| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $78 | 0.00% | 0 | New |
| Meramec Financial Planners, LLC | 1 | $103 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $107 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $214 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $214 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $214 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $317 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 3 | $321 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 3 | $321 | 0.00% | +3 | New |
| Cordant, Inc. | 4 | $405 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $428 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 5 | $535 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $535 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $535 | 0.00% | +5 | New |
| Strive Financial Group ,LLC | 5 | $535 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $537 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $642 | 0.00% | +3+100.0% | Added |
| Golden State Wealth Management, LLC | 6 | $646 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $749 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 7 | $749 | 0.00% | +7 | New |
| Strengthening Families & Communities, LLC | 7 | $749 | 0.00% | +7 | New |
| Caitlin John, LLC | 8 | $856 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $856 | 0.00% | +3+60.0% | Added |
| HM Payson & Co | 8 | $856 | 0.00% | +8 | New |
| Triumph Capital Management | 9 | $963 | 0.00% | −4−30.8% | Reduced |
| Nemes Rush Group LLC | 9 | $963 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $963 | 0.00% | +9 | New |
| Pin Oak Investment Advisors Inc | 8 | $1.00K | 0.00% | +8 | New |
| Navigoe, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Financial Consulate, Inc | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $1.07K | 0.00% | +2+25.0% | Added |
| Ameriflex Group, Inc. | 10 | $1.07K | 0.00% | +6+150.0% | Added |
| Allianz SE | 10 | $1.07K | 0.00% | +10 | New |
| FWL Investment Management, LLC | 10 | $1.07K | 0.00% | +10 | New |
| Spire Wealth Management | 10 | $1.08K | 0.00% | −5,928−99.8% | Reduced |
| Elevated Capital Advisors, LLC | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 12 | $1.20K | 0.00% | +12 | New |
| Aspect Partners, LLC | 12 | $1.28K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 12 | $1.28K | 0.00% | +12 | New |
| Sunrise Financial Services, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $1.39K | 0.00% | +13 | New |
| TD Capital Management LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 14 | $1.52K | 0.00% | −73−83.9% | Reduced |
| WealthCollab, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $1.60K | 0.00% | +5+50.0% | Added |
| DecisionPoint Financial, LLC | 16 | $1.68K | 0.00% | +9+128.6% | Added |
| Retirement Wealth Solutions LLC | 16 | $1.71K | 0.00% | −3−15.8% | Reduced |
| POM Investment Strategies, LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $1.82K | 0.00% | −16−48.5% | Reduced |
| Cape Investment Advisory, Inc. | 17 | $1.82K | 0.00% | +17 | New |
| IMG Wealth Management, Inc. | 17 | $1.82K | 0.00% | +17 | New |
| Davis Capital Management | 18 | $1.93K | 0.00% | +18 | New |
| Aventura Private Wealth, LLC | 19 | $2.03K | 0.00% | +19 | New |
| AdvisorNet Financial, Inc | 20 | $2.14K | 0.00% | −7−25.9% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $2.14K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $2.14K | 0.00% | +20 | Added |
| CBIZ Investment Advisory Services, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 21 | $2.25K | 0.00% | −1,434−98.6% | Reduced |
| Basepoint Wealth LLC | 22 | $2.30K | 0.00% | +1+4.8% | Added |
| Park Square Financial Group, LLC | 22 | $2.35K | 0.02% | −8−26.7% | Reduced |
| Activest Wealth Management | 23 | $2.46K | 0.00% | +7+43.8% | Added |
| Golden State Equity Partners | 24 | $2.57K | 0.01% | −39−61.9% | Reduced |
| Fairman Group, LLC | 24 | $2.57K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 25 | $2.67K | 0.00% | −30−54.5% | Reduced |
| WPG Advisers, LLC | 25 | $2.67K | 0.00% | −6−19.4% | Reduced |
| Decker Retirement Planning Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $3.10K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 29 | $3.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $3.53K | 0.00% | +2+6.5% | Added |
| Richard W. Paul & Associates, LLC | 34 | $3.64K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $3.64K | 0.00% | +21+161.5% | Added |
| American Capital Advisory, LLC | 35 | $3.75K | 0.00% | +7+25.0% | Added |
| Kilter Group LLC | 36 | $3.85K | 0.00% | −34−48.6% | Reduced |
| Planning Strategies Inc. | 36 | $3.85K | 0.00% | +36 | New |
| WestEnd Advisors, LLC | 38 | $4.07K | 0.00% | +38 | New |
| Lloyd Advisory Services, LLC. | 39 | $4.17K | 0.00% | +39 | New |
| Valley National Advisers Inc | 40 | $4.28K | 0.00% | +3+8.1% | Added |
| HFM Investment Advisors, LLC | 40 | $4.28K | 0.00% | +21+110.5% | Added |
| Toth Financial Advisory Corp | 45 | $4.82K | 0.00% | −8−15.1% | Reduced |
| Clark Wealth Partners | 45 | $4.82K | 0.00% | −1−2.2% | Reduced |
| Fourth Dimension Wealth, LLC | 45 | $4.82K | 0.00% | +45 | New |
| IFG Advisory, LLC | 48 | $5.14K | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 49 | $5.24K | 0.00% | +2+4.3% | Added |
| McGuire Capital Advisors Inc | 50 | $5.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 52 | $5.56K | 0.00% | −2−3.7% | Reduced |
| Vanguard National Trust Co | 53 | $5.67K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,766 | $5.77K | 0.00% | +5,766 | New |
| Raffa Wealth Management, LLC | 54 | $5.78K | 0.00% | +17+45.9% | Added |
| Penserra Capital Management LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 57 | $6.10K | 0.00% | +57 | New |
| Whipplewood Advisors, LLC | 58 | $6.21K | 0.00% | −114−66.3% | Reduced |
| Cranbrook Wealth Management, LLC | 59 | $6.31K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 59 | $6.31K | 0.00% | +12+25.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 68 | $7.28K | 0.00% | +1+1.5% | Added |
| Creative Capital Management Investments LLC | 72 | $7.70K | 0.00% | +72 | New |
| LGT Financial Advisors LLC | 73 | $7.80K | 0.04% | +1+1.4% | Added |