
| Planning Strategies Inc. | 45 | $3.88K | 0.00% | +45 | New |
| Prestige Wealth Management Group LLC | 46 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 46 | $3.97K | 0.00% | +46 | New |
| FWL Investment Management, LLC | 46 | $3.97K | 0.00% | +46 | New |
| Avion Wealth | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 49 | $4.23K | 0.00% | +24+96.0% | Added |
| ZRC Wealth Management, LLC | 56 | $4.83K | 0.00% | +26+86.7% | Added |
| Silicon Valley Capital Partners | 59 | $5.07K | 0.00% | +59 | New |
| Huntington National Bank | 59 | $5.09K | 0.00% | +10+20.4% | Added |
| Cape Investment Advisory, Inc. | 60 | $5.17K | 0.00% | +60 | New |
| Sunrise Financial Services, LLC | 61 | $5.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 62 | $5.35K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $5.35K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 65 | $5.61K | 0.00% | +50+333.3% | Added |
| Washington Trust Advisors, Inc. | 66 | $5.70K | 0.00% | +66 | New |
| JDM Financial Group LLC | 71 | $6.12K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 71 | $6.12K | 0.00% | +18+34.0% | Added |
| DiNuzzo Private Wealth, Inc. | 73 | $6.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 74 | $6.38K | 0.00% | −27−26.7% | Reduced |
| Salem Investment Counselors Inc | 75 | $6.47K | 0.00% | +75 | New |
| TD Capital Management LLC | 76 | $6.57K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 77 | $6.64K | 0.00% | +77 | New |
| William B. Walkup & Associates, Inc. | 79 | $6.81K | 0.00% | +79 | New |
| SOA Wealth Advisors, LLC. | 81 | $6.99K | 0.00% | +81 | New |
| Central Trust Co | 82 | $7.07K | 0.00% | +5+6.5% | Added |
| Bogart Wealth, LLC | 83 | $7.16K | 0.00% | +11+15.3% | Added |
| McMillan Office, Inc. | 90 | $7.76K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 96 | $8.28K | 0.00% | +96 | New |
| Torren Management, LLC | 97 | $8.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 98 | $8.45K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 98 | $8.46K | 0.00% | +98 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $8.62K | 0.00% | +8+8.7% | Added |
| Rossby Financial, LCC | 102 | $8.79K | 0.00% | −51−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 105 | $9.05K | 0.01% | −7−6.3% | Reduced |
| Sachetta, LLC | 118 | $10.2K | 0.00% | +5+4.4% | Added |
| MV Capital Management, Inc. | 122 | $10.5K | 0.00% | −5−3.9% | Reduced |
| Buck Wealth Strategies, LLC | 124 | $10.7K | 0.00% | +124 | New |
| Zions Bancorporation, National Association | 129 | $11.1K | 0.00% | +1+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 131 | $11.3K | 0.00% | +2+1.6% | Added |
| Rialto Wealth Management, LLC | 136 | $11.7K | 0.00% | +64+88.9% | Added |
| Bell Investment Advisors, Inc | 144 | $12.4K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $12.9K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 159 | $13.6K | 0.00% | +159 | New |
| Picton Mahoney Asset Management | 164 | $14.1K | 0.00% | +164 | New |
| Eurizon Capital SGR S.p.A. | 175 | $14.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 211 | $14.9K | 0.13% | −7−3.2% | Reduced |
| AdvisorNet Financial, Inc | 175 | $15.1K | 0.00% | +127+264.6% | Added |
| Basecamp Wealth Advisors LLC | 178 | $15.3K | 0.00% | +106+147.2% | Added |
| Aspect Partners, LLC | 181 | $15.6K | 0.01% | −30−14.2% | Reduced |
| Geneos Wealth Management Inc. | 206 | $17.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 210 | $18.1K | 0.01% | +32+18.0% | Added |
| Keating Financial Advisory Services, Inc. | 211 | $18.2K | 0.00% | +16+8.2% | Added |