| Kerr Financial Planning Corp | 1 | $510 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $544 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $544 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $544 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $544 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $544 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $1.09K | 0.00% | +1+100.0% | Added |
| NBT Bank N A | 2 | $1.09K | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $1.09K | 0.00% | +2 | New |
| Hilton Head Capital Partners, LLC | 2 | $1.09K | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.63K | 0.00% | −2−40.0% | Reduced |
| BankPlus Trust Department | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $1.63K | 0.00% | +3 | New |
| Investors Research Corp | 3 | $1.63K | 0.00% | +3 | New |
| SWAN Capital LLC | 3 | $1.63K | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $1.63K | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $1.85K | 0.00% | +3 | New |
| MidFirst Bank | 4 | $2.17K | 0.00% | −531−99.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $2.17K | 0.00% | +2+100.0% | Added |
| NBC Securities, Inc. | 4 | $2.17K | 0.00% | +2+100.0% | Added |
| Rakuten Securities, Inc. | 4 | $2.17K | 0.00% | +4 | New |
| Noble Wealth Management PBC | 5 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $2.72K | 0.00% | +2+66.7% | Added |
| Whipplewood Advisors, LLC | 5 | $2.72K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $2.72K | 0.00% | +1+25.0% | Added |
| Sunbelt Securities, Inc. | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 6 | $3.26K | 0.02% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $3.46K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $3.81K | 0.00% | −10−58.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $3.81K | 0.00% | +7 | New |
| Armstrong Advisory Group, Inc | 7 | $3.81K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $3.81K | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 8 | $4.35K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 9 | $4.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $4.89K | 0.00% | +2+28.6% | Added |
| Synergy Investment Management, LLC | 9 | $4.89K | 0.00% | +9 | New |
| Salomon & Ludwin, LLC | 9 | $5.18K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $5.98K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 12 | $6.53K | 0.00% | −567−97.9% | Reduced |
| Archer Investment Corp | 12 | $6.53K | 0.00% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 12 | $6.53K | 0.00% | +12 | New |
| Torren Management, LLC | 13 | $7.07K | 0.00% | −250−95.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 13 | $7.07K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13 | $7.07K | 0.00% | +1+8.3% | Added |
| Atlantic Trust, LLC | 13 | $7.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $7.07K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 15 | $8.16K | 0.00% | +15 | New |
| Private Wealth Management Group, LLC | 16 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $8.70K | 0.00% | +3+23.1% | Added |
| Whittier Trust Co | 16 | $9.15K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 17 | $9.25K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $10.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $11.4K | 0.00% | −6−22.2% | Reduced |
| Lodestone Wealth Management LLC | 21 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $12.3K | 0.00% | −8−26.7% | Reduced |
| Abound Wealth Management | 23 | $12.5K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 23 | $12.5K | 0.01% | +23 | New |
| GW&K Investment Management, LLC | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $13.1K | 0.00% | +11+84.6% | Added |
| Strengthening Families & Communities, LLC | 25 | $13.6K | 0.00% | +25 | New |
| Caitlin John, LLC | 25 | $13.6K | 0.01% | +25 | New |
| Keating Financial Advisory Services, Inc. | 27 | $14.7K | 0.00% | −788−96.7% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $14.7K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 28 | $15.2K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $15.8K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 30 | $16.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $16.9K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 31 | $16.9K | 0.01% | +31 | New |
| Rialto Wealth Management, LLC | 32 | $17.4K | 0.00% | +12+60.0% | Added |
| Millstone Evans Group, LLC | 32 | $17.4K | 0.01% | +32 | New |
| Richardson Financial Services Inc. | 33 | $17.9K | 0.01% | −3−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $18.5K | 0.00% | +2+6.3% | Added |
| CVA Family Office, LLC | 34 | $18.5K | 0.00% | +33+3,300.0% | Added |
| MBM Wealth Consultants, LLC | 35 | $19.0K | 0.00% | +35 | New |
| First Horizon Corp | 40 | $21.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $21.8K | 0.00% | −10−20.0% | Reduced |
| Key Financial Inc | 44 | $23.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 44 | $23.9K | 0.00% | +44 | New |
| Peregrine Capital Management LLC | 45 | $24.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $24.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 47 | $25.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $25.7K | 0.00% | 00.0% | Unchanged |