| Action Point Financial Planning, LLC | 0 | $73 | 0.00% | 0 | New |
| Kilter Group LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1 | $189 | 0.00% | +1 | New |
| Operose Advisors LLC | 2 | $377 | 0.00% | −50−96.2% | Reduced |
| Morton Brown Family Wealth, LLC | 2 | $377 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $377 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $378 | 0.00% | −15−88.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 2 | $378 | 0.00% | −8−80.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $566 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $566 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 3 | $566 | 0.00% | +3 | New |
| Central Trust Co | 3 | $567 | 0.00% | −4−57.1% | Reduced |
| Breakwater Investment Management | 3 | $567 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $567 | 0.00% | +1+50.0% | Added |
| Retirement Wealth Solutions LLC | 3 | $567 | 0.00% | +2+200.0% | Added |
| JNBA Financial Advisors | 3 | $567 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $755 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $755 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $755 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $755 | 0.00% | +2+100.0% | Added |
| Ares Financial Consulting, LLC | 4 | $755 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 4 | $762 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5 | $943 | 0.00% | +5 | New |
| Wealth Enhancement Trust Services, Inc. | 5 | $943 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $953 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| First Horizon Corp | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.13K | 0.00% | +4+200.0% | Added |
| Ameriflex Group, Inc. | 6 | $1.13K | 0.00% | +4+200.0% | Added |
| Albion Financial Group | 6 | $1.13K | 0.00% | −4−40.0% | Reduced |
| Signature Equity Partners, LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 7 | $1.32K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $1.33K | 0.00% | +7 | New |
| Lodestone Wealth Management LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.47K | 0.00% | +1+16.7% | Added |
| Hilton Head Capital Partners, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $1.51K | 0.00% | +4+100.0% | Added |
| Eastern Bank | 8 | $1.51K | 0.00% | +8 | New |
| Quarry LP | 9 | $1.70K | 0.00% | +9 | New |
| American Capital Advisory, LLC | 9 | $1.70K | 0.00% | +5+125.0% | Added |
| Institute for Wealth Management, LLC. | 9 | $1.70K | 0.00% | +9 | New |
| Activest Wealth Management | 10 | $1.89K | 0.00% | −33−76.7% | Reduced |
| Rossby Financial, LCC | 10 | $1.89K | 0.00% | −8−44.4% | Reduced |
| Aspect Partners, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 11 | $2.07K | 0.00% | +11 | New |
| Washington Trust Advisors, Inc. | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 11 | $2.08K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 12 | $2.26K | 0.00% | +10+500.0% | Added |
| Mechanics Financial Corp | 12 | $2.26K | 0.00% | +12 | New |
| Steigerwald, Gordon & Koch Inc. | 14 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $2.64K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $2.64K | 0.00% | +14 | New |
| Community Financial Services Group, LLC | 14 | $2.67K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $2.67K | 0.00% | +4+40.0% | Added |
| PFS Partners, LLC | 15 | $2.83K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 15 | $2.89K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 17 | $3.21K | 0.00% | −101−85.6% | Reduced |
| Private Wealth Management Group, LLC | 17 | $3.21K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 18 | $3.40K | 0.00% | +18 | New |
| NBT Bank N A | 19 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 19 | $3.58K | 0.00% | +19 | New |
| Silver Grove Financial Group, Inc. | 19 | $3.58K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 19 | $3.59K | 0.00% | +8+72.7% | Added |
| Holos Integrated Wealth LLC | 19 | $3.71K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $4.15K | 0.00% | −3−12.0% | Reduced |
| Sachetta, LLC | 24 | $4.53K | 0.00% | +10+71.4% | Added |
| Fairman Group, LLC | 24 | $4.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $4.91K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 28 | $5.00K | 0.00% | +14+100.0% | Added |
| Cornerstone Financial Management LLC | 27 | $5.09K | 0.00% | −4−12.9% | Reduced |
| Highline Wealth Partners LLC | 27 | $5.09K | 0.00% | +8+42.1% | Added |
| Marshall Investment Management, LLC | 28 | $5.28K | 0.00% | +28 | New |
| JPL Wealth Management, LLC | 30 | $5.66K | 0.00% | +10+50.0% | Added |
| Synergy Investment Management, LLC | 30 | $5.77K | 0.00% | +28+1,400.0% | Added |
| Bruce G. Allen Investments, LLC | 31 | $5.85K | 0.00% | −64−67.4% | Reduced |
| Noble Wealth Management PBC | 32 | $6.04K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $6.23K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $6.42K | 0.00% | +1+3.0% | Added |
| High Note Wealth, LLC | 35 | $6.60K | 0.00% | −1−2.8% | Reduced |
| Raffa Wealth Management, LLC | 35 | $6.60K | 0.00% | +6+20.7% | Added |
| Cullen/Frost Bankers, Inc. | 35 | $6.68K | 0.00% | +2+6.1% | Added |
| Bartlett & Co. Wealth Management LLC | 37 | $7.05K | 0.00% | +4+12.1% | Added |
| Archer Investment Corp | 41 | $7.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $7.74K | 0.00% | +29+241.7% | Added |
| Cornerstone Planning Group LLC | 41 | $7.84K | 0.00% | −5−10.9% | Reduced |
| Continuum Advisory, LLC | 42 | $7.92K | 0.00% | +42 | New |
| Avion Wealth | 45 | $8.00K | 0.00% | +7+18.4% | Added |
| Aventura Private Wealth, LLC | 44 | $8.30K | 0.00% | +9+25.7% | Added |
| AdvisorNet Financial, Inc | 45 | $8.55K | 0.00% | +3+7.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $8.68K | 0.01% | −8−14.8% | Reduced |