| Colonial Trust Advisors | 0 | $6 | 0.00% | −1−100.0% | Reduced |
| Clark Wealth Partners | 0 | $58 | 0.00% | 0 | Unchanged |
| Essential Partners LLC | 1 | $198 | 0.00% | −56−98.2% | Reduced |
| American Capital Advisory, LLC | 1 | $198 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $198 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $198 | 0.00% | +1 | New |
| PFS Partners, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $278 | 0.00% | +1 | New |
| Caitlin John, LLC | 2 | $396 | 0.00% | −16−88.9% | Reduced |
| Seneschal Advisors, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $396 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $396 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $594 | 0.00% | −15−83.3% | Reduced |
| HFM Investment Advisors, LLC | 3 | $594 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $792 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $792 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $792 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $792 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 5 | $990 | 0.00% | +2+66.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 5 | $990 | 0.00% | +5 | New |
| Financial Connections Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $1.00K | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.19K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $1.21K | 0.00% | +1+20.0% | Added |
| N.E.W. Advisory Services LLC | 7 | $1.39K | 0.00% | −20−74.1% | Reduced |
| Raffa Wealth Management, LLC | 7 | $1.39K | 0.00% | +3+75.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.58K | 0.00% | +3+60.0% | Added |
| Retirement Wealth Solutions LLC | 8 | $1.58K | 0.00% | −1−11.1% | Reduced |
| Addison Advisors LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $1.58K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 8 | $1.58K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 9 | $1.78K | 0.00% | +6+200.0% | Added |
| IMA Wealth, Inc. | 10 | $1.98K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 11 | $2.18K | 0.01% | −11−50.0% | Reduced |
| Elevated Capital Advisors, LLC | 11 | $2.18K | 0.00% | +11 | New |
| Rothschild Investment LLC | 13 | $2.57K | 0.00% | −687−98.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $2.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 15 | $2.97K | 0.00% | −18−54.5% | Reduced |
| Rossby Financial, LCC | 17 | $3.37K | 0.00% | +8+88.9% | Added |
| Manchester Capital Management LLC | 17 | $3.37K | 0.00% | −175−91.1% | Reduced |
| True Wealth Design, LLC | 18 | $3.56K | 0.00% | −73−80.2% | Reduced |
| HHM Wealth Advisors, LLC | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 22 | $4.35K | 0.00% | +22 | New |
| Meeder Asset Management Inc | 22 | $4.36K | 0.00% | −24−52.2% | Reduced |
| Nemes Rush Group LLC | 22 | $4.36K | 0.00% | +22 | New |
| Keating Financial Advisory Services, Inc. | 24 | $4.75K | 0.00% | +24 | New |
| Winnow Wealth LLC | 24 | $4.75K | 0.00% | −205−89.5% | Reduced |
| City State Bank | 25 | $4.95K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 25 | $4.95K | 0.00% | +4+19.0% | Added |
| High Note Wealth, LLC | 26 | $5.15K | 0.00% | +2+8.3% | Added |
| Basecamp Wealth Advisors LLC | 27 | $5.34K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 28 | $5.54K | 0.00% | −2−6.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 28 | $5.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $5.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $5.94K | 0.00% | −5−14.3% | Reduced |
| Westend Capital Management, LLC | 30 | $5.94K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $6.14K | 0.00% | +31 | New |
| Jessup Wealth Management, Inc | 31 | $6.14K | 0.00% | +31 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $6.14K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $6.93K | 0.00% | +5+16.7% | Added |
| Geneos Wealth Management Inc. | 37 | $7.33K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $7.72K | 0.00% | −60−60.6% | Reduced |
| SJS Investment Consulting Inc. | 40 | $7.92K | 0.00% | −6−13.0% | Reduced |
| Abound Wealth Management | 40 | $7.96K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 45 | $8.99K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 46 | $9.00K | 0.01% | +46 | New |
| SBI Securities Co., Ltd. | 46 | $9.11K | 0.00% | −35−43.2% | Reduced |
| Private Wealth Management Group, LLC | 47 | $9.30K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $9.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $10.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $10.3K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 56 | $11.1K | 0.00% | +6+12.0% | Added |
| Cornerstone Planning Group LLC | 56 | $11.5K | 0.00% | −157−73.7% | Reduced |
| Spire Wealth Management | 69 | $13.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 68 | $14.0K | 0.01% | −3−4.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 75 | $14.8K | 0.00% | −25−25.0% | Reduced |
| Asset Dedication, LLC | 80 | $15.8K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 80 | $15.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 76 | $16.5K | 0.00% | +27+55.1% | Added |
| Tobam | 88 | $17.0K | 0.00% | −157−64.1% | Reduced |
| Parkside Financial Bank & Trust | 87 | $17.2K | 0.00% | +5+6.1% | Added |
| Bullock Wealth Management Group | 89 | $17.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $18.0K | 0.00% | −158−63.5% | Reduced |
| NBC Securities, Inc. | 93 | $18.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 94 | $18.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 98 | $19.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $19.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 109 | $21.6K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 113 | $22.4K | 0.02% | +113 | New |
| Park Square Financial Group, LLC | 98 | $22.4K | 0.13% | +98 | New |
| WPG Advisers, LLC | 114 | $22.6K | 0.02% | +25+28.1% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $23.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 125 | $24.7K | 0.01% | −92−42.4% | Reduced |
| Root Financial Partners, LLC | 126 | $24.9K | 0.00% | −22−14.9% | Reduced |
| Rialto Wealth Management, LLC | 134 | $26.5K | 0.01% | −3−2.2% | Reduced |