| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $272 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $272 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 1 | $272 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $272 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $506 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $544 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $544 | 0.00% | +2 | New |
| Brooklyn FI, LLC | 3 | $685 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $816 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $816 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $816 | 0.00% | +3 | New |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $1.09K | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $1.09K | 0.00% | +4 | New |
| Stance Capital LLC | 4 | $1.09K | 0.00% | +4 | New |
| United Financial Planning Group LLC | 4 | $1.09K | 0.00% | +4 | New |
| Atlantic Private Wealth, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $1.63K | 0.00% | −1−14.3% | Reduced |
| MV Capital Management, Inc. | 6 | $1.63K | 0.00% | +6 | New |
| Financial Consulate, Inc | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.90K | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 7 | $1.90K | 0.00% | +7 | New |
| Capital Analysts, LLC | 6 | $2.00K | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 8 | $2.07K | 0.00% | +1+14.3% | Added |
| HFM Investment Advisors, LLC | 8 | $2.18K | 0.00% | +6+300.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $2.45K | 0.00% | +3+50.0% | Added |
| Stone House Investment Management, LLC | 9 | $2.45K | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 10 | $2.72K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $3.26K | 0.00% | +12 | New |
| Chilton Capital Management LLC | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 13 | $3.54K | 0.00% | −53−80.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $3.54K | 0.00% | +1+8.3% | Added |
| AdvisorNet Financial, Inc | 13 | $3.54K | 0.00% | +5+62.5% | Added |
| Security National Bank | 13 | $3.54K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $3.54K | 0.00% | +1+8.3% | Added |
| Winthrop Capital Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Manning & Napier Advisors LLC | 18 | $4.42K | 0.00% | +18 | New |
| Bayban | 18 | $4.89K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 19 | $5.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $5.44K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 21 | $5.71K | 0.00% | +21 | New |
| Indiana Trust & Investment Management CO | 22 | $5.98K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 22 | $5.98K | 0.00% | +4+22.2% | Added |
| Nemes Rush Group LLC | 22 | $5.98K | 0.00% | +22 | New |
| J.Safra Asset Management Corp | 23 | $6.25K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 23 | $6.25K | 0.00% | +23 | New |
| Retirement Wealth Solutions LLC | 24 | $6.53K | 0.00% | +4+20.0% | Added |
| Cornerstone Financial Management LLC | 24 | $6.53K | 0.01% | +13+118.2% | Added |
| Peterson Wealth Management | 25 | $6.80K | 0.00% | −35−58.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 25 | $6.80K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27 | $7.34K | 0.00% | +8+42.1% | Added |
| IMG Wealth Management, Inc. | 27 | $7.34K | 0.00% | +27 | New |
| Chesapeake Asset Management LLC | 29 | $7.89K | 0.01% | −570−95.2% | Reduced |
| Trust Co of Vermont | 30 | $8.16K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 32 | $8.70K | 0.00% | +5+18.5% | Added |
| Highline Wealth Partners LLC | 33 | $8.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 33 | $8.97K | 0.00% | +33 | New |
| Armstrong Advisory Group, Inc | 36 | $9.79K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 113 | $10.6K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 42 | $11.4K | 0.00% | −1,074−96.2% | Reduced |
| Raffa Wealth Management, LLC | 42 | $11.4K | 0.00% | +15+55.6% | Added |
| Continuum Advisory, LLC | 42 | $11.4K | 0.00% | +42 | New |
| Silver Grove Financial Group, Inc. | 42 | $11.4K | 0.01% | +42 | New |
| LifeSteps Financial, Inc. | 43 | $11.7K | 0.01% | +43 | New |
| Copia Wealth Management | 45 | $12.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 49 | $13.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 49 | $13.3K | 0.01% | +49 | New |
| SWAN Capital LLC | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $13.6K | 0.00% | +50 | New |
| Evolution Wealth Management Inc. | 51 | $13.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $14.1K | 0.00% | +17+48.6% | Added |
| Planning Strategies Inc. | 52 | $14.1K | 0.01% | +52 | New |
| WealthCollab, LLC | 52 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 52 | $14.1K | 0.01% | +52 | New |
| Covestor Ltd | 57 | $16.0K | 0.01% | −258−81.9% | Reduced |
| SHP Wealth Management | 65 | $17.7K | 0.00% | +17+35.4% | Added |
| Institute for Wealth Management, LLC. | 65 | $17.7K | 0.00% | +65 | New |
| Cedar Mountain Advisors, LLC | 66 | $17.9K | 0.00% | +5+8.2% | Added |
| ZRC Wealth Management, LLC | 70 | $19.0K | 0.01% | +70 | New |
| Fortitude Family Office, LLC | 71 | $19.3K | 0.00% | +5+7.6% | Added |
| Wormser Freres Gestion | 71 | $19.3K | 0.01% | +71 | New |
| Costello Asset Management, INC | 75 | $20.4K | 0.01% | +75 | New |
| LRI Investments, LLC | 77 | $20.9K | 0.00% | +37+92.5% | Added |
| Brown, Lisle/Cummings, Inc. | 78 | $21.2K | 0.00% | −31−28.4% | Reduced |
| First Horizon Corp | 79 | $21.5K | 0.00% | −218−73.4% | Reduced |
| CVA Family Office, LLC | 79 | $21.5K | 0.00% | +19+31.7% | Added |
| Marshall Investment Management, LLC | 85 | $23.1K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 94 | $25.6K | 0.00% | −44−31.9% | Reduced |
| Rossby Financial, LCC | 95 | $25.8K | 0.00% | +91+2,275.0% | Added |
| Picton Mahoney Asset Management | 98 | $26.7K | 0.00% | +98 | New |
| Orion Capital Management LLC | 100 | $27.2K | 0.01% | +100 | New |
| Hilton Head Capital Partners, LLC | 100 | $27.2K | 0.01% | +100 | New |
| Bayforest Capital Ltd | 102 | $27.7K | 0.03% | +102 | New |
| Owl Creek Wealth Partners LLC | 105 | $28.6K | 0.01% | +5+5.0% | Added |
| Westside Investment Management, Inc. | 110 | $29.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 112 | $30.5K | 0.00% | +102+1,020.0% | Added |
| Noble Wealth Management PBC | 115 | $31.3K | 0.01% | 00.0% | Unchanged |
