| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Clark Wealth Partners | 0 | $58 | 0.00% | −21−100.0% | Reduced |
| Activest Wealth Management | 1 | $222 | 0.00% | +1 | New |
| PFS Partners, LLC | 1 | $223 | 0.00% | +1 | New |
| Colonial Trust Advisors | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1 | $239 | 0.00% | +1 | New |
| Heritage Wealth Advisors | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 2 | $444 | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $444 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $445 | 0.00% | +2 | New |
| Family Legacy Financial Solutions, LLC | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $667 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $667 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $667 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $889 | 0.00% | +4 | New |
| Painted Porch Advisors LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.11K | 0.00% | +1+25.0% | Added |
| Tortoise Investment Management, LLC | 5 | $1.11K | 0.00% | +3+150.0% | Added |
| UMA Financial Services, Inc. | 5 | $1.11K | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 5 | $1.11K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.13K | 0.00% | +1+25.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $1.33K | 0.00% | +6 | New |
| Addison Advisors LLC | 8 | $1.78K | 0.00% | −16−66.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 8 | $1.78K | 0.00% | +8 | New |
| Binnacle Investments Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $2.00K | 0.00% | +9 | New |
| Rossby Financial, LCC | 9 | $2.10K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Golden State Wealth Management, LLC | 14 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $3.11K | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 14 | $3.11K | 0.00% | +14 | New |
| AllSquare Wealth Management LLC | 15 | $3.33K | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 18 | $4.00K | 0.00% | +16+800.0% | Added |
| HHM Wealth Advisors, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Caitlin John, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Wealth Preservation Advisors, LLC | 21 | $4.67K | 0.00% | +21 | New |
| Imprint Wealth LLC | 22 | $4.89K | 0.02% | +22 | New |
| High Note Wealth, LLC | 24 | $5.33K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.56K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $6.22K | 0.00% | +27+2,700.0% | Added |
| Prestige Wealth Management Group LLC | 29 | $6.45K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 30 | $6.67K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $6.67K | 0.00% | +3+11.1% | Added |
| Sunbelt Securities, Inc. | 30 | $6.67K | 0.00% | +30 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $6.89K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $7.33K | 0.00% | +18+120.0% | Added |
| Fortitude Family Office, LLC | 35 | $7.78K | 0.00% | +2+6.1% | Added |
| Geneos Wealth Management Inc. | 37 | $8.22K | 0.00% | −640−94.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 37 | $8.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $8.88K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 43 | $10.0K | 0.00% | +43 | New |
| Pension & Wealth Management Advisors, Inc. | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $10.2K | 0.00% | +2+4.5% | Added |
| SJS Investment Consulting Inc. | 46 | $10.2K | 0.00% | +38+475.0% | Added |
| Private Wealth Management Group, LLC | 47 | $10.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $11.1K | 0.00% | +2+4.2% | Added |
| Bell Investment Advisors, Inc | 51 | $11.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 49 | $11.3K | 0.00% | +20+69.0% | Added |
| Essential Partners LLC | 57 | $12.7K | 0.00% | +56+5,600.0% | Added |
| Spire Wealth Management | 69 | $15.3K | 0.00% | −1−1.4% | Reduced |
| Quarry LP | 69 | $15.3K | 0.00% | +69 | New |
| Covestor Ltd | 71 | $16.0K | 0.01% | −6−7.8% | Reduced |
| JPL Wealth Management, LLC | 78 | $17.3K | 0.00% | +78 | New |
| Asset Dedication, LLC | 80 | $17.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 80 | $17.8K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 81 | $18.0K | 0.00% | −2−2.4% | Reduced |
| Parkside Financial Bank & Trust | 82 | $18.2K | 0.00% | −16−16.3% | Reduced |
| WPG Advisers, LLC | 89 | $19.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 91 | $20.2K | 0.01% | +82+911.1% | Added |
| Bullock Wealth Management Group | 89 | $20.6K | 0.01% | +1+1.1% | Added |
| NBC Securities, Inc. | 93 | $20.7K | 0.00% | −75−44.6% | Reduced |
| Pinnacle Holdings, LLC | 94 | $20.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 99 | $22.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 98 | $22.0K | 0.01% | +1+1.0% | Added |
| ORG Partners LLC | 100 | $22.2K | 0.00% | −2−2.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $22.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $22.2K | 0.01% | +50+100.0% | Added |
| CVA Family Office, LLC | 109 | $24.1K | 0.00% | +9+9.0% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $26.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 124 | $27.6K | 0.00% | −14−10.1% | Reduced |
| Consultiva Wealth Management, Corp. | 137 | $30.4K | 0.09% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 137 | $30.4K | 0.01% | +4+3.0% | Added |
| Massmutual Trust Co FSB | 144 | $32.0K | 0.00% | +22+18.0% | Added |
| Clearstead Advisors, LLC | 144 | $32.0K | 0.00% | +46+46.9% | Added |
| Root Financial Partners, LLC | 148 | $32.9K | 0.00% | +148 | New |
| Westside Investment Management, Inc. | 152 | $35.4K | 0.01% | +76+100.0% | Added |
| Cornerstone Planning Group LLC | 213 | $36.3K | 0.01% | +210+7,000.0% | Added |
| Sound Income Strategies, LLC | 165 | $36.9K | 0.00% | −70−29.8% | Reduced |
| Mather Group, LLC. | 176 | $39.1K | 0.00% | +176 | New |
| Manchester Capital Management LLC | 192 | $42.7K | 0.01% | +183+2,033.3% | Added |